EA SERIES TRUST

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FRDM·02072L607·US·ETF·Unknown - Unknown

FRDM (EA SERIES TRUST) is held by 67 institutional investors as of Q2 2026. Largest holders: WELLS FARGO & COMPANY/MN ($174.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($150.6M), LPL Financial LLC ($79.1M). Net institutional sentiment: Bullish.

67

Holders

(12 Elite)

$930.7M

Total Value

70% (66)

Consensus

46 buying - 20 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)35

Insider (Form 4)26

Activist (13D/13G)62

Congressional (STOCK Act)69

Holder Quality

20

★★★★★

Elite

26

★★★★

Strong

28

★★★

Solid

66

★★

Below

75

★

Weak

Held by 67 funds

12 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FRDM.

Top Holders

Top Holders (67)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Increased	2.4M(+11.5%)	$174.3M	0.0%	+46.18%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.1M(+6.2%)	$150.6M	0.1%	+80.89%	32
LPL Financial LLC	Increased	1.1M(+41.4%)	$79.1M	0.0%	+25.79%	40
RAYMOND JAMES FINANCIAL INC	Increased	808,250(+1.7%)	$58.9M	0.0%	+77.42%	30
MORGAN STANLEY	Increased	737,550(+24.9%)	$53.8M	0.0%	+28.65%	36
Aptus Capital Advisors, LLC	Increased	664,025(+0.3%)	$48.4M	0.3%	+91.65%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	586,334(+24.2%)	$42.7M	0.0%	+22.10%	36
HighTower Advisors, LLC	Increased	519,693(+28.7%)	$37.9M	0.0%	+74.10%	36
Kestra Advisory Services, LLC	Increased	477,013(+7.8%)	$34.8M	0.1%	+86.76%	37
IWIntegrated Wealth Concepts LLC	Increased	428,571(+32.5%)	$31.2M	0.2%	+24.08%	44
COMMONWEALTH EQUITY SERVICES, LLC	Increased	323,223(+26.8%)	$23.6M	0.0%	+27.05%	35
JONES FINANCIAL COMPANIES LLLP	Increased	294,226(+17.9%)	$21.2M	0.0%	+25.97%	33
MML INVESTORS SERVICES, LLC	Increased	276,841(+52.8%)	$20.2M	0.0%	+18.45%	40
Baird Financial Group, Inc.	Increased	208,524(+39.8%)	$15.2M	0.0%	+26.71%	37
Bank Julius Baer & Co. Ltd, Zurich	Increased	208,400(+74.4%)	$15.2M	0.0%	+8.12%	42
OSAIC HOLDINGS, INC.	Increased	162,615(+8.6%)	$11.9M	0.0%	+36.15%	30
FWFocus Partners Wealth	Increased	158,675(+19.2%)	$11.6M	0.0%	+46.27%	33
ROYAL BANK OF CANADA	Decreased	155,983(-10.4%)	$11.4M	0.0%	+25.00%	0
Cetera Investment Advisers	Increased	139,964(+234.5%)	$10.2M	0.0%	+7.21%	45
Tidal Investments LLC	Decreased	120,124(-1.9%)	$8.8M	0.0%	+63.76%	0

Showing 1-20 of 72

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer