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 142 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $667 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
58,203
shares
|
$2.09 Million
1.5% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
57,012
shares
|
$2.05 Million
0.73% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
55,000
shares
|
$1.98 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
54,436
shares
|
$1.96 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
50,944
shares
|
$1.83 Million
0.5% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,587
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2023
Added 2.98%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
48,856
shares
|
$1.76 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
48,228
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
44,983
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Added 157.02%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
42,042
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,108
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
36,955
shares
|
$1.33 Million
0.54% of portfolio
|
Q4 2024
Added 103.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
36,261
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
35,374
shares
|
$1.27 Million
1.06% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
32,143
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
29,995
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
29,625
shares
|
$1.07 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
29,603
shares
|
$1.06 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
29,586
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
27,554
shares
|
$990,841
0.04% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,367
shares
|
$984,117
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,928
shares
|
$896,410
0.17% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,927
shares
|
$896,374
0.0% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,173
shares
|
$869,261
0.02% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
24,172
shares
|
$869,225
0.02% of portfolio
|
Q1 2025
Added 135.43%
|