Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
140
-
Total 13F shares, excl. options
-
16,243,401
-
Shares change
-
-1,359,728
-
Total reported value, excl. options
-
$569,291,331
-
Value change
-
-$45,046,414
-
Number of buys
-
84
-
Number of sells
-
-51
-
Price
-
$35.05
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q1 2025
155 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q1 2025.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 140 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,243,401 shares
.
Largest 10 shareholders include Retirement Planning Group, LLC (2,358,510 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1,284,132 shares), Willis Johnson & Associates, Inc. (941,414 shares), Tanglewood Wealth Management, Inc. (745,583 shares), Thrivent Financial for Lutherans (592,313 shares), Kathmere Capital Management, LLC (515,602 shares), Coyle Financial Counsel LLC (495,892 shares), RAYMOND JAMES FINANCIAL INC (389,758 shares), WELLS FARGO & COMPANY/MN (384,791 shares), and Yardley Wealth Management LLC (366,032 shares).
This table shows the top 140 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.