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 163 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $897 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
634
shares
|
$26,976
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
450
shares
|
$19,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
341
shares
|
$14,509
0.0% of portfolio
|
Q2 2025
Reduced 77.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
236
shares
|
$10,041
0.0% of portfolio
|
Q2 2025
Added 293.33%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
200
shares
|
$8,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
193
shares
|
$8,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
184
shares
|
$7,829
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
86
shares
|
$3,659
0.0% of portfolio
|
Q2 2025
Reduced 86.11%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
48
shares
|
$2,042
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
30
shares
|
$1,276
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
19
shares
|
$808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|