Who Owns FRDM?
Freedom 100 Emerging Markets ETF — Institutional Ownership & 13F Holdings
$62.96
-0.09 (-0.14%)
Market Cap
$1.8B
Shares Outstanding
31,672,902
Institutional Holders
135
Total Inst. Value
$469.7M
% of Float Held
—
QoQ Holder Change
+62
Institutional data as of Q1 2025
New Positions
34
Closed Positions
17
Increased
52
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Retirement Planning Group, LLC | $82.7M | 2,358,510 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.0M | 1,284,132 |
| 3 | Willis Johnson & Associates, Inc. | $33.0M | 941,414 |
| 4 | Tanglewood Wealth Management, Inc. | $26.1M | 745,583 |
| 5 | Kathmere Capital Management, LLC | $18.1M | 515,602 |
| 6 | Coyle Financial Counsel LLC | $17.4M | 495,892 |
| 7 | RAYMOND JAMES FINANCIAL INC | $13.7M | 389,758 |
| 8 | WELLS FARGO & COMPANY/MN | $13.5M | 384,791 |
| 9 | Yardley Wealth Management LLC | $12.8M | 366,032 |
| 10 | HighTower Advisors, LLC | $12.8M | 364,407 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Retirement Planning Group, LLC | +244K | $82.7M |
| Willis Johnson & Associates, Inc. | +36K | $33.0M |
| Tanglewood Wealth Management, Inc. | +168K | $26.1M |
| Coyle Financial Counsel LLC | +37K | $17.4M |
| RAYMOND JAMES FINANCIAL INC | +8K | $13.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ellevest, Inc. | -750K | $7.2M |
| THRIVENT FINANCIAL FOR LUTHERANS | -641K | $21K |
| ROYAL BANK OF CANADA | -142K | $2.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -64K | $45.0M |
| Yardley Wealth Management LLC | -52K | $12.8M |
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Frequently Asked Questions
How many institutional investors hold FRDM?
As of Q1 2025, 135 institutional investors report holding FRDM (Freedom 100 Emerging Markets ETF) in their 13F filings.
Which hedge fund owns the most FRDM?
The largest institutional holder of FRDM is Retirement Planning Group, LLC with $82.7M in shares.
Are institutions buying or selling FRDM?
This quarter, 34 institutions opened new positions in FRDM and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.