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
Principal Securities, Inc. Des Moines, IA	Jan 30, 2025 Q4 2024	965 shares	$34,701 0.0% of portfolio	Q4 2024 New holding
Comerica Bank	Feb 14, 2025 Q4 2024	616 shares	$22,151 0.0% of portfolio	Q1 2024 New holding
Millstone Evans Group, LLC Boulder, CO	Feb 11, 2025 Q4 2024	600 shares	$21,576 0.01% of portfolio	Q4 2024 New holding
Center For Financial Planning, Inc. Southfied, MI	Apr 22, 2025 Q1 2025	438 shares	$15,750 0.0% of portfolio	Q2 2024 New holding
O'Shaughnessy Asset Management, LLC Stamford, CT	Feb 12, 2025 Q4 2024	404 shares	$14,527 0.0% of portfolio	Q4 2024 Added 155.7%
Rothschild Investment LLC Chicago, IL	Apr 08, 2025 Q1 2025	223 shares	$8,019 0.0% of portfolio	Q4 2024 New holding
Umb Bank, N.A.	Apr 14, 2025 Q1 2025	200 shares	$7,192 0.0% of portfolio	Q1 2025 New holding
Venturi Wealth Management, LLC Austin, TX	Jan 31, 2025 Q4 2024	169 shares	$6,077 0.0% of portfolio	Q4 2024 Added 0.6%
Larson Financial Group LLC	Feb 07, 2025 Q4 2024	85 shares	$3,056 0.0% of portfolio	Q4 2024 Added 1.19%
Farther Finance Advisors, LLC San Francisco, CA	Apr 14, 2025 Q1 2025	60 shares	$2,157 0.0% of portfolio	Q1 2025 New holding
Transcendent Capital Group LLC Edmond, OK	Feb 04, 2025 Q4 2024	49 shares	$1,762 0.0% of portfolio	Q3 2024 New holding
Beacon Capital Management, LLC	Apr 21, 2025 Q1 2025	47 shares	$1,690 0.0% of portfolio	Q2 2024 New holding
Ever Source Wealth Advisors, LLC	Feb 07, 2025 Q4 2024	30 shares	$1,078 0.0% of portfolio	Q2 2024 New holding
Koesten, Hirschmann & Crabtree, Inc. Overland Park, KS	Apr 23, 2025 Q1 2025	19 shares	$683 0.0% of portfolio	Q3 2024 New holding
Concourse Financial Group Securities, Inc. Birmingham, AL	Feb 13, 2025 Q4 2024	0 shares	$0 0.0% of portfolio	Q4 2024 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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