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FRDM EA SERIES TRUST

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FREEDOM 100 EM (fund)

230 managers (231 13F filers) reported a position in FRDM shares at 2025-12-31, 27,491,916 shares in all. 34 filers opened a position and 6 filers sold out during the quarter.

Managers
230
13F filers
231
New
34
Added
107
Reduced
45
Sold out
6
Shares held by filers
27,491,916

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Millstone Evans Group, LLC1,266$64.9K0.04%+63213F-HRTimeline
GoalVest Advisory LLC1,187$60.9K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,150$59K0.04%+21113F-HRTimeline
Asset Dedication, LLC1,121$57.5K<0.01%013F-HRTimeline
ORG Partners LLC1,000$51.3K0.01%013F-HRTimeline
CoreCap Advisors, LLC950$48.7K<0.01%+50013F-HRTimeline
Steward Partners Investment Advisory, L…716$36.7K<0.01%+48313F-HRTimeline
Clarity Asset Management, Inc.701$35.9K0.02%new13F-HRTimeline
Center for Financial Planning, Inc.650$33.3K<0.01%013F-HRTimeline
UMB Bank, n.a.600$30.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strive Financial Group ,LLC555$28.5K0.02%13F-HR/ATimeline
First Pacific Financial523$26.8K<0.01%new13F-HRTimeline
Root Financial Partners, LLC499$25.6K<0.01%-2,61913F-HRTimeline
Clark Wealth Partners347$17.8K0.01%013F-HRTimeline
AE Wealth Management LLC341$17.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…332$17K<0.01%013F-HRTimelineGroup
CDKV HOLDINGS LLC329$16.9K0.01%13F-HRTimeline
CENTRAL TRUST Co290$14.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC236$12.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC217$11.1K<0.01%new13F-HRTimelineGroup
Allworth Financial LP213$10.9K<0.01%new13F-HRTimeline
Realta Investment Advisors205$10.5K<0.01%+5013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.193$9.89K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC131$7.29K<0.01%+13013F-HRTimeline
Triumph Capital Management101$5.16K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…100$5.13K<0.01%013F-HR/ATimeline
LRI Investments, LLC52$2.67K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.38$1.95K<0.01%-94313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30$1.54K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.10$536<0.01%013F-HRTimeline