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Freedom 100 Emerging Markets ETF (FRDM) Institutional Ownership

Freedom 100 Emerging Markets ETF logo
$67.43 -0.83 (-1.22%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$67.36 -0.07 (-0.10%)
As of 04:16 AM 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
186
Total
Institutional Inflows
(last 12 months)
$505.95M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$63.84M
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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
10/14/2026Signal Advisors Wealth LLC200,999$14.06M0.6%N/A0.681%
10/13/2026Fermata Advisors LLC13,491$944K0.2%N/A0.046%
10/13/2026Avior Wealth Management LLC63,258$4.43M0.1%N/A0.214%
10/10/2026Prism Advisors Inc.18,213$1.25M0.3%N/A0.062%
10/10/2026Castleview Partners LLC3,962$277K0.1%N/A0.013%
10/9/2026Avaii Wealth Management LLC10,076$716K0.2%N/A0.034%
10/9/2026Intelligence Driven Advisers LLC211,409$14.79M2.6%N/A0.717%
10/9/2026Longview Financial Advisors Inc.183,448$12.83M7.4%N/A0.622%
10/9/2026First Heartland Consultants Inc.319,257$22.34M1.5%-4.8%1.082%
10/8/2026Farther Finance Advisors LLC2,750$192K0.0%N/A0.009%
10/8/2026CoreCap Advisors LLC400$28K0.0%N/A0.001%
10/8/2026Valeo Financial Advisors LLC10,489$734K0.0%N/A0.036%
10/8/2026Tactive Advisors LLC4,263$298K0.1%N/A0.014%
10/7/2026Cooper Financial Group9,974$698K0.1%N/A0.034%
10/7/2026Investors Research Corp1,117$78K0.0%N/A0.004%
10/7/2026Strong Retirement Solutions LLC5,029$352K0.2%+50.0%0.017%
9/23/2026QRG Capital Management Inc.4,127$301K0.0%N/A0.014%
9/23/2026Envestnet Asset Management Inc.725,104$49.45M0.0%+53.6%2.458%
9/15/2026Anchor Investment Management LLC2,015$147K0.0%-59.8%0.007%
9/9/2026Tidal Investments LLC120,124$8.76M0.0%-1.9%0.407%
9/9/2026Lunt Capital Management Inc.52,208$3.81M1.4%-1.0%0.177%
9/9/2026Capital Analysts LLC439$32K0.0%N/A0.001%
9/9/2026Integrated Wealth Concepts LLC343,724$25.06M0.1%+6.3%1.165%
9/9/2026NewEdge Advisors LLC40,169$2.68M0.0%-1.6%0.136%
9/9/2026IFP Advisors Inc48,154$3.50M0.1%+80.7%0.163%
9/9/2026Baird Financial Group Inc.208,524$15.20M0.0%+39.8%0.707%
9/9/2026One Charles Private Wealth Services LLC82,719$6.03M1.4%N/A0.280%
9/9/2026XY Planning Network Inc.9,441$688K0.1%+1.8%0.032%
8/27/2026Corient Private Wealth LP8,615$628K0.0%N/A0.029%
8/23/2026Ameritas Advisory Services LLC3,304$241K0.0%-62.3%0.011%
8/23/2026Guardian Wealth Advisors LLC NC610,225$44.52M2.5%-0.1%2.069%
8/23/2026Members Advisory Group LLC156,601$11.42M3.2%+293.2%0.531%
8/23/2026Angeles Wealth Management LLC44,475$3.26M0.1%+52.0%0.151%
8/22/2026SeedSafe Financial LLC51,754$3.77M2.7%N/A0.175%
8/22/2026Valued Retirements Inc.5,660$413K0.4%N/A0.019%
8/22/2026Lord & Richards Wealth Management LLC35,078$2.56M2.0%+0.9%0.119%
8/20/2026Piedmont Capital Management LLC75,263$5.26M2.7%+4.2%0.255%
8/20/2026JNBA Financial Advisors1,976$144K0.0%N/A0.007%
8/13/2026Capital Square LLC12,114$845K0.4%N/A0.041%
7/10/2026Abound Wealth Management500$36K0.0%N/A0.002%
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7/10/2026Heck Capital Advisors LLC555,714$40.58M2.4%-9.6%1.884%
7/10/2026Redhawk Wealth Advisors Inc.6,311$460K0.0%-86.8%0.021%
7/9/2026Ares Financial Consulting LLC28,953$2.11M1.5%+15.6%0.098%
7/9/2026Ferguson Shapiro LLC87,512$6.38M1.9%N/A0.297%
7/9/2026Tactive Advisors LLC4,373$319K0.1%+13.1%0.015%
7/9/2026Adamsbrown Wealth Consultants LLC242,154$17.65M3.3%+5.9%0.821%
7/9/2026Valeo Financial Advisors LLC10,489$765K0.0%N/A0.036%
7/8/2026First Heartland Consultants Inc.335,216$24.44M1.6%-14.3%1.136%
7/8/2026TrueWealth Advisors LLC144,903$10.56M2.4%+3.1%0.491%
7/8/2026Cooper Financial Group9,916$723K0.1%-62.0%0.034%
7/7/2026Fermata Advisors LLC13,006$948K0.2%+10.1%0.044%
7/7/2026Dynamic Advisor Solutions LLC7,046$514K0.0%-9.7%0.024%
7/6/2026Bulwark Capital Corp8,113$591K0.3%-6.5%0.028%
7/6/2026Longview Financial Advisors Inc.184,625$13.46M7.9%+4.0%0.626%
6/30/2026VectorGlobal IAG Inc.34,725$1.90M0.5%N/A0.118%
6/18/2026Western Wealth Management LLC10,325$564K0.0%+3.7%0.035%
6/3/2026Stillwater Private Wealth LLC19,732$1.08M0.9%N/A0.067%
6/3/2026Parallel Advisors LLC6,749$369K0.0%+21.5%0.023%
6/3/2026NewEdge Advisors LLC40,837$2.23M0.0%+9.7%0.138%
5/28/2026Maripau Wealth Management LLC48,289$2.64M1.2%+1.7%0.164%
5/27/2026Allen Capital Group LLC55,129$3.01M0.3%+32.9%0.187%
5/21/2026Kensington Asset Management LLC8,116$444K0.0%N/A0.028%
5/20/2026Arete Wealth Advisors LLC37,063$2.03M0.1%+129.1%0.126%
5/19/2026Western Wealth Management LLC10,325$564K0.0%+3.7%0.035%
5/19/2026NewEdge Advisors LLC40,267$2.20M0.0%+8.2%0.136%
5/18/2026Sunbelt Securities Inc.3,290$180K0.0%+32,800.0%0.011%
5/18/2026Royal Bank of Canada174,131$9.52M0.0%+198.9%0.590%
5/18/2026Empowered Funds LLC6,259$342K0.0%+40.3%0.021%
5/15/2026Intelligence Driven Advisers LLC230,078$12.57M2.2%-33.4%0.780%
5/15/2026Blue Chip Partners LLC4,370$239K0.0%N/A0.015%
5/14/2026Modern Wealth Management LLC23,311$1.30M0.0%N/A0.079%
5/13/2026Cetera Investment Advisers41,847$2.29M0.0%+44.6%0.142%
5/7/2026Commonwealth Financial Services LLC293,582$16.04M2.5%-4.3%0.995%
5/7/2026Parallel Advisors LLC6,749$369K0.0%+21.5%0.023%
5/6/2026Assetmark Inc.719$39K0.0%+231.3%0.002%
5/6/2026Angeles Wealth Management LLC29,257$1.61M0.1%-0.9%0.099%
5/6/2026SteelPeak Wealth LLC27,272$1.50M0.0%-1.4%0.092%
5/6/2026Independent Financial Group LLC17,222$941K0.0%N/A0.058%
5/5/2026Lane Brothers & Co. Inc.9,153$500K0.4%-16.9%0.031%
5/5/2026Members Advisory Group LLC39,825$2.18M0.7%-52.9%0.135%
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%
5/4/2026Retirement Planning Group LLC2,549,629$139.34M4.3%+5.5%8.643%
5/4/2026Center for Financial Planning Inc.2,600$142K0.0%+300.0%0.009%
5/2/2026ARQ Wealth Advisors LLC70,675$3.86M0.7%+9.4%0.240%
5/2/2026Valmark Advisers Inc.40,023$2.19M0.0%N/A0.136%
5/1/2026Fifth Third Bancorp5,311$290K0.0%N/A0.018%
5/1/2026Avid Wealth Partners LLC99,208$5.42M2.6%+60.7%0.336%
4/30/2026Pearl Planning LLC176,261$9.63M5.1%-3.9%0.597%
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4/30/2026Kestra Advisory Services LLC442,531$24.18M0.1%+18.6%1.500%
4/29/2026Integrated Advisors Network LLC4,190$229K0.0%N/A0.014%
4/28/2026Bravias Capital Group LLC23,671$1.29M0.8%+25.6%0.080%
4/28/2026Koshinski Asset Management Inc.160,417$8.77M0.5%+234.8%0.544%
4/27/2026Private Advisor Group LLC5,063$277K0.0%N/A0.017%
4/27/2026Y Intercept Hong Kong Ltd17,032$931K0.0%N/A0.058%
4/27/2026Trademark Financial Management LLC114,144$6.24M3.1%+46.5%0.387%
4/25/2026Patten Group Inc.27,804$1.52M0.3%+9.7%0.094%
4/25/2026Innova Wealth Partners8,588$469K0.2%+87.7%0.029%
4/24/2026Prism Advisors Inc.23,511$1.29M0.3%-17.4%0.080%


FRDM Institutional Ownership - Frequently Asked Questions

During the previous two years, 230 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.

Of the 209 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), Envestnet Asset Management Inc. ($567.62K), OLD Mission Capital LLC ($500.60K), First Heartland Consultants Inc. ($383.02K), Tanglewood Wealth Management Inc. ($378.58K), and Investment Planning Advisors Inc. ($358.55K).

Institutional investors have bought a total of 9,446,752 shares in the last 24 months. This purchase volume represents approximately $505.95M in transactions.

Of the 59 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: Intelligence Driven Advisers LLC ($192.54K), Integrated Wealth Concepts LLC ($145.87K), First Heartland Consultants Inc. ($98.67K), Investment Planning Advisors Inc. ($88.71K), Heck Capital Advisors LLC ($87.87K), Thrivent Financial for Lutherans ($57.78K), and Mariner LLC ($56.07K).

Institutional investors have sold a total of 1,169,390 shares in the last 24 months. This volume of shares sold represents approximately $63.84M in transactions.



Institutional ownership data for BATS:FRDM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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