Freedom Day Dividend ETFMBOXETF

13F holders, Q1 2024 (March 31)
8holders
$32.12avg. 13F price*

At the end of Q1 2024, 8 institutions reported holding Freedom Day Dividend ETF (MBOX) in their 13F filings. The largest holders were Freedom Day Solutions, LLC ($84.8M), HighTower Advisors, LLC ($929K) and Ethos Financial Group, LLC ($757K).

Company
Freedom Day Dividend ETF
Filed as
EA SERIES TRUST (Q1 2024)
CUSIP
02072L847
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 8Q1 2024Q2 2024: 7Q2 2024Q3 2024: 9Q3 2024Q4 2024: 8Q4 2024Q1 2025: 7Q1 2025Q2 2025: 9Q2 2025Q3 2025: 10Q3 2025Q4 2025: 12Q4 2025Q1 2026: 10Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$222K
Exits2$8K

Ownership 8 holders

Freedom Day Solutions, LLC 30.05% Add +2.1% 2,639,021 $84.8M
HighTower Advisors, LLC 0.00% Add +41.4% 28,946 $929K
Ethos Financial Group, LLC 0.14% Reduce -0.3% 23,566 $757K
Simplicity Wealth,LLC 0.01% Add +0.0% 14,378 $462K
Cetera Investment Advisers 0.00% Reduce -0.8% 9,061 $291K
Truist Financial Corp. 0.00% No change 7,036 $226K
Susquehanna International Group, LLP 0.00% New 6,911 $222K
Royal Bank of Canada 0.00% Reduce -60.2% 4,718 $152K

"% of holder's portfolio" is MBOX's weight in each manager's 13F, not the share of Freedom Day Dividend ETF the manager owns.