FRDM Institutional Ownership
Freedom 100 Emerging Markets ETF
1W: -1.1%
1M: +2.8%
3M: +0.0%
YTD: +35.1%
1Y: +58.9%
3Y: +168.1%
5Y: +138.8%
$71.10
+1.11 (+1.59%)
Weekly Expected Move ±4.1%
$65
$68
$71
$74
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FRDM
334
Institutional Holders
+39 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
58
New Positions
141
Increased
105
Reduced
14
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (351 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 2,644,118 | $188M | +94,489 | +3.7% | 18Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 2,390,390 | $170M | +246,080 | +11.5% | 15Q | SEC ↗ |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,065,792 | $147M | +120,614 | +6.2% | 16Q | SEC ↗ |
| 4 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,563,268 | $111M | -259,948 | -14.3% | 3Q | SEC ↗ |
| 5 | LPL Financial LLC | 1,085,086 | $77M | +317,875 | +41.4% | 17Q | SEC ↗ |
| 6 | Ellevest, Inc. | 1,003,101 | $71M | -32,127 | -3.1% | 7Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 808,250 | $57M | +13,787 | +1.7% | 7Q | SEC ↗ |
| 8 | Tanglewood Wealth Management, Inc. | 795,880 | $57M | +5,084 | +0.6% | 8Q | SEC ↗ |
| 9 | Willis Johnson & Associates, Inc. | 787,203 | $56M | -71,954 | -8.4% | 8Q | SEC ↗ |
| 10 | MORGAN STANLEY | 737,550 | $52M | +147,185 | +24.9% | 17Q | SEC ↗ |
| 11 | Aptus Capital Advisors, LLC | 664,025 | $47M | +1,939 | +0.3% | 9Q | SEC ↗ |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | 610,225 | $43M | -744 | -0.1% | 8Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 586,334 | $42M | +114,290 | +24.2% | 14Q | SEC ↗ |
| 14 | Coyle Financial Counsel LLC | 576,703 | $41M | -7,145 | -1.2% | 18Q | SEC ↗ |
| 15 | Heck Capital Advisors, LLC | 555,714 | $40M | -59,116 | -9.6% | 11Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 519,693 | $37M | +115,840 | +28.7% | 20Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 477,013 | $34M | +34,482 | +7.8% | 15Q | SEC ↗ |
| 18 | Janney Montgomery Scott LLC | 446,030 | $32M | +5,812 | +1.3% | 10Q | SEC ↗ |
| 19 | Kathmere Capital Management, LLC | 445,746 | $32M | -40,120 | -8.3% | 19Q | SEC ↗ |
| 20 | Investment Planning Advisors, Inc. | 411,418 | $29M | -58,893 | -12.5% | 9Q | SEC ↗ |
| 21 | Legacy Financial Advisors, Inc. | 394,487 | $28M | +7,781 | +2.0% | 2Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC | 343,724 | $24M | +20,332 | +6.3% | 9Q | SEC ↗ |
| 23 | First Heartland Consultants, Inc. | 335,216 | $24M | -55,907 | -14.3% | 5Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 323,223 | $23M | +68,384 | +26.8% | 19Q | SEC ↗ |
| 25 | Beaumont Financial Advisors, LLC | 307,898 | $22M | -5,245 | -1.7% | 15Q | SEC ↗ |
| 26 | MAYPORT, LLC | 306,597 | $22M | +10,345 | +3.5% | 17Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 294,226 | $21M | +44,762 | +17.9% | 8Q | SEC ↗ |
| 28 | Compass Ion Advisors, LLC | 288,109 | $20M | +587 | +0.2% | 4Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 280,904 | $20M | +90,114 | +47.2% | 19Q | SEC ↗ |
| 30 | Elwood & Goetz Wealth Advisory Group, NEW | 278,890 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 276,841 | $20M | +95,599 | +52.7% | 13Q | SEC ↗ |
| 32 | ENZI WEALTH | 249,495 | $18M | -44,016 | -15.0% | 3Q | SEC ↗ |
| 33 | Invst, LLC | 246,488 | $18M | -30,215 | -10.9% | 5Q | SEC ↗ |
| 34 | Yardley Wealth Management LLC | 242,657 | $17M | -32,860 | -11.9% | 8Q | SEC ↗ |
| 35 | ADAMSBROWN WEALTH CONSULTANTS LLC | 242,154 | $17M | +13,517 | +5.9% | 2Q | SEC ↗ |
| 36 | High Note Wealth, LLC | 241,141 | $17M | +5,356 | +2.3% | 8Q | SEC ↗ |
| 37 | Permanens Capital L.P. | 219,058 | $16M | +210,414 | +2434.2% | 2Q | SEC ↗ |
| 38 | Intelligence Driven Advisers, LLC | 216,704 | $15M | -13,374 | -5.8% | 13Q | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 208,524 | $15M | +59,320 | +39.8% | 5Q | SEC ↗ |
| 40 | Bank Julius Baer & Co. Ltd, Zurich | 208,400 | $15M | +88,900 | +74.4% | 2Q | SEC ↗ |
| 41 | WCG Wealth Advisors LLC | 197,396 | $14M | -51,554 | -20.7% | 17Q | SEC ↗ |
| 42 | KFG WEALTH MANAGEMENT, LLC | 194,857 | $14M | +6,396 | +3.4% | 2Q | SEC ↗ |
| 43 | Longview Financial Advisors, Inc. | 184,625 | $13M | +7,161 | +4.0% | 11Q | SEC ↗ |
| 44 | Koshinski Asset Management, Inc. | 182,016 | $13M | +21,599 | +13.5% | 5Q | SEC ↗ |
| 45 | Signal Advisors Wealth, LLC | 180,075 | $13M | +25,559 | +16.5% | 6Q | SEC ↗ |
| 46 | MGO ONE SEVEN LLC | 175,105 | $12M | -742 | -0.4% | 12Q | SEC ↗ |
| 47 | GREAT VALLEY ADVISOR GROUP, INC. | 173,796 | $12M | -3,153 | -1.8% | 13Q | SEC ↗ |
| 48 | Rossby Financial, LCC | 170,469 | $12M | +6,045 | +3.7% | 7Q | SEC ↗ |
| 49 | Prospera Financial Services Inc | 169,457 | $12M | +21,980 | +14.9% | 5Q | SEC ↗ |
| 50 | Pearl Planning LLC | 169,045 | $12M | -7,216 | -4.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Elwood & Goetz Wealth Advisory Grou | 278,890 | $20M |
| Ferguson Shapiro LLC | 87,512 | $6M |
| One Charles Private Wealth Services | 82,719 | $6M |
| INSIGNEO ADVISORY SERVICES, LLC | 71,505 | $5M |
| ARVEST INVESTMENTS, INC. | 55,646 | $4M |
| VectorGlobal IAG, Inc. | 34,725 | $2M |
| Perissos Private Wealth Management, | 30,069 | $2M |
| Ausdal Financial Partners, Inc. | 24,435 | $2M |
| Federation des caisses Desjardins d | 21,929 | $2M |
| Plan Group Financial, LLC | 18,407 | $1M |
| Advyzon Investment Management, LLC | 11,908 | $847K |
| Quantinno Capital Management LP | 10,849 | $771K |
| NICOLET BANKSHARES INC | 10,770 | $766K |
| Valeo Financial Advisors, LLC | 10,489 | $746K |
| Sigma Planning Corp | 8,707 | $619K |
| FIDUCIARY FINANCIAL ADVISORS | 6,991 | $497K |
| Verde Capital Management | 6,232 | $443K |
| AVAII WEALTH MANAGEMENT, LLC | 6,159 | $438K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 5,922 | $421K |
| Valued Retirements, Inc. | 5,660 | $402K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MUHLENKAMP & CO INC | 236,825 | $17M |
| Krilogy Financial LLC | 144,618 | $10M |
| JANE STREET GROUP, LLC | 113,027 | $8M |
| GOLDMAN SACHS GROUP INC | 41,289 | $3M |
| BANK OF AMERICA CORP /DE | 40,104 | $3M |
| Independent Advisor Alliance | 20,947 | $1M |
| Y-Intercept (Hong Kong) Ltd | 17,032 | $1M |
| Stegent Equity Advisors, Inc. | 11,382 | $809K |
| IHT Wealth Management, LLC | 6,550 | $466K |
| Frontier Asset Management, LLC | 6,270 | $446K |
| HB Wealth Management, LLC | 6,247 | $444K |
| INTEGRITY ALLIANCE, LLC. | 5,889 | $419K |
| Private Advisor Group, LLC | 5,063 | $360K |
| DEFINE FINANCIAL, LLC | 4,975 | $354K |
| Colonial Trust Co / SC | 3,000 | $213K |
| AlphaCore Capital LLC | 2,848 | $202K |
| Financial Network Wealth Advisors L | 2,119 | $151K |
| Pinnacle Wealth Planning Services, | 1,653 | $118K |
| SageView Advisory Group, LLC | 1,551 | $110K |
| GoalVest Advisory LLC | 1,187 | $84K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +317,875 | +41.4% | 1,085,086 |
| WELLS FARGO & COMPANY/MN | +246,080 | +11.5% | 2,390,390 |
| Permanens Capital L.P. | +210,414 | +2434.2% | 219,058 |
| MORGAN STANLEY | +147,185 | +24.9% | 737,550 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +120,614 | +6.2% | 2,065,792 |
| Members Advisory Group LLC | +116,776 | +293.2% | 156,601 |
| HighTower Advisors, LLC | +115,840 | +28.7% | 519,693 |
| ENVESTNET ASSET MANAGEMENT INC | +114,290 | +24.2% | 586,334 |
| Thrivent Financial for Lutherans | +108,584 | +219.5% | 158,046 |
| ASSETMARK, INC | +99,659 | +13860.8% | 100,378 |
| Cetera Investment Advisers | +98,117 | +234.5% | 139,964 |
| MML INVESTORS SERVICES, LLC | +95,599 | +52.7% | 276,841 |
| Retirement Planning Group, LLC | +94,489 | +3.7% | 2,644,118 |
| Cambridge Investment Research Advis | +90,114 | +47.2% | 280,904 |
| Bank Julius Baer & Co. Ltd, Zurich | +88,900 | +74.4% | 208,400 |
| SWEENEY & MICHEL, LLC | +87,367 | +117.4% | 161,771 |
| COMMONWEALTH EQUITY SERVICES, LLC | +68,384 | +26.8% | 323,223 |
| Baird Financial Group, Inc. | +59,320 | +39.8% | 208,524 |
| JONES FINANCIAL COMPANIES LLLP | +44,762 | +17.9% | 294,226 |
| Vise Technologies, Inc. | +42,823 | +222.4% | 62,077 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /AD | -259,948 | -14.3% | 1,563,268 |
| OLD MISSION CAPITAL LLC | -207,299 | -71.4% | 82,930 |
| Commonwealth Financial Services, LL | -199,925 | -68.1% | 93,657 |
| GTS SECURITIES LLC | -162,708 | -63.1% | 95,127 |
| Brookstone Capital Management | -73,998 | -63.3% | 42,909 |
| Willis Johnson & Associates, Inc. | -71,954 | -8.4% | 787,203 |
| Heck Capital Advisors, LLC | -59,116 | -9.6% | 555,714 |
| Investment Planning Advisors, Inc. | -58,893 | -12.5% | 411,418 |
| First Heartland Consultants, Inc. | -55,907 | -14.3% | 335,216 |
| Stokes Family Office, LLC | -55,320 | -37.7% | 91,263 |
| WCG Wealth Advisors LLC | -51,554 | -20.7% | 197,396 |
| Watchman Group, Inc. | -45,779 | -26.7% | 125,414 |
| ENZI WEALTH | -44,016 | -15.0% | 249,495 |
| Redhawk Wealth Advisors, Inc. | -41,473 | -86.8% | 6,311 |
| Kathmere Capital Management, LLC | -40,120 | -8.3% | 445,746 |
| Ethos Financial Group, LLC | -33,491 | -41.4% | 47,451 |
| Yardley Wealth Management LLC | -32,860 | -11.9% | 242,657 |
| Ellevest, Inc. | -32,127 | -3.1% | 1,003,101 |
| Invst, LLC | -30,215 | -10.9% | 246,488 |
| HRT FINANCIAL LP | -26,029 | -87.2% | 3,834 |