Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
99
-
Total 13F shares, excl. options
-
14,666,171
-
Shares change
-
+1,226,096
-
Total reported value, excl. options
-
$480,828,650
-
Value change
-
+$41,291,807
-
Number of buys
-
67
-
Number of sells
-
-27
-
Price
-
$32.9
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q4 2023
107 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q4 2023.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 99 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,666,171 shares
.
Largest 10 shareholders include THRIVENT FINANCIAL FOR LUTHERANS (2,709,412 shares), Retirement Planning Group, LLC (1,758,017 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1,259,485 shares), Intelligence Driven Advisers, LLC (700,611 shares), Smith Anglin Financial, LLC (563,578 shares), Tanglewood Wealth Management, Inc. (518,859 shares), Kathmere Capital Management, LLC (448,429 shares), Coyle Financial Counsel LLC (375,612 shares), JANE STREET GROUP, LLC (373,832 shares), and Raymond James Financial Services Advisors, Inc. (342,358 shares).
This table shows the top 99 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.