Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / FREEDOM 100 EM
-
Number of holders
-
158
-
Total 13F shares, excl. options
-
21,056,994
-
Shares change
-
+4,783,643
-
Total reported value, excl. options
-
$850,853,733
-
Value change
-
+$193,872,209
-
Number of buys
-
102
-
Number of sells
-
-45
-
Price
-
$40.4
Significant Holders of EA SERIES TRUST - FREEDOM 100 EM (FRDM) as of Q2 2025
165 filings reported holding FRDM - EA SERIES TRUST - FREEDOM 100 EM as of Q2 2025.
EA SERIES TRUST - FREEDOM 100 EM (FRDM) has 158 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21,056,994 shares
.
Largest 10 shareholders include Retirement Planning Group, LLC (2,386,771 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1,438,388 shares), WELLS FARGO & COMPANY/MN (1,264,419 shares), Ellevest, Inc. (1,140,983 shares), Tanglewood Wealth Management, Inc. (1,107,772 shares), Willis Johnson & Associates, Inc. (982,672 shares), Aptus Capital Advisors, LLC (658,174 shares), GUARDIAN WEALTH ADVISORS, LLC / NC (622,371 shares), Coyle Financial Counsel LLC (523,087 shares), and Kathmere Capital Management, LLC (519,600 shares).
This table shows the top 158 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.