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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
45,674
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2025
Added 82.8%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
43,989
shares
|
$2.09 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
43,933
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
43,401
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
37,478
shares
|
$1.78 Million
0.87% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
36,868
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
33,840
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
32,131
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
30,925
shares
|
$1.47 Million
0.4% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30,648
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
29,396
shares
|
$1.4 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
27,884
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
27,759
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
27,701
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
27,143
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 138.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
25,128
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
25,060
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.47%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
25,036
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,928
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
24,727
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 17.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,363
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
24,337
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Nov 04, 2025 Q3 2025 |
23,816
shares
|
$1.13 Million
0.97% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,934
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
21,469
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|