Freedom Day Dividend ETF
MBOX
10 hedge funds and large institutions have $117M invested in Freedom Day Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
5% more capital invested
Capital invested by funds: $111M → $117M (+$5.28M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.44% less ownership
Funds ownership: 91.53% → 91.09% (-0.44%)
17% less funds holding
Funds holding: 12 → 10 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$401K |
| 2 |
FDS
Freedom Day Solutions
Houston,
Texas
|
+$366K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$171K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$38.4K |
| 5 |
SC
Sapient Capital
Indianapolis,
Indiana
|
+$963 |
Top Sellers
| 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
|
-$17.9K |
| 4 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
-$10.7K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FDS
1
Freedom Day Solutions
Houston,
Texas
| $114M | +$366K | +9,889 | +0.3% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $687K | +$171K | +4,606 | +32% |
|
|
3
Morgan Stanley
New York
| $395K | +$401K | +10,816 | +1,081,600% |
|
|
SC
4
Sapient Capital
Indianapolis,
Indiana
| $233K | +$963 | +26 | +0.4% |
|
|
LSIA
5
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $226K | -$10.7K | -288 | -4% |
|
|
EFG
6
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $222K | +$370 | +10 | +0.2% |
|
|
7
Cetera Investment Advisers
Schaumburg,
Illinois
| $217K | -$3.96K | -107 | -2% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $137K | -$17.9K | -482 | -11% |
|
|
9
UBS Group
Zurich,
Switzerland
| $58.5K | +$38.4K | +1,037 | +183% |
|
10
JP Morgan Chase
New York
| $51.3K | – | – | – |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$345K | -9,863 | Closed |
|
|
HPIA
12
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| – | -$128K | -3,650 | Closed |
|
MBOX Hedge Fund Activity: Q1 2026 in Review
10 of the 8,141 institutional investors tracked by Wall St. Rank reported a position in Freedom Day Dividend ETF (MBOX) for Q1 2026, worth a combined $117M — up 4.7% from $111M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MBOX and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $401K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $345K sold.
- 10 institutional investors held Freedom Day Dividend ETF (MBOX) as of Q1 2026, down from 12 in Q4 2025.
- Funds reported $117M of Freedom Day Dividend ETF stock for Q1 2026, up 4.7% quarter-over-quarter.
- 0 funds opened new Freedom Day Dividend ETF positions in Q1 2026 and 2 closed out, a net change of -2 holders.
- The largest Freedom Day Dividend ETF buyer in Q1 2026 was Morgan Stanley, an estimated $401K added.
- The largest Freedom Day Dividend ETF seller in Q1 2026 was Susquehanna International Group, an estimated $345K sold.
Based on aggregated 13F filings for Q1 2026.