Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
69
-
Total 13F shares, excl. options
-
8,840,911
-
Shares change
-
+3,203,631
-
Total reported value, excl. options
-
$259,818,418
-
Value change
-
+$94,487,058
-
Number of buys
-
58
-
Number of sells
-
-10
-
Price
-
$29.39
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q1 2023
76 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q1 2023.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,840,911 shares
.
Largest 10 shareholders include Thrivent Financial for Lutherans (2,038,849 shares), Retirement Planning Group (1,665,554 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (730,083 shares), Kathmere Capital Management, LLC (439,419 shares), Coyle Financial Counsel LLC (354,748 shares), Raymond James Financial Services Advisors, Inc. (336,642 shares), HighTower Advisors, LLC (324,859 shares), WCG Wealth Advisors LLC (199,238 shares), JANE STREET GROUP, LLC (198,113 shares), and MORGAN STANLEY (178,789 shares).
This table shows the top 69 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.