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Disclosery

FRDM EA SERIES TRUST

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FREEDOM 100 EM (fund)

144 managers (145 13F filers) reported a position in FRDM shares at 2025-03-31, 16,374,016 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
144
13F filers
145
New
21
Added
67
Reduced
36
Sold out
14
Shares held by filers
16,374,016

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Retirement Planning Group, LLC2,358,510$82.7M3.88%+243,54713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,284,132$45M0.04%-63,65413F-HRTimelineGroup
Willis Johnson & Associates, Inc.941,414$33M2.5%+36,14513F-HRTimeline
Tanglewood Wealth Management, Inc.745,583$26.1M2.94%+167,83913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…592,313$20.5M0.05%-640,55613F-HR/ATimelineGroup
Kathmere Capital Management, LLC515,602$18.1M1.54%-1,56113F-HRTimeline
Coyle Financial Counsel LLC495,892$17.4M5.31%+36,91613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC389,758$13.7M0.01%+7,85313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN384,791$13.5M<0.01%+60,68213F-HRTimelineGroup
Yardley Wealth Management LLC366,032$12.8M7.56%-51,64113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC365,710$12.8M0.06%+9,34613F-HRTimelineGroup
HighTower Advisors, LLC364,407$12.8M0.02%+12,55313F-HRTimeline
Aptus Capital Advisors, LLC343,723$12M0.14%+30,55513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC339,924$11.9M0.95%+32,80013F-HRTimeline
Intelligence Driven Advisers, LLC335,532$11.8M2.27%-3,25213F-HRTimeline
Janney Montgomery Scott LLC266,738$9.35M0.03%-4,66813F-HRTimeline
Commonwealth Financial Services, LLC257,580$9.03M1.85%+52613F-HRTimeline
MAYPORT, LLC249,020$8.73M2.41%+31,59513F-HRTimeline
Heck Capital Advisors, LLC249,008$8.73M0.98%-3,77313F-HRTimeline
Stokes Family Office, LLC227,720$7.98M0.9%+2,38813F-HRTimeline
WCG Wealth Advisors LLC223,012$7.82M0.59%-9,92113F-HR/ATimeline
Ellevest, Inc.204,242$7.16M0.48%-750,33813F-HRTimeline
Investment Planning Advisors, Inc.200,473$7.03M2.86%+14,40313F-HRTimeline
Rossby Financial, LCC192,689$6.93M2.99%+17,08913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY196,939$6.9M<0.01%+24,57613F-HRTimelineGroup
Beaumont Financial Advisors, LLC192,706$6.75M0.53%+4,03513F-HRTimeline
Watchman Group, Inc.191,711$6.72M1.88%-8,27113F-HRTimeline
Mariner, LLCin group Mariner, LLC182,425$6.39M0.01%+34,30613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…181,364$6.36M0.14%+1,03513F-HRTimelineGroup
LPL Financial LLC181,137$6.35M<0.01%+23,03013F-HRTimeline
Stephens Consulting, LLC164,267$5.76M1.45%+55,09213F-HRTimeline
OneDigital Investment Advisors LLC161,356$5.66M0.07%-23,61413F-HRTimeline
QUARRY HILL ADVISORS, LLC137,016$4.8M3.12%+2,69813F-HRTimeline
TrueWealth Advisors, LLC134,828$4.73M1.55%+91013F-HRTimeline
Smallwood Wealth Investment Management,…113,884$3.99M2.51%+4,00813F-HRTimeline
TABLEAUX LLC112,915$3.96M2.85%+17,85313F-HRTimeline
New England Private Wealth Advisors LLC111,769$3.92M0.61%+2,47713F-HRTimeline
Womack Financial LLC100,933$3.54M3.24%+30513F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…89,750$3.15M0.11%+4,66513F-HRTimelineGroup
Frontier Asset Management, LLC80,771$2.83M0.82%+43,81613F-HRTimeline
Foundations Investment Advisors, LLC78,377$2.75M0.05%+3,89913F-HRTimeline
Lumbard & Kellner, LLC78,262$2.74M1.21%+2813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding72,728$2.55M+45,361Timeline
Focus Partners Wealthin group Focus Partners Wealth71,529$2.51M0.01%+6,06413F-HR/ATimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC68,508$2.4M1.62%+1,55513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,463$2.4M<0.01%+43,53613F-HRTimeline
High Note Wealth, LLC62,347$2.19M0.54%+38,77213F-HRTimeline
Lunt Capital Management, Inc.61,732$2.16M0.79%+4,72013F-HRTimeline
Clear Creek Financial Management, LLC60,584$2.14M0.22%-46113F-HRTimeline
1620 INVESTMENT ADVISORS, INC.60,164$2.11M1.61%+1,96113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,097$2.11M<0.01%-11,87413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC57,776$2.03M0.02%+12,79313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,493$2.02M<0.01%-141,97013F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC55,000$1.93M0.02%013F-HRTimeline
Orion Portfolio Solutions, LLC55,000$1.93M0.02%013F-HR/ATimeline
Signal Advisors Wealth, LLC54,436$1.91M0.19%new13F-HRTimeline
Prism Advisors, Inc.46,457$1.63M0.5%-4,48713F-HRTimeline
Pandora Wealth, Inc.44,894$1.57M1.04%13F-HRTimeline
Integrated Wealth Concepts LLC44,543$1.56M0.02%-17,04713F-HRTimeline
CWM, LLCin group CWM, LLC43,389$1.52M0.01%+29,69213F-HRTimelineGroup
Advisory Services Network, LLC38,711$1.36M0.03%-3,33113F-HRTimeline
Caprock Group, LLC37,747$1.33M0.04%new13F-HRTimeline
Geneos Wealth Management Inc.36,833$1.29M0.02%+17,55213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,029$1.26M<0.01%+31,40213F-HRTimelineGroup
Longview Financial Advisors, Inc.35,374$1.24M1.06%+3,85813F-HRTimeline
Magnus Financial Group LLC32,143$1.13M0.11%-16013F-HRTimeline
Allen Capital Group, LLC30,728$1.08M0.12%+73313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC30,358$1.06M0.61%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp29,937$1.05M0.05%new13F-HRTimelineGroup
Lansing Street Advisors29,603$1.04M0.35%-3,40013F-HRTimeline
Ethos Financial Group, LLC29,601$967K0.09%+1513F-HRTimeline
NewEdge Advisors, LLC27,421$961K0.01%-8,84013F-HRTimeline
Mutual Advisors, LLC24,173$869K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED24,424$858K0.08%+4,26313F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,172$847K0.02%+13,90513F-HRTimelineGroup
Strategic Blueprint, LLC24,006$841K0.05%+9,28713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,431$821K0.03%-4,12313F-HRTimelineGroup
Global View Capital Management LLC23,219$814K0.3%-6,40613F-HRTimeline
MATHER GROUP, LLC.21,469$753K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,855$731K<0.01%new13F-HRTimeline
Trademark Financial Management, LLC19,535$685K0.52%+7,70013F-HRTimeline
Cambridge Investment Research Advisors,…17,953$629K<0.01%-14,91013F-HRTimeline
William Howard & Co Financial Advisors …16,025$562K0.53%-17613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,036$527K<0.01%+2,34313F-HRTimeline
MML INVESTORS SERVICES, LLC14,733$516K<0.01%-5313F-HRTimeline
Arete Wealth Advisors, LLC13,685$480K0.04%+1213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,304$466K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers12,894$452K<0.01%+3,64513F-HRTimeline
Smith Anglin Financial, LLC12,583$441K0.05%-32613F-HRTimeline
L.K. Benson & Company, P.C.12,139$426K0.29%+3,22413F-HRTimeline
Stegent Equity Advisors, Inc.11,763$412K0.42%-5,95113F-HRTimeline
MGO ONE SEVEN LLC10,940$383K0.01%+67813F-HRTimeline
Creative Planningin group Creative Planning10,564$370K<0.01%-79213F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,425$365K0.01%-26613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,870$347K<0.01%+5,24913F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management9,615$337K<0.01%-38,61313F-HRTimelineGroup
Medallion Wealth Advisors, LLC9,482$335K0.15%+4,13513F-HRTimeline
Lord & Richards Wealth Management, LLC8,898$312K0.35%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,837$310K<0.01%-2,58013F-HRTimeline
Skyline Advisors, Inc.8,658$303K0.12%+3713F-HRTimeline
GS Investments, Inc.8,055$282K0.13%+2,96013F-HRTimeline
IHT Wealth Management, LLC7,971$279K0.01%+32413F-HRTimeline
Redhawk Wealth Advisors, Inc.7,702$270K0.04%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC7,544$264K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC7,075$248K0.03%+1,03513F-HRTimeline
Cambridge Financial Group, LLC6,841$240K0.1%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,429$225K<0.01%new13F-HRTimelineGroup
New Harbor Financial Group, LLC5,859$205K0.05%new13F-HRTimeline
Warren Street Wealth Advisors, LLC5,828$204K0.08%new13F-HRTimeline
Anchor Investment Management, LLC5,504$193K0.02%-21013F-HRTimeline
Parallel Advisors, LLC5,317$186K<0.01%-67213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,734$166K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc4,311$151K0.01%-21713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,173$111K<0.01%+76013F-HRTimelineGroup
Financial Network Wealth Advisors LLC3,119$109K0.14%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,000$105K0.02%013F-HRTimelineGroup
IFP Advisors, Inc2,682$94K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,624$92K<0.01%+51513F-HRTimelineGroup
COMERICA BANK2,401$84.2K<0.01%+1,78513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,889$66.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,689$59.2K<0.01%-23413F-HRTimelineGroup
TD Waterhouse Canada Inc.1,632$57.7K<0.01%013F-HRTimeline
AE Wealth Management LLC1,527$53.5K<0.01%-48113F-HRTimeline
Smithfield Trust Co1,328$47K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,272$44.6K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC1,121$39.3K<0.01%013F-HRTimeline
ORG Partners LLC1,000$35.3K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC939$32.9K0.03%+2013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC900$31.5K<0.01%+49613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC965$31.5K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC632$22.2K0.02%+3213F-HRTimeline
Larson Financial Group LLC619$21.7K<0.01%+53413F-HRTimeline
Center for Financial Planning, Inc.438$15.4K<0.01%013F-HRTimeline
Clark Wealth Partners337$11.8K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC223$7.82K<0.01%013F-HRTimeline
UMB Bank, n.a.200$7.01K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO184$6.45K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.193$5.97K<0.01%new13F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC75$2.63K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC60$2.12K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC47$1.65K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30$1.05K<0.01%013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.19$666<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.