MBOX Institutional Ownership
Freedom Day Dividend ETF
1W: -0.4%
1M: -5.2%
3M: +0.1%
YTD: +14.3%
1Y: +14.1%
3Y: +62.2%
5Y: +74.3%
$40.32
+0.09 (+0.23%)
Weekly Expected Move ±1.3%
$39
$40
$40
$41
$41
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Institutional Ownership — MBOX
11
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
128M
Total Invested
1
New Positions
2
Increased
7
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Freedom Day Solutions, LLC | 3,130,043 | 126M | -6,261 | -0.2% | 21Q | SEC ↗ |
| 2 | Ashton Thomas Private Wealth, LLC NEW | 19,073 | 769K | — | +0.0% | 1Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 17,811 | 718K | -1,000 | -5.3% | 11Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 8,239 | 332K | +4,499 | +120.3% | 12Q | SEC ↗ |
| 5 | SAPIENT CAPITAL LLC | 6,872 | 277K | +495 | +7.8% | 8Q | SEC ↗ |
| 6 | LaSalle St. Investment Advisors, LLC | 6,193 | 250K | — | +0.0% | 5Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 5,564 | 224K | -368 | -6.2% | 12Q | SEC ↗ |
| 8 | Ethos Financial Group, LLC | 5,523 | 223K | -573 | -9.4% | 8Q | SEC ↗ |
| 9 | MORGAN STANLEY | 1,394 | 56K | -9,423 | -87.1% | 5Q | SEC ↗ |
| 10 | UBS Group AG | 491 | 20K | -1,113 | -69.4% | 4Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 74 | 3K | -1,344 | -94.8% | 4Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -9,863 | -100.0% | 1Q | SEC ↗ |
| 13 | Hamilton Point Investment Advisors, LL | 0 | 0K | -3,650 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | 19,073 | 769K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,863 | 398K |
| Hamilton Point Investment Advisors, | 3,650 | 147K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +4,499 | +120.3% | 8,239 |
| SAPIENT CAPITAL LLC | +495 | +7.8% | 6,872 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -9,423 | -87.1% | 1,394 |
| Freedom Day Solutions, LLC | -6,261 | -0.2% | 3,130,043 |
| JPMORGAN CHASE & CO | -1,344 | -94.8% | 74 |
| UBS Group AG | -1,113 | -69.4% | 491 |
| HighTower Advisors, LLC | -1,000 | -5.3% | 17,811 |
| Ethos Financial Group, LLC | -573 | -9.4% | 5,523 |
| Cetera Investment Advisers | -368 | -6.2% | 5,564 |