Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
82
-
Total 13F shares, excl. options
-
13,326,782
-
Shares change
-
+1,800,825
-
Total reported value, excl. options
-
$377,185,915
-
Value change
-
+$50,692,138
-
Number of buys
-
59
-
Number of sells
-
-18
-
Price
-
$28.31
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q3 2023
89 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q3 2023.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 82 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13,326,782 shares
.
Largest 10 shareholders include Thrivent Financial for Lutherans (2,966,917 shares), Retirement Planning Group, LLC (1,713,597 shares), Intelligence Driven Advisers, LLC (907,377 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (841,381 shares), Smith Anglin Financial, LLC (535,615 shares), Kathmere Capital Management, LLC (444,651 shares), Tanglewood Wealth Management, Inc. (397,970 shares), Coyle Financial Counsel LLC (378,507 shares), Raymond James Financial Services Advisors, Inc. (334,006 shares), and HighTower Advisors, LLC (333,539 shares).
This table shows the top 82 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.