Among active 13F managers last quarter, 1 opened and 4 added, while none reduced or exited; the largest holder to move was RHS Financial, LLC (+27%).
9 tracked 13F filers disclose a position in BOXA as of the latest SEC 13F filings, a combined $5.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RHS Financial, LLC | 14K | $1.4M | ▲+27% Added · +3K sh | Q2 2026 | |
| 2 | Kestra Advisory Services, LLC | 12K | $1.3M | ▲+23% Added · +2K sh | Q2 2026 | |
| 3 | CWM, LLC | 7K | $733K | ▲+468% Added · +6K sh | Q1 2026 | |
| 4 | Empirical Finance, LLC | 5K | $526K | ▲New +5K sh | Q1 2026 | |
| 5 | E6 Portfolios, LLC | 5K | $493K | ▲+5.9% Added · +261 sh | Q2 2026 | |
| 6 | Harbour Investments, Inc. | 3K | $350K | ▲12× Added · +3K sh | Q1 2026 | |
| 7 | Fischer Investment Strategies, LLC | 3K | $330K | ▲+39% Added · +880 sh | Q2 2026 | |
| 8 | Commonwealth Equity Services, LLC | 2K | $247K | ▲New +2K sh | Q1 2026 | |
| 9 | 55 North Private Wealth, LLC | 2K | $224K | —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 4 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 5 funds | $253.6M |
| Nvidia CorpNVDA | 5 funds | $206.7M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $172.9M |
| Microsoft CorpMSFT | 5 funds | $138.6M |
| Amazon.com IncAMZN | 5 funds | $120.5M |
| Alphabet Inc-CL CGOOG | 5 funds | $85.8M |
| Alphabet Inc-CL AGOOGL | 5 funds | $79.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $42.0M |
| Alpha Architect 1-3 MNTH BoxBOXX | 5 funds | $20.3M |
| Vanguard S&P 500 ETFVOO | 4 funds | $237.8M |
| Tesla IncTSLA | 4 funds | $44.6M |
| Walmart IncWMT | 4 funds | $34.2M |
Ranked by how many of BOXA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BOXA.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 39 funds | $311.0M |
| USEWExchange Traded Fund | 35 funds | $131.7M |
| AAUACom | 34 funds | $233.8M |
| ORRMILITIA LONG/SHO | 33 funds | $77.4M |
| AAUSETF | 26 funds | $333.3M |
| GEQETF | 26 funds | $76.5M |
| GEWETF | 25 funds | $62.6M |
| FMTMmc | 25 funds | $37.9M |
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.