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Disclosery

FRDM EA SERIES TRUST

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FREEDOM 100 EM (fund)

280 managers (281 13F filers) reported a position in FRDM shares at 2026-03-31, 33,466,035 shares in all. 64 filers opened a position and 14 filers sold out during the quarter.

Managers
280
13F filers
281
New
64
Added
119
Reduced
68
Sold out
14
Shares held by filers
33,466,035

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sankala Group LLC6,733$364K0.3%+32313F-HRTimeline
Beacon Pointe Advisors, LLC6,569$359K<0.01%+7713F-HRTimeline
GS Investments, Inc.6,555$358K0.21%013F-HRTimeline
IHT Wealth Management, LLC6,550$358K0.01%-91613F-HRTimeline
Sugar Maple Asset Management, LLC6,465$353K0.21%new13F-HRTimeline
Betterment LLC6,443$352K<0.01%new13F-HRTimeline
SwitchPoint Financial Planning, LLC6,278$343K0.23%-2713F-HRTimeline
Empowered Funds, LLC6,259$342K<0.01%+1,79813F-HR/ATimeline
HB Wealth Management, LLC6,247$341K<0.01%+13113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,025$329K<0.01%-3,95713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,910$323K<0.01%-6,33613F-HRTimelineGroup
Lakeside Advisors, INC.5,879$321K0.21%new13F-HRTimeline
New Harbor Financial Group, LLC5,488$300K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,311$290K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,161$282K<0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC5,160$282K<0.01%+30013F-HRTimeline
Private Advisor Group, LLC5,063$277K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC5,013$274K0.02%013F-HRTimeline
Darden Wealth Group Inc4,985$272K0.14%new13F-HRTimeline
Perigon Wealth Management, LLC4,856$265K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC4,827$264K0.01%new13F-HRTimeline
Gibson Capital, LLC4,574$250K0.05%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,572$250K<0.01%013F-HRTimeline
Blue Chip Partners, LLC4,370$239K0.02%new13F-HRTimeline
BURNEY CO/4,278$234K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,258$233K<0.01%new13F-HRTimelineGroup
CLG LLC4,216$230K0.06%+2213F-HRTimeline
Integrated Advisors Network LLC4,190$229K0.01%new13F-HRTimeline
Trailhead Planners LLC4,007$219K0.21%new13F-HRTimeline
Range Advisory, LLC3,989$218K0.04%new13F-HRTimeline
Tactive Advisors, LLC3,868$211K0.06%new13F-HRTimeline
Csenge Advisory Group3,797$208K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,792$207K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC3,687$201K<0.01%+1,40813F-HRTimelineGroup
Strong Retirement Solutions LLC3,677$201K0.14%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,528$193K<0.01%+15713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,450$189K<0.01%-1,18513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,390$185K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.3,290$180K0.01%+3,28013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,215$176K0.01%new13F-HRTimeline
Smithfield Trust Co3,133$172K0.01%+1,80513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,000$164K0.02%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,965$162K<0.01%+89913F-HRTimeline
Center for Financial Planning, Inc.2,600$142K0.01%+1,95013F-HRTimeline
Owl Creek Wealth Partners LLC1,845$101K0.04%13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,814$99.1K0.05%new13F-HRTimeline
TD Waterhouse Canada Inc.1,632$91.1K<0.01%013F-HRTimeline
UMB Bank, n.a.1,600$87.4K<0.01%+1,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc1,458$79.7K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,418$77.5K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,218$66.5K0.04%-4813F-HRTimeline
Asset Dedication, LLC1,121$61.3K<0.01%013F-HRTimeline
Investors Research Corp1,117$61K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC1,085$59.3K0.05%-6513F-HRTimeline
Steward Partners Investment Advisory, L…960$52.5K<0.01%+24413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC719$39.3K<0.01%+50213F-HRTimelineGroup
Strive Financial Group ,LLC580$32K0.02%+2513F-HRTimeline
First Pacific Financial523$28.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC499$27.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC408$22.8K<0.01%+17213F-HRTimeline
CoreCap Advisors, LLC400$21.9K<0.01%-55013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC373$20.4K<0.01%new13F-HRTimeline
Clark Wealth Partners347$19K0.01%013F-HRTimeline
AE Wealth Management LLC341$18.6K<0.01%013F-HRTimeline
CDKV HOLDINGS LLC329$18K0.02%013F-HRTimeline
Key Financial Inc303$16.6K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC256$16.1K<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd263$14.4K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…175$9.56K<0.01%-15713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150$8.2K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…127$6.94K<0.01%+9713F-HR/ATimelineGroup
Triumph Capital Management101$5.52K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…100$5.46K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…94$5.15K<0.01%new13F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV85$4K<0.01%new13F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…60$3.28K<0.01%new13F-HRTimeline
LRI Investments, LLC52$2.84K<0.01%013F-HRTimeline
Trust Co21$1.15K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1$54<0.01%-3713F-HRTimeline
Sound Income Strategies, LLC1$42<0.01%-13013F-HRTimeline