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Freedom 100 Emerging Markets ETF (FRDM) Institutional Ownership

Freedom 100 Emerging Markets ETF logo
$64.88 +1.81 (+2.87%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Freedom 100 Emerging Markets ETF (BATS:FRDM)

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$531.62M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$68.77M
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Skip Chart & View Institutional Buying and Selling Data

FRDM Institutional Buying and Selling by Quarter

Freedom 100 Emerging Markets ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Beaumont Financial Advisors LLC313,143$17.11M1.2%+13.8%1.062%
5/5/2026Geneos Wealth Management Inc.98,731$5.40M0.1%+3.5%0.335%
5/5/2026Ethos Financial Group LLC80,942$4.44M0.3%-20.5%0.274%
5/4/2026 Retirement Planning Group LLC2,549,629$139.34M4.3%+5.5%8.643%
5/4/2026 Center for Financial Planning Inc.2,600$142K0.0%+300.0%0.009%
5/2/2026 ARQ Wealth Advisors LLC70,675$3.86M0.7%+9.4%0.240%
5/2/2026 Valmark Advisers Inc.40,023$2.19M0.0%N/A0.136%
5/1/2026 Fifth Third Bancorp5,311$290K0.0%N/A0.018%
5/1/2026 Avid Wealth Partners LLC99,208$5.42M2.6%+60.7%0.336%
4/30/2026 Pearl Planning LLC176,261$9.63M5.1%-3.9%0.597%
4/30/2026 Kestra Advisory Services LLC442,531$24.18M0.1%+18.6%1.500%
4/29/2026 Integrated Advisors Network LLC4,190$229K0.0%N/A0.014%
4/28/2026 Bravias Capital Group LLC23,671$1.29M0.8%+25.6%0.080%
4/28/2026 Koshinski Asset Management Inc.160,417$8.77M0.5%+234.8%0.544%
4/27/2026 Private Advisor Group LLC5,063$277K0.0%N/A0.017%
4/27/2026 Y Intercept Hong Kong Ltd17,032$931K0.0%N/A0.058%
4/27/2026 Trademark Financial Management LLC114,144$6.24M3.1%+46.5%0.387%
4/25/2026 Patten Group Inc.27,804$1.52M0.3%+9.7%0.094%
4/25/2026 Innova Wealth Partners8,588$469K0.2%+87.7%0.029%
4/24/2026 Prism Advisors Inc.23,511$1.29M0.3%-17.4%0.080%
4/23/2026 Investment Planning Advisors Inc.470,311$25.70M7.1%-15.9%1.594%
4/23/2026 Financial Guidance Group Inc.43,648$2.39M1.0%+8.7%0.148%
4/22/2026 Janney Montgomery Scott LLC440,218$24.06M0.1%+4.6%1.492%
4/21/2026 Sugar Maple Asset Management LLC6,465$353K0.2%N/A0.022%
4/21/2026 KFG Wealth Management LLC188,461$10.30M1.3%N/A0.639%
4/20/2026 Longview Financial Advisors Inc.177,464$9.70M5.9%+3.1%0.602%
4/20/2026 Watchman Group Inc.171,193$9.36M2.3%-8.1%0.580%
4/17/2026 Krilogy Financial LLC144,618$7.90M0.3%N/A0.490%
4/17/2026 Signal Advisors Wealth LLC154,516$8.44M0.6%+17.9%0.524%
4/17/2026 Harbour Wealth Management Group Inc.100,166$5.47M4.1%+76.2%0.340%
4/17/2026 Sweeney & Michel LLC74,404$4.50M1.3%+3.6%0.252%
4/17/2026 Capital Advisors Ltd. LLC16,506$902K0.1%+44.1%0.056%
4/17/2026 Brookstone Capital Management116,907$6.39M0.1%+275.7%0.396%
4/16/2026 Tactive Advisors LLC3,868$211K0.1%N/A0.013%
3/13/2026Lane Brothers & Co. Inc.11,019$565K0.4%N/A0.037%
3/2/2026 Sankala Group LLC6,410$329K0.3%N/A0.022%
2/19/2026 Harbour Wealth Management Group Inc.56,845$2.91M2.3%N/A0.193%
2/18/2026Strive Financial Group LLC555$28K0.0%N/A0.002%
2/18/2026Mercer Global Advisors Inc. ADV9,982$512K0.0%-1.8%0.034%
2/18/2026Beacon Pointe Advisors LLC6,492$333K0.0%-28.4%0.022%
2/18/2026NewEdge Advisors LLC37,219$1.91M0.0%+48.5%0.126%
2/18/2026Empowered Funds LLC4,461$229K0.0%N/A0.015%
2/18/2026Stokes Family Office LLC217,894$11.17M1.0%-0.4%0.739%
2/18/2026OLD Mission Capital LLC83,879$4.30M0.1%+1,370.3%0.284%
2/17/2026Cetera Investment Advisers28,941$1.48M0.0%+6.6%0.098%
2/17/2026Equitable Holdings Inc.17,254$885K0.0%+261.6%0.058%
2/17/2026Osaic Holdings Inc.75,799$3.89M0.0%-2.2%0.257%
2/17/2026Advisory Services Network LLC56,304$2.89M0.0%+17.0%0.191%
2/17/2026Guardian Wealth Advisors LLC NC627,230$32.16M2.0%+0.1%2.126%
2/17/2026Captrust Financial Advisors22,517$1.15M0.0%+5.1%0.076%
2/17/2026Royal Bank of Canada58,256$2.99M0.0%+55,915.4%0.197%
2/17/2026Islay Capital Management LLC88,761$4.55M2.7%-0.2%0.301%
2/16/2026Tableaux LLC159,853$8.20M1.4%-14.1%0.542%
2/16/2026 Portfolio Resources Advisor Group Inc.22,852$1.17M1.2%N/A0.077%
2/16/2026 MML Investors Services LLC67,126$3.44M0.0%+19.5%0.228%
2/16/2026Mariner LLC107,236$5.50M0.0%-10.2%0.364%
2/16/2026Focus Partners Wealth131,311$6.73M0.0%+37.9%0.445%
2/16/2026Clarity Asset Management Inc.701$36K0.0%N/A0.002%
2/16/2026 Avid Wealth Partners LLC61,721$3.16M1.5%N/A0.209%
2/16/2026Aptus Capital Advisors LLC670,142$34.36M0.2%+0.3%2.272%
2/13/2026Arete Wealth Advisors LLC16,178$829K0.0%+15.4%0.055%
2/13/2026CreativeOne Wealth LLC33,218$1.70M0.0%N/A0.113%
2/13/2026 Kestra Advisory Services LLC373,219$19.14M0.1%+3.4%1.265%
2/13/2026Wright Wealth LLC126,685$6.50M4.2%N/A0.429%
2/13/2026Visionary Wealth Advisors8,534$438K0.0%+64.8%0.029%
2/13/2026Integrated Wealth Concepts LLC127,112$6.52M0.1%-53.4%0.431%
2/13/2026New England Private Wealth Advisors LLC114,824$5.89M0.7%+0.6%0.389%
2/13/2026 Peak Planning Group LLC58,658$3.01M0.8%N/A0.199%
2/13/2026Wells Fargo & Company MN1,500,570$76.93M0.0%+9.3%5.087%
2/12/2026Rossby Financial LCC206,005$10.56M3.3%+1.2%0.698%
2/12/2026Jane Street Group LLC250,000$12.82M0.0%N/A0.847%
2/12/2026 Commonwealth Equity Services LLC118,411$6.07M0.0%+66.8%0.401%
2/12/2026JPL Wealth Management LLC20,268$1.04M0.3%+834.9%0.069%
2/12/2026Steward Partners Investment Advisory LLC716$37K0.0%+207.3%0.002%
2/12/2026Oath Planning LLC73,066$3.75M3.7%N/A0.248%
2/12/2026Great Valley Advisor Group Inc.184,997$9.49M0.2%+1.6%0.627%
2/11/2026Empowered Funds LLC4,461$229K0.0%N/A0.015%
2/11/2026Ameritas Investment Partners Inc.119,899$6.15M0.2%+8.5%0.406%
2/11/2026 Janney Montgomery Scott LLC421,013$21.59M0.0%+4.2%1.427%
2/11/2026LPL Financial LLC422,560$21.67M0.0%+40.9%1.432%
2/11/2026SouthState Bank Corp23,101$1.18M0.1%+10.0%0.078%
2/11/2026Invst LLC323,659$16.59M1.8%-9.7%1.097%
2/11/2026 Vise Technologies Inc.19,254$987K0.0%N/A0.065%
2/10/2026 Root Financial Partners LLC499$26K0.0%-84.0%0.002%
2/10/2026Ellevest Inc.1,178,453$60.42M8.3%+0.5%3.995%
2/10/2026Coyle Financial Counsel LLC580,560$29.77M6.4%+4.3%1.968%
2/10/2026Northwestern Mutual Wealth Management Co.1,580,643$81.04M0.1%+8.2%5.358%
2/10/2026Foundations Investment Advisors LLC99,579$5.11M0.1%+9.2%0.338%
2/9/2026GS Investments Inc.6,555$336K0.2%-18.6%0.022%
2/9/2026Integrity Alliance LLC.5,889$302K0.0%N/A0.020%
2/9/2026Seaview Investment Managers LLC31,508$1.62M0.6%N/A0.107%
2/9/2026Harbour Investments Inc.2,632$135K0.0%+36.4%0.009%
2/9/2026Allen Capital Group LLC41,475$2.13M0.2%+22.6%0.141%
2/9/2026 Prospera Financial Services Inc31,972$1.64M0.0%-30.0%0.108%
2/9/2026 ARQ Wealth Advisors LLC64,608$3.31M0.9%+132.7%0.219%
2/9/2026New England Private Wealth Advisors LLC114,824$5.89M0.3%+0.6%0.389%
2/6/2026 Wilian Securities LLC20,551$1.05M1.1%N/A0.070%
2/6/2026Commonwealth Financial Services LLC306,855$15.73M2.6%-1.6%1.040%
2/6/2026 One Degree Advisors Inc7,746$397K0.1%+11.1%0.026%
2/6/2026 IFP Advisors Inc28,217$1.45M0.0%+1.2%0.096%


FRDM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FRDM shares?

During the previous two years, 203 institutional investors and hedge funds held shares of Freedom 100 Emerging Markets ETF. The most heavily invested institutionals were Retirement Planning Group LLC ($139.34M), Mainstay Capital Management LLC ADV ($85.42M), Northwestern Mutual Wealth Management Co. ($81.04M), Wells Fargo & Company MN ($76.93M), Ellevest Inc. ($60.42M), Tanglewood Wealth Management Inc. ($57.64M), and Willis Johnson & Associates Inc. ($51.82M).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 182 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: Mainstay Capital Management LLC ADV ($1.67M), Ellevest Inc. ($942.16K), OLD Mission Capital LLC ($520.10K), First Heartland Consultants Inc. ($383.02K), Tanglewood Wealth Management Inc. ($378.58K), Investment Planning Advisors Inc. ($358.55K), and Raymond James Financial Inc. ($354.22K).

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

Institutional investors have bought a total of 11,368,647 shares in the last 24 months. This purchase volume represents approximately $531.62M in transactions.

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

Of the 61 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 ($577.61K), Integrated Wealth Concepts LLC ($145.87K), Tableaux LLC ($124.20K), Investment Planning Advisors Inc. ($88.71K), Intelligence Driven Advisers LLC ($76.98K), Yardley Wealth Management LLC ($61.52K), and Mariner LLC ($56.07K).

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

Institutional investors have sold a total of 1,513,851 shares in the last 24 months. This volume of shares sold represents approximately $68.77M in transactions.



This page (BATS:FRDM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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