Freedom Day Dividend ETFMBOXETF
13F holders, Q1 2025 (March 31)7holders −1
0new positions
1sold out
$33.15avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Freedom Day Dividend ETF (MBOX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Freedom Day Solutions, LLC ($102.6M), Ethos Financial Group, LLC ($2.0M) and HighTower Advisors, LLC ($629K).
- Company
- Freedom Day Dividend ETF
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $45 |
All 13F filers, Q4 2024 → Q1 2025: 54,265 shares bought and 24,022 shares sold, net +30,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Freedom Day Solutions, LLC | 31.40% | Add +1.7% | 3,095,671 | $102.6M |
| Ethos Financial Group, LLC | 0.19% | No change | 59,981 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -24.1% | 18,983 | $629K |
| Sapient Capital LLC | 0.01% | Add +31.0% | 9,832 | $326K |
| Cetera Investment Advisers | 0.00% | Reduce -5.7% | 6,359 | $211K |
| Royal Bank of Canada | 0.00% | Reduce -94.4% | 1,044 | $35K |
| UBS Group AG | 0.00% | Reduce -42.7% | 153 | $5K |
"% of holder's portfolio" is MBOX's weight in each manager's 13F, not the share of Freedom Day Dividend ETF the manager owns.