Freedom Day Dividend ETFMBOXETF
13F holders, Q4 2024 (December 31)8holders −1
1new positions
2sold out
$32.81avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Freedom Day Dividend ETF (MBOX) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Freedom Day Solutions, LLC ($99.9M), Ethos Financial Group, LLC ($2.0M) and HighTower Advisors, LLC ($821K).
- Company
- Freedom Day Dividend ETF
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $45 |
| Exits | 2 | $727K |
All 13F filers, Q3 2024 → Q4 2024: 254,395 shares bought and 22,575 shares sold, net +231,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Freedom Day Solutions, LLC | 29.87% | Add +8.7% | 3,043,731 | $99.9M |
| Ethos Financial Group, LLC | 0.26% | Add +11.8% | 59,981 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 25,014 | $821K |
| Royal Bank of Canada | 0.00% | Add +27.4% | 18,536 | $608K |
| Sapient Capital LLC | 0.00% | Add +18.8% | 7,507 | $246K |
| Cetera Investment Advisers | 0.00% | Reduce -4.5% | 6,743 | $221K |
| UBS Group AG | 0.00% | Add +5240.0% | 267 | $9K |
| Morgan Stanley | 0.00% | New | 1 | $45 |
"% of holder's portfolio" is MBOX's weight in each manager's 13F, not the share of Freedom Day Dividend ETF the manager owns.