7 tracked 13F filers disclose a position in BOXA as of the latest SEC 13F filings, a combined $3.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | $1.3M | 12K | ▲+23% Added · +2K sh | Q2 2026 | |
| 2 | CWM, LLC | $733K | 7K | ▲+468% Added · +6K sh | Q1 2026 | |
| 3 | Empirical Finance, LLC | $526K | 5K | ▲New +5K sh | Q1 2026 | |
| 4 | HARBOUR INVESTMENTS, INC. | $350K | 3K | ▲12× Added · +3K sh | Q1 2026 | |
| 5 | FISCHER INVESTMENT STRATEGIES, LLC | $330K | 3K | ▲+39% Added · +880 sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $247K | 2K | ▲New +2K sh | Q1 2026 | |
| 7 | 55 North Private Wealth, LLC | $224K | 2K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in BOXA and 2 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 8 funds | $4.4B |
| NVIDIA CORPNVDA | 8 funds | $3.4B |
| MICROSOFT CORPMSFT | 8 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $2.0B |
| AMAZON.COM INCAMZN | 8 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.5B |
| SS TECHNOLOGY SELECT SECTORXLK | 8 funds | $469.9M |
| VANGUARD TOTAL BOND MARKETBND | 8 funds | $276.9M |
| VANGUARD INFO TECH ETFVGT | 8 funds | $245.3M |
| ALPHA ARCHITECT 1-3 MNTH BOXBOXX | 8 funds | $167.6M |
| SS FINANCIAL SELECT SECTORXLF | 8 funds | $133.3M |
Ranked by how many of BOXA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQETF | 31 funds | $263.2M |
| AAUACom | 30 funds | $225.9M |
| ORRMILITIA LONG/SHO | 27 funds | $67.1M |
| USEWExchange Traded Fund | 26 funds | $113.6M |
| AAUSETF | 23 funds | $330.7M |
| FMTMmc | 18 funds | $29.1M |
| GEWETF | 17 funds | $38.4M |
| TOVJLENS 500 JEWISH | 16 funds | $16.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BOXA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BOXA/capital-change-brief"
Use Arkolith's capital_change_brief for BOXA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BOXA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.