FRDM Institutional Ownership & Shareholders
FREEDOM 100 EMEGING MRKT ETF (FRDM) is currently held by 319 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.34B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Retirement Planning Group, Llc is currently the largest disclosed institutional shareholder of FRDM tracked by InsiderSet, reporting ownership valued at approximately $187.91M in its September 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 $166.55M, representing an estimated loss of -11.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 38% 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
319
Total Reported Value
$2.34B
Largest Holder
Retirement Planning Group, Llc
Largest Position
$187.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | 4.68% | 2,685,929 | $187,907,558 | $166,554,457 | -$21,353,101 | -11.36% | |
| Wells Fargo & Company/Mn | 0.03% | 2,390,390 | $174,259,408 | $148,228,084 | -$26,031,324 | -14.94% | |
| Mainstay Capital Management Llc | 8.43% | 1,563,268 | $113,962,257 | $96,938,249 | -$17,024,008 | -14.94% | |
| Lpl Financial Llc | 0.02% | 1,085,086 | $79,102,791 | $67,286,183 | -$11,816,608 | -14.94% | |
| Ellevest, Inc. | 8.62% | 1,003,101 | $73,126,049 | $62,202,293 | -$10,923,756 | -14.94% | |
| Raymond James Financial Inc | 0.02% | 808,250 | $58,921,396 | $50,119,583 | -$8,801,814 | -14.94% | |
| Willis Johnson & Associates, Inc. | 3.20% | 787,203 | $57,387,083 | $48,814,458 | -$8,572,625 | -14.94% | |
| Morgan Stanley | 0.00% | 737,550 | $53,767,414 | $45,735,476 | -$8,031,939 | -14.94% | |
| Tanglewood Wealth Management, Inc. | 4.16% | 716,598 | $50,133,165 | $44,436,242 | -$5,696,923 | -11.36% | |
| Aptus Capital Advisors, Llc | 0.35% | 664,025 | $48,407,423 | $41,176,190 | -$7,231,233 | -14.94% | |
| Guardian Wealth Advisors, Llc / Nc | 2.52% | 610,225 | $44,520,945 | $37,840,052 | -$6,680,893 | -15.01% | |
| Envestnet Asset Management Inc | 0.01% | 586,334 | $42,743,769 | $36,358,571 | -$6,385,198 | -14.94% | |
| Heck Capital Advisors, Llc | 2.20% | 572,440 | $40,047,929 | $35,497,004 | -$4,550,925 | -11.36% | |
| Kestra Advisory Services, Llc | 0.11% | 545,801 | $38,184,222 | $33,845,120 | -$4,339,102 | -11.36% | |
| Kathmere Capital Management, Llc | 1.64% | 483,452 | $33,822,321 | $29,978,859 | -$3,843,462 | -11.36% | |
| Coyle Financial Counsel Llc | 6.03% | 467,795 | $32,726,930 | $29,007,968 | -$3,718,962 | -11.36% | |
| Janney Montgomery Scott Llc | 0.06% | 446,030 | $32,516,000 | $27,658,320 | -$4,857,680 | -14.94% | |
| Legacy Financial Advisors, Inc. | 3.51% | 394,487 | $28,758,120 | $24,462,139 | -$4,295,981 | -14.94% | |
| Integrated Wealth Concepts Llc | 0.16% | 343,724 | $25,057,511 | $21,314,325 | -$3,743,186 | -14.94% | |
| Commonwealth Equity Services, Llc | 0.03% | 328,480 | $22,980,474 | $20,369,045 | -$2,611,429 | -11.36% | |
| Mayport, Llc | 3.47% | 306,597 | $22,350,945 | $19,012,080 | -$3,338,865 | -14.94% | |
| First Heartland Consultants, Inc. | 1.49% | 319,257 | $22,335,255 | $19,797,127 | -$2,538,128 | -11.36% | |
| Investment Planning Advisors, Inc. | 5.02% | 317,800 | $22,233,285 | $19,706,778 | -$2,526,507 | -11.36% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 3.00% | 311,330 | $21,780,619 | $19,305,573 | -$2,475,046 | -11.36% | |
| Jones Financial Companies Lllp | 0.01% | 294,226 | $21,213,695 | $18,244,954 | -$2,968,741 | -13.99% | |
| Compass Ion Advisors, Llc | 1.77% | 301,295 | $21,078,597 | $18,683,303 | -$2,395,294 | -11.36% | |
| Beaumont Financial Advisors, Llc | 1.30% | 296,627 | $20,751,996 | $18,393,840 | -$2,358,156 | -11.36% | |
| Mml Investors Services, Llc | 0.04% | 276,841 | $20,181,698 | $17,166,910 | -$3,014,788 | -14.94% | |
| Yardley Wealth Management Llc | 7.85% | 256,887 | $17,971,792 | $15,929,563 | -$2,042,229 | -11.36% | |
| Invst, Llc | 1.75% | 246,488 | $17,968,947 | $15,284,721 | -$2,684,226 | -14.94% | |
| Adamsbrown Wealth Consultants Llc | 3.19% | 250,197 | $17,503,814 | $15,514,716 | -$1,989,098 | -11.36% | |
| Enzi Wealth | 5.20% | 257,317 | $17,352,201 | $15,956,227 | -$1,395,974 | -8.04% | |
| High Note Wealth, Llc | 2.84% | 247,240 | $17,296,935 | $15,331,352 | -$1,965,583 | -11.36% | |
| Permanens Capital L.P. | 1.65% | 219,058 | $16,041,380 | $13,583,787 | -$2,457,593 | -15.32% | |
| Baird Financial Group, Inc. | 0.02% | 208,524 | $15,201,400 | $12,930,573 | -$2,270,827 | -14.94% | |
| Intelligence Driven Advisers, Llc | 2.55% | 211,409 | $14,790,207 | $13,109,472 | -$1,680,735 | -11.36% | |
| Kfg Wealth Management, Llc | 1.59% | 209,780 | $14,676,241 | $13,008,458 | -$1,667,783 | -11.36% | |
| Koshinski Asset Management, Inc. | 0.75% | 205,807 | $14,398,254 | $12,762,092 | -$1,636,162 | -11.36% | |
| Wcg Wealth Advisors Llc | 0.34% | 197,396 | $14,390,129 | $12,240,526 | -$2,149,603 | -14.94% | |
| Concurrent Investment Advisors, Llc | 0.10% | 203,206 | $14,216,292 | $12,600,804 | -$1,615,488 | -11.36% | |
| Signal Advisors Wealth, Llc | 0.62% | 200,999 | $14,061,919 | $12,463,948 | -$1,597,971 | -11.36% | |
| Longview Financial Advisors, Inc. | 7.35% | 183,448 | $12,834,045 | $11,375,610 | -$1,458,435 | -11.36% | |
| Great Valley Advisor Group, Inc. | 0.20% | 173,796 | $12,670,105 | $10,777,090 | -$1,893,015 | -14.94% | |
| Rossby Financial, Lcc | 2.27% | 170,469 | $12,427,190 | $10,570,783 | -$1,856,407 | -14.94% | |
| Prospera Financial Services Inc | 0.18% | 169,457 | $12,353,232 | $10,508,029 | -$1,845,203 | -14.94% | |
| Mgo One Seven Llc | 0.20% | 174,127 | $12,181,899 | $10,797,615 | -$1,384,284 | -11.36% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | 172,900 | $12,096,072 | $10,721,529 | -$1,374,543 | -11.36% | |
| Osaic Holdings, Inc. | 0.01% | 162,615 | $11,854,455 | $10,083,756 | -$1,770,699 | -14.94% | |
| Sweeney & Michel, Llc | 3.15% | 168,958 | $11,820,272 | $10,477,086 | -$1,343,186 | -11.36% | |
| Pearl Planning Llc | 4.84% | 166,799 | $11,669,290 | $10,343,206 | -$1,326,084 | -11.36% |
Frequently asked questions about FRDM
Who are the largest institutional holders of FRDM?
The largest institutional holders of FRDM reported in the latest SEC Form 13F filings include Retirement Planning Group, Llc, Wells Fargo & Company/Mn, Mainstay Capital Management Llc, Lpl Financial Llc, and Ellevest, Inc.. InsiderSet ranks institutional holders by their latest reported FRDM position.
What is FRDM institutional ownership?
This page tracks FRDM positions reported by institutional investment managers through SEC Form 13F. FREEDOM 100 EMEGING MRKT ETF (FRDM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FRDM?
InsiderSet currently tracks 319 institutional managers reporting FRDM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FRDM shareholders.
How much FRDM stock do institutions own?
Institutional investment managers disclosed approximately $2.34B in FRDM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FRDM institutional ownership last updated?
The latest FRDM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FRDM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FRDM position after the reporting date.
Are institutions buying or selling FRDM?
Institutional buying and selling can be analyzed by comparing FRDM positions across consecutive 13F reporting periods. InsiderSet's FRDM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FRDM ownership changes.
How has FRDM institutional ownership changed over time?
InsiderSet tracks FRDM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.