Who owns BOXX
Which tracked institutional funds hold BOXX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BOXX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
141 tracked funds added or opened BOXX while 74 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BOXX’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 1.3% of theirs — a 1.0pp gap the other way — the median holder sizes BOXX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BOXX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 361 tracked filers holding BOXX, 220 increased or opened the position and 129 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BOXX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- Investment Planning Advisors, Inc.$19M
- Spahn Wealth & Retirement LLC$17M
- OceanIQ Capital, LLC$8M
- Quinn Opportunity Partners LLC$8M
- ELEVATUS WELATH MANAGEMENT$7M
- Ameritas Advisory Services, LLC$5M
Full exits 25
- Cambridge Investment Research Advisors, Inc.$53M
- HighTower Advisors, LLC$43M
- Opus Capital Group, LLC$33M
- Aviso Financial Inc.$26M
- Cynosure Group, LLC$26M
- CWM, LLC$23M
Largest adds
- JPMORGAN CHASE & CO$35M
- MERCER GLOBAL ADVISORS INC /ADV$31M
- Mariner, LLC$20M
- AQR CAPITAL MANAGEMENT LLC$16M
- Avondale Wealth Management$15M
- Pinion Investment Advisors, LLC$14M
Largest trims
- Ashton Thomas Private Wealth, LLC$36M
- Client First Investment Management LLC$29M
- Ethos Financial Group, LLC$21M
- Kathmere Capital Management, LLC$10M
- PENNINGTON PARTNERS & CO., LLC$8M
- Private Advisory Group LLC$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,383,612 | $162M | 9.4% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 923,075 | $108M | 6.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 695,000 | $81M | 4.7% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 486,131 | $57M | 3.3% | 2026-Q2 |
| Mariner, LLC added | 455,745 | $53M | 3.1% | 2026-Q2 |
| PENNINGTON PARTNERS & CO., LLC trimmed | 356,588 | $42M | 2.4% | 2026-Q2 |
| ADAR1 Capital Management, LLC | 337,125 | $39M | 2.3% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 324,822 | $38M | 2.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 306,987 | $36M | 2.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 296,913 | $35M | 2.0% | 2026-Q2 |
| Whitcomb & Hess, Inc. trimmed | 273,047 | $32M | 1.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 265,727 | $31M | 1.8% | 2026-Q2 |
| Pinion Investment Advisors, LLC added | 248,506 | $29M | 1.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 244,873 | $29M | 1.7% | 2026-Q2 |
| Bravias Capital Group, LLC added | 230,369 | $27M | 1.6% | 2026-Q2 |
| Amplius Wealth Advisors, LLC added | 227,846 | $27M | 1.5% | 2026-Q2 |
| Kalehua Capital Management LLC added | 226,188 | $26M | 1.5% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 222,040 | $26M | 1.5% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 206,411 | $24M | 1.4% | 2026-Q2 |
| Avondale Wealth Management added | 195,037 | $23M | 1.3% | 2026-Q2 |
| Compass Ion Advisors, LLC trimmed | 186,055 | $22M | 1.3% | 2026-Q2 |
| Castellan Group trimmed | 174,989 | $20M | 1.2% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 167,468 | $20M | 1.1% | 2026-Q2 |
| Investment Planning Advisors, Inc. new | 160,622 | $19M | 1.1% | 2026-Q2 |
| Client First Investment Management LLC trimmed | 154,198 | $18M | 1.0% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 153,499 | $18M | 1.0% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 152,407 | $18M | 1.0% | 2026-Q2 |
| Optimus Capital Advisors, LLC added | 151,391 | $18M | 1.0% | 2026-Q2 |
| Commerce Advisors, LLC added | 148,554 | $17M | 1.0% | 2026-Q2 |
| Spahn Wealth & Retirement LLC new | 142,919 | $17M | 1.0% | 2026-Q2 |
| Well Done, LLC added | 141,915 | $17M | 1.0% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 139,132 | $16M | 0.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 138,152 | $16M | 0.9% | 2026-Q2 |
| Allen Capital Group, LLC added | 135,833 | $16M | 0.9% | 2026-Q2 |
| Gradient Investments LLC added | 117,052 | $14M | 0.8% | 2026-Q2 |
| Altiora Financial Group, LLC added | 113,970 | $13M | 0.8% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 106,186 | $12M | 0.7% | 2026-Q2 |
| Teamwork Financial Advisors, LLC added | 105,665 | $12M | 0.7% | 2026-Q2 |
| Lifeworks Advisors, LLC added | 104,649 | $12M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 103,632 | $12M | 0.7% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 103,165 | $12M | 0.7% | 2026-Q2 |
| Focus Partners Wealth added | 101,064 | $12M | 0.7% | 2026-Q2 |
| Mutual Advisors, LLC added | 100,790 | $12M | 0.7% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 100,341 | $12M | 0.7% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 100,315 | $12M | 0.7% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 98,917 | $12M | 0.7% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 98,406 | $12M | 0.7% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC added | 97,552 | $11M | 0.7% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 94,746 | $11M | 0.6% | 2026-Q2 |
| Innova Wealth Partners added | 90,876 | $11M | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 85,693 | $10M | 0.6% | 2026-Q2 |
| Marex Group Ltd added | 85,235 | $10M | 0.6% | 2026-Q2 |
| Weaver Consulting Group trimmed | 84,762 | $10M | 0.6% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 83,819 | $10M | 0.6% | 2026-Q2 |
| Almanack Investment Partners, LLC. added | 82,999 | $10M | 0.6% | 2026-Q2 |
| BLUEFIN CAPITAL MANAGEMENT, LLC trimmed | 80,000 | $9M | 0.5% | 2026-Q2 |
| Aspect Partners, LLC trimmed | 79,443 | $9M | 0.5% | 2026-Q2 |
| NWAM LLC added | 79,155 | $9M | 0.5% | 2026-Q2 |
| Aerodigm Wealth, LLC added | 75,996 | $9M | 0.5% | 2026-Q2 |
| Ferguson Shapiro LLC trimmed | 75,267 | $9M | 0.5% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 73,753 | $9M | 0.5% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 71,163 | $8M | 0.5% | 2026-Q2 |
| Flatrock Wealth Partners LLC added | 69,359 | $8M | 0.5% | 2026-Q2 |
| Norris Financial Group, LLC added | 68,589 | $8M | 0.5% | 2026-Q2 |
| Commonwealth Financial Services, LLC added | 66,708 | $8M | 0.4% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 66,525 | $8M | 0.4% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 65,868 | $8M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 65,770 | $8M | 0.4% | 2026-Q2 |
| Quinn Opportunity Partners LLC new | 65,644 | $8M | 0.4% | 2026-Q2 |
| OceanIQ Capital, LLC new | 65,276 | $8M | 0.4% | 2026-Q2 |
| EPACRIA CAPITAL PARTNERS, LLC added | 63,886 | $7M | 0.4% | 2026-Q2 |
| Black Swift Group, LLC added | 63,700 | $7M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 61,359 | $7M | 0.4% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 61,358 | $7M | 0.4% | 2026-Q2 |
| Invst, LLC added | 61,326 | $7M | 0.4% | 2026-Q2 |
| ELEVATUS WELATH MANAGEMENT new | 60,288 | $7M | 0.4% | 2026-Q2 |
| Seed Wealth Management, Inc. added | 59,735 | $7M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 59,399 | $7M | 0.4% | 2026-Q2 |
| Apeiron RIA LLC trimmed | 57,951 | $7M | 0.4% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 57,519 | $7M | 0.4% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC added | 57,345 | $7M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 56,801 | $7M | 0.4% | 2026-Q2 |
| Kings Path Partners LLC added | 55,758 | $7M | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 54,778 | $6M | 0.4% | 2026-Q2 |
| LifeGoal Investments, LLC added | 54,112 | $6M | 0.4% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC added | 53,990 | $6M | 0.4% | 2026-Q2 |
| Brookstone Capital Management added | 53,721 | $6M | 0.4% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 53,675 | $6M | 0.4% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC added | 53,170 | $6M | 0.4% | 2026-Q2 |
| Astra Wealth Partners LLC added | 53,128 | $6M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 52,809 | $6M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 52,605 | $6M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 51,022 | $6M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 50,392 | $6M | 0.3% | 2026-Q2 |
| ATLas Financial Planning LLC added | 49,922 | $6M | 0.3% | 2026-Q2 |
| FORTRESS PRIVATE LEDGER, LLC added | 49,857 | $6M | 0.3% | 2026-Q2 |
| ENZI WEALTH added | 49,447 | $6M | 0.3% | 2026-Q2 |
| TopTier Wealth Management, LLC added | 47,192 | $6M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 47,000 | $6M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 46,877 | $5M | 0.3% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.