MBOX

Freedom Day Dividend ETFETF$41.81 0.28%
UnclassifiedCUSIP 02072L847· EOD Sep 15, 2026

Among active 13F managers last quarter, 1 added and 2 reduced; the largest holder to move was Freedom Day Solutions, LLC (−0.2%).

Tracked 13F holders
11
5 in Q2 2026 filings
13F value (tracked)
$128.6M
13F moves · latest Q
1 added
2 reduced

Price & smart-money activity

$41.81 0.28%5Y +67.9%
$21.14$27.00$32.87$38.73$44.60202120222023202420252026222223322
Hover for who · click for detailEnd-of-day closing prices52w $33.99 – $43.09

Who owns MBOX?

11 tracked 13F filers · ranked by shares held

11 tracked 13F filers disclose a position in MBOX as of the latest SEC 13F filings, a combined $128.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Freedom Day Solutions, LLC3.1M
$125.6M
−0.2%
Reduced · −6K sh
Q2 2026
2Ashton Thomas Private Wealth, LLC19K
$765K
New
+19K sh
Q2 2026
3HighTower Advisors, LLC19K
$687K
+32%
Added · +5K sh
Q1 2026
4Morgan Stanley11K
$395K
11k×
Added · +11K sh
Q1 2026
5Sapient Capital LLC7K
$276K
+7.8%
Added · +495 sh
Q2 2026
6LaSalle St. Investment Advisors, LLC6K
$248K
Held
Q2 2026
7Cetera Investment Advisers6K
$217K
−1.8%
Reduced · −107 sh
Q1 2026
8Ethos Financial Group, LLC6K
$230K
−9.4%
Reduced · −573 sh
Q2 2026
9Royal Bank Of Canada4K
$137K
−11%
Reduced · −482 sh
Q1 2026
10UBS Group AG2K
$59K
+183%
Added · +1K sh
Q1 2026
11JPMorgan Chase & Co1K
$51K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MBOX being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in MBOX, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Reduced
2
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MBOX also own

CompanyCo-held byTheir position there
Eli Lilly & CoLLY4 funds$1.7B
Apple IncAAPL4 funds$397.8M
Alphabet Inc-CL AGOOGL4 funds$245.1M
Broadcom IncAVGO4 funds$193.1M
Microsoft CorpMSFT4 funds$186.9M
Nvidia CorpNVDA4 funds$137.4M
JPMorgan Chase & CoJPM4 funds$127.2M
Amazon.com IncAMZN4 funds$120.5M
Costco Wholesale CorpCOST4 funds$79.4M
SPDR Gold SharesGLD4 funds$66.1M
Bank Of America CorpBAC4 funds$66.1M
Alphabet Inc-CL CGOOG4 funds$60.3M

Ranked by how many of MBOX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBOX.

Institutional ownership over time

5 tracked filers in Q2 2026 filingsstill filing
0612Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $127.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BOXXmc343 funds$1.9B
FRDMmc291 funds$2.2B
STRVmc124 funds$381.3M
BSVOFUND123 funds$2.1B
DRLLmc92 funds$35.6M
QMOMmc65 funds$196.3M
BBLUmc65 funds$135.6M
BUXXSTRIVE ENHANCED63 funds$280.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MBOX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MBOX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MBOX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MBOX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.