CUSIP 02072L607FREEDOM 100 EMFRDMQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 2.42M | $123.88M |
| 2 | Mainstay Capital Management LLC /Adv | 1.67M | $85.42M |
| 3 | Northwestern Mutual Wealth Management Co | 1.58M | $81.04M |
| 4 | Wells Fargo & Company/Mn | 1.50M | $76.93M |
| 5 | Ellevest, Inc. | 1.18M | $60.42M |
| 6 | Tanglewood Wealth Management, Inc. | 1.12M | $57.64M |
| 7 | Willis Johnson & Associates, Inc. | 1.01M | $51.82M |
| 8 | Raymond James Financial Inc | 805.9K | $41.32M |
| 9 |
| Aptus Capital Advisors, LLC |
| 670.1K |
| $34.36M |
| 10 | Guardian Wealth Advisors, LLC / Nc | 627.2K | $32.16M |