Who owns Freedom Day Dividend ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MBOX from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 3.2M shares of Freedom Day Dividend ETF worth $128.4M — about 93.4% of shares outstanding; the largest disclosed holder is Freedom Day Solutions, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$128.4M
value, 2026 filers
93.4%
of shares outstanding (3.2M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MBOX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Freedom Day Solutions, LLC | 3.1M | $125.6M | 27.8% | 91.4% | -0.2% |
| 2 | Ashton Thomas Private Wealth, LLCNEW | 19,073 | $765,176 | 0.0% | 0.6% | new |
| 3 | HighTower Advisors, LLC | 17,811 | $714,546 | 0.0% | 0.5% | -5.3% |
| 4 | ROYAL BANK OF CANADA | 8,239 | $331,000 | 0.0% | 0.2% | +120.3% |
| 5 | SAPIENT CAPITAL LLC | 6,872 | $275,690 | 0.0% | 0.2% | +7.8% |
| 6 | LaSalle St. Investment Advisors, LLC | 6,193 | $248,453 | 0.0% | 0.2% | 0.0% |
| 7 | Cetera Investment Advisers | 5,564 | $223,212 | 0.0% | 0.2% | -6.2% |
| 8 | Ethos Financial Group, LLC | 5,523 | $230,271 | 0.0% | 0.2% | -9.4% |
| 9 | MORGAN STANLEY | 1,394 | $55,952 | 0.0% | 0% | -87.1% |
| 10 | UBS Group AG | 491 | $19,698 | 0.0% | 0% | -69.4% |
| 11 | JPMORGAN CHASE & CONEW | 74 | $2,956 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.