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.
| # | 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 | Ashton Thomas Private Wealth, LLC | $36.3M | 312K | ▲New +312K sh | Q1 2026 | |
| 8 | Mariner, LLC | $32.9M | 283K | ▼−26% Reduced · −102K sh | Q1 2026 | |
| 9 | Whitcomb & Hess, Inc. | $32.0M | 273K | ▼−2.7% Reduced · −8K sh | Q2 2026 | |
| 10 | Aviso Financial Inc. | $25.8M | 222K | ▲New +222K sh | Q1 2026 | |
| 11 | Kalehua Capital Management LLC | $25.4M | 218K | ▼−5.4% Reduced · −13K sh | Q1 2026 | |
| 12 | CWM, LLC | $22.8M | 196K | ▼−13% Reduced · −28K sh | Q1 2026 | |
| 13 | Avondale Wealth Management | $22.8M | 195K | ▲+207% Added · +132K sh | Q2 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $21.6M | 186K | ▲+32% Added · +45K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $18.3M | 157K | ▲+90% Added · +74K sh | Q1 2026 | |
| 16 | Client First Investment Management LLC | $18.1M | 154K | ▼−62% Reduced · −253K sh | Q2 2026 | |
| 17 | Optimus Capital Advisors, LLC | $17.7M | 151K | ▲+7.1% Added · +10K sh | Q2 2026 | |
| 18 | Allen Capital Group, LLC | $15.3M | 132K | ▲+27% Added · +28K sh | Q1 2026 | |
| 19 | Arete Wealth Advisors, LLC | $14.1M | 121K | ▲+12% Added · +13K sh | Q1 2026 | |
| 20 | Gradient Investments LLC | $13.7M | 117K | ▲+30% Added · +27K sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | $13.3M | 114K | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 22 | Quantinno Capital Management LP | $13.0M | 112K | ▲+262% Added · +81K sh | Q1 2026 | |
| 23 | WealthPlan Investment Management, LLC | $12.8M | 110K | ▲+175% Added · +70K sh | Q1 2026 | |
| 24 | Teamwork Financial Advisors, LLC | $12.4M | 106K | ▲+23% Added · +20K sh | Q2 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $12.2M | 105K | ▲+24% Added · +20K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 76 funds | $20.8B |
| NVIDIA CORPNVDA | 76 funds | $19.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 76 funds | $16.1B |
| MICROSOFT CORPMSFT | 76 funds | $16.0B |
| AMAZON.COM INCAMZN | 76 funds | $11.2B |
| ALPHABET INC-CL AGOOGL | 76 funds | $9.8B |
| META PLATFORMS INC-CLASS AMETA | 76 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 76 funds | $6.4B |
| VISA INC-CLASS A SHARESV | 76 funds | $3.9B |
| EXXON MOBIL CORPXOM | 76 funds | $3.8B |
| ELI LILLY & COLLY | 76 funds | $3.8B |
| MASTERCARD INC - AMA | 76 funds | $2.4B |
Ranked by how many of BOXX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.