Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
5,599,011
-
Shares change
-
+1,199,328
-
Total reported value, excl. options
-
$154,436,906
-
Value change
-
+$33,196,613
-
Number of buys
-
39
-
Number of sells
-
-15
-
Price
-
$27.58
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q4 2022
63 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q4 2022.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,599,011 shares
.
Largest 10 shareholders include Retirement Planning Group (1,619,808 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (705,535 shares), Kathmere Capital Management, LLC (436,761 shares), Coyle Financial Counsel LLC (355,584 shares), Raymond James Financial Services Advisors, Inc. (323,951 shares), HighTower Advisors, LLC (315,319 shares), WCG Wealth Advisors LLC (195,637 shares), Thrivent Financial for Lutherans (185,807 shares), Bull Oak Capital, LLC (131,205 shares), and Beaumont Financial Advisors, LLC (107,412 shares).
This table shows the top 59 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.