Explore more topics
Public ownership evidence

Freedom 100 Emerging Markets ETF (FRDM) Ownership Disclosures

Read FRDM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-284,228$308,225None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,063$442,022None
Sankala Group LLC2026-06-302026-08-199,777$649,446None
Beacon Pointe Advisors, LLC2026-06-302026-08-198,130$592,670None
Strive Financial Group ,LLC2026-06-302026-08-18600$43,740None
SwitchPoint Financial Planning, LLC2026-06-302026-08-185,619$409,624None
Corient Private Wealth LP2026-06-302026-08-184,229$308,225None
Empowered Funds, LLC2026-06-302026-08-186,404$466,852None
Equitable Holdings, Inc.2026-06-302026-08-18111,150$8,102,839None
Womack Financial LLC2026-06-302026-08-15101,183$7,376,241None
Perissos Private Wealth Management, LLC2026-06-302026-08-1530,069$2,192,030None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1521,929$1,598,624None
JPL Wealth Management, LLC2026-06-302026-08-1553,409$3,893,519None
Modern Wealth Management, LLC2026-06-302026-08-1535,055$2,555,510None
Mutual Advisors, LLC2026-06-302026-08-1523,400$1,705,854None
Advyzon Investment Management, LLC2026-06-302026-08-1511,908$868,093None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1533,310$2,428,299None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1538,195$2,784,416None
Ameritas Advisory Services, LLC2026-06-302026-08-153,304$240,879None
Invst, LLC2026-06-302026-08-15246,488$17,968,947None
WCG Wealth Advisors LLC2026-06-302026-08-15197,396$14,390,129None
Western Wealth Management, LLC2026-06-302026-08-159,922$723,326None
Foundations Investment Advisors, LLC2026-06-302026-08-15103,822$7,568,642None
Per Stirling Capital Management, LLC.2026-06-302026-08-1559,836$4,362,070None
OSAIC HOLDINGS, INC.2026-06-302026-08-1536,806$2,683,125None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,280$384,912None
OSAIC HOLDINGS, INC.2026-06-302026-08-15120,529$8,786,418None
Betterment LLC2026-06-302026-08-156,770$494,000None
Blue Chip Partners, LLC2026-06-302026-08-154,388$319,859None
Orion Porfolio Solutions, LLC2026-06-302026-08-1555,000$4,009,500None
Permanens Capital L.P.2026-06-302026-08-15219,058$16,041,380None
HRT FINANCIAL LP2026-06-302026-08-153,834$279,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1582,930$6,045,597None
GTS SECURITIES LLC2026-06-302026-08-1595,127$6,934,758None
Ancora Advisors LLC2026-06-302026-08-152,109$153,746None
Ancora Advisors LLC2026-06-302026-08-15424$30,910None
Ancora Advisors LLC2026-06-302026-08-15710$51,759None
Medallion Wealth Advisors, LLC2026-06-302026-08-1511,498$838,180None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-153,116$227,136None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1548$3,514None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15519$37,835None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1576$5,564None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153$220None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1561$4,465None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1521$1,537None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15108$7,906None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15371$27,012None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15587$42,792None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1514$1,021None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15298$21,742None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗SwitchPoint Financial Planning, LLC ↗Corient Private Wealth LP ↗Empowered Funds, LLC ↗Equitable Holdings, Inc. ↗Womack Financial LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.