ETF Holders

Who owns FRDM?

International

Freedom 100 Emerging Markets ETF · Freedom

319 institutions reported holding FRDM, worth $2.6B, in Form 13F filings for June 30, 2026.

13F holders
319
Institutional value
$2.6B
Change from prior quarter
+41.9%
+$763.0M, with price moves
New and sold-out firms
61 / 14
138 added, 91 trimmed

Top 10 institutional holders of FRDM

FirmLocationValueSharesChange
Retirement Planning Group, LLCLeawood, KS$192.8M2,644,118+94,489 shares
Wells Fargo & CompanySan Francisco, CA$174.3M2,390,390+246,080 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$150.6M2,065,792+120,614 shares
Mainstay Capital Management LLCGrand Blanc, MI$114.0M1,563,268−259,948 shares
LPL Financial LLCFort Mill, SC$79.1M1,085,086+317,875 shares
Ellevest, Inc.New York, NY$73.1M1,003,101−32,127 shares
Raymond James Financial Inc.St. Petersburg, FL$58.9M808,250+13,787 shares
Tanglewood Wealth Management, Inc.Houston, TX$58.0M795,880+5,084 shares
Willis Johnson & Associates, Inc.Houston, TX$57.4M787,203−71,954 shares
Morgan StanleyNew York, NY$53.8M737,550+147,185 shares
309 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: FRDM vs NFRA, FRDM vs DEM, FRDM vs KWEB, FRDM vs JIVE.

Frequently asked questions

Who owns FRDM?

319 institutional managers reported holding FRDM in Form 13F filings for June 30, 2026, worth $2.6B in total. The largest reported position was held by Retirement Planning Group, LLC, at $192.8M.

Did institutions buy or sell FRDM last quarter?

Reported 13F value rose 41.9% from March 31, 2026, which includes price moves as well as buying and selling. 61 firms reported a new position and 14 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FRDM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.