Who owns MBOX?
Freedom Day Dividend ETF · Freedom
11 institutions reported holding MBOX, worth $128.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MBOX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Freedom Day Solutions, LLC | Houston, TX | $125.6M | 3,130,043 | −6,261 shares |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | $765K | 19,073 | New position |
| HighTower Advisors, LLC | Chicago, IL | $715K | 17,811 | −1,000 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $331K | 8,239 | +4,499 shares |
| Sapient Capital LLC | Indianapolis, IN | $276K | 6,872 | +495 shares |
| LaSalle St. Investment Advisors, LLC | Elmhurst, IL | $248K | 6,193 | No change |
| Ethos Financial Group, LLC | King Of Prussia, PA | $230K | 5,523 | −573 shares |
| Cetera Investment Advisers | Schaumburg, IL | $223K | 5,564 | −368 shares |
| Morgan Stanley | New York, NY | $56K | 1,394 | −9,423 shares |
| UBS Group AG | Zurich, Switzerland | $20K | 491 | −1,113 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: MBOX vs VSMV, MBOX vs BEDY, MBOX vs IVVM, MBOX vs STOX.
Frequently asked questions
Who owns MBOX?
11 institutional managers reported holding MBOX in Form 13F filings for June 30, 2026, worth $128.4M in total. The largest reported position was held by Freedom Day Solutions, LLC, at $125.6M.
Did institutions buy or sell MBOX last quarter?
Reported 13F value rose 10.1% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MBOX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.