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Freedom DAY Dividend ETF (MBOX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Freedom Day Solutions, LLC
INCREASED
Shares3,227,505 from 3,130,043
Change+97,462 (+3%)
Value$129.0M (+$3.4M)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares8,983 from 19,073
Change-10,090 (-53%)
Value$359.0K (-$406.2K)
Filed 2026-11-03
Sapient Capital LLC
INCREASED
Shares7,565 from 6,872
Change+693 (+10%)
Value$302.3K (+$26.6K)
Filed 2026-10-08
HighTower Advisors, LLC
N/A
Shares— from 17,811
Change-17,811 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,193
Change-6,193 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
UBS Group AG
N/A
Shares— from 491
Change-491 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 74
Change-74 (-100%)
Value—
Status
Freedom Day Solutions, LLC
INCREASED3,227,5053,130,043+97,462+3%$125.6M$129.0M+$3.4M2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED8,98319,073-10,090-53%$765.2K$359.0K-$406.2K2026-11-03
Sapient Capital LLC
INCREASED7,5656,872+693+10%$275.7K$302.3K+$26.6K2026-10-08
HighTower Advisors, LLC
N/A—17,811-17,811-100%$714.5K———
Royal Bank of Canada
N/A—8,239-8,239-100%$331.0K———
LaSalle St. Investment Advisors, LLC
N/A—6,193-6,193-100%$248.5K———
Cetera Investment Advisers
N/A—5,564-5,564-100%$223.2K———
Ethos Financial Group, LLC
N/A—5,523-5,523-100%$230.3K———
Morgan Stanley
N/A—1,394-1,394-100%$56.0K———
UBS Group AG
N/A—491-491-100%$19.7K———
JPMorgan Chase & Co
N/A—74-74-100%$3.0K———
Showing 11 of 11 institutions