MBOX EA SERIES TRUST
FollowFREEDOM DAY (fund)
10 managers (10 13F filers) reported a position in MBOX shares at 2025-09-30, 3,175,063 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 6
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 3,175,063
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 3,127,714 | $110M | 29.9% | +77,408 | 13F-HRTimeline |
| HighTower Advisors, LLC | 14,124 | $497K | <0.01% | +64 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 8,832 | $311K | 0.02% | +60 | 13F-HRTimeline |
| LaSalle St. Investment Advisors, LLC | 7,206 | $253K | 0.05% | -29 | 13F-HRTimeline |
| SAPIENT CAPITAL LLC | 6,210 | $217K | <0.01% | +42 | 13F-HRTimeline |
| Cetera Investment Advisers | 6,093 | $215K | <0.01% | +1 | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 3,056 | $108K | <0.01% | new | 13F-HR/ATimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 1,000 | $35K | <0.01% | -69,000 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 826 | $29.1K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2 | $88 | <0.01% | +1 | 13F-HR/ATimelineGroup |