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Freedom 100 Emerging Markets ETF (FRDM) Institutional Ownership

Freedom 100 Emerging Markets ETF logo
$40.05 +7.05 (+21.36%)
As of 03:40 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)
21
Total
Institutional Inflows
(last 12 months)
$34.79M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.58M
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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
7/10/2025 Redhawk Wealth Advisors Inc.8,046$325K0.0%+4.5%0.027%
7/10/2025 Signal Advisors Wealth LLC85,799$3.47M0.3%+57.6%0.291%
7/9/2025 Intelligence Driven Advisers LLC422,619$17.07M2.6%+26.0%1.433%
7/8/2025 Prism Advisors Inc.28,337$1.15M0.3%-39.0%0.096%
7/3/2025 TrueWealth Advisors LLC128,729$5.20M1.5%-4.5%0.436%
5/16/2025Ancora Advisors LLC2,624$92K0.0%+24.4%0.009%
5/12/2025SouthState Corp29,937$1.05M0.0%N/A0.107%
5/12/2025Pandora Wealth Inc.44,894$1.57M1.0%N/A0.161%
5/7/2025Frontier Asset Management LLC80,771$2.83M0.8%+118.6%0.290%
5/1/2025High Note Wealth LLC62,347$2.19M0.5%+164.5%0.223%
5/1/2025 Prism Advisors Inc.46,457$1.63M0.5%-8.8%0.167%
4/29/2025Bank of New York Mellon Corp6,429$225K0.0%N/A0.023%
4/29/2025Strategic Blueprint LLC24,006$841K0.0%+63.1%0.086%
4/28/2025Rossby Financial LCC192,689$6.93M2.9%+9.7%0.691%
4/28/2025Longview Financial Advisors Inc.35,374$1.24M1.1%+12.2%0.127%
4/17/2025Janney Montgomery Scott LLC266,738$9.35M0.0%-1.7%1.048%
4/8/2025 Parallel Advisors LLC5,317$186K0.0%-11.2%0.021%
2/17/2025Ancora Advisors LLC2,109$69K0.0%N/A0.009%
2/13/2025Anchor Investment Management LLC5,714$187K0.0%-9.3%0.024%
2/13/2025Rossby Financial LCC175,600$5.74M3.6%N/A0.742%
2/12/2025OLD Mission Capital LLC422,423$13.81M0.2%N/A1.786%
2/11/20251620 Investment Advisors Inc.58,203$1.90M1.4%+4.6%0.246%
2/7/2025Frontier Asset Management LLC36,955$1.21M0.4%+103.6%0.156%
2/6/2025Jones Financial Companies Lllp4,621$151K0.0%+1,205.4%0.020%
2/5/2025Bull Oak Capital LLC13,743$449K0.2%-92.5%0.058%
2/3/2025Longview Financial Advisors Inc.31,516$1.03M0.8%+4.5%0.133%
1/23/2025Strategic Blueprint LLC14,719$481K0.0%N/A0.062%
1/22/2025 Prism Advisors Inc.50,944$1.67M0.5%+6.3%0.215%
1/17/2025Janney Montgomery Scott LLC271,406$8.87M0.0%-2.7%1.148%
1/17/2025Beaumont Financial Advisors LLC188,671$6.17M0.5%+4.4%0.798%
1/13/2025AdvisorNet Financial Inc4,528$148K0.0%-15.3%0.019%
11/21/2024Anchor Investment Management LLC6,297$225K0.0%+20.8%0.027%
11/15/2024Integrated Wealth Concepts LLC60,122$2.15M0.0%-11.7%0.254%
11/14/2024Captrust Financial Advisors12,691$454K0.0%-2.3%0.054%
10/25/20241620 Investment Advisors Inc.55,630$1.99M1.4%+1.3%0.235%
10/23/2024Bull Oak Capital LLC184,360$6.60M3.8%+4.9%0.780%
10/19/2024Longview Financial Advisors Inc.30,170$1.08M0.8%-1.7%0.128%
10/16/2024Longview Financial Advisors Inc.29,923$984K0.9%-2.5%0.127%
10/11/2024ORG Partners LLC1,000$36K0.0%N/A0.004%
10/9/2024Beaumont Financial Advisors LLC180,660$6.46M0.5%+2.1%0.764%
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8/16/2024Magnolia Capital Advisors LLC25,825$912K0.0%+1.4%0.109%
8/10/2024Lumbard & Kellner LLC80,446$2.84M1.3%-0.7%0.340%
7/26/2024Bank of New York Mellon Corp9,507$336K0.0%N/A0.040%
7/23/20241620 Investment Advisors Inc.54,904$1.94M1.5%+1.2%0.232%
7/18/2024Bull Oak Capital LLC175,679$6.21M4.0%+15.1%0.743%
7/10/2024 Prism Advisors Inc.48,147$1.70M0.5%+2.6%0.204%
5/17/2024Lumbard & Kellner LLC81,004$2.73M1.3%N/A0.343%
5/14/2024OLD Mission Capital LLC108,849$3.67M0.1%+21.8%0.460%
5/11/2024Beaumont Financial Advisors LLC172,831$5.83M0.5%+8.7%0.731%
5/4/2024Geneos Wealth Management Inc.15,246$514K0.0%N/A0.064%
5/1/2024Janney Montgomery Scott LLC278,414$9.39M0.0%N/A1.177%
4/11/2024Bull Oak Capital LLC152,675$5.15M3.5%+25,135.5%0.760%
4/5/2024 Prism Advisors Inc.46,944$1.58M0.5%+4.1%0.234%
2/7/2024Ethos Financial Group LLC40,816$1.34M0.3%N/A0.203%
2/6/2024Great Valley Advisor Group Inc.151,806$4.99M0.2%-6.5%0.755%
2/5/2024Stegent Equity Advisors Inc.106,336$3.50M4.1%-27.2%0.529%
2/5/2024Islay Capital Management LLC31,902$1.05M0.8%-2.9%0.159%
2/5/2024Magnus Financial Group LLC35,498$1.17M0.2%+8.9%0.177%
2/2/2024Magnolia Capital Advisors LLC25,312$787K0.6%N/A0.126%
2/1/2024 Prism Advisors Inc.45,085$1.48M0.5%+15.3%0.224%
1/19/2024AdvisorNet Financial Inc5,303$174K0.0%+11.7%0.026%
1/11/2024 Dynamic Advisor Solutions LLC19,046$604K0.0%+4.2%0.095%
1/2/2024Anchor Investment Management LLC5,172$170K0.0%N/A0.026%
11/9/2023Watchman Group Inc.173,929$4.92M2.1%N/A0.865%
11/4/2023 NBC Securities Inc.1,768$50K0.0%N/A0.009%
7/5/2023 Marotta Asset Management7,672$241K0.1%N/A0.050%
4/28/2023Lansing Street Advisors23,617$694K0.4%+13.0%0.159%
3/6/2023OLD Mission Capital LLC12,192$336K0.0%N/A0.000%
2/9/2023HighTower Advisors LLC315,319$8.69M0.0%+50.1%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.323,951$8.93M0.0%+2.2%0.000%
2/7/2023Lansing Street Advisors20,892$576K0.4%+124.6%0.000%
2/1/2023Janney Montgomery Scott LLC7,506$207K0.0%N/A0.000%
1/18/2023Mayport LLC56,415$1.56M1.2%+41.5%0.000%
1/18/2023Well Done LLC25,959$716K0.2%+11.8%0.000%
1/13/2023AdvisorNet Financial Inc4,622$127K0.0%+7.9%0.000%
1/3/2023 Marotta Asset Management7,706$212K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

FRDM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FRDM shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Freedom 100 Emerging Markets ETF. The most heavily invested institutionals were Intelligence Driven Advisers LLC ($17.07M), OLD Mission Capital LLC ($13.81M), Janney Montgomery Scott LLC ($9.35M), Rossby Financial LCC ($6.93M), Beaumont Financial Advisors LLC ($6.17M), TrueWealth Advisors LLC ($5.20M), and Great Valley Advisor Group Inc. ($4.99M).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 30 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: OLD Mission Capital LLC ($441.93K), Janney Montgomery Scott LLC ($278.41K), Rossby Financial LCC ($192.69K), Bull Oak Capital LLC ($183.76K), Watchman Group Inc. ($173.93K), Intelligence Driven Advisers LLC ($87.09K), and Lumbard & Kellner LLC ($81.00K).

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

Institutional investors have bought a total of 1,015,029 shares in the last 24 months. This purchase volume represents approximately $34.79M in transactions.

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

Of the 11 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: Bull Oak Capital LLC ($170.62K), Prism Advisors Inc. ($22.61K), Janney Montgomery Scott LLC ($12.21K), Integrated Wealth Concepts LLC ($7.98K), TrueWealth Advisors LLC ($6.10K), Longview Financial Advisors Inc. ($1.28K), and AdvisorNet Financial Inc ($818.00).

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

Institutional investors have sold a total of 223,729 shares in the last 24 months. This volume of shares sold represents approximately $7.58M in transactions.



This page (BATS:FRDM) was last updated on 7/14/2025 by MarketBeat.com Staff
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