Freedom 100 Emeging MRKT ETFFRDMETF
13F holders, Q1 2026 (March 31)281holders +50
64new positions
14sold out
2famous investors
$54.72avg. 13F price*
At the end of Q1 2026, 281 institutions reported holding Freedom 100 Emeging MRKT ETF (FRDM) in their 13F filings, up 50 from Q4 2025. 64 opened new positions and 14 sold out. The largest holders were Retirement Planning Group, LLC ($139.3M), Wells Fargo & Company ($117.2M) and Northwestern Mutual Wealth Management Co. ($106.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Freedom 100 Emeging MRKT ETF
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072L607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $124.7M |
| Exits | 14 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 7,554,504 shares bought and 1,698,841 shares sold, net +5,855,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| Retirement Planning Group, LLC | 4.32% | Add +5.5% | 2,549,629 | $139.3M |
| Wells Fargo & Company | 0.02% | Add +42.9% | 2,144,310 | $117.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +23.1% | 1,945,178 | $106.3M |
| Mainstay Capital Management LLC | 7.68% | Add +9.4% | 1,823,216 | $99.6M |
| Ellevest, Inc. | 7.87% | Reduce -12.2% | 1,035,228 | $56.6M |
| Willis Johnson & Associates, Inc. | 2.74% | Reduce -15.0% | 859,157 | $47.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.4% | 794,463 | $43.4M |
| Tanglewood Wealth Management, Inc. | 3.58% | Reduce -29.6% | 790,796 | $43.2M |
| LPL Financial LLC | 0.01% | Add +81.6% | 767,211 | $41.9M |
| Aptus Capital Advisors, LLC | 0.30% | Reduce -1.2% | 662,086 | $36.2M |
| Heck Capital Advisors, LLC | 2.50% | Add +178.4% | 614,830 | $33.7M |
| Guardian Wealth Advisors, LLC / NC | 2.12% | Reduce -2.6% | 610,969 | $33.4M |
| Morgan Stanley | 0.00% | Add +107.0% | 590,365 | $32.3M |
| Coyle Financial Counsel LLC | 6.75% | Add +0.6% | 583,848 | $31.9M |
| Kathmere Capital Management, LLC | 1.65% | Reduce -4.2% | 485,866 | $26.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +304.6% | 472,044 | $25.8M |
| Investment Planning Advisors, Inc. | 7.08% | Reduce -15.9% | 470,311 | $25.7M |
| Kestra Advisory Services, LLC | 0.09% | Add +18.6% | 442,531 | $24.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +4.6% | 440,218 | $24.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.5% | 403,853 | $22.1M |
| First Heartland Consultants, Inc. | 1.64% | Add +9.8% | 391,123 | $21.4M |
| Legacy Financial Advisors, Inc. | 2.96% | New | 386,706 | $21.1M |
| Integrated Wealth Concepts LLC | 0.14% | Add +154.4% | 323,392 | $17.7M |
| Beaumont Financial Advisors, LLC | 1.18% | Add +13.8% | 313,143 | $17.1M |
| Mayport, LLC | 3.01% | Add +6.3% | 296,252 | $16.2M |
| Commonwealth Financial Services, LLC | 2.54% | Reduce -4.3% | 293,582 | $16.0M |
| Enzi Wealth | 5.57% | Add +7.5% | 293,511 | $16.0M |
| Old Mission Capital LLC | 0.38% | Add +246.0% | 290,229 | $15.9M |
| Compass Ion Advisors, LLC | 1.50% | Add +3.5% | 287,522 | $15.7M |
| Invst, LLC | 1.71% | Reduce -14.5% | 276,703 | $15.1M |
| Yardley Wealth Management LLC | 7.72% | Reduce -9.5% | 275,517 | $15.1M |
| GTS Securities LLC | 0.50% | Add +3350.7% | 257,835 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +115.2% | 254,839 | $13.9M |
| WCG Wealth Advisors LLC | 0.38% | Reduce -3.2% | 248,950 | $13.6M |
| Jones Financial Companies LLLP | 0.01% | Add +82.8% | 249,464 | $13.3M |
| Muhlenkamp & Co. Inc. | 3.41% | New | 236,825 | $12.9M |
| High Note Wealth, LLC | 2.53% | Add +4.1% | 235,785 | $12.9M |
| Intelligence Driven Advisers, LLC | 2.19% | Reduce -33.4% | 230,078 | $12.6M |
| Adamsbrown Wealth Consultants LLC | 3.30% | New | 228,637 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +226.3% | 190,790 | $10.4M |
| KFG Wealth Management, LLC | 1.33% | New | 188,461 | $10.3M |
| MML Investors Services, LLC | 0.03% | Add +170.0% | 181,242 | $9.9M |
| Longview Financial Advisors, Inc. | 5.93% | Add +3.1% | 177,464 | $9.7M |
| Great Valley Advisor Group, Inc. | 0.18% | Reduce -4.3% | 176,949 | $9.7M |
| Pearl Planning LLC | 5.15% | Reduce -3.9% | 176,261 | $9.6M |
| Mgo One Seven LLC | 0.19% | Reduce -19.2% | 175,847 | $9.6M |
| Royal Bank of Canada | 0.00% | Add +198.9% | 174,131 | $9.5M |
| Watchman Group, Inc. | 2.26% | Reduce -8.1% | 171,193 | $9.4M |
| Rossby Financial, LCC | 1.92% | Reduce -20.2% | 164,424 | $9.2M |
| Krilogy Financial LLC | 0.29% | New | 144,618 | $8.9M |
| Koshinski Asset Management, Inc. | 0.55% | Add +234.8% | 160,417 | $8.8M |
| Signal Advisors Wealth, LLC | 0.58% | Add +17.9% | 154,516 | $8.4M |
| Lumbard & Kellner, LLC | 2.91% | Add +0.3% | 153,507 | $8.4M |
| Retirement Management Systems Inc. | 1.98% | New | 150,444 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +97.6% | 149,790 | $8.2M |
| Baird Financial Group, Inc. | 0.01% | Add +31.5% | 149,204 | $8.2M |
| Prospera Financial Services Inc | 0.13% | Add +361.3% | 147,477 | $8.1M |
| Stokes Family Office, LLC | 0.83% | Reduce -32.7% | 146,583 | $8.0M |
| TrueWealth Advisors, LLC | 1.93% | Reduce -0.1% | 140,610 | $7.7M |
| Quarry Hill Advisors, LLC | 3.08% | Reduce -8.4% | 118,355 | $7.5M |
| Tableaux LLC | 3.54% | Add +47.3% | 133,674 | $7.3M |
| Focus Partners Wealth | 0.01% | Add +1.4% | 133,104 | $7.3M |
| Ameritas Investment Partners, Inc. | 0.21% | Add +2.7% | 123,180 | $6.7M |
| Wright Wealth LLC | 4.50% | Reduce -2.8% | 123,110 | $6.7M |
| Tidal Investments LLC | 0.02% | Add +3.4% | 122,448 | $6.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | New | 119,500 | $6.5M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -10.7% | 118,950 | $6.5M |
| Brookstone Capital Management | 0.07% | Add +275.7% | 116,907 | $6.4M |
| Smallwood Wealth Investment Management, LLC | 3.33% | Reduce -0.7% | 115,760 | $6.3M |
| Trademark Financial Management, LLC | 3.06% | Add +46.5% | 114,144 | $6.2M |
| Cabot Wealth Management Inc. | 0.72% | New | 113,975 | $6.2M |
| New England Private Wealth Advisors LLC | 0.71% | Reduce -1.5% | 113,084 | $6.2M |
| Jane Street Group, LLC | 0.01% | Reduce -54.8% | 113,027 | $6.2M |
| Philadelphia Investment Partners, LLC | 4.12% | — | 110,782 | $6.1M |
| Lansing Street Advisors | 1.50% | Add +19.9% | 108,282 | $5.9M |
| Womack Financial LLC | 4.28% | Reduce -0.7% | 106,453 | $5.8M |
| Foundations Investment Advisors, LLC | 0.07% | Add +1.3% | 100,867 | $5.5M |
| Harbour Wealth Management Group, Inc. | 4.12% | Add +76.2% | 100,166 | $5.5M |
| Avid Wealth Partners LLC | 2.56% | Add +60.7% | 99,208 | $5.4M |
| Geneos Wealth Management Inc. | 0.13% | Add +3.5% | 98,731 | $5.4M |
| United Advisor Group, LLC | 0.64% | Add +15.4% | 95,017 | $5.2M |
| Islay Capital Management, LLC | 2.57% | Add +3.9% | 92,180 | $5.0M |
| Peak Planning Group, LLC | 1.35% | Add +52.2% | 89,297 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -22.9% | 82,687 | $4.5M |
| Sweeney & Michel, LLC | 1.32% | Add +3.6% | 74,404 | $4.5M |
| Ethos Financial Group, LLC | 0.33% | Reduce -20.5% | 80,942 | $4.4M |
| Sunrise Financial Services, LLC | 3.06% | Reduce -5.0% | 78,885 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Add +35.8% | 76,442 | $4.2M |
| Oath Planning, LLC | 3.60% | Add +1.4% | 74,055 | $4.0M |
| Piedmont Capital Management, LLC | 2.04% | New | 72,198 | $4.0M |
| Arq Wealth Advisors, LLC | 0.70% | Add +9.4% | 70,675 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +34.4% | 73,365 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +20.9% | 66,992 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Add +314.8% | 71,571 | $3.7M |
| 1620 Investment Advisors, Inc. | 2.30% | Add +0.2% | 62,240 | $3.4M |
| MAI Capital Management | 0.02% | Add +0.3% | 58,694 | $3.2M |
| Allen Capital Group, LLC | 0.27% | Add +32.9% | 55,129 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | No change | 55,000 | $3.0M |
| Uniting Wealth Partners, LLC | 0.62% | New | 53,283 | $2.9M |
| Moors & Cabot, Inc. | 0.12% | Add +4.6% | 53,225 | $2.9M |
| Lunt Capital Management, Inc. | 1.11% | Reduce -10.8% | 52,740 | $2.9M |
| SeedSafe Financial LLC | 2.30% | Add +7.0% | 51,169 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -43.0% | 49,462 | $2.7M |
| Maripau Wealth Management LLC | 1.16% | Add +1.7% | 48,289 | $2.6M |
| Redhawk Wealth Advisors, Inc. | 0.29% | Reduce -47.3% | 47,784 | $2.6M |
| Cwm, LLC | 0.01% | Add +40.8% | 46,002 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +2.3% | 45,492 | $2.5M |
| Equity Wealth Partners, LLC | 1.60% | Add +4.3% | 45,385 | $2.5M |
| Xena Financial Planning, LLC | 2.76% | Add +3.0% | 44,714 | $2.4M |
| Financial Guidance Group, Inc. | 0.96% | Add +8.7% | 43,648 | $2.4M |
| Highline Wealth Partners LLC | 0.59% | Add +33.0% | 42,316 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +44.6% | 41,847 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 41,289 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +9.7% | 40,837 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | New | 40,023 | $2.2M |
| Members Advisory Group LLC | 0.75% | Reduce -52.9% | 39,825 | $2.2M |
| Per Stirling Capital Management, LLC. | 0.24% | Add +153.9% | 39,149 | $2.1M |
| JPL Wealth Management, LLC | 0.49% | Add +92.5% | 39,016 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Add +129.1% | 37,063 | $2.0M |
| Lord & Richards Wealth Management, LLC | 1.67% | Reduce -0.1% | 34,767 | $1.9M |
| VectorGlobal IAG, Inc. | 0.49% | — | 34,725 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Add +2.6% | 34,084 | $1.9M |
| Clear Creek Financial Management, LLC | 0.14% | Reduce -43.3% | 33,089 | $1.8M |
| Seaview Investment Managers LLC | 0.61% | Reduce -2.2% | 30,824 | $1.7M |
| Truist Financial Corp. | 0.00% | New | 30,397 | $1.7M |
| HRT Financial LP | 0.00% | New | 29,863 | $1.6M |
| Angeles Wealth Management, LLC | 0.09% | Reduce -0.9% | 29,257 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +996.2% | 28,853 | $1.6M |
| Patten Group, Inc. | 0.26% | Add +9.7% | 27,804 | $1.5M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -1.4% | 27,272 | $1.5M |
| SouthState Bank Corp | 0.07% | Add +18.3% | 27,320 | $1.5M |
| Global View Capital Management LLC | 0.40% | Add +25.7% | 27,272 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | New | 27,265 | $1.5M |
| &partners | 0.01% | New | 27,248 | $1.5M |
| IFP Advisors, Inc | 0.03% | Reduce -5.6% | 26,643 | $1.5M |
| Cooper Financial Group | 0.14% | New | 26,078 | $1.4M |
| Clarity Asset Management, Inc. | 0.72% | Add +3612.8% | 26,027 | $1.4M |
| Citadel Advisors | 0.00% | New | 25,885 | $1.4M |
| Ares Financial Consulting, LLC | 1.10% | Add +43.0% | 25,047 | $1.4M |
| Gerber, LLC | 0.78% | Add +16.7% | 25,246 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +8.9% | 24,512 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.9% | 24,487 | $1.3M |
| Creative Planning | 0.00% | Add +18.0% | 24,095 | $1.3M |
| Modern Wealth Management, LLC | 0.02% | New | 23,311 | $1.3M |
| Bravias Capital Group, LLC | 0.85% | Add +25.6% | 23,671 | $1.3M |
| UBS Group AG | 0.00% | Add +844.0% | 23,600 | $1.3M |
| Prism Advisors, Inc. | 0.34% | Reduce -17.4% | 23,511 | $1.3M |
| Visionary Wealth Advisors | 0.06% | Add +174.6% | 23,438 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | New | 22,083 | $1.2M |
| Mather Group, Llc. | 0.01% | No change | 21,469 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -8.4% | 21,111 | $1.2M |
| Independent Advisor Alliance | 0.01% | New | 20,947 | $1.1M |
| Stillwater Private Wealth, LLC | 0.91% | — | 19,732 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 19,254 | $987K |
| L.K. Benson & Company, P.C. | 0.32% | Reduce -0.8% | 17,435 | $953K |
| Atria Investments, Inc | 0.01% | Add +15.4% | 17,346 | $948K |
| Independent Financial Group, LLC | 0.02% | New | 17,222 | $941K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 17,032 | $931K |
| Capital Advisors, Ltd. LLC | 0.10% | Add +44.1% | 16,506 | $902K |
| Portfolio Resources Advisor Group, Inc. | 0.88% | Reduce -29.8% | 16,049 | $881K |
| William Howard & Co Financial Advisors Inc | 0.75% | No change | 15,856 | $867K |
| Legend Financial Advisors, Inc. | 0.55% | New | 15,564 | $851K |
| Magnus Financial Group LLC | 0.07% | Reduce -0.8% | 14,849 | $811K |
| Benjamin Edwards Inc. | 0.01% | New | 14,751 | $806K |
| Natixis Advisors, LLC | 0.00% | New | 13,754 | $752K |
| Medallion Wealth Advisors, LLC | 0.24% | Reduce -0.9% | 13,299 | $727K |
| BlackDiamond Wealth Management, LLC | 0.34% | New | 12,972 | $709K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 11,918 | $651K |
| Fermata Advisors, LLC | 0.15% | Add +21.1% | 11,814 | $646K |
| Stifel Financial Corp. | 0.00% | New | 11,479 | $627K |
| Belpointe Asset Management LLC | 0.02% | Add +16.8% | 11,463 | $626K |
| Pilgrim Partners Asia Pte Ltd | 0.26% | New | 11,200 | $612K |
| Wedbush Securities Inc. | 0.02% | New | 11,097 | $606K |
| Snowden Capital Advisors LLC | 0.02% | Add +98.8% | 10,425 | $570K |
| Western Wealth Management, LLC | 0.02% | Add +3.7% | 10,325 | $564K |
| TFO Wealth Partners, LLC | 0.07% | No change | 10,000 | $547K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 9,879 | $540K |
| Tailwinds Wealth, LLC | 1.27% | Reduce -53.9% | 9,476 | $518K |
| XY Planning Network, Inc. | 0.08% | Reduce -6.8% | 9,273 | $518K |
| Mendel Money Management | 0.22% | Add +26.1% | 9,425 | $515K |
| South Shore Capital Advisors | 0.37% | Add +47.7% | 9,240 | $505K |
| Skyline Advisors, Inc. | 0.17% | Add +21.9% | 9,181 | $502K |
| Lane Brothers & Co. Inc. | 0.36% | Reduce -16.9% | 9,153 | $500K |
| Willow Financial LLC | 0.50% | Reduce -10.6% | 9,102 | $497K |
| Ameritas Advisory Services, LLC | 0.02% | Add +4.4% | 8,754 | $478K |
| Bulwark Capital Corp | 0.29% | Reduce -0.9% | 8,676 | $474K |
| Permanens Capital L.P. | 0.06% | New | 8,644 | $472K |
| Innova Wealth Partners | 0.22% | Add +87.7% | 8,588 | $469K |
| Marshall Wace, LLP | 0.00% | New | 8,585 | $469K |
| Brown Advisory Inc. | 0.00% | Add +35.1% | 8,318 | $455K |
| Simplex Trading, LLC | 0.01% | New | 8,203 | $448K |
| Kensington Asset Management, LLC | 0.02% | New | 8,116 | $444K |
| Capital Square, LLC | 0.20% | Add +35.9% | 7,016 | $442K |
| Mills Wealth Advisors LLC | 0.15% | Add +7.5% | 8,094 | $442K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -8.2% | 7,807 | $427K |
| Caprock Group, LLC | 0.01% | Add +9.5% | 7,313 | $401K |
| Vista Investment Partners Ii, LLC | 0.18% | Reduce -38.6% | 7,303 | $399K |
| Elevated Financial Group LLC | 0.13% | Reduce -9.5% | 7,126 | $389K |
| One Degree Advisors Inc | 0.10% | Reduce -8.4% | 7,095 | $387K |
| US Bancorp \de | 0.00% | Add +4.6% | 7,009 | $383K |
| Parallel Advisors, LLC | 0.01% | Add +21.4% | 6,749 | $369K |
| Sankala Group LLC | 0.30% | Add +5.0% | 6,733 | $364K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.2% | 6,569 | $359K |
| GS Investments, Inc. | 0.21% | No change | 6,555 | $358K |
| IHT Wealth Management, LLC | 0.01% | Reduce -12.3% | 6,550 | $358K |
| Sugar Maple Asset Management, LLC | 0.21% | New | 6,465 | $353K |
| Betterment LLC | 0.00% | New | 6,443 | $352K |
| SwitchPoint Financial Planning, LLC | 0.23% | Reduce -0.4% | 6,278 | $343K |
| Empowered Funds, LLC | 0.00% | Add +40.3% | 6,259 | $342K |
| HB Wealth Management, LLC | 0.00% | Add +2.1% | 6,247 | $341K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -39.6% | 6,025 | $329K |
| Savant Capital, LLC | 0.00% | Reduce -51.7% | 5,910 | $323K |
| Lakeside Advisors, INC. | 0.21% | New | 5,879 | $321K |
| New Harbor Financial Group, LLC | 0.05% | No change | 5,488 | $300K |
| Fifth Third Bancorp | 0.00% | New | 5,311 | $290K |
| Northern Trust Corp. | 0.00% | No change | 5,161 | $282K |
| DAVENPORT & Co LLC | 0.00% | Add +6.2% | 5,160 | $282K |
| Private Advisor Group, LLC | 0.00% | New | 5,063 | $277K |
| Anchor Investment Management, LLC | 0.02% | No change | 5,013 | $274K |
| Darden Wealth Group Inc | 0.14% | New | 4,985 | $272K |
| Perigon Wealth Management, LLC | 0.00% | No change | 4,856 | $265K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,827 | $264K |
| Gibson Capital, LLC | 0.05% | No change | 4,574 | $250K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 4,572 | $250K |
| Blue Chip Partners, LLC | 0.02% | New | 4,370 | $239K |
| Burney Co./ | 0.01% | No change | 4,278 | $234K |
| AQR Capital Management | 0.00% | New | 4,258 | $233K |
| CLG LLC | 0.06% | Add +0.5% | 4,216 | $230K |
| Integrated Advisors Network LLC | 0.01% | New | 4,190 | $229K |
| Trailhead Planners LLC | 0.21% | New | 4,007 | $219K |
| Range Advisory, LLC | 0.04% | New | 3,989 | $218K |
| Tactive Advisors, LLC | 0.06% | New | 3,868 | $211K |
| Csenge Advisory Group | 0.01% | New | 3,797 | $208K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 3,792 | $207K |
| FMR LLC | 0.00% | Add +61.8% | 3,687 | $201K |
| Strong Retirement Solutions LLC | 0.14% | New | 3,677 | $201K |
| Ancora Advisors LLC | 0.00% | Add +4.7% | 3,528 | $193K |
| National Bank of Canada | 0.00% | Reduce -25.6% | 3,450 | $189K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,390 | $185K |
| Sunbelt Securities, Inc. | 0.01% | Add +32800.0% | 3,290 | $180K |
| Creative Financial Designs Inc. | 0.01% | New | 3,215 | $176K |
| Smithfield Trust Co | 0.01% | Add +135.9% | 3,133 | $172K |
| Colonial Trust Co / SC | 0.02% | No change | 3,000 | $164K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +43.5% | 2,965 | $162K |
| Center for Financial Planning, Inc. | 0.01% | Add +300.0% | 2,600 | $142K |
| Owl Creek Wealth Partners LLC | 0.04% | — | 1,845 | $101K |
| Marshall Investment Management, LLC | 0.05% | New | 1,814 | $99K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,632 | $91K |
| UMB Bank, n.a. | 0.00% | Add +166.7% | 1,600 | $87K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,458 | $80K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,418 | $77K |
| Millstone Evans Group, LLC | 0.04% | Reduce -3.8% | 1,218 | $67K |
| Asset Dedication, LLC | 0.00% | No change | 1,121 | $61K |
| Investors Research Corp | 0.01% | New | 1,117 | $61K |
| SIMA Wealth Partners, LLC | 0.05% | Reduce -5.7% | 1,085 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +34.1% | 960 | $52K |
| Assetmark, Inc. | 0.00% | Add +231.3% | 719 | $39K |
| Strive Financial Group ,LLC | 0.02% | Add +4.5% | 580 | $32K |
| First Pacific Financial | 0.00% | No change | 523 | $29K |
| Root Financial Partners, LLC | 0.00% | No change | 499 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +72.9% | 408 | $23K |
| CoreCap Advisors, LLC | 0.00% | Reduce -57.9% | 400 | $22K |
| MBM Wealth Consultants, LLC | 0.00% | New | 373 | $20K |
| Clark Wealth Partners | 0.01% | No change | 347 | $19K |
| AE Wealth Management LLC | 0.00% | No change | 341 | $19K |
| CDKV Holdings LLC | 0.02% | No change | 329 | $18K |
| Key Financial Inc | 0.00% | New | 303 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 256 | $16K |
| Y.D. More Investments Ltd | 0.00% | New | 263 | $14K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -47.3% | 175 | $10K |
| Bank of Montreal | 0.00% | New | 150 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +323.3% | 127 | $7K |
| Triumph Capital Management | 0.00% | No change | 101 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 100 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 94 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 85 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 60 | $3K |
| LRI Investments, LLC | 0.00% | No change | 52 | $3K |
| Trust Co | 0.00% | New | 21 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -97.4% | 1 | $54 |
| Sound Income Strategies, LLC | 0.00% | Reduce -99.2% | 1 | $42 |
"% 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.