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Freedom 100 Emerging Markets ETF (FRDM) Institutional Ownership

Freedom 100 Emerging Markets ETF logo
$67.52 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
178
Total
Institutional Inflows
(last 12 months)
$539.08M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$78.40M
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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
5/21/2026 Kensington Asset Management LLC8,116$444K0.0%N/A0.028%
5/20/2026 Arete Wealth Advisors LLC37,063$2.03M0.1%+129.1%0.126%
5/19/2026 Western Wealth Management LLC10,325$564K0.0%+3.7%0.035%
5/19/2026 NewEdge Advisors LLC40,267$2.20M0.0%+8.2%0.136%
5/18/2026 Sunbelt Securities Inc.3,290$180K0.0%+32,800.0%0.011%
5/18/2026 Royal Bank of Canada174,131$9.52M0.0%+198.9%0.590%
5/18/2026 Empowered Funds LLC6,259$342K0.0%+40.3%0.021%
5/15/2026 Intelligence Driven Advisers LLC230,078$12.57M2.2%-33.4%0.780%
5/15/2026 Blue Chip Partners LLC4,370$239K0.0%N/A0.015%
5/14/2026 Modern Wealth Management LLC23,311$1.30M0.0%N/A0.079%
5/13/2026 Cetera Investment Advisers41,847$2.29M0.0%+44.6%0.142%
5/7/2026 Commonwealth Financial Services LLC293,582$16.04M2.5%-4.3%0.995%
5/7/2026 Parallel Advisors LLC6,749$369K0.0%+21.5%0.023%
5/6/2026 Assetmark Inc.719$39K0.0%+231.3%0.002%
5/6/2026 Angeles Wealth Management LLC29,257$1.61M0.1%-0.9%0.099%
5/6/2026 SteelPeak Wealth LLC27,272$1.50M0.0%-1.4%0.092%
5/6/2026 Independent Financial Group LLC17,222$941K0.0%N/A0.058%
5/5/2026 Lane Brothers & Co. Inc.9,153$500K0.4%-16.9%0.031%
5/5/2026 Members Advisory Group LLC39,825$2.18M0.7%-52.9%0.135%
5/5/2026 Beaumont Financial Advisors LLC313,143$17.11M1.2%+13.8%1.062%
5/5/2026 Geneos Wealth Management Inc.98,731$5.40M0.1%+3.5%0.335%
5/5/2026 Ethos 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%
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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%
3/13/2026 Lane 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%
2/18/2026 Strive Financial Group LLC555$28K0.0%N/A0.002%
2/18/2026 Mercer Global Advisors Inc. ADV9,982$512K0.0%-1.8%0.034%
2/18/2026 Beacon Pointe Advisors LLC6,492$333K0.0%-28.4%0.022%
2/18/2026 NewEdge Advisors LLC37,219$1.91M0.0%+48.5%0.126%
2/18/2026 Empowered Funds LLC4,461$229K0.0%N/A0.015%
2/18/2026 Stokes Family Office LLC217,894$11.17M1.0%-0.4%0.739%
2/18/2026 OLD Mission Capital LLC83,879$4.30M0.1%+1,370.3%0.284%
2/17/2026 Cetera Investment Advisers28,941$1.48M0.0%+6.6%0.098%
2/17/2026 Equitable Holdings Inc.17,254$885K0.0%+261.6%0.058%
2/17/2026 Osaic Holdings Inc.75,799$3.89M0.0%-2.2%0.257%
2/17/2026 Advisory Services Network LLC56,304$2.89M0.0%+17.0%0.191%
2/17/2026 Guardian Wealth Advisors LLC NC627,230$32.16M2.0%+0.1%2.126%
2/17/2026 Captrust Financial Advisors22,517$1.15M0.0%+5.1%0.076%
2/17/2026 Royal Bank of Canada58,256$2.99M0.0%+55,915.4%0.197%
2/17/2026 Islay Capital Management LLC88,761$4.55M2.7%-0.2%0.301%
2/16/2026 Tableaux 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%
2/16/2026 Mariner LLC107,236$5.50M0.0%-10.2%0.364%
2/16/2026 Focus Partners Wealth131,311$6.73M0.0%+37.9%0.445%
2/16/2026 Clarity Asset Management Inc.701$36K0.0%N/A0.002%
2/16/2026 Avid Wealth Partners LLC61,721$3.16M1.5%N/A0.209%
2/16/2026 Aptus Capital Advisors LLC670,142$34.36M0.2%+0.3%2.272%
2/13/2026 Arete Wealth Advisors LLC16,178$829K0.0%+15.4%0.055%
2/13/2026 CreativeOne Wealth LLC33,218$1.70M0.0%N/A0.113%
2/13/2026 Kestra Advisory Services LLC373,219$19.14M0.1%+3.4%1.265%
2/13/2026 Wright Wealth LLC126,685$6.50M4.2%N/A0.429%
2/13/2026 Visionary Wealth Advisors8,534$438K0.0%+64.8%0.029%
2/13/2026 Integrated Wealth Concepts LLC127,112$6.52M0.1%-53.4%0.431%
2/13/2026 New 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%
2/13/2026 Wells Fargo & Company MN1,500,570$76.93M0.0%+9.3%5.087%
2/12/2026 Rossby Financial LCC206,005$10.56M3.3%+1.2%0.698%
2/12/2026 Jane Street Group LLC250,000$12.82M0.0%N/A0.847%
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2/12/2026 Commonwealth Equity Services LLC118,411$6.07M0.0%+66.8%0.401%
2/12/2026 JPL Wealth Management LLC20,268$1.04M0.3%+834.9%0.069%
2/12/2026 Steward Partners Investment Advisory LLC716$37K0.0%+207.3%0.002%
2/12/2026 Oath Planning LLC73,066$3.75M3.7%N/A0.248%
2/12/2026 Great Valley Advisor Group Inc.184,997$9.49M0.2%+1.6%0.627%
2/11/2026 Empowered Funds LLC4,461$229K0.0%N/A0.015%
2/11/2026 Ameritas 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%
2/11/2026 LPL Financial LLC422,560$21.67M0.0%+40.9%1.432%
2/11/2026 SouthState Bank Corp23,101$1.18M0.1%+10.0%0.078%


FRDM Institutional Ownership - Frequently Asked Questions

During the previous two years, 209 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 188 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 ($500.60K), 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).

Institutional investors have bought a total of 11,462,360 shares in the last 24 months. This purchase volume represents approximately $539.08M in transactions.

Of the 64 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), Intelligence Driven Advisers LLC ($192.54K), Integrated Wealth Concepts LLC ($145.87K), Tableaux LLC ($124.20K), Investment Planning Advisors Inc. ($88.71K), Yardley Wealth Management LLC ($61.52K), and Mariner LLC ($56.07K).

Institutional investors have sold a total of 1,690,009 shares in the last 24 months. This volume of shares sold represents approximately $78.40M in transactions.



This page (BATS:FRDM) was last updated on 5/25/2026 by MarketBeat.com Staff.
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