Security Snapshot

EA SERIES TRUST - FREEDOM 100 EM (FRDM) Institutional Ownership

CUSIP: 02072L607

13F Institutional Holders and Ownership History from Q2 2019 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

226

Shares (Excl. Options)

27,419,312

Price

$51.27

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Type / Class
Equity / FREEDOM 100 EM
Symbol
FRDM
Price per share
$54.65
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
27,419,312
Total reported value
$1,407,933,974
% of total 13F portfolios
0.02%
Share change
+3,670,180
Value change
+$190,050,026
Number of holders
226
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • FRDM - EA SERIES TRUST - FREEDOM 100 EM is tracked under CUSIP 02072L607.
  • 226 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 226 to 42 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,407,933,974 to $171,530,774.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 226 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 02072L607?
CUSIP 02072L607 identifies FRDM - EA SERIES TRUST - FREEDOM 100 EM in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 226 institutional investors reported holding 27,419,312 shares of EA SERIES TRUST - FREEDOM 100 EM (FRDM).

Institutional Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,109,750 $171,530,774 +$69,727,211 $54.65 42
2025 Q4 27,419,312 $1,407,933,974 +$190,050,026 $51.27 226
2025 Q3 22,764,797 $1,008,579,584 +$87,064,092 $44.31 183
2025 Q2 21,056,994 $850,853,733 +$193,872,209 $40.40 158
2025 Q1 16,243,401 $569,291,331 -$45,046,414 $35.05 140
2024 Q4 17,583,163 $575,983,021 +$72,432,497 $32.68 133
2024 Q3 14,969,557 $535,397,959 +$41,075,915 $35.78 120
2024 Q2 13,533,154 $477,714,524 -$49,443,381 $35.32 115
2024 Q1 14,819,316 $499,509,035 +$5,798,678 $33.73 110
2023 Q4 14,666,171 $480,828,650 +$41,291,807 $32.90 99
2023 Q3 13,326,782 $377,185,915 +$50,692,138 $28.31 82
2023 Q2 11,451,558 $358,347,355 +$74,086,867 $31.36 76
2023 Q1 8,840,911 $259,818,418 +$94,487,058 $29.39 69
2022 Q4 5,599,011 $154,436,906 +$33,196,613 $27.58 59
2022 Q3 4,423,639 $110,555,028 +$1,618,945 $24.99 45
2022 Q2 4,248,448 $117,082,533 +$22,663,477 $27.56 47
2022 Q1 3,328,139 $113,725,010 +$77,804,745 $34.17 35
2021 Q4 1,052,695 $34,884,294 -$2,797,807 $33.13 31
2021 Q3 995,411 $32,712,324 +$18,140,379 $32.86 25
2021 Q2 441,674 $15,144,000 +$10,255,153 $34.29 17
2021 Q1 142,523 $4,778,000 +$1,570,495 $33.59 9
2020 Q4 95,806 $3,059,000 +$596,080 $31.97 8
2020 Q3 77,264 $2,022,000 -$463,530 $25.24 5
2020 Q2 96,365 $2,285,000 -$427,117 $23.71 5
2020 Q1 114,946 $2,213,000 +$699,144 $19.25 7
2019 Q4 68,348 $1,890,154 -$337,353 $27.61 6
2019 Q3 80,522 $2,048,000 +$117,143 $25.45 5
2019 Q2 75,931 $2,024,595 +$2,024,595 $26.66 4