MBOX EA SERIES TRUST
FollowFREEDOM DAY (fund)
10 managers (10 13F filers) reported a position in MBOX shares at 2025-06-30, 3,197,634 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 1
- Reduced
- 5
- Sold out
- 1
- Shares held by filers
- 3,197,634
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 3,050,306 | $102M | 30.41% | -45,365 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 70,000 | $2.35M | <0.01% | +68,956 | 13F-HR/ATimelineGroup |
| Fisher Asset Management, LLC | 35,000 | $1.17M | <0.01% | new | 13F-HRTimeline |
| HighTower Advisors, LLC | 14,060 | $472K | <0.01% | -4,923 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 8,772 | $294K | 0.03% | -51,209 | 13F-HRTimeline |
| LaSalle St. Investment Advisors, LLC | 7,235 | $242K | 0.07% | new | 13F-HRTimeline |
| SAPIENT CAPITAL LLC | 6,168 | $207K | <0.01% | -3,664 | 13F-HRTimeline |
| Cetera Investment Advisers | 6,092 | $204K | <0.01% | -267 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $43 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |