FRDM · Insider trading · 13F holders · Congress trades
Ea Series Trust (FRDM)
Who is buying and selling FRDM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 99
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FRDM at a glance
- No open-market insider purchases or sales of FRDM were filed in the last 90 days.
- 99 13F filers hold FRDM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Ellevest, Inc. (8.6%), Mainstay Capital Management LLC /adv (8.4%) and Yardley Wealth Management LLC (7.8%). In their latest 13Fs, 0 managers opened a new position and 28 added to one.
- No member of Congress has disclosed a trade in FRDM.
FRDM insider trading
No open-market insider purchases or sales of FRDM were filed in the last 90 days.
Who owns FRDM? Hedge funds and superinvestors
99 13F filers hold FRDM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Ellevest, Inc. (8.6%), Mainstay Capital Management LLC /adv (8.4%) and Yardley Wealth Management LLC (7.8%). In their latest 13Fs, 0 managers opened a new position and 28 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Retirement Planning Group, LLCWealth manager | 4.7% | $187.9M | 2,685,929 | +1.6% shares | Q3 2026 |
| Mainstay Capital Management LLC /advHedge fund | 8.4% | $114.0M | 1,563,268 | -14.3% shares | Q2 2026 |
| Ellevest, Inc.Wealth manager | 8.6% | $73.1M | 1,003,101 | -3.1% shares | Q2 2026 |
| Willis Johnson & Associates, Inc.Investment manager | 3.2% | $57.4M | 787,203 | -8.4% shares | Q2 2026 |
| Tanglewood Wealth Management, Inc.Wealth manager | 4.2% | $50.1M | 716,598 | -10.0% shares | Q3 2026 |
| Guardian Wealth Advisors, LLC / NcWealth manager | 2.5% | $44.5M | 610,225 | -0.1% shares | Q2 2026 |
| Heck Capital Advisors, LLCInstitutional asset manager | 2.2% | $40.0M | 572,440 | +3.0% shares | Q3 2026 |
| Kathmere Capital Management, LLCWealth manager | 1.6% | $33.8M | 483,452 | +8.5% shares | Q3 2026 |
| Coyle Financial Counsel LLCWealth manager | 6.0% | $32.7M | 467,795 | -18.9% shares | Q3 2026 |
| Legacy Financial Advisors, Inc.Wealth manager | 3.5% | $28.8M | 394,487 | +2.0% shares | Q2 2026 |
| Mayport, LLCWealth manager | 3.5% | $22.4M | 306,597 | +3.5% shares | Q2 2026 |
| First Heartland Consultants, Inc.Wealth manager | 1.5% | $22.3M | 319,257 | -4.8% shares | Q3 2026 |
| Investment Planning Advisors, Inc.Wealth manager | 5.0% | $22.2M | 317,800 | -22.8% shares | Q3 2026 |
| Elwood & Goetz Wealth Advisory Group, LLCWealth manager | 3.0% | $21.8M | 311,330 | +11.6% shares | Q3 2026 |
| Compass Ion Advisors, LLCWealth manager | 1.8% | $21.1M | 301,295 | +4.6% shares | Q3 2026 |
| Beaumont Financial Advisors, LLCWealth manager | 1.3% | $20.8M | 296,627 | -3.7% shares | Q3 2026 |
| Yardley Wealth Management LLCWealth manager | 7.8% | $18.0M | 256,887 | +5.9% shares | Q3 2026 |
| Invst, LLCWealth manager | 1.8% | $18.0M | 246,488 | -10.9% shares | Q2 2026 |
| Adamsbrown Wealth Consultants LLCWealth manager | 3.2% | $17.5M | 250,197 | +3.3% shares | Q3 2026 |
| Enzi WealthWealth manager | 5.2% | $17.4M | 257,317 | +3.1% shares | Q3 2026 |
| High Note Wealth, LLCWealth manager | 2.8% | $17.3M | 247,240 | +2.5% shares | Q3 2026 |
| Permanens Capital L.P.Wealth manager | 1.6% | $16.0M | 219,058 | — | Q2 2026 |
| Intelligence Driven Advisers, LLCWealth manager | 2.6% | $14.8M | 211,409 | -2.4% shares | Q3 2026 |
| Kfg Wealth Management, LLCWealth manager | 1.6% | $14.7M | 209,780 | +7.7% shares | Q3 2026 |
| Koshinski Asset Management, Inc.Asset manager | 0.8% | $14.4M | 205,807 | +13.1% shares | Q3 2026 |
| Signal Advisors Wealth, LLCWealth manager | 0.6% | $14.1M | 200,999 | +11.6% shares | Q3 2026 |
| Longview Financial Advisors, Inc.Wealth manager | 7.3% | $12.8M | 183,448 | -0.6% shares | Q3 2026 |
| Rossby Financial, LCCInvestment manager | 2.3% | $12.4M | 170,469 | +3.7% shares | Q2 2026 |
| Sweeney & Michel, LLCWealth manager | 3.1% | $11.8M | 168,958 | +4.4% shares | Q3 2026 |
| Pearl Planning LLCWealth manager | 4.8% | $11.7M | 166,799 | -1.3% shares | Q3 2026 |
The 30 largest of 99 positions, by value. Each manager counts with its latest 13F (Q3 2026: 55, Q2 2026: 42, Q1 2026: 2). Screen FRDM in the grand portfolio →
FRDM stock trades by members of Congress
No member of Congress has disclosed a trade in FRDM.
FRDM questions and answers
Are insiders buying FRDM stock?
No open-market insider purchases or sales of FRDM were filed in the last 90 days.
Which hedge funds own FRDM?
99 13F filers hold FRDM among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Ellevest, Inc. (8.6%), Mainstay Capital Management LLC /adv (8.4%) and Yardley Wealth Management LLC (7.8%). In their latest 13Fs, 0 managers opened a new position and 28 added to one.
Has Congress traded FRDM?
No member of Congress has disclosed a trade in FRDM.
Who is the largest holder of FRDM?
Among 13F filers, Retirement Planning Group, LLC reports the largest FRDM position, $187.9M (2,685,929 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Ellevest, Inc.'s: 8.6% of its portfolio.
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