FREEDOM 100 EMEGING MRKT ETF FRDM
$68.44
-1.9% 52w: $37.60 – $75.84
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data37.6056.7275.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
279
+49 QoQ
13F value
$1.83B
+29.7% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.9×
$240K calls / $257K puts
Institutional value by quarter
Number of holders
Who owns FRDM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Retirement Planning Group, LLC | Wealth advisor | 2.5M | $139.3M | 4.3% | +5.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.1M | $117.2M | 0.0% | +42.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.9M | $106.3M | 0.1% | +23.1% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | Wealth advisor | 1.8M | $99.6M | 7.7% | +9.4% |
| Ellevest, Inc. | Wealth advisor | 1.0M | $56.6M | 7.9% | -12.2% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 859.2K | $47.0M | 2.7% | -15.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 794.5K | $43.4M | 0.0% | -1.4% |
| Tanglewood Wealth Management, Inc. | Wealth advisor | 790.8K | $43.2M | 3.6% | -29.7% |
| LPL Financial LLC | Bank broker | 767.2K | $41.9M | 0.0% | +81.6% |
| Aptus Capital Advisors, LLC | Wealth advisor | 662.1K | $36.2M | 0.3% | -1.2% |
| Heck Capital Advisors, LLC | Wealth advisor | 614.8K | $33.7M | 2.5% | +178.4% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 611.0K | $33.4M | 2.1% | -2.6% |
| MORGAN STANLEY | Bank broker | 590.4K | $32.3M | 0.0% | +107.0% |
| Coyle Financial Counsel LLC | Wealth advisor | 583.8K | $31.9M | 6.7% | +0.6% |
| Kathmere Capital Management, LLC | Wealth advisor | 485.9K | $26.6M | 1.6% | -4.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 472.0K | $25.8M | 0.0% | +304.6% |
| Investment Planning Advisors, Inc. | Wealth advisor | 470.3K | $25.7M | 7.1% | -15.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 442.5K | $24.2M | 0.1% | +18.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 440.2K | $24.1M | 0.1% | +4.6% |
| HighTower Advisors, LLC | Diversified mechanical | 403.9K | $22.1M | 0.0% | -3.5% |
| First Heartland Consultants, Inc. | Wealth advisor | 391.1K | $21.4M | 1.6% | +9.8% |
| Legacy Financial Advisors, Inc. | Other | 386.7K | $21.1M | 3.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 323.4K | $17.7M | 0.1% | +154.4% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 313.1K | $17.1M | 1.2% | +13.8% |
| MAYPORT, LLC | Wealth advisor | 296.3K | $16.2M | 3.0% | +6.3% |
| Commonwealth Financial Services, LLC | Wealth advisor | 293.6K | $16.0M | 2.5% | -4.3% |
| ENZI WEALTH | Wealth advisor | 293.5K | $16.0M | 5.6% | +7.5% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 290.2K | $15.9M | 0.4% | +246.0% |
| Compass Ion Advisors, LLC | Wealth advisor | 287.5K | $15.7M | 1.5% | +3.5% |
| Invst, LLC | Wealth advisor | 276.7K | $15.1M | 1.7% | -14.5% |
| Yardley Wealth Management LLC | Wealth advisor | 275.5K | $15.1M | 7.7% | -9.5% |
| GTS SECURITIES LLC | Market maker | 257.8K | $14.1M | 0.5% | +3350.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 254.8K | $13.9M | 0.0% | +115.2% |
| WCG Wealth Advisors LLC | Wealth advisor | 248.9K | $13.6M | 0.4% | -3.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 249.5K | $13.3M | 0.0% | +82.8% |
| MUHLENKAMP & CO INC ★3 | Fundamental concentrated | 236.8K | $12.9M | 3.4% | New |
| High Note Wealth, LLC | Wealth advisor | 235.8K | $12.9M | 2.5% | +4.1% |
| Intelligence Driven Advisers, LLC | Wealth advisor | 230.1K | $12.6M | 2.2% | -33.4% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | Wealth advisor | 228.6K | $12.5M | 3.3% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 190.8K | $10.4M | 0.0% | +226.3% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 188.5K | $10.3M | 1.3% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 181.2K | $9.9M | 0.0% | +170.0% |
| Longview Financial Advisors, Inc. | Wealth advisor | 177.5K | $9.7M | 5.9% | +3.1% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 176.9K | $9.7M | 0.2% | -4.4% |
| Pearl Planning LLC | Wealth advisor | 176.3K | $9.6M | 5.1% | -3.9% |
| MGO ONE SEVEN LLC | Wealth advisor | 175.8K | $9.6M | 0.2% | -19.2% |
| ROYAL BANK OF CANADA | Bank broker | 174.1K | $9.5M | 0.0% | +198.9% |
| Watchman Group, Inc. | Wealth advisor | 171.2K | $9.4M | 2.3% | -8.1% |
| Rossby Financial, LCC | Wealth advisor | 164.4K | $9.2M | 1.9% | -20.2% |
| Krilogy Financial LLC | Wealth advisor | 144.6K | $8.9M | 0.3% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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