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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
Retirement Planning Group, LLC2,549,629$139M4.32%+133,48113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,144,310$117M0.02%+643,74013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,945,178$106M0.07%+364,53513F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,823,216$99.6M7.68%+157,17413F-HRTimeline
Ellevest, Inc.1,035,228$56.6M7.87%-143,22513F-HRTimeline
Willis Johnson & Associates, Inc.859,157$47M2.74%-151,50013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC794,463$43.4M0.01%-11,46013F-HRTimelineGroup
Tanglewood Wealth Management, Inc.790,796$43.2M3.58%-333,36313F-HRTimeline
LPL Financial LLC767,211$41.9M0.01%+344,65113F-HRTimeline
Aptus Capital Advisors, LLC662,086$36.2M0.3%-8,05613F-HRTimeline
Heck Capital Advisors, LLC614,830$33.7M2.5%+394,02113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC610,969$33.4M2.12%-16,26113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY590,365$32.3M<0.01%+305,17913F-HRTimelineGroup
Coyle Financial Counsel LLC583,848$31.9M6.75%+3,28813F-HRTimeline
Kathmere Capital Management, LLC485,866$26.6M1.65%-21,31013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC472,044$25.8M0.01%+355,37113F-HRTimelineGroup
Investment Planning Advisors, Inc.470,311$25.7M7.08%-88,71313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC442,531$24.2M0.09%+69,31213F-HRTimelineGroup
Janney Montgomery Scott LLC440,218$24.1M0.06%+19,20513F-HRTimeline
HighTower Advisors, LLC403,853$22.1M0.02%-14,59513F-HRTimeline
First Heartland Consultants, Inc.391,123$21.4M1.64%+34,90313F-HRTimeline
Legacy Financial Advisors, Inc.386,706$21.1M2.96%new13F-HRTimeline
Integrated Wealth Concepts LLC323,392$17.7M0.14%+196,28013F-HRTimeline
Beaumont Financial Advisors, LLC313,143$17.1M1.18%+37,87413F-HRTimeline
MAYPORT, LLC296,252$16.2M3.01%+17,56613F-HRTimeline
Commonwealth Financial Services, LLC293,582$16M2.54%-13,27313F-HRTimeline
ENZI WEALTH293,511$16M5.57%+20,51713F-HRTimeline
OLD MISSION CAPITAL LLC290,229$15.9M0.38%+206,35013F-HRTimeline
Compass Ion Advisors, LLC287,522$15.7M1.5%+9,81113F-HRTimeline
Invst, LLC276,703$15.1M1.71%-46,95613F-HRTimeline
Yardley Wealth Management LLC275,517$15.1M7.72%-28,99713F-HRTimeline
GTS SECURITIES LLC257,835$14.1M0.5%+250,36313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC254,839$13.9M0.02%+136,42813F-HRTimeline
WCG Wealth Advisors LLC248,950$13.6M0.38%-8,28913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP249,464$13.3M0.01%+112,97213F-HRTimelineGroup
MUHLENKAMP & CO INC236,825$12.9M3.41%new13F-HRTimeline
High Note Wealth, LLC235,785$12.9M2.53%+9,19113F-HRTimeline
Intelligence Driven Advisers, LLC230,078$12.6M2.19%-115,56413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC228,637$12.5M3.3%new13F-HRTimeline
Cambridge Investment Research Advisors,…190,790$10.4M0.03%+132,31813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC188,461$10.3M1.33%new13F-HRTimeline
MML INVESTORS SERVICES, LLC181,242$9.9M0.03%+114,11613F-HRTimeline
Longview Financial Advisors, Inc.177,464$9.7M5.93%+5,39213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…176,949$9.67M0.18%-8,04813F-HRTimelineGroup
Pearl Planning LLC176,261$9.63M5.15%-7,17613F-HRTimeline
MGO ONE SEVEN LLC175,847$9.61M0.19%-41,85813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA174,131$9.52M<0.01%+115,87513F-HRTimelineGroup
Watchman Group, Inc.171,193$9.36M2.26%-15,13813F-HRTimeline
Rossby Financial, LCC164,424$9.18M1.92%-41,58113F-HRTimeline
Krilogy Financial LLC144,618$8.93M0.29%new13F-HRTimeline
Koshinski Asset Management, Inc.160,417$8.77M0.55%+112,50513F-HRTimeline
Signal Advisors Wealth, LLC154,516$8.44M0.58%+23,40413F-HRTimeline
Lumbard & Kellner, LLC153,507$8.39M2.91%+52513F-HRTimeline
Retirement Management Systems Inc.150,444$8.22M1.98%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,790$8.19M0.01%+73,99113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.149,204$8.15M0.01%+35,73713F-HRTimelineGroup
Prospera Financial Services Inc147,477$8.06M0.13%+115,50513F-HRTimeline
Stokes Family Office, LLC146,583$8.01M0.83%-71,31113F-HRTimeline
TrueWealth Advisors, LLC140,610$7.68M1.93%-8213F-HRTimeline
QUARRY HILL ADVISORS, LLC118,355$7.49M3.08%-10,92513F-HRTimeline
TABLEAUX LLC133,674$7.31M3.54%+42,92813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth133,104$7.3M0.01%+1,79313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding131,934$7.21M+3,653Timeline
Wright Wealth LLC123,110$6.73M4.5%-3,57513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC122,448$6.69M0.02%+3,96713F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich119,500$6.53M0.02%new13F-HRTimeline
OneDigital Investment Advisors LLC118,950$6.5M0.06%-14,28613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management116,907$6.39M0.07%+85,78913F-HRTimelineGroup
Smallwood Wealth Investment Management,…115,760$6.33M3.33%-78513F-HRTimeline
Trademark Financial Management, LLC114,144$6.24M3.06%+36,24113F-HRTimeline
CABOT WEALTH MANAGEMENT INC113,975$6.23M0.72%new13F-HRTimeline
New England Private Wealth Advisors LLC113,084$6.18M0.71%-1,74013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC113,027$6.18M0.01%-136,97313F-HRTimelineGroup
Philadelphia Investment Partners, LLC110,782$6.05M4.12%13F-HRTimeline
Lansing Street Advisors108,282$5.94M1.5%+17,96613F-HRTimeline
Womack Financial LLC106,453$5.82M4.28%-78513F-HRTimeline
Foundations Investment Advisors, LLC100,867$5.51M0.07%+1,28813F-HRTimeline
Harbour Wealth Management Group, Inc.100,166$5.47M4.12%+43,32113F-HRTimeline
Avid Wealth Partners LLC99,208$5.42M2.56%+37,48713F-HRTimeline
Geneos Wealth Management Inc.98,731$5.4M0.13%+3,35813F-HRTimeline
United Advisor Group, LLC95,017$5.19M0.64%+12,66213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC92,180$5.04M2.56%+3,41913F-HRTimeline
Peak Planning Group, LLC89,297$4.88M1.35%+30,63913F-HRTimeline
Mariner, LLCin group Mariner, LLC82,687$4.52M0.01%-24,54913F-HRTimelineGroup
SWEENEY & MICHEL, LLC74,404$4.5M1.32%+2,56913F-HRTimeline
Ethos Financial Group, LLC80,942$4.44M0.32%-20,86713F-HRTimeline
Sunrise Financial Services, LLC78,885$4.31M3.06%-4,17013F-HRTimeline
Advisory Services Network, LLC76,442$4.18M0.06%+20,13813F-HRTimeline
Oath Planning, LLC74,055$4.05M3.6%+98913F-HRTimeline
Piedmont Capital Management, LLC72,198$4.02M2.04%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC70,675$3.86M0.7%+6,06713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,365$3.84M<0.01%+18,76113F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,992$3.69M0.01%+11,58213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.71,571$3.67M0.02%+54,31713F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.62,240$3.4M2.3%+10913F-HRTimeline
MAI Capital Management58,694$3.21M0.02%+20013F-HRTimeline
Allen Capital Group, LLC55,129$3.01M0.27%+13,65413F-HRTimeline
Orion Porfolio Solutions, LLC55,000$3.01M0.03%013F-HRTimeline
Uniting Wealth Partners, LLC53,283$2.92M0.62%new13F-HRTimeline
Moors & Cabot, Inc.53,225$2.91M0.12%+2,34813F-HRTimeline
Lunt Capital Management, Inc.52,740$2.88M1.11%-6,39413F-HRTimeline
SeedSafe Financial LLC51,169$2.8M2.3%+3,34913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…49,462$2.7M0.01%-37,36113F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC48,289$2.64M1.16%+79213F-HR/ATimeline
Redhawk Wealth Advisors, Inc.47,784$2.61M0.29%-42,81613F-HRTimeline
CWM, LLCin group CWM, LLC46,002$2.51M0.01%+13,33613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …45,492$2.49M0.05%+1,03613F-HRTimelineGroup
Equity Wealth Partners, LLC45,385$2.48M1.6%+1,88113F-HRTimeline
Xena Financial Planning, LLC44,714$2.44M2.76%+1,32513F-HRTimeline
Financial Guidance Group, Inc.43,648$2.39M0.96%+3,49513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC42,316$2.31M0.59%+10,49813F-HRTimeline
Cetera Investment Advisers41,847$2.29M<0.01%+12,90613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,289$2.26M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC40,837$2.23M0.01%+3,61813F-HR/ATimeline
Valmark Advisers, Inc.40,023$2.19M0.03%new13F-HRTimeline
Members Advisory Group LLC39,825$2.18M0.75%-44,80013F-HRTimeline
Per Stirling Capital Management, LLC.39,149$2.14M0.24%+23,73313F-HRTimeline
JPL Wealth Management, LLC39,016$2.13M0.49%+18,74813F-HR/ATimeline
Arete Wealth Advisors, LLC37,063$2.03M0.15%+20,88513F-HR/ATimeline
Lord & Richards Wealth Management, LLC34,767$1.9M1.67%-2513F-HRTimeline
VectorGlobal IAG, Inc.34,725$1.9M0.49%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,084$1.86M0.04%+86613F-HRTimelineGroup
Clear Creek Financial Management, LLC33,089$1.82M0.14%-25,28313F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC30,824$1.68M0.61%-68413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,397$1.66M<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP29,863$1.63M<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC29,257$1.61M0.09%-26513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.28,853$1.58M0.02%+26,22113F-HRTimeline
Patten Group, Inc.27,804$1.52M0.26%+2,46513F-HRTimeline
SteelPeak Wealth, LLC27,272$1.5M0.05%-39013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp27,320$1.49M0.07%+4,21913F-HRTimelineGroup
Global View Capital Management LLC27,272$1.49M0.4%+5,58013F-HRTimeline
Meridian Wealth Management, LLC27,265$1.49M0.05%new13F-HRTimeline
&PARTNERS27,248$1.49M0.01%new13F-HRTimeline
IFP Advisors, Inc26,643$1.46M0.03%-1,57413F-HRTimeline
Cooper Financial Group26,078$1.43M0.14%new13F-HRTimeline
Clarity Asset Management, Inc.26,027$1.42M0.72%+25,32613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,885$1.41M<0.01%new13F-HRTimelineGroup
Ares Financial Consulting, LLC25,047$1.4M1.1%+7,53213F-HRTimeline
GERBER, LLC25,246$1.38M0.78%+3,61313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,512$1.34M<0.01%+1,99513F-HRTimeline
Mutual Advisors, LLC24,487$1.34M0.03%-22713F-HRTimeline
Creative Planningin group Creative Planning24,095$1.32M<0.01%+3,67113F-HRTimelineGroup
Modern Wealth Management, LLC23,311$1.3M0.02%new13F-HRTimeline
Bravias Capital Group, LLC23,671$1.29M0.85%+4,83113F-HRTimeline
UBS Group AGin group UBS Group AG23,600$1.29M<0.01%+21,10013F-HRTimelineGroup
Prism Advisors, Inc.23,511$1.28M0.34%-4,96813F-HRTimeline
Visionary Wealth Advisors23,438$1.28M0.06%+14,90413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,083$1.21M0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.21,469$1.17M0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…21,111$1.15M0.04%-1,93713F-HRTimelineGroup
Independent Advisor Alliance20,947$1.14M0.01%new13F-HRTimeline
Stillwater Private Wealth, LLC19,732$1.08M0.91%13F-HRTimeline
Vise Technologies, Inc.19,254$987K0.02%013F-HRTimeline
L.K. Benson & Company, P.C.17,435$953K0.31%-13913F-HRTimeline
Atria Investments, Inc17,346$948K0.01%+2,31213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,222$941K0.02%new13F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd17,032$931K0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC16,506$902K0.1%+5,05113F-HRTimeline
Portfolio Resources Advisor Group, Inc.16,049$881K0.87%-6,80313F-HRTimeline
William Howard & Co Financial Advisors …15,856$867K0.75%013F-HRTimeline
Legend Financial Advisors, Inc.15,564$851K0.55%new13F-HRTimeline
Magnus Financial Group LLC14,849$811K0.07%-11813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,751$806K0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,754$752K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC13,299$727K0.24%-11613F-HRTimeline
BlackDiamond Wealth Management, LLC12,972$709K0.34%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,918$651K0.01%+1413F-HRTimelineGroup
Fermata Advisors, LLC11,814$646K0.15%+2,05413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,479$627K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC11,463$626K0.02%+1,64913F-HRTimeline
Pilgrim Partners Asia Pte Ltd11,200$612K0.26%new13F-HRTimeline
WEDBUSH SECURITIES INC11,097$606K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC10,425$570K0.02%+5,18213F-HRTimeline
Western Wealth Management, LLC10,325$564K0.02%+37013F-HR/ATimeline
TFO Wealth Partners, LLC10,000$546K0.07%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC9,879$540K<0.01%new13F-HRTimeline
Tailwinds Wealth, LLC9,476$518K1.27%-11,07513F-HRTimeline
XY Planning Network, Inc.9,273$518K0.08%-67313F-HRTimeline
Mendel Money Management9,425$515K0.22%+1,95213F-HRTimeline
South Shore Capital Advisors9,240$505K0.37%+2,98513F-HRTimeline
Skyline Advisors, Inc.9,181$502K0.18%+1,65013F-HRTimeline
LANE BROTHERS & CO INC9,153$500K0.36%-1,86613F-HRTimeline
Willow Financial LLC9,102$497K0.5%-1,07913F-HRTimeline
Bulwark Capital Corp8,676$474K0.29%-7513F-HRTimeline
Permanens Capital L.P.8,644$472K0.06%new13F-HRTimeline
Innova Wealth Partners8,588$469K0.22%+4,01213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,585$469K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC8,318$455K<0.01%+2,16013F-HRTimelineGroup
SIMPLEX TRADING, LLC8,203$448K0.01%new13F-HRTimeline
Kensington Asset Management, LLC8,116$444K0.02%new13F-HR/ATimeline
Capital Square, LLC7,016$442K0.2%+1,85213F-HRTimeline
Mills Wealth Advisors LLC8,094$442K0.15%+56313F-HRTimeline
Dynamic Advisor Solutions LLC7,807$427K0.01%-69713F-HRTimeline
Caprock Group, LLC7,313$401K0.01%+63313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC7,303$399K0.18%-4,59913F-HRTimeline
Elevated Financial Group LLC7,126$389K0.13%-74913F-HRTimeline
One Degree Advisors Inc7,095$387K0.1%-65113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,009$383K<0.01%+30913F-HRTimelineGroup
Parallel Advisors, LLC6,749$369K0.01%+1,19213F-HR/ATimeline