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Funds Holding FRDM

On this page, we present all of the funds holding FRDM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FRDM, with a link to that fund's top holdings. The next columns indicate the amount of FRDM stock held by each of the funds holding FRDM, followed by the FRDM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 97 funds holding FRDM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Thrivent Financial for Lutherans. For more details on the positions held by Thrivent Financial for Lutherans (or by any of the other funds holding FRDM), click the fund name in the "Holder" column of the funds-holding-FRDM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Thrivent Financial for Lutherans2,709,412$89,140 12/31/2023
     FRDM2,709,412$89,140 12/31/2023
Retirement Planning Group1,789,230$60,351 03/31/2024
     FRDM1,789,230$60,351 03/31/2024
Northwestern Mutual Wealth Management Co.1,259,485$41,437 12/31/2023
     FRDM1,259,485$41,437 12/31/2023
Intelligence Driven Advisers LLC700,611$21,600 12/31/2023
     FRDM700,611$21,600 12/31/2023
Tanglewood Wealth Management Inc.518,859$17,070 12/31/2023
     FRDM518,859$17,070 12/31/2023
Kathmere Capital Management LLC461,010$15,550 03/31/2024
     FRDM461,010$15,550 03/31/2024
Coyle Financial Counsel LLC375,612$12,358 12/31/2023
     FRDM375,612$12,358 12/31/2023
Jane Street Group LLC373,832$12,299 12/31/2023
     FRDM373,832$12,299 12/31/2023
Raymond James Financial Services Advisors Inc.348,820$11,766 03/31/2024
     FRDM348,820$11,766 03/31/2024
HighTower Advisors LLC337,980$11,122 12/31/2023
     FRDM337,980$11,122 12/31/2023
Kestra Advisory Services LLC279,696$9,202 12/31/2023
     FRDM279,696$9,202 12/31/2023
Morgan Stanley258,837$8,516 12/31/2023
     FRDM258,837$8,516 12/31/2023
Wells Fargo & Company MN224,381$7,382 12/31/2023
     FRDM224,381$7,382 12/31/2023
Commonwealth Financial Services LLC190,194$6,257 12/31/2023
     FRDM190,194$6,257 12/31/2023
LPL Financial LLC189,030$6,219 12/31/2023
     FRDM189,030$6,219 12/31/2023
WCG Wealth Advisors LLC188,248$6,193 12/31/2023
     FRDM188,248$6,193 12/31/2023
Cambridge Investment Research Advisors Inc.181,373$6,118 03/31/2024
     FRDM181,373$6,118 03/31/2024
Watchman Group Inc.182,478$6,004 12/31/2023
     FRDM182,478$6,004 12/31/2023
TrueWealth Advisors LLC176,527$5,954 03/31/2024
     FRDM176,527$5,954 03/31/2024
Smith Anglin Financial LLC171,898$5,798 03/31/2024
     FRDM171,898$5,798 03/31/2024
Level Four Advisory Services LLC175,475$5,773 12/31/2023
     FRDM175,475$5,773 12/31/2023
Stokes Family Office LLC174,627$5,745 12/31/2023
     FRDM174,627$5,745 12/31/2023
Resources Investment Advisors LLC.172,846$5,687 12/31/2023
     FRDM172,846$5,687 12/31/2023
Mayport LLC167,532$5,651 03/31/2024
     FRDM167,532$5,651 03/31/2024
Beaumont Financial Advisors LLC158,941$5,229 12/31/2023
     FRDM158,941$5,229 12/31/2023
Bull Oak Capital LLC152,675$5,150 03/31/2024
     FRDM152,675$5,150 03/31/2024
Great Valley Advisor Group Inc.151,806$4,994 12/31/2023
     FRDM151,806$4,994 12/31/2023
CWM LLC137,234$4,629 03/31/2024
     FRDM137,234$4,629 03/31/2024
Flow Traders U.S. LLC113,541$3,735 12/31/2023
     FRDM113,541$3,735 12/31/2023
Quarry Hill Advisors LLC110,027$3,711 03/31/2024
     FRDM110,027$3,711 03/31/2024
New England Private Wealth Advisors LLC112,761$3,710 12/31/2023
     FRDM112,761$3,710 12/31/2023
Stegent Equity Advisors Inc.106,336$3,498 12/31/2023
     FRDM106,336$3,498 12/31/2023
Smallwood Wealth Investment Management LLC93,836$3,165 03/31/2024
     FRDM93,836$3,165 03/31/2024
OLD Mission Capital LLC89,344$2,939 12/31/2023
     FRDM89,344$2,939 12/31/2023
Commonwealth Equity Services LLC88,580$2,914 12/31/2023
     FRDM88,580$2,914 12/31/2023
Inspire Advisors LLC85,492$2,813 12/31/2023
     FRDM85,492$2,813 12/31/2023
Stephens Consulting LLC79,057$2,667 03/31/2024
     FRDM79,057$2,667 03/31/2024
Brookstone Capital Management74,889$2,526 03/31/2024
     FRDM74,889$2,526 03/31/2024
Discovery Capital Management LLC CT60,863$2,002 12/31/2023
     FRDM60,863$2,002 12/31/2023
GTS Securities LLC58,747$1,933 12/31/2023
     FRDM58,747$1,933 12/31/2023
Clear Creek Financial Management LLC57,195$1,929 03/31/2024
     FRDM57,195$1,929 03/31/2024
Advisor Group Holdings Inc.58,082$1,911 12/31/2023
     FRDM58,082$1,911 12/31/2023
Private Advisor Group LLC53,526$1,761 12/31/2023
     FRDM53,526$1,761 12/31/2023
Orion Portfolio Solutions LLC55,000$1,756 12/31/2023
     FRDM55,000$1,756 12/31/2023
1620 Investment Advisors Inc.53,095$1,747 12/31/2023
     FRDM53,095$1,747 12/31/2023
JPMorgan Chase & Co.50,980$1,677 12/31/2023
     FRDM50,980$1,677 12/31/2023
Personal Resources Investment & Strategic Management Inc.46,944$1,583 03/31/2024
     FRDM46,944$1,583 03/31/2024
Envestnet Asset Management Inc.46,289$1,523 12/31/2023
     FRDM46,289$1,523 12/31/2023
Well Done LLC44,034$1,485 03/31/2024
     FRDM44,034$1,485 03/31/2024
Ethos Financial Group LLC40,816$1,343 12/31/2023
     FRDM40,816$1,343 12/31/2023
Lunt Capital Management Inc.39,241$1,324 03/31/2024
     FRDM39,241$1,324 03/31/2024
Royal Bank of Canada37,419$1,231 12/31/2023
     FRDM37,419$1,231 12/31/2023
Magnus Financial Group LLC35,498$1,168 12/31/2023
     FRDM35,498$1,168 12/31/2023
Lansing Street Advisors34,736$1,143 12/31/2023
     FRDM34,736$1,143 12/31/2023
Islay Capital Management LLC31,902$1,050 12/31/2023
     FRDM31,902$1,050 12/31/2023
Clarus Wealth Advisors24,834$842 03/31/2024
     FRDM24,834$842 03/31/2024
Susquehanna International Group LLP24,873$818 12/31/2023
     FRDM24,873$818 12/31/2023
Magnolia Capital Advisors LLC25,312$787 12/31/2023
     FRDM25,312$787 12/31/2023
Mutual Advisors LLC23,293$766 12/31/2023
     FRDM23,293$766 12/31/2023
Trademark Financial Management LLC18,573$611 12/31/2023
     FRDM18,573$611 12/31/2023
Cetera Investment Advisers17,491$575 12/31/2023
     FRDM17,491$575 12/31/2023
Simplicity Wealth LLC14,321$483 03/31/2024
     FRDM14,321$483 03/31/2024
Sawtooth Solutions LLC14,321$471 12/31/2023
     FRDM14,321$471 12/31/2023
Warren Street Wealth Advisors LLC13,574$447 12/31/2023
     FRDM13,574$447 12/31/2023
Captrust Financial Advisors13,065$430 12/31/2023
     FRDM13,065$430 12/31/2023
Raymond James & Associates12,463$420 03/31/2024
     FRDM12,463$420 03/31/2024
Dynamic Advisor Solutions LLC12,339$416 03/31/2024
     FRDM12,339$416 03/31/2024
MML Investors Services LLC12,616$415 12/31/2023
     FRDM12,616$415 12/31/2023
Arete Wealth Advisors LLC11,764$387 12/31/2023
     FRDM11,764$387 12/31/2023
Betterment LLC11,087$365 12/31/2023
     FRDM11,087$365 12/31/2023
Marshall Wace LLP10,125$333 12/31/2023
     FRDM10,125$333 12/31/2023
Allen Capital Group LLC9,597$324 03/31/2024
     FRDM9,597$324 03/31/2024
Citadel Advisors LLC9,281$305 12/31/2023
     FRDM9,281$305 12/31/2023
Wealthcare Advisory Partners LLC8,946$302 03/31/2024
     FRDM8,946$302 03/31/2024
Skyline Advisors Inc.8,825$298 03/31/2024
     FRDM8,825$298 03/31/2024
Strategic Financial Concepts LLC8,134$274 03/31/2024
     FRDM8,134$274 03/31/2024
We Are One Seven LLC8,305$273 12/31/2023
     FRDM8,305$273 12/31/2023
Bailard Inc.7,458$245 12/31/2023
     FRDM7,458$245 12/31/2023
New Harbor Financial Group LLC7,461$245 12/31/2023
     FRDM7,461$245 12/31/2023
IHT Wealth Management LLC6,877$226 12/31/2023
     FRDM6,877$226 12/31/2023
Signal Advisors Wealth LLC6,246$211 03/31/2024
     FRDM6,246$211 03/31/2024
Avantax Advisory Services Inc.6,409$211 12/31/2023
     FRDM6,409$211 12/31/2023
Capital Advisors Ltd. LLC6,022$203 03/31/2024
     FRDM6,022$203 03/31/2024
AdvisorNet Financial Inc5,306$179 03/31/2024
     FRDM5,306$179 03/31/2024
Anchor Investment Management LLC5,172$170 12/31/2023
     FRDM5,172$170 12/31/2023
Advisory Services Network LLC5,099$168 12/31/2023
     FRDM5,099$168 12/31/2023
Asset Dedication LLC2,315$78 03/31/2024
     FRDM2,315$78 03/31/2024
FMR LLC2,107$69 12/31/2023
     FRDM2,107$69 12/31/2023
NBC Securities Inc.1,970$66 03/31/2024
     FRDM1,970$66 03/31/2024
Colonial Trust Co SC2,000$66 12/31/2023
     FRDM2,000$66 12/31/2023
Parallel Advisors LLC1,259$41 12/31/2023
     FRDM1,259$41 12/31/2023
Harbour Investments Inc.800$26 12/31/2023
     FRDM800$26 12/31/2023
Bank of America Corp DE412$14 12/31/2023
     FRDM412$14 12/31/2023
Farther Finance Advisors LLC120$4 12/31/2023
     FRDM120$4 12/31/2023
Venturi Wealth Management LLC81$3 03/31/2024
     FRDM81$3 03/31/2024
Evolution Advisers Inc.23$1 12/31/2023
     FRDM23$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     FRDM0$0 12/31/2023
UBS Group AG15$0 12/31/2023
     FRDM15$0 12/31/2023

See Summary: Institutional Holders of FRDM
See Details: Top 10 Hedge Funds Holding FRDM
Also See: FRDM Holdings Changes

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