Freedom 100 Emeging MRKT ETFFRDMETF
13F holders, Q1 2025 (March 31)144holders +7
21new positions
14sold out
1famous investor
$35.05avg. 13F price*
At the end of Q1 2025, 144 institutions reported holding Freedom 100 Emeging MRKT ETF (FRDM) in their 13F filings, up 7 from Q4 2024. 21 opened new positions and 14 sold out. The largest holders were Retirement Planning Group, LLC ($82.7M), Northwestern Mutual Wealth Management Co. ($45.0M) and Willis Johnson & Associates, Inc. ($33.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Freedom 100 Emeging MRKT ETF
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $8.9M |
| Exits | 14 | $31.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,447,053 shares bought and 2,802,321 shares sold, net −1,355,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Retirement Planning Group, LLC | 3.88% | Add +11.5% | 2,358,510 | $82.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -4.7% | 1,284,132 | $45.0M |
| Willis Johnson & Associates, Inc. | 2.50% | Add +4.0% | 941,414 | $33.0M |
| Tanglewood Wealth Management, Inc. | 2.94% | Add +29.1% | 745,583 | $26.1M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -52.0% | 592,313 | $20.5M |
| Kathmere Capital Management, LLC | 1.54% | Reduce -0.3% | 515,602 | $18.1M |
| Coyle Financial Counsel LLC | 5.31% | Add +8.0% | 495,892 | $17.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.1% | 389,758 | $13.7M |
| Wells Fargo & Company | 0.00% | Add +18.7% | 384,791 | $13.5M |
| Yardley Wealth Management LLC | 7.56% | Reduce -12.4% | 366,032 | $12.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.6% | 365,710 | $12.8M |
| HighTower Advisors, LLC | 0.02% | Add +3.6% | 364,407 | $12.8M |
| Aptus Capital Advisors, LLC | 0.14% | Add +9.8% | 343,723 | $12.0M |
| Guardian Wealth Advisors, LLC / NC | 0.95% | Add +10.7% | 339,924 | $11.9M |
| Intelligence Driven Advisers, LLC | 2.27% | Reduce -1.0% | 335,532 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.7% | 266,738 | $9.3M |
| Commonwealth Financial Services, LLC | 1.85% | Add +0.2% | 257,580 | $9.0M |
| Mayport, LLC | 2.41% | Add +14.5% | 249,020 | $8.7M |
| Heck Capital Advisors, LLC | 0.98% | Reduce -1.5% | 249,008 | $8.7M |
| Stokes Family Office, LLC | 0.90% | Add +1.1% | 227,720 | $8.0M |
| WCG Wealth Advisors LLC | 0.59% | Reduce -4.3% | 223,012 | $7.8M |
| Ellevest, Inc. | 0.48% | Reduce -78.6% | 204,242 | $7.2M |
| Investment Planning Advisors, Inc. | 2.86% | Add +7.7% | 200,473 | $7.0M |
| Rossby Financial, LCC | 2.99% | Add +9.7% | 192,689 | $6.9M |
| Morgan Stanley | 0.00% | Add +14.3% | 196,939 | $6.9M |
| Beaumont Financial Advisors, LLC | 0.53% | Add +2.1% | 192,706 | $6.8M |
| Watchman Group, Inc. | 1.88% | Reduce -4.1% | 191,711 | $6.7M |
| Mariner, LLC | 0.01% | Add +23.2% | 182,425 | $6.4M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +0.6% | 181,364 | $6.4M |
| LPL Financial LLC | 0.00% | Add +14.6% | 181,137 | $6.3M |
| Stephens Consulting, LLC | 1.45% | Add +50.5% | 164,267 | $5.8M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -12.8% | 161,356 | $5.7M |
| Quarry Hill Advisors, LLC | 3.12% | Add +2.0% | 137,016 | $4.8M |
| TrueWealth Advisors, LLC | 1.55% | Add +0.7% | 134,828 | $4.7M |
| Smallwood Wealth Investment Management, LLC | 2.51% | Add +3.6% | 113,884 | $4.0M |
| Tableaux LLC | 2.85% | Add +18.8% | 112,915 | $4.0M |
| New England Private Wealth Advisors LLC | 0.61% | Add +2.3% | 111,769 | $3.9M |
| Womack Financial LLC | 3.24% | Add +0.3% | 100,933 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.11% | Add +5.5% | 89,750 | $3.1M |
| Frontier Asset Management, LLC | 0.82% | Add +118.6% | 80,771 | $2.8M |
| Foundations Investment Advisors, LLC | 0.05% | Add +5.2% | 78,377 | $2.7M |
| Lumbard & Kellner, LLC | 1.21% | Add +0.0% | 78,262 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +9.3% | 71,529 | $2.5M |
| Islay Capital Management, LLC | 1.63% | Add +2.3% | 68,508 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +174.7% | 68,463 | $2.4M |
| High Note Wealth, LLC | 0.54% | Add +164.5% | 62,347 | $2.2M |
| Lunt Capital Management, Inc. | 0.79% | Add +8.3% | 61,732 | $2.2M |
| Clear Creek Financial Management, LLC | 0.22% | Reduce -0.8% | 60,584 | $2.1M |
| 1620 Investment Advisors, Inc. | 1.65% | Add +3.4% | 60,164 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -16.5% | 60,097 | $2.1M |
| Tidal Investments LLC | 0.02% | Add +28.4% | 57,776 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -71.2% | 57,493 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +107.9% | 56,885 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | No change | 55,000 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | No change | 55,000 | $1.9M |
| Signal Advisors Wealth, LLC | 0.19% | New | 54,436 | $1.9M |
| Prism Advisors, Inc. | 0.50% | Reduce -8.8% | 46,457 | $1.6M |
| Pandora Wealth, Inc. | 1.04% | — | 44,894 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -27.7% | 44,543 | $1.6M |
| Cwm, LLC | 0.01% | Add +216.8% | 43,389 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.9% | 38,711 | $1.4M |
| Caprock Group, LLC | 0.04% | New | 37,747 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +678.7% | 36,029 | $1.3M |
| Longview Financial Advisors, Inc. | 1.06% | Add +12.2% | 35,374 | $1.2M |
| Magnus Financial Group LLC | 0.11% | Reduce -0.5% | 32,143 | $1.1M |
| Allen Capital Group, LLC | 0.12% | Add +2.4% | 30,728 | $1.1M |
| Maripau Wealth Management LLC | 0.61% | New | 30,358 | $1.1M |
| SouthState Bank Corp | 0.05% | New | 29,937 | $1.0M |
| Lansing Street Advisors | 0.35% | Reduce -10.3% | 29,603 | $1.0M |
| Ethos Financial Group, LLC | 0.09% | Add +0.1% | 29,601 | $967K |
| NewEdge Advisors, LLC | 0.01% | Reduce -24.4% | 27,421 | $961K |
| Mutual Advisors, LLC | 0.02% | No change | 24,173 | $869K |
| Silver Oak Securities, Incorporated | 0.08% | Add +21.1% | 24,424 | $858K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +135.4% | 24,172 | $847K |
| Strategic Blueprint, LLC | 0.05% | Add +63.1% | 24,006 | $841K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -15.0% | 23,431 | $821K |
| Global View Capital Management LLC | 0.30% | Reduce -21.6% | 23,219 | $814K |
| Mather Group, Llc. | 0.01% | No change | 21,469 | $753K |
| Mercer Global Advisors Inc. | 0.00% | New | 20,855 | $731K |
| Trademark Financial Management, LLC | 0.52% | Add +65.1% | 19,535 | $685K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -45.4% | 17,953 | $629K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.1% | 17,909 | $628K |
| William Howard & Co Financial Advisors Inc | 0.53% | Reduce -1.1% | 16,025 | $562K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 15,843 | $555K |
| Captrust Financial Advisors | 0.00% | Add +18.5% | 15,036 | $527K |
| MML Investors Services, LLC | 0.00% | Reduce -0.4% | 14,733 | $516K |
| Arete Wealth Advisors, LLC | 0.04% | Add +0.1% | 13,685 | $480K |
| Bank of America Corp. | 0.00% | New | 13,304 | $466K |
| Cetera Investment Advisers | 0.00% | Add +39.4% | 12,894 | $452K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -2.5% | 12,583 | $441K |
| L.K. Benson & Company, P.C. | 0.29% | Add +36.2% | 12,139 | $426K |
| Stegent Equity Advisors, Inc. | 0.42% | Reduce -33.6% | 11,763 | $412K |
| Mgo One Seven LLC | 0.01% | Add +6.6% | 10,940 | $383K |
| Creative Planning | 0.00% | Reduce -7.0% | 10,564 | $370K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.5% | 10,425 | $365K |
| Jones Financial Companies LLLP | 0.00% | Add +113.6% | 9,870 | $347K |
| Brookstone Capital Management | 0.00% | Reduce -80.1% | 9,615 | $337K |
| Medallion Wealth Advisors, LLC | 0.15% | Add +77.3% | 9,482 | $335K |
| Lord & Richards Wealth Management, LLC | 0.35% | New | 8,898 | $312K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -22.6% | 8,837 | $310K |
"% of holder's portfolio" is FRDM's weight in each manager's 13F, not the share of Freedom 100 Emeging MRKT ETF the manager owns.