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Disclosery

FRDM EA SERIES TRUST

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FREEDOM 100 EM (fund)

163 managers (164 13F filers) reported a position in FRDM shares at 2025-06-30, 21,208,199 shares in all. 28 filers opened a position and 7 filers sold out during the quarter.

Managers
163
13F filers
164
New
28
Added
79
Reduced
38
Sold out
7
Shares held by filers
21,208,199

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC2,386,771$96.4M4.1%+28,26113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,438,388$58.1M0.04%+154,25613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,264,419$51.1M0.01%+879,62813F-HRTimelineGroup
Ellevest, Inc.1,140,983$46.1M7.35%+936,74113F-HRTimeline
Tanglewood Wealth Management, Inc.1,107,772$44.8M4.41%+362,18913F-HRTimeline
Willis Johnson & Associates, Inc.982,672$39.7M2.7%+41,25813F-HRTimeline
Aptus Capital Advisors, LLC658,174$26.6M0.26%+314,45113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC622,371$25.1M1.77%+282,44713F-HRTimeline
Coyle Financial Counsel LLC523,087$21.1M5.66%+27,19513F-HRTimeline
Kathmere Capital Management, LLC519,600$21M1.62%+3,99813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC454,117$18.3M0.01%+64,35913F-HRTimelineGroup
Intelligence Driven Advisers, LLC422,619$17.1M2.58%+87,08713F-HRTimeline
Investment Planning Advisors, Inc.416,007$16.8M5.94%+215,53413F-HRTimeline
HighTower Advisors, LLC396,795$16M0.02%+32,38813F-HRTimeline
Invst, LLC371,681$15M1.87%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC362,962$14.7M0.07%-2,74813F-HRTimelineGroup
First Heartland Consultants, Inc.362,182$14.6M1.3%new13F-HRTimeline
Yardley Wealth Management LLC360,025$14.5M7.95%-6,00713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding356,976$14.4M+284,248Timeline
Janney Montgomery Scott LLC270,737$10.9M0.03%+3,99913F-HRTimeline
MAYPORT, LLC265,391$10.7M2.57%+16,37113F-HRTimeline
Commonwealth Financial Services, LLC259,753$10.5M2.02%+2,17313F-HRTimeline
Integrated Wealth Concepts LLC250,227$10.1M0.1%+205,68413F-HRTimeline
Heck Capital Advisors, LLC249,563$10.1M0.87%+55513F-HRTimeline
LPL Financial LLC227,106$9.18M<0.01%+45,96913F-HRTimeline
Stokes Family Office, LLC226,851$9.16M0.96%-86913F-HRTimeline
Beaumont Financial Advisors, LLC220,075$8.89M0.64%+27,36913F-HRTimeline
Rossby Financial, LCC196,276$7.93M2.98%+3,58713F-HRTimeline
Watchman Group, Inc.190,367$7.69M2.01%-1,34413F-HRTimeline
Stephens Consulting, LLC187,682$7.58M1.81%+23,41513F-HRTimeline
High Note Wealth, LLC178,666$7.22M1.65%+116,31913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…178,208$7.2M0.16%-3,15613F-HRTimelineGroup
WCG Wealth Advisors LLC174,390$7.05M0.46%-48,62213F-HRTimeline
Mariner, LLCin group Mariner, LLC163,305$6.6M0.01%-19,12013F-HRTimelineGroup
OneDigital Investment Advisors LLC160,176$6.47M0.07%-1,18013F-HRTimeline
TABLEAUX LLC158,804$6.42M3.68%+45,88913F-HR/ATimeline
Lumbard & Kellner, LLC154,307$6.23M2.72%+76,04513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY139,220$5.62M<0.01%-57,71913F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC134,479$5.43M3.16%-2,53713F-HRTimeline
TrueWealth Advisors, LLC128,729$5.2M1.54%-6,09913F-HRTimeline
Fortitude Financial, LLC122,697$5.09M4.52%new13F-HRTimeline
Smallwood Wealth Investment Management,…118,709$4.8M2.74%+4,82513F-HRTimeline
New England Private Wealth Advisors LLC113,580$4.6M0.67%+1,81113F-HRTimeline
Womack Financial LLC104,569$4.22M3.52%+3,63613F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding97,017$3.92M+7,267Timeline
EWG Elevate Inc.93,518$3.78M1.16%new13F-HRTimeline
Geneos Wealth Management Inc.89,981$3.64M0.09%+53,14813F-HRTimeline
Foundations Investment Advisors, LLC87,706$3.54M0.06%+9,32913F-HRTimeline
Signal Advisors Wealth, LLC85,799$3.47M0.27%+31,36313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…72,481$2.93M0.01%-519,83213F-HR/ATimelineGroup
Trademark Financial Management, LLC72,304$2.92M1.79%+52,76913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC72,132$2.91M<0.01%+3,66913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC71,613$2.89M1.87%+3,10513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.62,574$2.53M1.79%+2,41013F-HRTimeline
Lunt Capital Management, Inc.62,234$2.51M0.96%+50213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth60,967$2.46M0.01%-10,56213F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC60,830$2.46M0.02%+3,05413F-HRTimelineGroup
Clear Creek Financial Management, LLC59,183$2.39M0.23%-1,40113F-HRTimeline
MML INVESTORS SERVICES, LLC55,313$2.23M0.01%+40,58013F-HRTimeline
Orion Porfolio Solutions, LLC55,000$2.22M0.02%013F-HR/ATimeline
Ethos Financial Group, LLC51,537$2.08M0.18%+21,93613F-HRTimeline
Advisory Services Network, LLC47,054$1.9M0.03%+8,34313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,326$1.87M<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …45,526$1.84M0.04%+21,35413F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC44,870$1.83M0.92%+14,51213F-HRTimeline
Pandora Wealth, Inc.45,188$1.83M1.12%+29413F-HRTimeline
Longview Financial Advisors, Inc.40,180$1.62M1.38%+4,80613F-HRTimeline
Lansing Street Advisors37,230$1.5M0.45%+7,62713F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV35,801$1.45M0.97%new13F-HRTimeline
Allen Capital Group, LLC33,656$1.36M0.14%+2,92813F-HRTimeline
Magnus Financial Group LLC32,105$1.3M0.11%-3813F-HRTimeline
Financial Guidance Group, Inc.31,969$1.29M0.63%new13F-HRTimeline
CWM, LLCin group CWM, LLC31,665$1.28M<0.01%-11,72413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,620$1.24M<0.01%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC30,072$1.21M0.08%new13F-HRTimelineGroup
Prism Advisors, Inc.28,337$1.14M0.33%-18,12013F-HRTimeline
NewEdge Advisors, LLC28,306$1.14M0.01%+88513F-HRTimeline
Mutual Advisors, LLC25,267$1.03M0.03%+1,09413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp25,440$1.03M0.04%-4,49713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,396$1.02M<0.01%+15,52613F-HRTimelineGroup
Prospera Financial Services Inc24,986$1.01M0.02%new13F-HRTimeline
IFP Advisors, Inc24,877$1.01M0.03%+22,19513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED24,654$996K0.08%+23013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,568$952K0.04%+13713F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,269$940K<0.01%+5,31613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,443$907K<0.01%-13,58613F-HR/ATimelineGroup
Lord & Richards Wealth Management, LLC21,950$887K0.93%+13,05213F-HRTimeline
MATHER GROUP, LLC.21,469$867K0.01%013F-HRTimeline
Global View Capital Management LLC20,857$843K0.27%-2,36213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,746$838K<0.01%+5,71013F-HRTimeline
William Howard & Co Financial Advisors …16,137$652K0.57%+11213F-HRTimeline
L.K. Benson & Company, P.C.14,206$574K0.35%+2,06713F-HRTimeline
Creative Planningin group Creative Planning13,532$547K<0.01%+2,96813F-HRTimelineGroup
Arete Wealth Advisors, LLC12,874$520K0.04%-81113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,431$502K<0.01%-87313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,109$489K<0.01%-8,74613F-HRTimeline
Smith Anglin Financial, LLC11,844$478K0.04%-73913F-HRTimeline
Stegent Equity Advisors, Inc.11,763$475K0.42%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,689$472K0.01%+10,72413F-HRTimelineGroup
Cetera Investment Advisers11,387$460K<0.01%-1,50713F-HRTimeline
MGO ONE SEVEN LLC10,611$429K0.01%-32913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,432$421K<0.01%+1,59513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,248$414K<0.01%new13F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC10,109$408K0.01%-31613F-HRTimeline
TFO Wealth Partners, LLC10,000$404K0.07%new13F-HRTimeline
Medallion Wealth Advisors, LLC9,553$385K0.15%+7113F-HRTimeline
L2 Asset Management, LLC8,816$356K0.06%new13F-HRTimeline
XY Planning Network, Inc.8,801$356K0.12%new13F-HRTimeline
Skyline Advisors, Inc.8,717$352K0.13%+5913F-HRTimeline
Capital Advisors, Ltd. LLC8,583$347K0.04%+1,50813F-HRTimeline
GS Investments, Inc.8,055$325K0.14%013F-HRTimeline
Redhawk Wealth Advisors, Inc.8,046$325K0.04%+34413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,971$322K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,940$321K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC7,729$312K0.01%-24213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,427$300K<0.01%+99813F-HRTimelineGroup
Frontier Asset Management, LLC7,294$295K0.08%-73,47713F-HRTimeline
Cambridge Financial Group, LLC6,883$278K0.1%+4213F-HRTimeline
Warren Street Wealth Advisors, LLC5,828$235K0.08%013F-HRTimeline
SwitchPoint Financial Planning, LLC5,644$228K0.19%new13F-HRTimeline
New Harbor Financial Group, LLC5,589$226K0.05%-27013F-HRTimeline
Koshinski Asset Management, Inc.5,432$219K0.02%new13F-HRTimeline
Parallel Advisors, LLC5,317$215K<0.01%013F-HRTimeline
HB Wealth Management, LLC5,300$214K<0.01%new13F-HRTimeline
Mills Wealth Advisors LLC5,280$213K0.1%new13F-HRTimeline
BAILARD, INC.5,200$210K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,164$209K<0.01%-4,45113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,161$209K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC5,010$202K0.02%-49413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,992$202K<0.01%+25813F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,858$156K<0.01%+68513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,371$136K<0.01%+74713F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,000$121K0.02%013F-HRTimelineGroup
COMERICA BANK2,401$97K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2,119$85.6K0.1%-1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,920$77.6K<0.01%+3113F-HRTimeline
TD Waterhouse Canada Inc.1,632$65.9K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC1,600$64.6K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc1,441$58.2K<0.01%-2,87013F-HRTimeline
Smithfield Trust Co1,328$54K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,304$52.7K<0.01%-38513F-HRTimelineGroup
Asset Dedication, LLC1,121$45.3K<0.01%013F-HRTimeline
ORG Partners LLC1,000$40.3K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC939$37.9K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC935$37.8K<0.01%+3513F-HRTimeline
UBS Group AGin group UBS Group AG813$32.8K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA729$29K<0.01%-56,76413F-HR/ATimelineGroup
MJT & Associates Financial Advisory Gro…685$27.7K0.03%new13F-HR/ATimeline
Center for Financial Planning, Inc.650$26.3K<0.01%+21213F-HRTimeline
Millstone Evans Group, LLC634$25.6K0.02%+213F-HRTimeline
CoreCap Advisors, LLC450$18.2K<0.01%new13F-HRTimeline
Clark Wealth Partners343$13.8K0.01%+613F-HRTimeline
AE Wealth Management LLC341$13.8K<0.01%-1,18613F-HRTimeline
Farther Finance Advisors, LLC236$9.53K<0.01%+17613F-HRTimeline
UMB Bank, n.a.200$8.08K<0.01%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.193$7.8K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO184$7.43K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC86$3.47K<0.01%-53313F-HRTimeline
Beacon Capital Management, LLC48$1.93K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30$1.21K<0.01%013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.19$768<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$48<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.