Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
133
-
Total 13F shares, excl. options
-
17,583,163
-
Shares change
-
+2,236,866
-
Total reported value, excl. options
-
$575,983,021
-
Value change
-
+$72,432,497
-
Number of buys
-
74
-
Number of sells
-
-46
-
Price
-
$32.68
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q4 2024
143 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q4 2024.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 133 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17,583,163 shares
.
Largest 10 shareholders include Retirement Planning Group, LLC (2,114,963 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1,347,786 shares), Thrivent Financial for Lutherans (1,232,869 shares), Ellevest, Inc. (954,580 shares), Willis Johnson & Associates, Inc. (905,269 shares), Tanglewood Wealth Management, Inc. (577,744 shares), Kathmere Capital Management, LLC (517,163 shares), Coyle Financial Counsel LLC (458,976 shares), OLD MISSION CAPITAL LLC (422,423 shares), and Yardley Wealth Management LLC (417,673 shares).
This table shows the top 133 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.