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 $1.95B 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 $139.34M in its March 31, 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 $166.01M, representing an estimated gain of +19.14% 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, Northwestern Mutual Wealth Management Co, 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
287
Total Reported Value
$1.95B
Largest Holder
Retirement Planning Group, Llc
Largest Position
$139.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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 | 4.32% | 2,549,629 | $139,337,215 | $166,006,344 | +$26,669,129 | +19.14% | |
| Wells Fargo & Company/Mn | 0.02% | 2,144,310 | $117,186,551 | $139,616,024 | +$22,429,473 | +19.14% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 1,945,178 | $106,304,021 | $126,650,540 | +$20,346,519 | +19.14% | |
| Mainstay Capital Management Llc | 7.68% | 1,823,216 | $99,638,758 | $118,709,594 | +$19,070,836 | +19.14% | |
| Tanglewood Wealth Management, Inc. | 4.93% | 795,880 | $58,019,705 | $51,819,747 | -$6,199,958 | -10.69% | |
| Ellevest, Inc. | 7.87% | 1,035,228 | $56,575,233 | $67,403,695 | +$10,828,462 | +19.14% | |
| Willis Johnson & Associates, Inc. | 2.74% | 859,157 | $46,952,922 | $55,939,712 | +$8,986,790 | +19.14% | |
| Raymond James Financial Inc | 0.01% | 794,463 | $43,417,395 | $51,727,486 | +$8,310,091 | +19.14% | |
| Envestnet Asset Management Inc | 0.01% | 586,334 | $42,743,769 | $38,176,207 | -$4,567,562 | -10.69% | |
| Lpl Financial Llc | 0.01% | 767,211 | $41,928,069 | $49,953,108 | +$8,025,039 | +19.14% | |
| Heck Capital Advisors, Llc | 2.42% | 555,714 | $40,582,323 | $36,182,539 | -$4,399,784 | -10.84% | |
| Aptus Capital Advisors, Llc | 0.30% | 662,086 | $36,183,000 | $43,108,419 | +$6,925,419 | +19.14% | |
| Kestra Advisory Services, Llc | 0.11% | 477,013 | $34,774,236 | $31,058,316 | -$3,715,920 | -10.69% | |
| Guardian Wealth Advisors, Llc / Nc | 2.12% | 610,969 | $33,411,725 | $39,780,192 | +$6,368,467 | +19.06% | |
| Kathmere Capital Management, Llc | 1.73% | 445,746 | $32,494,855 | $29,022,522 | -$3,472,333 | -10.69% | |
| Morgan Stanley | 0.00% | 590,365 | $32,263,458 | $38,438,665 | +$6,175,207 | +19.14% | |
| Coyle Financial Counsel Llc | 6.75% | 583,848 | $31,907,297 | $38,014,343 | +$6,107,046 | +19.14% | |
| Investment Planning Advisors, Inc. | 6.95% | 411,418 | $29,992,368 | $26,787,426 | -$3,204,942 | -10.69% | |
| First Heartland Consultants, Inc. | 1.58% | 335,216 | $24,437,243 | $21,825,914 | -$2,611,329 | -10.69% | |
| Commonwealth Equity Services, Llc | 0.03% | 323,223 | $23,562,975 | $21,045,050 | -$2,517,925 | -10.69% | |
| Hightower Advisors, Llc | 0.02% | 403,853 | $22,070,791 | $26,294,869 | +$4,224,078 | +19.14% | |
| Legacy Financial Advisors, Inc. | 2.96% | 386,706 | $21,133,483 | $25,178,428 | +$4,044,945 | +19.14% | |
| Yardley Wealth Management Llc | 8.04% | 242,657 | $17,689,711 | $15,799,397 | -$1,890,314 | -10.69% | |
| Integrated Wealth Concepts Llc | 0.14% | 323,392 | $17,673,391 | $21,056,053 | +$3,382,662 | +19.14% | |
| Adamsbrown Wealth Consultants Llc | 3.33% | 242,154 | $17,653,056 | $15,766,647 | -$1,886,409 | -10.69% | |
| High Note Wealth, Llc | 3.00% | 241,141 | $17,579,153 | $15,700,691 | -$1,878,462 | -10.69% | |
| Beaumont Financial Advisors, Llc | 1.18% | 313,143 | $17,113,268 | $20,388,741 | +$3,275,473 | +19.14% | |
| Enzi Wealth | 5.38% | 249,495 | $16,978,162 | $16,244,619 | -$733,543 | -4.32% | |
| Mayport, Llc | 3.01% | 296,252 | $16,190,156 | $19,288,968 | +$3,098,812 | +19.14% | |
| Old Mission Capital Llc | 0.38% | 290,229 | $15,861,014 | $18,896,810 | +$3,035,796 | +19.14% | |
| Compass Ion Advisors, Llc | 1.50% | 287,522 | $15,713,043 | $18,720,557 | +$3,007,514 | +19.14% | |
| Invst, Llc | 1.71% | 276,703 | $15,121,805 | $18,016,132 | +$2,894,327 | +19.14% | |
| Kfg Wealth Management, Llc | 1.60% | 194,857 | $14,205,068 | $12,687,139 | -$1,517,929 | -10.69% | |
| Gts Securities Llc | 0.50% | 257,835 | $14,090,683 | $16,787,637 | +$2,696,954 | +19.14% | |
| Wcg Wealth Advisors Llc | 0.38% | 248,950 | $13,605,161 | $16,209,135 | +$2,603,974 | +19.14% | |
| Longview Financial Advisors, Inc. | 7.87% | 184,625 | $13,458,663 | $12,020,934 | -$1,437,729 | -10.68% | |
| Jones Financial Companies Lllp | 0.01% | 249,464 | $13,338,840 | $16,242,601 | +$2,903,761 | +21.77% | |
| Koshinski Asset Management, Inc. | 0.71% | 182,016 | $13,268,942 | $11,851,062 | -$1,417,880 | -10.69% | |
| Muhlenkamp & Co | Ronald Muhlenkamp | 3.41% | 236,825 | $12,942,486 | $15,419,676 | +$2,477,190 | +19.14% |
| Mgo One Seven Llc | 0.21% | 175,105 | $12,765,148 | $11,401,087 | -$1,364,061 | -10.69% | |
| Intelligence Driven Advisers, Llc | 2.19% | 230,078 | $12,573,763 | $14,980,379 | +$2,406,616 | +19.14% | |
| Prospera Financial Services Inc | 0.18% | 169,457 | $12,353,232 | $11,033,345 | -$1,319,887 | -10.68% | |
| Pearl Planning Llc | 5.67% | 169,045 | $12,323,381 | $11,006,520 | -$1,316,861 | -10.69% | |
| Members Advisory Group Llc | 3.19% | 156,601 | $11,416,703 | $10,196,291 | -$1,220,412 | -10.69% | |
| Truewealth Advisors, Llc | 2.38% | 144,903 | $10,563,408 | $9,434,634 | -$1,128,774 | -10.69% | |
| Retirement Management Systems Inc. | 2.08% | 139,632 | $10,179,173 | $9,091,440 | -$1,087,733 | -10.69% | |
| Mml Investors Services, Llc | 0.03% | 181,242 | $9,904,896 | $11,800,667 | +$1,895,771 | +19.14% | |
| Great Valley Advisor Group, Inc. | 0.18% | 176,949 | $9,670,057 | $11,521,149 | +$1,851,092 | +19.14% | |
| Royal Bank Of Canada | 0.00% | 174,131 | $9,517,000 | $11,337,669 | +$1,820,669 | +19.13% | |
| Rossby Financial, Lcc | 1.92% | 164,424 | $9,181,436 | $10,705,647 | +$1,524,211 | +16.60% |
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.