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 |
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
23,575
shares
|
$847,757
0.2% of portfolio
|
Q4 2024
Added 277.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,934
shares
|
$824,706
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
21,469
shares
|
$772,025
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
19,535
shares
|
$702,478
0.52% of portfolio
|
Q1 2025
Added 65.06%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
19,281
shares
|
$693,344
0.02% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,083
shares
|
$650,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,953
shares
|
$645,589
0.0% of portfolio
|
Q1 2025
Reduced 45.37%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
17,714
shares
|
$636,995
0.68% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,500
shares
|
$629,300
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
16,025
shares
|
$576,259
0.53% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
15,843
shares
|
$569,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
14,786
shares
|
$531,704
0.0% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,719
shares
|
$529,295
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,321
shares
|
$514,983
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
13,743
shares
|
$494,198
0.26% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,697
shares
|
$492,544
0.0% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
13,673
shares
|
$491,681
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,693
shares
|
$456,440
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
12,583
shares
|
$452,484
0.05% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
12,139
shares
|
$436,518
0.29% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
11,417
shares
|
$410,555
0.0% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
11,356
shares
|
$408,361
0.0% of portfolio
|
Q4 2024
Added 50.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,425
shares
|
$374,883
0.01% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,262
shares
|
$369,021
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,249
shares
|
$332,594
0.0% of portfolio
|
Q4 2024
Added 36.68%
|