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 126 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
34,569
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
32,303
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
29,995
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
29,923
shares
|
$1.04 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
29,598
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2024
Reduced 46.94%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
28,316
shares
|
$982,565
0.04% of portfolio
|
Q3 2024
Reduced 78.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,678
shares
|
$925,726
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
26,502
shares
|
$919,619
0.0% of portfolio
|
Q3 2024
Added 36.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,173
shares
|
$838,803
0.02% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,934
shares
|
$795,809
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
22,046
shares
|
$764,996
0.36% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
21,469
shares
|
$744,974
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,225
shares
|
$736,507
0.0% of portfolio
|
Q3 2024
Reduced 87.81%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
20,087
shares
|
$697,018
0.92% of portfolio
|
Q3 2024
Reduced 68.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
19,602
shares
|
$680,189
0.0% of portfolio
|
Q3 2024
Reduced 81.31%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
19,519
shares
|
$677,309
0.13% of portfolio
|
Q3 2024
Added 58.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
19,281
shares
|
$669,050
0.02% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
18,148
shares
|
$629,735
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
17,502
shares
|
$607,319
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,500
shares
|
$607,250
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
16,156
shares
|
$560,613
0.49% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
15,307
shares
|
$531,152
0.06% of portfolio
|
Q3 2024
Added 162.56%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,031
shares
|
$521,575
0.0% of portfolio
|
Q3 2024
Reduced 85.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,719
shares
|
$510,749
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,321
shares
|
$496,938
0.01% of portfolio
|
Q1 2023
New holding
|