Freedom 100 Emerging Markets
FRDM • BATS
Freedom 100 Emerging Markets is an exchange-traded fund on BATS. As of Q3 2025, 178 institutional investors hold shares in this ETF, with total holdings valued at $987.4M. Retirement Planning Group is the largest holder with a position valued at $106.4M.
Overview
Overview of institutional ownership in FRDM as of Q3 2025
All Institutions
- Institutions
- 178
- Value Held
- $987.4M
- Shares Held
- 22.3M
- Avg Position
- $5.5M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in FRDM as of Q3 2025
| Institution | Position Value |
|---|---|
 Retirement Planning Group RIA/Wealth | $106.4M 3.70% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $64.7M 0.04% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $60.8M 0.01% of portfolio |
 Ellevest, Inc. RIA/Wealth | $52.0M 7.42% of portfolio |
 Tanglewood Wealth Management, Inc. RIA/Wealth | $49.5M 4.61% of portfolio |
 Willis Johnson & Associates, Inc. RIA/Wealth | $44.5M 2.76% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $33.0M 0.01% of portfolio |
 Aptus Capital Advisors, LLC ETF Provider | $29.6M 0.27% of portfolio |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $27.8M 1.85% of portfolio |
 Coyle Financial Counsel, Inc. RIA/Wealth | $24.7M 5.66% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FRDM in Q3 2025
- Traded
- +$94.3M
- Buyers
- 112
- Sellers
- 50
- Total Bought
- +$124.5M
- Total Sold
- −$30.2M
- Avg Position
- $5.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$12.8M +289.9K shares |
 Compass Ion Advisors, LLC RIA/Wealth | +$11.7M +263.7K shares |
T TABLEAUX LLC Institution | +$7.6M +171.1K shares |
 Janney Montgomery Scott LLC RIA/Wealth | +$5.9M +133.4K shares |
 Longview Financial Advisors, Inc. RIA/Wealth | +$5.8M +130.6K shares |
 We Are One Seven, LLC RIA/Wealth | +$4.8M +109.0K shares |
WELLS FARGO & COMPANY/MN Institution | +$4.8M +108.5K shares |
 MORGAN STANLEY RIA/Wealth | +$4.8M +107.8K shares |
 Baird Financial Group, Inc. Private Equity | +$4.3M +96.9K shares |
I Investment Planning Advisors, Inc. Institution | +$3.9M +88.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S Stephens Consulting, LLC RIA/Wealth | −$7.6M −187.7K shares |
W WCG Wealth Advisors LLC Institution | −$4.6M −104.3K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$2.6M −57.8K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$1.9M −43.9K shares |
J JANE STREET GROUP, LLC Institution | −$1.9M −46.3K shares |
 Yardley Wealth Management LLC RIA/Wealth | −$1.4M −32.4K shares |
C CAPROCK Group, Inc. Fund of Funds | −$1.3M −31.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.2M −30.6K shares |
 SILVER OAK SECURITIES, Inc RIA/Wealth | −$996.0K −24.7K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$990.6K −22.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FRDM in Q3 2025
- New Positions
- 30
- New Value
- $34.0M
- Exited Positions
- 10
- Exited Value
- $13.1M
New Positions
| Institution | Position Value |
|---|---|
Compass Ion Advisors, LLC RIA/Wealth | $11.7M 263.7K shares |
 United Advisor Group, LLC RIA/Wealth | $3.3M 73.9K shares |
 SWEENEY & MICHEL, LLC RIA/Wealth | $3.1M 70.5K shares |
 MAI Wealth Advisors RIA/Wealth | $2.6M 58.5K shares |
 Moors & Cabot, Inc. RIA/Wealth | $2.3M 51.0K shares |
$2.0M 43.4K shares | |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $1.6M 36.9K shares |
E Equity Wealth Partners, LLC RIA/Wealth | $1.3M 29.4K shares |
 ARQ WEALTH ADVISORS, LLC RIA/Wealth | $1.2M 27.8K shares |
 Steel Peak Wealth Management LLC RIA/Wealth | $1.2M 27.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S Stephens Consulting, LLC RIA/Wealth | $7.6M 187.7K shares |
J JANE STREET GROUP, LLC Institution | $1.9M 46.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.2M 30.6K shares |
SILVER OAK SECURITIES, Inc RIA/Wealth | $996.0K 24.7K shares |
 L2 Asset Management, LLC Hedge Fund•Long/Short | $356.2K 8.8K shares |
 Redhawk Wealth Advisors, Inc. RIA/Wealth | $325.0K 8.0K shares |
 CITIGROUP INC Institution | $322.0K 8.0K shares |
 Bank of New York Mellon Corp Institution | $300.0K 7.4K shares |
S SIERRA OCEAN, LLC RIA/Wealth | $64.6K 1.6K shares |
B Beacon Capital Management, LLC RIA/Wealth | $1.9K 48.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FRDM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FRDM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Yardley Wealth Management LLC RIA/Wealth | 8.11% $14.5M |
Ellevest, Inc. RIA/Wealth | 7.42% $52.0M |
I Investment Planning Advisors, Inc. Institution | 7.02% $22.3M |
Longview Financial Advisors, Inc. RIA/Wealth | 5.84% $7.6M |
Coyle Financial Counsel, Inc. RIA/Wealth | 5.66% $24.7M |
 Fortitude Financial, LLC RIA/Wealth | 5.27% $4.6M |
Tanglewood Wealth Management, Inc. RIA/Wealth | 4.61% $49.5M |
Retirement Planning Group RIA/Wealth | 3.70% $106.4M |
T TABLEAUX LLC Institution | 3.30% $8.2M |
Q QUARRY HILL ADVISORS, LLC RIA/Wealth | 3.05% $5.9M |