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Freedom 100 Emerging Markets ETF (FRDM) Institutional Ownership

Freedom 100 Emerging Markets ETF logo
$68.41 -0.04 (-0.06%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Freedom 100 Emerging Markets ETF (BATS:FRDM)

Number of
Institutional Buyers
(last 12 months)
171
Total
Institutional Inflows
(last 12 months)
$434.56M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$84.60M
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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
8/13/2026 Capital Square LLC12,114$845K0.4%N/A0.041%
7/10/2026 Abound Wealth Management500$36K0.0%N/A0.002%
7/10/2026 Heck Capital Advisors LLC555,714$40.58M2.4%-9.6%1.884%
7/10/2026 Redhawk Wealth Advisors Inc.6,311$460K0.0%-86.8%0.021%
7/9/2026 Ares Financial Consulting LLC28,953$2.11M1.5%+15.6%0.098%
7/9/2026 Ferguson Shapiro LLC87,512$6.38M1.9%N/A0.297%
7/9/2026 Tactive Advisors LLC4,373$319K0.1%+13.1%0.015%
7/9/2026 Adamsbrown Wealth Consultants LLC242,154$17.65M3.3%+5.9%0.821%
7/9/2026 Valeo Financial Advisors LLC10,489$765K0.0%N/A0.036%
7/8/2026 First Heartland Consultants Inc.335,216$24.44M1.6%-14.3%1.136%
7/8/2026 TrueWealth Advisors LLC144,903$10.56M2.4%+3.1%0.491%
7/8/2026 Cooper Financial Group9,916$723K0.1%-62.0%0.034%
7/7/2026 Fermata Advisors LLC13,006$948K0.2%+10.1%0.044%
7/7/2026 Dynamic Advisor Solutions LLC7,046$514K0.0%-9.7%0.024%
7/6/2026 Bulwark Capital Corp8,113$591K0.3%-6.5%0.028%
7/6/2026 Longview 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%
6/3/2026 Parallel Advisors LLC6,749$369K0.0%+21.5%0.023%
6/3/2026 NewEdge Advisors LLC40,837$2.23M0.0%+9.7%0.138%
5/28/2026 Maripau Wealth Management LLC48,289$2.64M1.2%+1.7%0.164%
5/27/2026 Allen Capital Group LLC55,129$3.01M0.3%+32.9%0.187%
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%
5/19/2026Western Wealth Management LLC10,325$564K0.0%+3.7%0.035%
5/19/2026 NewEdge Advisors LLC40,267$2.20M0.0%+8.2%0.136%
5/18/2026Sunbelt 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%
5/15/2026 Intelligence 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%
5/13/2026 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%
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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%
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%
3/2/2026Sankala 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%
2/18/2026Beacon Pointe Advisors LLC6,492$333K0.0%-28.4%0.022%
2/18/2026 NewEdge Advisors LLC37,219$1.91M0.0%+48.5%0.126%
2/18/2026Empowered Funds LLC4,461$229K0.0%N/A0.015%
2/18/2026 Stokes Family Office LLC217,894$11.17M1.0%-0.4%0.739%
2/18/2026OLD 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%
2/17/2026Equitable Holdings Inc.17,254$885K0.0%+261.6%0.058%
2/17/2026Osaic Holdings Inc.75,799$3.89M0.0%-2.2%0.257%
2/17/2026 Advisory Services Network LLC56,304$2.89M0.0%+17.0%0.191%
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2/17/2026Guardian 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%
2/17/2026Royal 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%


FRDM Institutional Ownership - Frequently Asked Questions

During the previous two years, 217 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 195 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 8,732,317 shares in the last 24 months. This purchase volume represents approximately $434.56M in transactions.

Of the 60 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), Investment Planning Advisors Inc. ($88.71K), Heck Capital Advisors LLC ($87.87K), First Heartland Consultants Inc. ($82.71K), and Mariner LLC ($56.07K).

Institutional investors have sold a total of 1,703,312 shares in the last 24 months. This volume of shares sold represents approximately $84.60M in transactions.


Related Companies

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 8/13/2026. New 13F filings are added each quarter as they're published.
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