BOXX Institutional Ownership
Who owns BOXX and what the big funds did with it last quarter, from every SEC 13F filing. 374 funds reported holding BOXX at Jun 30, 2026.
- ▲222 buying vs 117 selling
- ▲Shares held by funds +11.3%
- ▲Funds holding +38
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 374 | 336 | +11.3% |
| In funds' top 10 | 48 | 48 | 0.0% |
| 13F shares | 20.4M | 18.4M | +11.3% |
| Held by funds | – | – | – |
| New positions | 58 | 54 | +7.4% |
| Increased | 164 | 147 | +11.6% |
| Reduced | 99 | 88 | +12.5% |
| Sold out | 18 | 19 | −5.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in BOXX
All superinvestors →
Who owns BOXX
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds96.1%
- Banks and brokers2.5%
- Pensions, insurers and other1.5%
The top 10 holders own 32.7% of all BOXX shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
201 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−629K sh
- Almanack Investment Partners, LLC.Added+362K sh
- Wealth Enhancement Advisory Services, LLCTrimmed−243K sh
- Altium Capital Management LLCNew+211K sh
- Elevatus Welath ManagementAdded+178K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | – | 1.4M | $162M | −23K |
| 2 | Cambridge Investment Research Advisors, Inc. | – | 1.1M | $134M | +683K |
| 3 | Empowered Funds, LLC | – | 923K | $108M | −36K |
| 4 | Rockefeller Capital Management L.P. | – | 695K | $81.4M | +94K |
| 5 | Deeter Investments LLP | – | 498K | $58.4M | – |
| 6 | True Wealth Design, LLC | – | 486K | $56.9M | −11K |
| 7 | Mariner, LLC | – | 456K | $53.4M | +173K |
| 8 | HighTower Advisors, LLC | – | 393K | $46.1M | +20K |
| 9 | Pennington Partners & Co., LLC | – | 357K | $41.8M | −72K |
| 10 | ADAR1 Capital Management, LLC | – | 337K | $39.5M | 0 |
- Cambridge Investment Research Advisors, Inc.+683K sh+$79.9M
- Jpmorgan Chase & Co+299K sh+$35M
- Mercer Global Advisors Inc /adv+263K sh+$30.8M
- Mariner, LLC+173K sh+$20.3M
- Investment Planning Advisors, Inc.+161K sh+$18.8M
- Spahn Wealth & Retirement LLC+143K sh+$16.7M
- AQR Capital Management LLC+140K sh+$16.4M
- Avondale Wealth Management+132K sh+$15.4M
- Ashton Thomas Private Wealth, LLC−308K sh−$36.1M
- Client First Investment Management LLC−253K sh−$29.6M
- Aviso Financial Inc.−222K sh−$25.8M
- Cynosure Group, LLC−222K sh−$25.8M
- Ethos Financial Group, LLC−183K sh−$21.5M
- Private Advisor Group, LLC−157K sh−$18.3M
- Kalehua Capital Management LLC−111K sh−$12.9M
- Kathmere Capital Management, LLC−91K sh−$10.6M
BOXX institutional ownership FAQ
Who owns the most BOXX stock?
In Q2 2026 13F filings the largest holder of BOXX was Wealth Enhancement Advisory Services, LLC, followed by Cambridge Investment Research Advisors, Inc. and Empowered Funds, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of BOXX is owned by institutions?
374 funds reported holding 20.4M BOXX shares at Jun 30, 2026.
Are hedge funds buying BOXX?
In Q2 2026, 222 funds bought BOXX (58 of them new positions) and 117 sold (18 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for BOXX is strongly bullish.
What is BOXX's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this BOXX ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.