Who Owns Freedom 100 Emerging Markets ETF (FRDM)?Hedge Fund & Institutional Holders

$54.44-0.35 (-0.64%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$30.96$39.02$47.07$55.13$63.18Sep 24Jun 25Mar 26

FRDM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MAINSTAY CAPITAL MANAGEMENT LLC /ADVNew Position+1.7M+$85.4B
Willis Johnson & Associates, Inc.New Position+1.0M+$51.8B
Investment Planning Advisors, Inc.New Position+559K+$28.7B
Kathmere Capital Management, LLCNew Position+507K+$26.0B
WELLS FARGO & COMPANY/MNIncreased+128K+$15.2B
ENZI WEALTHNew Position+273K+$15.0B
Heck Capital Advisors, LLCNew Position+221K+$11.3B
High Note Wealth, LLCNew Position+227K+$11.0B
WCG Wealth Advisors LLCIncreased+187K+$10.1B
Ellevest, Inc.Increased+5K+$8.0B
RAYMOND JAMES FINANCIAL INCIncreased+62K+$7.0B
QUARRY HILL ADVISORS, LLCNew Position+129K+$6.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+118K+$6.0B
JONES FINANCIAL COMPANIES LLLPNew Position+136K+$6.0B
Ethos Financial Group, LLCNew Position+102K+$5.2B

FRDM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.4M-$64.7B
HighTower Advisors, LLCDecreased-9K-$18.9B
Integrated Wealth Concepts LLCDecreased-146K-$12.1B
Mariner, LLCDecreased-12K-$5.3B
Fortitude Financial, LLCClosed Position-105K-$4.6B
EWG Elevate Inc.Closed Position-89K-$4.0B
TABLEAUX LLCDecreased-26K-$3.3B
Prospera Financial Services IncDecreased-14K-$2.0B
Kovitz Investment Group Partners, LLCClosed Position-37K-$1.6B
MERCER GLOBAL ADVISORS INC /ADVDecreased-182-$450.4M
Dynamic Advisor Solutions LLCDecreased-988-$420.2M
Beacon Pointe Advisors, LLCDecreased-3K-$401.6M
Moors & Cabot, Inc.Decreased-110-$259.3M
OSAIC HOLDINGS, INC.Decreased-2K-$246.1M
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-2K-$109.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,666,042$85.4B6.54%Share
2WELLS FARGO & COMPANY/MN1,300,390$66.0B0.01%Share
3Ellevest, Inc.1,178,453$60.0B8.30%Share
4Willis Johnson & Associates, Inc.1,010,657$51.8B3.19%Share
5RAYMOND JAMES FINANCIAL INC696,591$35.0B0.01%Share
6Aptus Capital Advisors, LLC670,142$34.0B0.24%Share
7GUARDIAN WEALTH ADVISORS, LLC / NC627,230$32.2B2.00%Share
8Coyle Financial Counsel LLC580,560$29.8B6.36%Share
9Investment Planning Advisors, Inc.559,024$28.7B8.34%Share
10Kathmere Capital Management, LLC507,176$26.0B1.75%Share
11First Heartland Consultants, Inc.356,220$18.3B1.38%Share
12ENZI WEALTH272,994$15.0B5.29%Share
13MAYPORT, LLC278,686$14.3B2.88%Share
14WCG Wealth Advisors LLC257,239$13.2B0.37%Share
15Heck Capital Advisors, LLC220,809$11.3B0.84%Share
16Stokes Family Office, LLC217,894$11.2B1.02%Share
17High Note Wealth, LLC226,594$11.0B2.16%Share
18Rossby Financial, LCC206,005$10.6B3.26%Share
19WELLS FARGO & COMPANY/MN200,180$10.0B0.00%Share
20Longview Financial Advisors, Inc.172,072$8.8B5.99%Share
21Lumbard & Kellner, LLC152,982$7.8B2.75%Share
22TrueWealth Advisors, LLC140,692$7.2B1.87%Share
23Signal Advisors Wealth, LLC131,112$6.7B0.53%Share
24QUARRY HILL ADVISORS, LLC129,280$6.6B3.08%Share
25COMMONWEALTH EQUITY SERVICES, LLC118,411$6.0B0.01%Share
26Ameritas Investment Partners, Inc.119,899$6.0B0.18%Share
27JONES FINANCIAL COMPANIES LLLP136,492$6.0B0.00%Share
28OneDigital Investment Advisors LLC133,236$6.0B0.06%Share
29Focus Partners Wealth131,311$6.0B0.01%Share
30Smallwood Wealth Investment Management, LLC116,545$6.0B3.13%Share
31New England Private Wealth Advisors LLC114,824$5.9B0.35%Share
32Ethos Financial Group, LLC101,809$5.2B0.39%Share
33RAYMOND JAMES FINANCIAL INC109,332$5.0B0.00%Share
34Baird Financial Group, Inc.113,467$5.0B0.01%Share
35TABLEAUX LLC159,853$4.9B3.45%Share
36Geneos Wealth Management Inc.95,373$4.9B0.12%Share
37Lansing Street Advisors90,316$4.6B1.18%Share
38ISLAY CAPITAL MANAGEMENT, LLC88,761$4.5B2.67%Share
39SWEENEY & MICHEL, LLC71,835$4.4B1.29%Share
40Members Advisory Group LLC84,625$4.3B1.64%Share
41OLD MISSION CAPITAL LLC83,879$4.3B0.10%Share
42United Advisor Group, LLC82,355$4.2B0.53%Share
43Trademark Financial Management, LLC77,903$4.0B2.20%Share
44ARQ WEALTH ADVISORS, LLC64,608$3.3B0.89%Share
451620 INVESTMENT ADVISORS, INC.62,131$3.2B2.12%Share
46Avid Wealth Partners LLC61,721$3.2B1.55%Share
47Lunt Capital Management, Inc.59,134$3.0B1.14%Share
48OSAIC HOLDINGS, INC.67,359$3.0B0.00%Share
49Koshinski Asset Management, Inc.47,912$2.5B0.16%Share
50MARIPAU WEALTH MANAGEMENT LLC47,497$2.4B1.12%Share

FRDM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025225$764.4B+107
Q3 2025118$524.3B-24
Q2 2025142$577.6B+6
Q1 2025136$482.1B+17
Q4 2024119$7.7T+35
Q3 202484$16.4T+2
Q2 202482$17.4T+9
Q1 202473$30.4T—

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As of Q4 2025, 50 institutional investors hold FRDM (Freedom 100 Emerging Markets ETF). The largest holder is MAINSTAY CAPITAL MANAGEMENT LLC /ADV with $85.4B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FRDM?

As of Q4 2025, 50 institutional investors report holding FRDM (Freedom 100 Emerging Markets ETF) in their 13F filings.

Who is the largest institutional holder of FRDM?

The largest institutional holder of FRDM is MAINSTAY CAPITAL MANAGEMENT LLC /ADV with $85.4B in shares.

Is institutional ownership of FRDM increasing or decreasing?

This quarter, 11 institutions opened new positions in FRDM and 3 closed their positions.