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MBOX EA SERIES TRUST

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FREEDOM DAY (fund)

8 managers (8 13F filers) reported a position in MBOX shares at 2025-03-31, 3,192,023 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
8
13F filers
8
New
0
Added
2
Reduced
4
Sold out
1
Shares held by filers
3,192,023

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Freedom Day Solutions, LLC3,095,671$103M31.4%+51,94013F-HRTimeline
Ethos Financial Group, LLC59,981$1.97M0.19%013F-HRTimeline
HighTower Advisors, LLC18,983$629K<0.01%-6,03113F-HRTimeline
SAPIENT CAPITAL LLC9,832$326K0.01%+2,32513F-HRTimeline
Cetera Investment Advisers6,359$211K<0.01%-38413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,044$35K<0.01%-17,49213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG153$5.07K<0.01%-11413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.