Freedom Day Dividend ETFMBOXETF
13F holders, Q1 2026 (March 31)10holders −2
0new positions
2sold out
$36.50avg. 13F price*
At the end of Q1 2026, 10 institutions reported holding Freedom Day Dividend ETF (MBOX) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Freedom Day Solutions, LLC ($114.5M), HighTower Advisors, LLC ($687K) and Morgan Stanley ($395K).
- Company
- Freedom Day Dividend ETF
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072L847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $473K |
All 13F filers, Q4 2025 → Q1 2026: 26,384 shares bought and 14,390 shares sold, net +11,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Freedom Day Solutions, LLC | 30.72% | Add +0.3% | 3,136,304 | $114.5M |
| HighTower Advisors, LLC | 0.00% | Add +32.4% | 18,811 | $687K |
| Morgan Stanley | 0.00% | Add +1081600.0% | 10,817 | $395K |
| Sapient Capital LLC | 0.00% | Add +0.4% | 6,377 | $233K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Reduce -4.4% | 6,193 | $226K |
| Ethos Financial Group, LLC | 0.02% | Add +0.2% | 6,096 | $222K |
| Cetera Investment Advisers | 0.00% | Reduce -1.8% | 5,932 | $217K |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 3,740 | $137K |
| UBS Group AG | 0.00% | Add +182.9% | 1,604 | $59K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,418 | $51K |
"% of holder's portfolio" is MBOX's weight in each manager's 13F, not the share of Freedom Day Dividend ETF the manager owns.