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Freedom 100 Emerging Markets ETF (FRDM) Institutional Ownership

Freedom 100 Emerging Markets ETF logo
$45.12 +12.12 (+36.71%)
Closing price 10/3/2025 03:58 PM Eastern
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$45.14 +0.03 (+0.07%)
As of 10/3/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Freedom 100 Emerging Markets ETF (BATS:FRDM)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$172.48M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$34.88M
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FRDM Institutional Buying and Selling by Quarter

Freedom 100 Emerging Markets ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/24/2025Fortitude Financial LLC122,697$5.09M3.2%N/A0.416%
9/4/2025Osaic Holdings Inc.22,443$907K0.0%-37.7%0.076%
8/26/2025Thrivent Financial for Lutherans72,481$2.93M0.0%-87.8%0.246%
8/19/2025Advisory Services Network LLC47,054$1.90M0.0%+21.6%0.160%
8/19/2025Anchor Investment Management LLC5,010$202K0.0%-9.0%0.017%
8/18/2025Geneos Wealth Management Inc.89,981$3.64M0.1%+402.4%0.305%
8/15/2025First Heartland Consultants Inc.362,182$14.63M1.3%N/A1.228%
8/15/2025Global View Capital Management LLC20,857$843K0.3%-10.2%0.071%
8/15/2025Captrust Financial Advisors20,746$838K0.0%+38.0%0.070%
8/15/2025Tidal Investments LLC60,830$2.46M0.0%+5.3%0.206%
8/15/2025MML Investors Services LLC55,313$2.24M0.0%+275.4%0.188%
8/15/2025Great Valley Advisor Group Inc.178,208$7.20M0.2%-1.7%0.604%
8/15/2025Bank of America Corp DE12,431$502K0.0%-6.6%0.042%
8/14/2025Jane Street Group LLC46,326$1.87M0.0%N/A0.157%
8/14/2025Raymond James Financial Inc.454,117$18.35M0.0%+16.5%1.539%
8/14/2025NewEdge Advisors LLC28,306$1.14M0.0%+3.2%0.096%
8/14/2025L2 Asset Management LLC8,816$356K0.1%N/A0.030%
8/13/2025New Harbor Financial Group LLC5,589$226K0.1%-4.6%0.019%
8/13/2025Willis Johnson & Associates Inc.982,672$39.70M2.7%+4.4%3.331%
8/13/2025Lumbard & Kellner LLC154,307$6.23M2.7%+97.2%0.523%
8/13/2025Northwestern Mutual Wealth Management Co.1,438,388$58.11M0.0%+12.0%4.876%
8/12/2025Ameritas Investment Partners Inc.94,884$3.83M0.1%+5.7%0.322%
8/12/2025Tableaux LLC15,000$606K0.0%-86.7%0.051%
8/12/2025Watchman Group Inc.190,367$7.69M2.0%-0.7%0.645%
8/8/2025Cetera Investment Advisers11,387$460K0.0%-11.7%0.039%
8/8/2025Creative Planning13,532$547K0.0%+28.1%0.046%
8/8/2025Foundations Investment Advisors LLC87,706$3.54M0.1%+11.9%0.297%
8/8/2025Islay Capital Management LLC71,613$2.89M1.9%+4.5%0.243%
8/8/2025Bailard Inc.5,200$210K0.0%N/A0.018%
8/7/2025Mayport LLC265,391$10.72M2.6%+6.6%0.900%
8/7/2025New England Private Wealth Advisors LLC113,580$4.60M0.7%+1.6%0.385%
8/7/2025TFO Wealth Partners LLC10,000$404K0.1%N/A0.034%
8/6/2025Prospera Financial Services Inc24,986$1.01M0.0%N/A0.085%
8/6/2025Summit Investment Advisors Inc.89,750$3.15M2.6%+5.5%0.304%
8/6/2025Stokes Family Office LLC226,851$9.17M1.0%-0.4%0.769%
8/6/2025Savant Capital LLC10,248$414K0.0%N/A0.035%
8/6/2025SouthState Corp25,440$1.03M0.0%-15.0%0.086%
8/6/2025Ethos Financial Group LLC51,537$2.08M0.2%+74.1%0.175%
8/5/2025Ellevest Inc.1,140,983$46.10M7.4%+458.6%3.868%
8/5/2025Lord & Richards Wealth Management LLC21,950$887K0.9%+146.7%0.074%
8/1/2025SwitchPoint Financial Planning LLC5,644$228K0.2%N/A0.019%
8/1/2025Rossby Financial LCC196,276$7.93M2.9%+1.9%0.665%
8/1/2025Envestnet Asset Management Inc.356,976$14.42M0.0%+527.5%1.210%
7/31/2025Trademark Financial Management LLC72,304$2.92M1.8%+270.1%0.245%
7/31/2025Longview Financial Advisors Inc.40,180$1.62M1.4%+13.6%0.136%
7/30/2025Brookstone Capital Management5,164$209K0.0%-46.3%0.018%
7/30/2025Retirement Planning Group LLC2,386,771$96.43M4.1%+1.2%8.091%
7/30/2025Mills Wealth Advisors LLC5,280$213K0.1%N/A0.018%
7/29/2025Koshinski Asset Management Inc.5,432$219K0.0%N/A0.018%
7/29/2025Angeles Wealth Management LLC30,072$1.22M0.1%N/A0.102%
7/29/2025Financial Guidance Group Inc.31,969$1.29M0.6%N/A0.108%
7/28/2025Mutual Advisors LLC25,267$1.03M0.0%+4.5%0.086%
7/28/2025Lunt Capital Management Inc.62,234$2.51M1.0%+0.8%0.211%
7/25/2025Pandora Wealth Inc.45,188$1.83M1.1%+0.7%0.153%
7/25/2025MGO One Seven LLC10,611$429K0.0%-3.0%0.036%
7/25/2025Stephens Consulting LLC187,682$7.58M1.8%+14.3%0.636%
7/25/2025Commonwealth Financial Services LLC259,753$10.49M2.0%+0.8%0.881%
7/25/2025CWM LLC31,665$1.28M0.0%-27.0%0.107%
7/24/2025Capital Advisors Ltd. LLC8,583$347K0.0%+21.3%0.029%
7/23/2025L.K. Benson & Company P.C.14,206$574K0.4%+17.0%0.048%
7/23/2025Clear Creek Financial Management LLC59,183$2.39M0.2%-2.3%0.201%
7/23/2025Quarry Hill Advisors LLC134,479$5.43M3.2%-1.9%0.456%
7/23/2025Lansing Street Advisors37,230$1.50M0.4%+25.8%0.126%
7/23/2025High Note Wealth LLC178,666$7.22M1.7%+186.6%0.606%
7/23/2025Heck Capital Advisors LLC249,563$10.08M0.9%+0.2%0.846%
7/22/2025Yardley Wealth Management LLC360,025$14.55M8.0%-1.6%1.220%
7/22/2025Wealthcare Advisory Partners LLC45,526$1.84M0.0%+88.3%0.154%
7/21/2025Tanglewood Wealth Management Inc.1,107,772$44.75M4.4%+48.6%3.755%
7/21/2025Ameritas Advisory Services LLC2,133$86K0.0%N/A0.007%
7/21/2025Investment Planning Advisors Inc.416,007$16.81M5.9%+107.5%1.410%
7/18/2025MJT & Associates Financial Advisory Group Inc.685$28K0.0%N/A0.002%
7/17/2025HB Wealth Management LLC5,300$214K0.0%N/A0.018%
7/17/2025Janney Montgomery Scott LLC270,737$10.94M0.0%+1.5%0.918%
7/17/2025Smith Anglin Financial LLC11,844$478K0.0%-5.9%0.040%
7/17/2025XY Planning Network Inc.8,801$356K0.1%N/A0.030%
7/16/2025Kathmere Capital Management LLC519,600$20.99M1.6%+0.8%1.761%
7/16/2025MJT & Associates Financial Advisory Group Inc.685$28K0.0%N/A0.002%
7/16/2025Beaumont Financial Advisors LLC220,075$8.89M0.6%+14.2%0.746%
7/15/2025EWG Elevate Inc.93,518$3.78M1.2%N/A0.317%
7/14/2025AdvisorNet Financial Inc1,441$58K0.0%-66.6%0.005%
7/10/2025Redhawk Wealth Advisors Inc.8,046$325K0.0%+4.5%0.027%
7/10/2025Signal Advisors Wealth LLC85,799$3.47M0.3%+57.6%0.291%
7/9/2025Intelligence Driven Advisers LLC422,619$17.07M2.6%+26.0%1.433%
7/8/2025Prism Advisors Inc.28,337$1.15M0.3%-39.0%0.096%
7/3/2025TrueWealth Advisors LLC128,729$5.20M1.5%-4.5%0.436%
5/16/2025Ancora Advisors LLC2,624$92K0.0%+24.4%0.009%
5/12/2025SouthState Corp29,937$1.05M0.0%N/A0.107%
5/12/2025Pandora Wealth Inc.44,894$1.57M1.0%N/A0.161%
5/7/2025Frontier Asset Management LLC80,771$2.83M0.8%+118.6%0.290%
5/1/2025High Note Wealth LLC62,347$2.19M0.5%+164.5%0.223%
5/1/2025Prism Advisors Inc.46,457$1.63M0.5%-8.8%0.167%
4/29/2025Bank of New York Mellon Corp6,429$225K0.0%N/A0.023%
4/29/2025Strategic Blueprint LLC24,006$841K0.0%+63.1%0.086%
4/28/2025Rossby Financial LCC192,689$6.93M2.9%+9.7%0.691%
4/28/2025Longview Financial Advisors Inc.35,374$1.24M1.1%+12.2%0.127%
4/17/2025Janney Montgomery Scott LLC266,738$9.35M0.0%-1.7%1.048%
4/8/2025Parallel Advisors LLC5,317$186K0.0%-11.2%0.021%
2/17/2025Ancora Advisors LLC2,109$69K0.0%N/A0.009%
2/13/2025Anchor Investment Management LLC5,714$187K0.0%-9.3%0.024%
2/13/2025Rossby Financial LCC175,600$5.74M3.6%N/A0.742%
(Data available from 1/1/2016 forward)

FRDM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FRDM shares?

During the previous two years, 100 institutional investors and hedge funds held shares of Freedom 100 Emerging Markets ETF. The most heavily invested institutionals were Retirement Planning Group LLC ($96.43M), Northwestern Mutual Wealth Management Co. ($58.11M), Ellevest Inc. ($46.10M), Tanglewood Wealth Management Inc. ($44.75M), Willis Johnson & Associates Inc. ($39.70M), Kathmere Capital Management LLC ($20.99M), and Raymond James Financial Inc. ($18.35M).Learn more on Freedom 100 Emerging Markets ETF's institutional investors.

Which institutional investors have been buying Freedom 100 Emerging Markets ETF's stock?

Of the 80 institutional investors that purchased Freedom 100 Emerging Markets ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ellevest Inc. ($936.74K), OLD Mission Capital LLC ($441.93K), Tanglewood Wealth Management Inc. ($362.19K), First Heartland Consultants Inc. ($362.18K), Envestnet Asset Management Inc. ($300.09K), Janney Montgomery Scott LLC ($282.41K), and Investment Planning Advisors Inc. ($215.53K).

How much institutional buying is happening at Freedom 100 Emerging Markets ETF?

Institutional investors have bought a total of 4,422,688 shares in the last 24 months. This purchase volume represents approximately $172.48M in transactions.

Which of Freedom 100 Emerging Markets ETF's major shareholders have been selling company stock?

Of the 28 institutional investors that sold Freedom 100 Emerging Markets ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thrivent Financial for Lutherans ($519.83K), Bull Oak Capital LLC ($170.62K), Tableaux LLC ($97.92K), Prism Advisors Inc. ($22.61K), Osaic Holdings Inc. ($13.59K), Janney Montgomery Scott LLC ($12.21K), and CWM LLC ($11.72K).

How much institutional selling is happening at Freedom 100 Emerging Markets ETF?

Institutional investors have sold a total of 899,934 shares in the last 24 months. This volume of shares sold represents approximately $34.88M in transactions.


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This page (BATS:FRDM) was last updated on 10/5/2025 by MarketBeat.com Staff
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