Freedom Day Dividend ETF
MBOX
12 hedge funds and large institutions have $111M invested in Freedom Day Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 10 → 12 (+2)
1.84% more ownership
Funds ownership: 89.69% → 91.53% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $112M → $111M (-$406K)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$345K |
| 2 |
HPIA
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
+$128K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$113K |
| 4 |
SC
Sapient Capital
Indianapolis,
Indiana
|
+$4.93K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$96.1K |
| 2 |
JP Morgan Chase
New York
|
-$57.3K |
| 3 |
FDS
Freedom Day Solutions
Houston,
Texas
|
-$45.5K |
| 4 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
-$25.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $109M | -$45.5K | -1,299 | -0% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $497K | +$2.83K | +81 | +0.6% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $345K | +$345K | +9,863 | New |
|
|
LSIA
4
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $226K | -$25.4K | -725 | -10% |
|
|
SC
5
Sapient Capital
Indianapolis,
Indiana
| $224K | +$4.93K | +141 | +2% |
|
|
EFG
6
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $213K | -$96.1K | -2,746 | -31% |
|
7
Cetera Investment Advisers
Schaumburg,
Illinois
| $211K | -$1.89K | -54 | -0.9% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $148K | +$113K | +3,222 | +322% |
|
|
HPIA
9
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $128K | +$128K | +3,650 | New |
|
|
10
JP Morgan Chase
New York
| $49.6K | -$57.3K | -1,638 | -54% |
|
|
11
UBS Group
Zurich,
Switzerland
| $19.8K | -$9.06K | -259 | -31% |
|
12
Morgan Stanley
New York
| $69 | -$35 | -1 | -50% |
|
MBOX Hedge Fund Activity: Q4 2025 in Review
12 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q4 2025, worth a combined $111M — down 0.36% from $112M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MBOX positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $345K. The largest seller was Ethos Financial Group, cutting an estimated $96.1K.
- 12 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q4 2025, up from 10 in Q3 2025.
- Funds reported $111M of Freedom Day Dividend ETF stock for Q4 2025, down 0.36% quarter-over-quarter.
- 2 funds opened new Freedom Day Dividend ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest Freedom Day Dividend ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $345K added.
- The largest Freedom Day Dividend ETF seller in Q4 2025 was Ethos Financial Group, an estimated $96.1K sold.
Based on aggregated 13F filings for Q4 2025.