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Disclosery

FRDM EA SERIES TRUST

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FREEDOM 100 EM (fund)

Filings received so far for Q3 2026: 17 13F filers report a position in FRDM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
First Heartland Consultants, Inc.319,257$22.3M1.49%-15,95913F-HRTimeline
Intelligence Driven Advisers, LLC211,409$14.8M2.55%-5,29513F-HRTimeline
Longview Financial Advisors, Inc.183,448$12.8M7.35%-1,17713F-HRTimeline
TrueWealth Advisors, LLC141,166$9.88M2.22%-3,73713F-HRTimeline
Prism Advisors, Inc.18,213$1.25M0.31%-3,89313F-HRTimeline
Valeo Financial Advisors, LLC10,489$734K0.02%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,076$716K0.21%+3,91713F-HRTimeline
Cooper Financial Group9,974$698K0.06%+5813F-HRTimeline
Strong Retirement Solutions LLC5,029$352K0.2%+1,67713F-HRTimeline
Tactive Advisors, LLC4,263$298K0.07%-11013F-HRTimeline
Castleview Partners, LLC3,962$277K0.12%+14213F-HRTimeline
Cambridge Financial Group, LLC3,621$264K0.08%013F-HRTimeline
Farther Finance Advisors, LLC2,750$192K<0.01%+1,59313F-HRTimeline
Investors Research Corp1,117$78.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC400$28K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…100$7K<0.01%013F-HRTimeline
Trust Co21$1.47K<0.01%013F-HRTimeline