343 tracked 13F filers disclose a position in BOXX as of the latest SEC 13F filings, a combined $1.9B 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 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $162.4M | 1.4M | ▼−1.6% Reduced · −23K sh | Q2 2026 | |
| 2 | Empowered Funds, LLC | $111.5M | 959K | ▲+229% Added · +667K sh | Q1 2026 | |
| 3 | Rockefeller Capital Management L.P. | $69.9M | 601K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 4 | True Wealth Design, LLC | $56.9M | 486K | ▼−2.2% Reduced · −11K sh | Q2 2026 | |
| 5 | HighTower Advisors, LLC | $43.4M | 373K | ▲+9.4% Added · +32K sh | Q1 2026 | |
| 6 | ADAR1 Capital Management, LLC | $39.2M | 337K | —Held | Q1 2026 | |
| 7 | Insight Advisors, LLC/ PA | $38.0M | 325K | ▼−3.8% Reduced · −13K sh | Q2 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $34.8M | 297K | ▲+60% Added · +111K sh | Q2 2026 | |
| 9 | Mariner, LLC | $32.9M | 283K | ▼−26% Reduced · −102K sh | Q1 2026 | |
| 10 | Whitcomb & Hess, Inc. | $32.0M | 273K | ▼−2.7% Reduced · −8K sh | Q2 2026 | |
| 11 | Pinion Investment Advisors, LLC | $29.1M | 249K | ▲+85% Added · +114K sh | Q2 2026 | |
| 12 | Bravias Capital Group, LLC | $27.0M | 230K | ▲+3.3% Added · +7K sh | Q2 2026 | |
| 13 | Amplius Wealth Advisors, LLC | $26.7M | 228K | ▲+7.5% Added · +16K sh | Q2 2026 | |
| 14 | Kalehua Capital Management LLC | $26.5M | 226K | ▲+3.6% Added · +8K sh | Q2 2026 | |
| 15 | Ethos Financial Group, LLC | $26.1M | 222K | ▼−45% Reduced · −183K sh | Q2 2026 | |
| 16 | TITLEIST ASSET MANAGEMENT, LLC | $24.2M | 206K | ▼~0% Reduced · −90 sh | Q2 2026 | |
| 17 | CWM, LLC | $22.8M | 196K | ▼−13% Reduced · −28K sh | Q1 2026 | |
| 18 | Avondale Wealth Management | $22.8M | 195K | ▲+207% Added · +132K sh | Q2 2026 | |
| 19 | Compass Ion Advisors, LLC | $21.8M | 186K | ▼−12% Reduced · −25K sh | Q2 2026 | |
| 20 | Castellan Group | $20.5M | 175K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 21 | Investment Planning Advisors, Inc. | $18.8M | 161K | ▲New +161K sh | Q2 2026 | |
| 22 | Client First Investment Management LLC | $18.1M | 154K | ▼−62% Reduced · −253K sh | Q2 2026 | |
| 23 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $18.0M | 153K | ▲+4.8% Added · +7K sh | Q2 2026 | |
| 24 | Tortoise Investment Management, LLC | $17.8M | 152K | ▲+5.2% Added · +8K sh | Q2 2026 | |
| 25 | Optimus Capital Advisors, LLC | $17.7M | 151K | ▲+7.1% Added · +10K sh | 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, 6 funds opened a new position in BOXX and 40 added to an existing one, while 16 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 | 202 funds | $19.3B |
| NVIDIA CORPNVDA | 199 funds | $21.7B |
| MICROSOFT CORPMSFT | 197 funds | $13.3B |
| ALPHABET INC-CL AGOOGL | 195 funds | $7.9B |
| AMAZON.COM INCAMZN | 192 funds | $10.4B |
| ALPHABET INC-CL CGOOG | 191 funds | $7.0B |
| VANGUARD S&P 500 ETFVOO | 185 funds | $11.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 185 funds | $5.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 184 funds | $14.4B |
| JPMORGAN CHASE & COJPM | 181 funds | $4.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 178 funds | $4.5B |
| ISHARES CORE S&P 500 ETFIVV | 175 funds | $17.0B |
Ranked by how many of BOXX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXthis pagemc | 343 funds | $1.9B |
| FRDMmc | 285 funds | $2.2B |
| STRVmc | 126 funds | $379.2M |
| BSVOFUND | 122 funds | $2.1B |
| DRLLmc | 93 funds | $35.9M |
| QMOMmc | 66 funds | $191.8M |
| BUXXSTRIVE ENHANCED | 65 funds | $285.5M |
| BBLUmc | 65 funds | $136.3M |
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 BOXX
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/BOXX/capital-change-brief"
Use Arkolith's capital_change_brief for BOXX. 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 BOXX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.