Freedom Day Dividend
MBOX • ARCA
Freedom Day Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $111.8M. Krueger & Catalano Capital Partners, LLC is the largest holder with a position valued at $110.2M.
Overview
Overview of institutional ownership in MBOX as of Q3 2025
All Institutions
- Institutions
- 10
- Value Held
- $111.8M
- Shares Held
- 3.2M
- Avg Position
- $11.2M
- Median Position
- $215.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in MBOX as of Q3 2025
| Institution | Position Value |
|---|---|
 Krueger & Catalano Capital Partners, LLC RIA/Wealth | $110.2M 29.90% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $497.5K 0.00% of portfolio |
 Ethos Financial Group, LLC RIA/Wealth | $311.1K 0.03% of portfolio |
 LaSalle St. Investment Advisors, LLC RIA/Wealth | $253.8K 0.05% of portfolio |
 SAPIENT CAPITAL LLC RIA/Wealth | $217.2K 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $214.6K 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $107.6K 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $35.2K 0.00% of portfolio |
 UBS Group AG Institution | $29.1K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $88.0 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MBOX in Q3 2025
- Traded
- +$1.7M
- Buyers
- 9
- Sellers
- 2
- Total Bought
- +$2.9M
- Total Sold
- −$1.2M
- Avg Position
- $10.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Krueger & Catalano Capital Partners, LLC RIA/Wealth | +$2.7M +77.4K shares |
JPMORGAN CHASE & CO Institution | +$107.6K +3.1K shares |
R ROYAL BANK OF CANADA Institution | +$35.2K +-69.0K shares |
UBS Group AG Institution | +$29.1K +826.0 shares |
HighTower Advisors, LLC RIA/Wealth | +$2.3K +64.0 shares |
Ethos Financial Group, LLC RIA/Wealth | +$2.1K +60.0 shares |
SAPIENT CAPITAL LLC RIA/Wealth | +$1.5K +42.0 shares |
MORGAN STANLEY RIA/Wealth | +$44.0 +1.0 shares |
Cetera Investment Advisers RIA/Wealth | +$35.2 +1.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
F Fisher Asset Management, LLC Institution | −$1.2M −35.0K shares |
LaSalle St. Investment Advisors, LLC RIA/Wealth | −$1.0K −29.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MBOX in Q3 2025
- New Positions
- 1
- New Value
- $107.6K
- Exited Positions
- 1
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
JPMORGAN CHASE & CO Institution | $107.6K 3.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
F Fisher Asset Management, LLC Institution | $1.2M 35.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in MBOX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MBOX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Krueger & Catalano Capital Partners, LLC RIA/Wealth | 29.90% $110.2M |
LaSalle St. Investment Advisors, LLC RIA/Wealth | 0.05% $253.8K |
Ethos Financial Group, LLC RIA/Wealth | 0.03% $311.1K |
SAPIENT CAPITAL LLC RIA/Wealth | 0.00% $217.2K |
HighTower Advisors, LLC RIA/Wealth | 0.00% $497.5K |
Cetera Investment Advisers RIA/Wealth | 0.00% $214.6K |
JPMORGAN CHASE & CO Institution | 0.00% $107.6K |
R ROYAL BANK OF CANADA Institution | 0.00% $35.2K |
UBS Group AG Institution | 0.00% $29.1K |
MORGAN STANLEY RIA/Wealth | 0.00% $88.0 |