Institutional Ownership Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information about the institutional ownership of Ea Ser Tr Freedom 100 Emerging (FRDM). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $650 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
8,915
shares
|
$313,451
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
8,621
shares
|
$303,114
0.11% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,344
shares
|
$293,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,647
shares
|
$268,868
0.01% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,202
shares
|
$218,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
6,040
shares
|
$212,366
0.02% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,828
shares
|
$204,912
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,714
shares
|
$200,904
0.02% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,317
shares
|
$186,945
0.0% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
5,095
shares
|
$179,140
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,734
shares
|
$166,447
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,635
shares
|
$162,966
0.0% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,621
shares
|
$162,474
0.0% of portfolio
|
Q4 2024
Added 1205.37%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,311
shares
|
$151,574
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$105,479
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,413
shares
|
$84,841
0.0% of portfolio
|
Q4 2024
Added 27.47%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,235
shares
|
$78,582
0.01% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,109
shares
|
$74,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,008
shares
|
$70,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,889
shares
|
$66,417
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,632
shares
|
$57,381
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,328
shares
|
$46,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,121
shares
|
$39,414
0.0% of portfolio
|
Q4 2024
Reduced 51.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,000
shares
|
$35,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
965
shares
|
$33,929
0.0% of portfolio
|
Q4 2024
New holding
|