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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,556
shares
|
$216,820
0.0% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
4,543
shares
|
$216,201
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
4,036
shares
|
$192,073
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,838
shares
|
$182,650
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,390
shares
|
$161,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,371
shares
|
$160,425
0.0% of portfolio
|
Q2 2025
Added 28.47%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,118
shares
|
$148,385
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$142,770
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,734
shares
|
$130,111
0.0% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,235
shares
|
$106,363
0.01% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
2,168
shares
|
$103,175
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2,119
shares
|
$100,843
0.1% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,066
shares
|
$98,320
0.0% of portfolio
|
Q3 2025
Added 120.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,929
shares
|
$91,801
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,773
shares
|
$84,377
0.0% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,448
shares
|
$68,910
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,328
shares
|
$63,199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
1,187
shares
|
$56,489
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,121
shares
|
$53,348
0.0% of portfolio
|
Q4 2024
Reduced 51.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,042
shares
|
$49,588
0.0% of portfolio
|
Q3 2025
Reduced 51.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$47,590
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
981
shares
|
$46,685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
813
shares
|
$38,690
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
650
shares
|
$30,933
0.0% of portfolio
|
Q2 2025
Added 48.4%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
634
shares
|
$30,172
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|