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 192 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
91,181
shares
|
$4.34 Million
0.06% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
89,400
shares
|
$4.25 Million
1.42% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
88,958
shares
|
$4.23 Million
2.5% of portfolio
|
Q3 2025
Added 24.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
77,521
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Added 245.41%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
74,034
shares
|
$3.52 Million
1.91% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
73,889
shares
|
$3.52 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
72,629
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
71,011
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
70,743
shares
|
$3.37 Million
0.89% of portfolio
|
Q3 2025
Added 90.02%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
70,512
shares
|
$3.36 Million
1.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
70,059
shares
|
$3.33 Million
0.21% of portfolio
|
Q3 2025
Reduced 59.83%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
63,700
shares
|
$3.03 Million
1.99% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
61,912
shares
|
$2.95 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
59,051
shares
|
$2.81 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
58,494
shares
|
$2.78 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
58,003
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2025
Added 128.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
56,165
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,000
shares
|
$2.62 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
55,000
shares
|
$2.62 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
54,911
shares
|
$2.61 Million
0.22% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
50,987
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,587
shares
|
$2.36 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
|
$2.33 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
48,124
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
47,426
shares
|
$2.26 Million
1.23% of portfolio
|
Q3 2025
Added 5.7%
|
|