FREEDOM 100 EMEGING MRKT ETF (FRDM) Institutional Shareholders
FREEDOM 100 EMEGING MRKT ETF (FRDM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.33B in FRDM holdings during the latest filing period.
Retirement Planning Group, Llc is currently the largest disclosed institutional shareholder of FRDM tracked by InsiderSet, reporting ownership valued at approximately $192.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $181.20M, representing an estimated loss of -5.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed FRDM value among the investors covered in this analysis. Major shareholders include Retirement Planning Group, Llc, Wells Fargo & Company/Mn, Mainstay Capital Management Llc, and several other long-term asset managers with concentrated positions in FREEDOM 100 EMEGING MRKT ETF (FRDM).
This page ranks the largest institutional FRDM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
313
Total Reported Value
$2.33B
Largest Holder
Retirement Planning Group, Llc
Largest Position
$192.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Retirement Planning Group, Llc | 4.90% | 2,644,118 | $192,756,186 | $181,201,407 | -$11,554,779 | -5.99% | |
| Wells Fargo & Company/Mn | 0.03% | 2,390,390 | $174,259,408 | $163,813,427 | -$10,445,981 | -5.99% | |
| Mainstay Capital Management Llc | 8.43% | 1,563,268 | $113,962,257 | $107,130,756 | -$6,831,501 | -5.99% | |
| Lpl Financial Llc | 0.02% | 1,085,086 | $79,102,791 | $74,360,944 | -$4,741,847 | -5.99% | |
| Ellevest, Inc. | 8.62% | 1,003,101 | $73,126,049 | $68,742,512 | -$4,383,537 | -5.99% | |
| Raymond James Financial Inc | 0.02% | 808,250 | $58,921,396 | $55,389,373 | -$3,532,024 | -5.99% | |
| Tanglewood Wealth Management, Inc. | 4.93% | 795,880 | $58,019,705 | $54,541,656 | -$3,478,049 | -5.99% | |
| Willis Johnson & Associates, Inc. | 3.20% | 787,203 | $57,387,083 | $53,947,022 | -$3,440,061 | -5.99% | |
| Morgan Stanley | 0.00% | 737,550 | $53,767,414 | $50,544,302 | -$3,223,113 | -5.99% | |
| Aptus Capital Advisors, Llc | 0.35% | 664,025 | $48,407,423 | $45,505,633 | -$2,901,790 | -5.99% | |
| Guardian Wealth Advisors, Llc / Nc | 2.52% | 610,225 | $44,520,945 | $41,818,719 | -$2,702,226 | -6.07% | |
| Envestnet Asset Management Inc | 0.01% | 586,334 | $42,743,769 | $40,181,469 | -$2,562,300 | -5.99% | |
| Coyle Financial Counsel Llc | 7.68% | 576,703 | $42,041,613 | $39,521,457 | -$2,520,156 | -5.99% | |
| Heck Capital Advisors, Llc | 2.42% | 555,714 | $40,582,323 | $38,083,080 | -$2,499,243 | -6.16% | |
| Kestra Advisory Services, Llc | 0.11% | 477,013 | $34,774,236 | $32,689,701 | -$2,084,535 | -5.99% | |
| Janney Montgomery Scott Llc | 0.06% | 446,030 | $32,516,000 | $30,566,436 | -$1,949,564 | -6.00% | |
| Kathmere Capital Management, Llc | 1.73% | 445,746 | $32,494,855 | $30,546,973 | -$1,947,882 | -5.99% | |
| Investment Planning Advisors, Inc. | 6.95% | 411,418 | $29,992,368 | $28,194,476 | -$1,797,892 | -5.99% | |
| Legacy Financial Advisors, Inc. | 3.51% | 394,487 | $28,758,120 | $27,034,194 | -$1,723,926 | -5.99% | |
| Integrated Wealth Concepts Llc | 0.16% | 343,724 | $25,057,511 | $23,555,406 | -$1,502,105 | -5.99% | |
| First Heartland Consultants, Inc. | 1.58% | 335,216 | $24,437,243 | $22,972,352 | -$1,464,891 | -5.99% | |
| Commonwealth Equity Services, Llc | 0.03% | 323,223 | $23,562,975 | $22,150,472 | -$1,412,503 | -5.99% | |
| Beaumont Financial Advisors, Llc | 1.43% | 307,898 | $22,445,766 | $21,100,250 | -$1,345,516 | -5.99% | |
| Mayport, Llc | 3.47% | 306,597 | $22,350,945 | $21,011,092 | -$1,339,853 | -5.99% | |
| Jones Financial Companies Lllp | 0.01% | 294,226 | $21,213,695 | $20,163,308 | -$1,050,387 | -4.95% | |
| Compass Ion Advisors, Llc | 1.81% | 288,109 | $21,003,154 | $19,744,110 | -$1,259,044 | -5.99% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 3.01% | 278,890 | $20,331,083 | $19,112,332 | -$1,218,751 | -5.99% | |
| Mml Investors Services, Llc | 0.04% | 276,841 | $20,181,698 | $18,971,914 | -$1,209,784 | -5.99% | |
| Invst, Llc | 1.75% | 246,488 | $17,968,947 | $16,891,823 | -$1,077,124 | -5.99% | |
| Yardley Wealth Management Llc | 8.04% | 242,657 | $17,689,711 | $16,629,284 | -$1,060,427 | -5.99% | |
| Adamsbrown Wealth Consultants Llc | 3.33% | 242,154 | $17,653,056 | $16,594,814 | -$1,058,242 | -5.99% | |
| High Note Wealth, Llc | 3.00% | 241,141 | $17,579,153 | $16,525,393 | -$1,053,760 | -5.99% | |
| Enzi Wealth | 5.38% | 249,495 | $16,978,162 | $17,097,892 | +$119,730 | +0.71% | |
| Permanens Capital L.P. | 1.65% | 219,058 | $16,041,380 | $15,012,045 | -$1,029,335 | -6.42% | |
| Intelligence Driven Advisers, Llc | 2.56% | 216,704 | $15,797,684 | $14,850,725 | -$946,959 | -5.99% | |
| Baird Financial Group, Inc. | 0.02% | 208,524 | $15,201,400 | $14,290,150 | -$911,250 | -5.99% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | 208,400 | $15,198,604 | $14,281,652 | -$916,952 | -6.03% | |
| Wcg Wealth Advisors Llc | 0.34% | 197,396 | $14,390,129 | $13,527,548 | -$862,581 | -5.99% | |
| Kfg Wealth Management, Llc | 1.60% | 194,857 | $14,205,068 | $13,353,550 | -$851,518 | -5.99% | |
| Longview Financial Advisors, Inc. | 7.87% | 184,625 | $13,458,663 | $12,652,351 | -$806,312 | -5.99% | |
| Koshinski Asset Management, Inc. | 0.71% | 182,016 | $13,268,942 | $12,473,556 | -$795,386 | -5.99% | |
| Signal Advisors Wealth, Llc | 0.69% | 180,075 | $13,127,495 | $12,340,540 | -$786,955 | -5.99% | |
| Mgo One Seven Llc | 0.21% | 175,105 | $12,765,148 | $11,999,946 | -$765,202 | -5.99% | |
| Great Valley Advisor Group, Inc. | 0.20% | 173,796 | $12,670,105 | $11,910,240 | -$759,865 | -6.00% | |
| Rossby Financial, Lcc | 2.27% | 170,469 | $12,427,190 | $11,682,241 | -$744,949 | -5.99% | |
| Prospera Financial Services Inc | 0.18% | 169,457 | $12,353,232 | $11,612,888 | -$740,344 | -5.99% | |
| Pearl Planning Llc | 5.67% | 169,045 | $12,323,381 | $11,584,654 | -$738,727 | -5.99% | |
| Osaic Holdings, Inc. | 0.01% | 162,615 | $11,854,455 | $11,144,006 | -$710,449 | -5.99% | |
| Focus Partners Wealth | 0.01% | 158,675 | $11,618,354 | $10,873,998 | -$744,356 | -6.41% | |
| Thrivent Financial For Lutherans | 0.02% | 158,046 | $11,522,000 | $10,830,892 | -$691,108 | -6.00% |
Frequently asked questions about FRDM
Who owns the most FRDM stock?
The largest holders of FRDM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FREEDOM 100 EMEGING MRKT ETF (FRDM).
Is FRDM widely held by superinvestors?
Many widely followed stocks like FRDM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FRDM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.