MBOX Institutional Ownership & Shareholders
FREEDOM DAY DIVIDEND ETF (MBOX) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $130.74M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Freedom Day Solutions, Llc is currently the largest disclosed institutional shareholder of MBOX tracked by InsiderSet, reporting ownership valued at approximately $128.97M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $138.13M, representing an estimated gain of +7.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MBOX value among the investors covered in this analysis. Major shareholders include Freedom Day Solutions, Llc, Ashton Thomas Private Wealth, Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in FREEDOM DAY DIVIDEND ETF (MBOX).
This page ranks the largest institutional MBOX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$130.74M
Largest Holder
Freedom Day Solutions, Llc
Largest Position
$128.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Freedom Day Solutions, Llc | 28.36% | 3,227,505 | $128,970,130 | $138,125,595 | +$9,155,465 | +7.10% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 8,983 | $358,958 | $384,440 | +$25,482 | +7.10% | |
| Royal Bank Of Canada | 0.00% | 8,239 | $331,000 | $352,600 | +$21,600 | +6.53% | |
| Sapient Capital Llc | 0.00% | 7,565 | $302,292 | $323,755 | +$21,463 | +7.10% | |
| Lasalle St. Investment Advisors, Llc | 0.03% | 6,193 | $248,453 | $265,038 | +$16,585 | +6.68% | |
| Ethos Financial Group, Llc | 0.02% | 5,523 | $230,271 | $236,365 | +$6,094 | +2.65% | |
| Cetera Investment Advisers | 0.00% | 5,564 | $223,212 | $238,119 | +$14,907 | +6.68% | |
| Morgan Stanley | 0.00% | 1,394 | $55,952 | $59,658 | +$3,706 | +6.62% | |
| Ubs Group Ag | 0.00% | 491 | $19,698 | $21,013 | +$1,315 | +6.68% | |
| Jpmorgan Chase & Co | 0.00% | 74 | $2,956 | $3,167 | +$211 | +7.14% |
Frequently asked questions about MBOX
Who are the largest institutional holders of MBOX?
The largest institutional holders of MBOX reported in the latest SEC Form 13F filings include Freedom Day Solutions, Llc, Ashton Thomas Private Wealth, Llc, Royal Bank Of Canada, Sapient Capital Llc, and Lasalle St. Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported MBOX position.
What is MBOX institutional ownership?
This page tracks MBOX positions reported by institutional investment managers through SEC Form 13F. FREEDOM DAY DIVIDEND ETF (MBOX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MBOX?
InsiderSet currently tracks 10 institutional managers reporting MBOX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MBOX shareholders.
How much MBOX stock do institutions own?
Institutional investment managers disclosed approximately $130.74M in MBOX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MBOX institutional ownership last updated?
The latest MBOX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MBOX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MBOX position after the reporting date.
Are institutions buying or selling MBOX?
Institutional buying and selling can be analyzed by comparing MBOX positions across consecutive 13F reporting periods. InsiderSet's MBOX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MBOX ownership changes.
How has MBOX institutional ownership changed over time?
InsiderSet tracks MBOX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.