LPL Financial
FRDM icon

LPL Financial’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

LPL Financial’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.1M Buy
1,085,086
+317,875
+41% +$21.2M 0.02% 795
2026
Q1 		$41.9M Buy
767,211
+344,651
+82% +$19.7M 0.01% 1005
2025
Q4 		$21.7M Buy
422,560
+122,599
+41% +$5.86M 0.01% 1366
2025
Q3 		$13.3M Buy
299,961
+72,855
+32% +$3.06M ﹤0.01% 1639
2025
Q2 		$9.18M Buy
227,106
+45,969
+25% +$1.71M ﹤0.01% 1804
2025
Q1 		$6.35M Buy
181,137
+23,030
+15% +$802K ﹤0.01% 1954
2024
Q4 		$5.17M Sell
158,107
-26,597
-14% -$922K ﹤0.01% 2058
2024
Q3 		$6.61M Buy
184,704
+17,537
+10% +$617K ﹤0.01% 1771
2024
Q2 		$5.9M Buy
167,167
+28,772
+21% +$989K ﹤0.01% 1735
2024
Q1 		$4.67M Sell
138,395
-50,635
-27% -$1.62M ﹤0.01% 1842
2023
Q4 		$6.22M Buy
189,030
+32,814
+21% +$990K ﹤0.01% 1551
2023
Q3 		$4.42M Buy
156,216
+139,272
+822% +$4.29M ﹤0.01% 1671
2023
Q2 		$531K Sell
16,944
-966
-5% -$29.3K ﹤0.01% 3392
2023
Q1 		$526K Sell
17,910
-6,250
-26% -$183K ﹤0.01% 3277
2022
Q4 		$666K Sell
24,160
-25
-0.1% -$685 ﹤0.01% 2998
2022
Q3 		$604K Buy
24,185
+10,149
+72% +$284K ﹤0.01% 2974
2022
Q2 		$387K Buy
+14,036
New +$433K ﹤0.01% 3424

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
EI
Ellevest Inc New York $848M AUM 30.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

LPL Financial's FRDM Position: Q2 2026 in Review

LPL Financial increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 41% in Q2 2026, buying an estimated $21.2M and bringing the position to 1,085,086 shares worth $79.1M. The position accounts for 0.02% of the portfolio, ranked #795.

LPL Financial first reported a position in FRDM in Q2 2022 and has held it in 17 quarters since. 318 funds tracked by Wall St. Rank hold FRDM as of Q2 2026.

  • LPL Financial held 1,085,086 shares of Freedom 100 Emerging Markets ETF worth $79.1M as of Q2 2026.
  • LPL Financial bought 317,875 Freedom 100 Emerging Markets ETF shares in Q2 2026, an estimated $21.2M.
  • Freedom 100 Emerging Markets ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #795 holding.
  • LPL Financial first reported a position in Freedom 100 Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
  • 318 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.