% of shares outstanding is not shown for BOXA: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BOXA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | RHS Financial, LLC | 10,65710,657 | $1M | — | ADD 8% |
| 2 | Kestra Advisory Services, LLC | 9,7729,772 | $1M | — | ADD 2861% |
| 3 | CWM, LLC | 6,9646,964 | $732,640 | — | ADD 468% |
| 4 | Empirical Finance, LLC | 5,0005,000 | $526,002 | — | NEW |
| 5 | E6 Portfolios, LLC | 4,3924,392 | $462,063 | — | TRIM -6% |
| 6 | HARBOUR INVESTMENTS, INC. | 3,3303,330 | $350,317 | — | ADD 1077% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 2,3502,350 | $247,220 | — | NEW |
| 8 | World Investment Advisors | 2,3002,300 | $241,961 | — | NEW |
| 9 | 55 North Private Wealth, LLC | 2,1192,119 | $222,920 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| RHS Financial, LLC | — | — | 8K | 10K | 10K | 11K | $1M |
| Kestra Advisory Services, LLC | — | — | — | — | 330 | 10K | $1M |
| CWM, LLC | — | — | — | — | 1K | 7K | $732,640 |
| Empirical Finance, LLC | 5K | 5K | 5K | 5K | — | 5K | $526,002 |
| E6 Portfolios, LLC | — | — | — | — | 5K | 4K | $462,063 |
| HARBOUR INVESTMENTS, INC. | — | — | — | — | 283 | 3K | $350,317 |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | — | 2K | $247,220 |
| World Investment Advisors | — | — | — | — | — | 2K | $241,961 |
| 55 North Private Wealth, LLC | — | — | — | — | — | 2K | $222,920 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 9 | 46,884 | — | $5M |
| 2025-Q4 | 7 | 26,228 | — | $3M |
| 2025-Q3 | 5 | 35,969 | — | $4M |
| 2025-Q2 | 6 | 30,772 | — | $3M |
| 2025-Q1 | 8 | 68,364 | — | $7M |
| 2024-Q4 | 4 | 17,200 | — | $2M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Kestra Advisory Services, LLC | +9,442 | $993,298 | ADD |
| CWM, LLC | +5,739 | $603,743 | ADD |
| Empirical Finance, LLC | +5,000 | $526,000 | OPEN |
| HARBOUR INVESTMENTS, INC. | +3,047 | $320,544 | ADD |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,350 | $247,220 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | −7,961 | $837,497 | CLOSE |
| FISCHER INVESTMENT STRATEGIES, LLC | −1,935 | $203,562 | CLOSE |
| E6 Portfolios, LLC | −264 | $27,773 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
