FRDM - EA Series Trust - Freedom 100 Emerging Markets ETF Aksjer - aksjekurs, institusjonelt eierskap, aksjonærer (BATS).

EA Series Trust - Freedom 100 Emerging Markets ETF
US ˙ BATS

Grunnleggende statistikk
Institusjonelle eiere 161 total, 161 long only, 0 short only, 0 long/short - change of 14,18% MRQ
Gjennomsnittlig porteføljeallokering 0.5856 % - change of 14,53% MRQ
Institusjonelle aksjer (Long) 20 603 562 (ex 13D/G) - change of 4,32MM shares 26,55% MRQ
Institusjonell verdi (Long) $ 793 466 USD ($1000)
Institusjonelt eierskap og aksjonærer

EA Series Trust - Freedom 100 Emerging Markets ETF (US:FRDM) har 161 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 20,603,562 aksjer. De største aksjonærene inkluderer Retirement Planning Group, Northwestern Mutual Wealth Management Co, Wells Fargo & Company/mn, Ellevest, Inc., Tanglewood Wealth Management, Inc., Willis Johnson & Associates, Inc., Aptus Capital Advisors, LLC, Guardian Wealth Advisors, Llc / Nc, Coyle Financial Counsel LLC, and Kathmere Capital Management, LLC .

EA Series Trust - Freedom 100 Emerging Markets ETF (BATS:FRDM) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.

The share price as of September 9, 2025 is 42,74 / share. Previously, on September 10, 2024, the share price was 33,82 / share. This represents an increase of 26,37% over that period.

FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF Institutional Ownership
Fondssentiment-score

Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.

Oppdateringsfrekvens: Daglig

Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.

Institusjonell Put/Call-forhold

I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.

Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.

FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF Historical Put/Call Ratio
13F- og NPORT-arkiveringer

Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.

Oppgrader for å låse opp premiedata og eksportere til Excel. .

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-07-23 13F Lansing Street Advisors 37 230 25,76 1 504 45,03
2025-08-06 13F Ethos Financial Group, LLC 51 537 74,11 2 082 115,31
2025-08-13 13F Millstone Evans Group, LLC 634 0,32 26 13,64
2025-08-13 13F WCG Wealth Advisors LLC 174 390 −21,80 7 045 −9,88
2025-08-14 13F Susquehanna International Group, Llp 30 620 1 237
2025-08-07 13F Mayport, Llc 265 391 6,57 10 722 22,83
2025-08-08 13F Smithfield Trust Co 1 328 0,00 0
2025-07-25 13F Commonwealth Financial Services, LLC 259 753 0,84 10 494 16,24
2025-07-30 13F Brookstone Capital Management 5 164 −46,29 209 −38,28
2025-08-14 13F Financial Network Wealth Advisors LLC 2 119 −32,06 86 −22,02
2025-07-24 13F Us Bancorp \de\ 3 858 21,59 156 39,64
2025-08-14 13F Raymond James Financial Inc 454 117 16,51 18 346 34,29
2025-08-07 13F Sierra Ocean, Llc 1 600 65
2025-07-17 13F XY Planning Network, Inc. 8 801 356
2025-08-13 13F Jones Financial Companies Lllp 25 396 157,30 1 019 194,51
2025-04-25 13F Smallwood Wealth Investment Management, LLC 113 884 3,65 3 992 11,17
2025-07-11 13F Farther Finance Advisors, LLC 236 293,33 10 350,00
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 622 371 83,09 25 144 110,63
2025-07-16 13F Beaumont Financial Advisors, LLC 220 075 14,20 8 891 31,64
2025-08-14 13F Mercer Global Advisors Inc /adv 12 109 −41,94 489 −33,11
2025-07-10 13F Signal Advisors Wealth, LLC 85 799 57,61 3 466 81,66
2025-07-08 13F Parallel Advisors, LLC 5 317 0,00 215 15,05
2025-08-12 13F O'shaughnessy Asset Management, Llc 935 3,89 38 19,35
2025-03-12 13F/A Private Capital Management Llc 12 295 434
2025-08-11 13F Citigroup Inc 7 971 322
2025-07-10 13F Redhawk Wealth Advisors, Inc. 8 046 4,47 325 20,82
2025-08-08 13F Foundations Investment Advisors, LLC 87 706 11,90 3 543 28,98
2025-05-15 13F Gts Securities Llc 0 −100,00 0
2025-09-09 13F Cambridge Financial Group, LLC 6 883 0,61 278 15,83
2025-07-28 13F Harbour Investments, Inc. 1 920 1,64 78 16,67
2025-08-14 13F Fmr Llc 1 304 −22,79 53 −11,86
2025-07-29 13F Angeles Wealth Management, Llc 30 072 1 215
2025-08-07 13F 1620 Investment Advisors, Inc. 62 574 4,01 2 528 19,88
2025-08-14 13F UBS Group AG 813 33
2025-08-08 13F Larson Financial Group LLC 86 −86,11 3 −85,71
2025-07-17 13F Sound Income Strategies, LLC 1 0
2025-07-21 13F Tanglewood Wealth Management, Inc. 1 107 772 48,58 44 754 71,24
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-07-23 13F Quarry Hill Advisors, Llc 134 479 −1,85 5 433 13,12
2025-08-06 13F Prospera Financial Services Inc 24 986 1 009
2025-08-07 13F Resources Investment Advisors, LLC. 160 176 −0,73 6 471 14,43
2025-08-14 13F Bank Of America Corp /de/ 12 431 −6,56 502 7,73
2025-08-13 13F Willis Johnson & Associates, Inc. 982 672 4,38 39 700 20,31
2025-08-14 13F Great Valley Advisor Group, Inc. 178 208 −1,74 7 200 13,25
2025-08-12 13F Frontier Asset Management, LLC 7 294 −90,97 295 −89,61
2025-08-13 13F Baird Financial Group, Inc. 7 940 321
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 19 0,00 1
2025-07-23 13F Heck Capital Advisors, LLC 249 563 0,22 10 082 15,51
2025-08-12 13F Jpmorgan Chase & Co 184 0,00 7 16,67
2025-08-06 13F SOUTH STATE Corp 25 440 −15,02 1 028 −2,10
2025-07-11 13F William Howard & Co Financial Advisors Inc 16 137 0,70 652 16,04
2025-08-14 13F Jane Street Group, Llc 46 326 1 872
2025-07-24 13F IFP Advisors, Inc 24 877 827,55 1 005 969,15
2025-08-14 13F Integrated Wealth Concepts LLC 250 227 461,77 10 109 547,60
2025-07-22 13F Yardley Wealth Management LLC 360 025 −1,64 15 16,67
2025-08-13 13F EverSource Wealth Advisors, LLC 30 0,00 1 0,00
2025-07-08 13F Prism Advisors, Inc. 28 337 −39,00 1 145 −29,73
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 685 28
2025-08-12 13F Tableaux Llc 15 000 −86,72 15 −99,62
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 438 388 12,01 58 111 29,10
2025-08-19 13F Advisory Services Network, LLC 47 054 21,55 1 896 39,75
2025-08-05 13F Lord & Richards Wealth Management, LLC 21 950 146,68 887 184,89
2025-08-15 13F Kestra Advisory Services, LLC 362 962 −0,75 14 664 14,39
2025-08-15 13F Morgan Stanley 139 220 −29,31 5 624 −18,53
2025-07-25 13F Cwm, Llc 31 665 −27,02 1 0,00
2025-07-23 13F High Note Wealth, LLC 178 666 186,57 7 218 230,34
2025-07-11 13F/A Umb Bank N A/mo 200 0,00 8 14,29
2025-05-15 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-08-11 13F TD Waterhouse Canada Inc. 1 632 0,00 66 14,04
2025-07-21 13F Investment Planning Advisors, Inc. 416 007 107,51 16 807 139,16
2025-05-13 13F/A Magnolia Capital Advisors Llc 26 757 3,61 874 −4,17
2025-08-12 13F CIBC Private Wealth Group, LLC 193 0,00 8 40,00
2025-07-16 13F Magnus Financial Group LLC 32 105 −0,12 1 297 15,19
2025-07-28 13F Mutual Advisors, LLC 25 267 4,53 1 031 18,53
2025-07-03 13F TrueWealth Advisors, LLC 128 729 −4,52 5 201 10,03
2025-08-14 13F Mariner, LLC 163 305 −10,48 6 598 3,17
2025-08-14 13F Wells Fargo & Company/mn 1 264 419 228,60 51 083 278,75
2025-07-31 13F Trademark Financial Management, LLC 72 304 270,13 2 921 327,05
2025-08-08 13F Islay Capital Management, Llc 71 613 4,53 2 893 20,49
2025-08-13 13F Colonial Trust Co / SC 3 000 0,00 121 15,24
2025-08-13 13F Level Four Advisory Services, Llc 23 568 0,58 952 15,96
2025-08-14 13F Comerica Bank 2 401 0,00 97 15,48
2025-07-21 13F Ameritas Advisory Services, LLC 2 133 86
2025-08-11 13F HighTower Advisors, LLC 396 795 8,89 16 030 25,50
2025-07-15 13F Mather Group, Llc. 21 469 0,00 867 15,29
2025-07-28 13F Lunt Capital Management, Inc. 62 234 0,81 2 514 16,23
2025-08-06 13F Savant Capital, LLC 10 248 414
2025-08-14 13F L2 Asset Management, LLC 8 816 356
2025-07-17 13F Janney Montgomery Scott LLC 270 737 1,50 11 11,11
2025-07-23 13F Clear Creek Financial Management, LLC 59 183 −2,31 2 391 11,73
2025-07-17 13F HB Wealth Management, LLC 5 300 214
2025-08-08 13F Bailard, Inc. 5 200 210
2025-08-26 13F/A Thrivent Financial For Lutherans 72 481 −87,76 3 −90,00
2025-08-27 13F/A Brinker Capital Investments, LLC 55 000 0,00 2 222 15,31
2025-05-15 13F/A Orion Portfolio Solutions, LLC 55 000 0,00 1 928 7,23
2025-07-23 13F L.K. Benson & Company, P.C. 14 206 17,03 574 34,82
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-15 13F Global View Capital Management LLC 20 857 −10,17 843 3,57
2025-07-11 13F SILVER OAK SECURITIES, Inc 24 654 0,94 996 16,08
2025-08-14 13F CoreCap Advisors, LLC 450 18
2025-08-14 13F Coyle Financial Counsel LLC 523 087 5,48 21 133 21,57
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-29 13F Financial Guidance Group, Inc. 31 969 1 292
2025-07-31 13F Longview Financial Advisors, Inc. 40 180 13,59 1 623 30,99
2025-07-16 13F Kathmere Capital Management, LLC 519 600 0,78 20 992 16,15
2025-07-25 13F Pandora Wealth, Inc. 45 188 0,65 1 826 16,02
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 20 746 37,98 838 59,01
2025-07-15 13F Fifth Third Bancorp 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 7 427 15,52 300 33,33
2025-08-12 13F Maripau Wealth Management Llc 44 870 47,80 1 826 71,52
2025-08-14 13F Mml Investors Services, Llc 55 313 275,44 2
2025-08-18 13F/A National Bank Of Canada /fi/ 4 992 5,45 202 21,82
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 10 432 18,05 421 36,25
2025-08-11 13F Principal Securities, Inc. 11 689 1 111,30 472 1 422,58
2025-08-14 13F Colony Group, LLC 60 967 −14,77 2 463 −1,79
2025-07-17 13F Beacon Capital Management, LLC 48 2,13 2 0,00
2025-07-29 13F Koshinski Asset Management, Inc. 5 432 219
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-11 13F Skyline Advisors, Inc. 8 717 0,68 352 16,17
2025-07-17 13F Smith Anglin Financial, LLC 11 844 −5,87 478 8,39
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-07 13F Tfo-tdc, Llc 10 000 404
2025-08-07 13F New England Private Wealth Advisors LLC 113 580 1,62 4 597 17,33
2025-08-08 13F Creative Planning 13 532 28,10 547 47,57
2025-07-31 13F Stegent Equity Advisors, Inc. 11 763 0,00 475 15,29
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 1 441 −66,57 58 −61,59
2025-08-06 13F Stokes Family Office, LLC 226 851 −0,38 9 165 14,81
2025-08-13 13F Northern Trust Corp 5 161 209
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-13 13F New Harbor Financial Group, LLC 5 589 −4,61 226 9,76
2025-08-12 13F Watchman Group, Inc. 190 367 −0,70 7 691 14,45
2025-07-09 13F Dynamic Advisor Solutions LLC 10 109 −3,03 408 11,78
2025-08-19 13F Anchor Investment Management, LLC 5 010 −8,98 202 5,21
2025-09-04 13F/A Advisor Group Holdings, Inc. 22 443 −37,71 907 −28,32
2025-04-16 13F Fortitude Family Office, LLC 0 −100,00 0
2025-04-10 13F Clarus Wealth Advisors 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 23 269 29,61 1
2025-07-24 13F Capital Advisors, Ltd. LLC 8 583 21,31 0
2025-08-06 13F Commonwealth Equity Services, Llc 72 132 5,36 3 0,00
2025-08-14 13F IHT Wealth Management, LLC 7 729 −3,04 312 11,83
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-08-14 13F GWM Advisors LLC 28 306 3,23 1 144 18,94
2025-08-12 13F Allen Capital Group, LLC 33 656 9,53 1 360 26,18
2025-08-18 13F Geneos Wealth Management Inc. 89 981 402,43 3 635 479,74
2025-08-01 13F Rossby Financial, LCC 196 276 1,86 7 930 14,43
2025-08-13 13F Lumbard & Kellner, LLC 154 307 97,17 6 234 127,27
2025-08-01 13F Envestnet Asset Management Inc 356 976 527,54 14 422 623,58
2025-08-05 13F Ellevest, Inc. 1 140 983 458,64 46 096 543,96
2025-07-30 13F Mills Wealth Advisors LLC 5 280 213
2025-07-25 13F We Are One Seven, LLC 10 611 −3,01 429 11,75
2025-08-08 13F Cetera Investment Advisers 11 387 −11,69 460 2,00
2025-08-19 13F Asset Dedication, LLC 1 121 0,00 45 15,38
2025-06-27 NP GIAX - Nicholas Global Equity and Income ETF 57 776 22,11 2 089 29,69
2025-08-04 13F Center for Financial Planning, Inc. 650 48,40 26 73,33
2025-08-14 13F Toroso Investments, LLC 60 830 5,29 2 458 21,33
2025-08-15 13F First Heartland Consultants, Inc. 362 182 14 632
2025-04-30 13F Bull Oak Capital, LLC 0 −100,00 0
2025-05-15 13F Old Mission Capital Llc 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 729 −98,73 29 −98,56
2025-07-09 13F Intelligence Driven Advisers, LLC 422 619 25,95 17 074 45,17
2025-08-01 13F SwitchPoint Financial Planning, LLC 5 644 228
2025-07-25 13F Stephens Consulting, LLC 187 682 14,25 7 582 31,70
2025-08-11 13F Aptus Capital Advisors, LLC 658 174 91,48 26 590 120,70
2025-07-15 13F EWG Elevate Inc. 93 518 3 778
2025-08-07 13F Gs Investments, Inc. 8 055 0,00 325 15,25
2025-08-06 13F AE Wealth Management LLC 341 −77,67 14 −75,47
2025-07-16 13F ORG Partners LLC 1 000 0,00 40 14,29
2025-08-14 13F Ancora Advisors, LLC 3 371 28,47 136 49,45
2025-08-12 13F LPL Financial LLC 227 106 25,38 9 175 44,51
2025-05-15 13F CAPROCK Group, Inc. 37 747 1 333
2025-07-30 13F Retirement Planning Group 2 386 771 1,20 96 426 16,64
2025-08-14 13F Arete Wealth Advisors, LLC 12 874 −5,93 1
2025-07-18 13F Warren Street Wealth Advisors, LLC 5 828 0,00 235 15,20
2025-08-12 13F Ameritas Investment Partners, Inc. 94 884 5,72 3 833 21,88
2025-07-22 13F Wealthcare Advisory Partners LLC 45 526 88,34 1 839 117,12
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista