MBOX EA SERIES TRUST
FollowFREEDOM DAY (fund)
10 managers (10 13F filers) reported a position in MBOX shares at 2026-03-31, 3,197,292 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 0
- Added
- 6
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 3,197,292
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 3,136,304 | $114M | 30.72% | +9,889 | 13F-HRTimeline |
| HighTower Advisors, LLC | 18,811 | $687K | <0.01% | +4,606 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 10,817 | $395K | <0.01% | +10,816 | 13F-HRTimelineGroup |
| SAPIENT CAPITAL LLC | 6,377 | $233K | <0.01% | +26 | 13F-HR/ATimeline |
| LaSalle St. Investment Advisors, LLC | 6,193 | $226K | 0.03% | -288 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 6,096 | $222K | 0.02% | +10 | 13F-HRTimeline |
| Cetera Investment Advisers | 5,932 | $217K | <0.01% | -107 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 3,740 | $137K | <0.01% | -482 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,604 | $58.5K | <0.01% | +1,037 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 1,418 | $51.3K | <0.01% | 0 | 13F-HR/ATimelineGroup |