FREEDOM 100 EMEGING MRKT ETF (FRDM) Institutional Ownership Changes & 13F Activity
FREEDOM 100 EMEGING MRKT ETF (FRDM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Permanens Capital L.P., Old Mission Capital Llc, Gts Securities Llc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +114,290 | +24.2% | 586,334 | $42.74M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +4,127 | — | 4,127 | $300.86K | Q2 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -2,998 | -59.8% | 2,015 | $146.87K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +20,332 | +6.3% | 343,724 | $25.06M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -1,776 | -6.9% | 24,109 | $1.76M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +4,228 | — | 4,228 | $308.23K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +38 | +0.6% | 6,063 | $442.02K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,561 | +23.8% | 8,130 | $592.67K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +39,579 | +55.3% | 111,150 | $8.10M | Q2 2026 | Aug 17, 2026 |
| Switchpoint Financial Planning, Llc | Sell | -659 | -10.5% | 5,619 | $409.62K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +145 | +2.3% | 6,404 | $466.85K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +20 | +3.4% | 600 | $43.74K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +246,080 | +11.5% | 2,390,390 | $174.26M | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | Buy | +210,414 | +2434.2% | 219,058 | $16.04M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -207,299 | -71.4% | 82,930 | $6.05M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -162,708 | -63.1% | 95,127 | $6.93M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +108,584 | +219.5% | 158,046 | $11.52M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +71,505 | — | 71,505 | $5.21M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -51,554 | -20.7% | 197,396 | $14.39M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +44,762 | +17.9% | 294,226 | $21.21M | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Sell | -30,215 | -10.9% | 246,488 | $17.97M | Q2 2026 | Aug 14, 2026 |
| Perissos Private Wealth Management, Llc | Buy | +30,069 | — | 30,069 | $2.19M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Sell | -26,029 | -87.2% | 3,834 | $279.00K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +24,435 | — | 24,435 | $1.78M | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +21,929 | — | 21,929 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +20,687 | +52.8% | 59,836 | $4.36M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -18,148 | -10.4% | 155,983 | $11.37M | Q2 2026 | Aug 14, 2026 |
| Silvercrest Asset Management Group Llc | Buy | +16,254 | +164.5% | 26,133 | $1.91M | Q2 2026 | Aug 14, 2026 |
| Jpl Wealth Management, Llc | Buy | +14,393 | +36.9% | 53,409 | $3.89M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +13,787 | +1.7% | 808,250 | $58.92M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about FRDM activity
Which institutional owners are buying FRDM?
Institutional owners buying FRDM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FRDM activity?
"Buy" means an investor increased their reported position in FRDM compared to the prior reporting period. This reflects growing exposure to FREEDOM 100 EMEGING MRKT ETF (FRDM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FRDM increasing?
Institutional interest in FRDM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.