Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
3,328,139
-
Shares change
-
+2,276,517
-
Total reported value, excl. options
-
$113,725,010
-
Value change
-
+$77,804,745
-
Number of buys
-
26
-
Number of sells
-
-10
-
Price
-
$34.17
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q1 2022
39 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q1 2022.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,328,139 shares
.
Largest 10 shareholders include Retirement Planning Group (1,273,395 shares), Kathmere Capital Management, LLC (410,622 shares), Coyle Financial Counsel LLC (356,438 shares), Raymond James Financial Services Advisors, Inc. (302,895 shares), HighTower Advisors, LLC (196,751 shares), Stegent Equity Advisors, Inc. (140,165 shares), Bull Oak Capital, LLC (121,305 shares), Beaumont Financial Partners, LLC (97,994 shares), New England Private Wealth Advisors LLC (90,765 shares), and CWM, LLC (64,059 shares).
This table shows the top 35 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.