FRDM institutional holders

Freedom 100 Emerging Markets ETF · 328 reporting institutions · $2.5B reported value

Funds that can replace FRDM · FRDM return decomposition

Institutional holdings

Institutions reporting FRDM, largest first
InstitutionReported positionAdvisors at firmReport period
Retirement Planning Group, LLC$192.8M02026-06-30
Wells Fargo & Company/mn$174.3M02026-06-30
Northwestern Mutual Wealth Management Co$150.6M02026-06-30
Mainstay Capital Management LLC /adv$114M02026-06-30
Lpl Financial LLC$79.1M23,4582026-06-30
Ellevest, Inc.$73.1M132026-06-30
Raymond James Financial Inc$58.9M02026-06-30
Tanglewood Wealth Management, Inc.$58M92026-06-30
Willis Johnson & Associates, Inc.$57.4M312026-06-30
Morgan Stanley$53.8M23,1852026-06-30
Aptus Capital Advisors, LLC$48.4M212026-06-30
Guardian Wealth Advisors, LLC / Nc$44.5M332026-06-30
Envestnet Pmc$42.7M602026-06-30
Coyle Financial Counsel LLC$42M112026-06-30
Heck Capital Advisors, LLC$40.6M242026-06-30
Hightower Advisors, LLC$37.9M1,0462026-06-30
Kestra Advisory Services, LLC$34.8M1,4792026-06-30
Kathmere Capital Management, LLC$32.5M172026-06-30
Integrated Wealth Concepts LLC$31.2M4802026-06-30
Trufp$30M42026-06-30
Legacy Financial Advisors, Inc.$28.8M132026-06-30
First Heartland Consultants, Inc.$24.4M992026-06-30
Commonwealth Equity Services, LLC$23.6M2,8632026-06-30
Beaumont Financial Advisors, LLC$22.4M162026-06-30
Mayport Wealth Management$22.4M32026-06-30
Jones Financial Companies LLLP$21.2M02026-06-30
Compass Ion Advisors, LLC$21M172026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$20.3M212026-06-30
MML Investors Services, LLC$20.2M5,1202026-06-30
Invst, LLC$18M332026-06-30
Yardley Wealth Management LLC$17.7M32026-06-30
Adamsbrown Wealth Consultants LLC$17.7M152026-06-30
High Note Wealth, LLC$17.6M42026-06-30
Enzi Wealth$17M52026-06-30
Permanens Capital LP$16M42026-06-30
Intelligence Driven Advisers, LLC$15.8M162026-06-30
Baird Financial Group, Inc.$15.2M02026-06-30
Bank Julius Baer & Co. Ltd, Zurich$15.2M02026-06-30
Wcg Wealth Advisors LLC$14.4M1302026-06-30
Kfg Wealth Management, LLC$14.2M492026-06-30
Longview Financial Advisors, Inc.$13.5M32026-06-30
Koshinski Asset Management, Inc.$13.3M692026-06-30
Signal Advisors Wealth, LLC$13.1M452026-06-30
Mgo One Seven LLC$12.8M1182026-06-30
Great Valley Advisor Group, LLC$12.7M2052026-06-30
Rossby Financial, Lcc$12.4M312026-06-30
Prospera Financial Services, Inc.$12.4M2702026-06-30
Pearl Planning$12.3M62026-06-30
Osaic Holdings, Inc.$11.9M02026-06-30
Focus Partners Wealth$11.6M1,0482026-06-30
Members Advisory Group LLC$11.4M12026-06-30
Royal Bank of Canada$11.4M02026-06-30
Lumbard & Kellner, LLC$11.2M32026-06-30
Sweeney & Michel, LLC$10.8M32026-06-30
Truewealth Advisors, LLC$10.6M142026-06-30
Cetera Investment Advisers$10.2M10,3702026-06-30
Retirement Management Systems$10.2M52026-06-30
Tableaux Wealth$9.7M52026-06-30
Watchman Group, Inc.$9.1M52026-06-30
Cabot Wealth Management Inc$8.9M92026-06-30
Ameritas Investment Partners, Inc.$8.8M72026-06-30
Tidal Investments LLC$8.8M02026-06-30
Lansing Street Advisors$8.5M62026-06-30
Smallwood Wealth Investment Management, LLC$8.5M62026-06-30
Quarry Hill Advisors, LLC$8.3M42026-06-30
United Advisor Group, LLC$8.2M582026-06-30
Onedigital Investment Advisors LLC$8.2M3862026-06-30
Wright Wealth LLC$8.2M72026-06-30
Geneos Wealth Management, Inc.$8.2M1932026-06-30
Equitable Holdings, Inc.$8.1M02026-06-30
Trademark Financial Management, LLC$8M22026-06-30
Philadelphia Investment Partners, LLC$7.7M22026-06-30
Harbour Wealth Management Group, Inc.$7.7M32026-06-30
Foundations Investment Advisors, LLC$7.6M3022026-06-30
New England Private Wealth Advisors LLC$7.5M122026-06-30
Peak Planning Group, LLC$7.5M82026-06-30
Womack Financial LLC$7.4M32026-06-30
Assetmark, Inc$7.3M2202026-06-30
Advisory Services Network$7.3M2532026-06-30
Gts Securities LLC$6.9M02026-06-30
Commonwealth Financial Services, LLC$6.8M152026-06-30
Avid Wealth Partners LLC$6.8M72026-06-30
Stokes Family Office LLC$6.7M122026-06-30
Ferguson Shapiro LLC$6.4M02026-06-30
Islay Capital Management, LLC$6.2M32026-06-30
Highline Wealth Partners LLC$6.2M172026-06-30
Old Mission Capital LLC$6M02026-06-30
One Charles Private Wealth Services, LLC$6M02026-06-30
Sunrise Financial Services, LLC$6M32026-06-30
Arq Wealth Advisors, LLC$5.7M152026-06-30
Wealth Enhancement Advisory Services, LLC$5.7M1,0262026-06-30
Mariner, LLC$5.4M02026-06-30
Piedmont Capital Management, LLC$5.3M32026-06-30
Insigneo Advisory Services, LLC$5.2M2252026-06-30
Oath Planning, LLC$5.1M62026-06-30
Jpmorgan Chase & Co$4.6M02026-06-30
Vise Technologies, Inc.$4.5M02026-06-30
Meridian Wealth Management, LLC$4.4M582026-06-30
1620 Investment Advisors, Inc.$4.4M42026-06-30
Per Stirling Capital Management, Llc.$4.4M312026-06-30
Mai Capital Management$4.3M3082026-06-30
Arvest Investments, Inc.$4.1M2042026-06-30
Orion Porfolio Solutions, LLC$4M1992026-06-30
Ewg Elevate Inc.$4M02025-09-30
Uniting Wealth Partners$4M162026-06-30
Jpl Wealth Management, LLC$3.9M22026-06-30
Allen Capital Group, LLC$3.8M222026-06-30
Lunt Capital Management, Inc.$3.8M32026-06-30
Moors & Cabot, Inc.$3.8M822026-06-30
Seedsafe Financial LLC$3.8M42026-06-30
Valmark Advisers, Inc.$3.6M2952026-06-30
Ifp Advisors, Inc$3.5M3182026-06-30
Visionary Wealth Advisors$3.4M462026-06-30
Maripau Wealth Management LLC$3.4M222026-06-30
Equity Wealth Partners, LLC$3.4M72026-06-30
Wealthcare Advisory Partners LLC$3.3M1702026-06-30
Financial Guidance Group, Inc.$3.3M32026-06-30
Angeles Wealth Management, LLC$3.3M92026-06-30
Xena Financial Planning, LLC$3.2M22026-06-30
Brookstone Capital Management$3.1M3372026-06-30
Clarity Asset Management, Inc.$2.9M22026-06-30
Ethos Financial Group, LLC$2.9M02026-06-30
Creativeone Wealth, LLC$2.9M2212026-06-30
Tailwinds Wealth, LLC$2.8M82026-06-30
Truist Financial Corp$2.8M02026-06-30
Arete Wealth Advisors, LLC$2.7M1462026-06-30
Global View Capital Management LLC$2.6M1012026-06-30
Lord and Richards$2.6M82026-06-30
Modern Wealth Management, LLC$2.6M1612026-06-30
Clg LLC$2.5M232026-06-30
Cwm, LLC$2.5M6672026-03-31
Kensington Asset Management, LLC$2.4M72026-06-30
Southstate Bank Corp$2.4M02026-06-30
Belpointe Asset Management LLC$2.3M1702026-06-30
Pandora Wealth, Inc.$2.3M32025-12-31
Stifel Financial Corp$2.3M02026-06-30
Newedge Advisors$2.2M6012026-06-30
Perissos Private Wealth Management, LLC$2.2M22026-06-30
Seaview Investment Managers LLC$2.2M102026-06-30
Harbour Investments, Inc.$2.1M2472026-06-30
Gerber, LLC$2.1M42026-06-30
Ares Financial Consulting, LLC$2.1M42026-06-30
Independent Financial Group, LLC$2.1M4812026-06-30
Steelpeak Wealth, LLC$2M422026-06-30
Bravias Capital Group, LLC$2M62026-06-30
Patten Group, Inc.$1.9M72026-06-30
Captrust Financial Advisors$1.9M9622026-06-30
&partners$1.9M5552026-06-30
Silvercrest Asset Management Group LLC$1.9M342026-06-30
Vectorglobal Iag, Inc.$1.9M02026-03-31
Clear Creek Financial Management, LLC$1.8M442026-06-30
Ausdal Financial Partners, Inc.$1.8M1892026-06-30
Citadel Advisors LLC$1.8M02026-06-30
Mutual Advisors, LLC$1.7M1532026-06-30
Savant Wealth Management$1.7M4052026-06-30
Prism Advisors, Inc.$1.6M52026-06-30
Federation Des Caisses Desjardins Du Quebec$1.6M02026-06-30
Mather Group, Llc.$1.6M1102026-06-30
Creative Planning$1.6M1,1712026-06-30
Level Four Advisory Services$1.5M1412026-06-30
Portfolio Resources Advisor Group, Inc.$1.5M112026-06-30
Oppenheimer & Co. Inc.$1.5M1,1662026-06-30
Plan Group Financial, LLC$1.3M182026-06-30
William Howard & Co Financial Advisors Inc$1.2M42026-06-30
Legend Financial Advisors Inc$1.2M32026-06-30
Benjamin Edwards Inc$1.1M02026-06-30
Vista Investment Partners II, LLC$1.1M72026-06-30
Sugar Maple Asset Management, LLC$1.1M32026-06-30
Magnus Financial Group LLC$1.1M102026-06-30
L.K. Benson & Company, P.C.$1.1M22026-06-30
Atria Investments, Inc$1M62026-06-30
Mendel Money Management$1M42026-06-30
Fermata Advisors$948.1K132026-06-30
Snowden Capital Advisors LLC$937K1222026-06-30
Innova Wealth Partners$906.8K62026-06-30
Creative Financial Designs Inc /adv$889.3K02026-06-30
Advyzon Investment Management, LLC$868.1K22026-06-30
Capital Square, LLC$845.1K112026-06-30
Medallion Wealth Advisors, LLC$838.2K62026-06-30
Brown Advisory Inc$825.1K02026-06-30
Pilgrim Partners Asia Pte Ltd$816.5K02026-06-30
Principal Securities, Inc.$803.2K1,4632026-06-30
Quantinno Capital Management LP$790.9K02026-06-30
Nicolet Bankshares Inc$765.6K02026-06-30
Valeo Financial Advisors, LLC$764.6K1082026-06-30
Tfo Wealth Partners, LLC$729K362026-06-30
Western Wealth Management, LLC$723.3K1122026-06-30
Cooper McManus$722.9K632026-06-30
Xy Planning Network, Inc.$688.3K02026-06-30
South Shore Capital Advisors$673.6K32026-06-30
Blackdiamond Wealth Management, LLC$656.2K72026-06-30
Sankala Group LLC$649.4K42026-06-30
Sigma Planning Corp$635K4742026-06-30
Mills Wealth Advisors, LLC$630.5K72026-06-30
Darden Wealth Group Inc$628.6K52026-06-30
Lane Brothers & Co Inc$623.9K22026-06-30
Marshall Wace, LLP$608.5K02026-06-30
Beacon Pointe Advisors, LLC$592.7K4662026-06-30
Bulwark Capital Corp$591.4K22026-06-30
Csenge Advisory Group$554.7K752026-06-30
Lakeside Advisors, Inc.$552.5K32026-06-30
The Caprock Group, LLC$537.7K512026-06-30
Skyline Advisors, Inc.$523K72026-06-30
Parallel Advisors, LLC$521.2K752026-06-30
Dynamic$513.7K752026-06-30
US Bancorp$511K02026-06-30
Fiduciary Financial Advisors$509.9K512026-06-30
Elevated Financial Group LLC$509.2K72026-06-30
Willow$497.4K42026-03-31
GS Investments, Inc.$479.3K22026-06-30
Etf Architect$466.9K62026-06-30
Redhawk Wealth Advisors, Inc.$460.1K432026-06-30
Verde Capital Management$454.3K122026-06-30
Avaii Wealth Management, LLC$449K112026-06-30
Mercer Global Advisors Inc /adv$442K02026-06-30
Northern Trust Corp$432.4K02026-06-30
Venturi Wealth Management, LLC$418.7K202026-06-30
Valued Retirements, Inc.$412.6K32026-06-30
Moneta Group Investment Advisors LLC$411.6K2562026-06-30
Switchpoint Financial Planning, LLC$409.6K22026-06-30
Signet Private Wealth LLC$389K42026-06-30
Perigon Wealth Management, LLC$380.8K922026-06-30
Davenport & Co LLC$376.2K3392026-06-30
Aqr Capital Management LLC$375.1K12026-06-30
Fmr LLC$367.2K02026-06-30
Baker Boyer National Bank$366.1K02026-06-30
Tcfg Investment Advisors, LLC$362.1K312026-06-30
Commerce Bank$354.6K02026-06-30
Composition Wealth, LLC$352.4K762026-06-30
Piedmont Capital Management, Llc/nc$344.9K32026-06-30
O'Shaughnessy Asset Management, LLC$344.3K582026-06-30
Gibson Capital, LLC$333.4K52026-06-30
Blue Chip Partners, LLC$319.9K182026-06-30
Tactive Advisors, LLC$318.8K182026-06-30
UBS Group AG$312.4K02026-06-30
Burney Co$311.9K372026-06-30
Telos Capital Management, Inc.$310K122026-06-30
Corient Private Wealth LP$308.2K6742026-06-30
Qrg Capital Management, Inc.$300.9K22026-06-30
Integrated Advisors Network LLC$292.3K792026-06-30
Trailhead Planners LLC$292.1K22026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$285.2K02026-06-30
Castleview Partners, LLC$278.5K132026-06-30
Stratos Wealth Partners, Ltd.$277K3862026-06-30
Anchor Investment Management, LLC$274K62026-03-31
Fifth Third Bancorp$273.9K02026-06-30
McBroom & Associates, LLC$264.2K32026-06-30
Cambridge Financial Group, LLC$263.9K52026-06-30
Savvy Advisors, Inc.$261.3K2142026-06-30
Atlantic Union Bankshares Corp$247.1K02026-06-30

The 250 largest of 328 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30