BOXX

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$117.63

+0.01 (+0.01%)

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Institutional ownership· 13F filers holding BOXX · 2026-Q1 methodology → sources →

329 holders

FUNDEA SERIES TRUSTA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

17,915,508

Reporting holders

329

% of shares outstanding is not shown for BOXX: 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.

Active share of register98.9%323 active filers

Index / screened out1.1%6 filers

Reporting holders3292026-Q1

Top-10 concentration32.8%

HHI0.0188

Effective holders53.2

Crowding percentile—

Crowding percentile withheld — no market cap for BOXX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 329 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,406,2171.4M	$163M	—	TRIM -42%
2	Empowered Funds, LLC	959,025959,025	$112M	—	ADD 229%
3	Rockefeller Capital Management L.P.	601,391601,391	$70M	—	—
4	True Wealth Design, LLC	497,031497,031	$58M	—	ADD 4%
5	Cambridge Investment Research Advisors, Inc.	459,235459,235	$53M	—	TRIM -8%
6	PENNINGTON PARTNERS & CO., LLC	428,686428,686	$50M	—	ADD 5%
7	Client First Investment Management LLC	406,866406,866	$47M	—	ADD 191%
8	Ethos Financial Group, LLC	404,551404,551	$47M	—	ADD 27%
9	HighTower Advisors, LLC	373,011373,011	$43M	—	ADD 9%
10	Insight Advisors, LLC/ PA	337,673337,673	$39M	—	ADD 6%
11	ADAR1 Capital Management, LLC	337,125337,125	$39M	—	—
12	Kalehua Capital Management LLC	336,700336,700	$39M	—	ADD 46%
13	Ashton Thomas Private Wealth, LLC	311,721311,721	$36M	—	NEW
14	Opus Capital Group, LLC	284,266284,266	$33M	—	ADD 7%
15	Mariner, LLC	282,725282,725	$33M	—	TRIM -26%
16	Whitcomb & Hess, Inc.	280,582280,582	$33M	—	ADD 11%
17	Bravias Capital Group, LLC	223,044223,044	$26M	—	TRIM -3%
18	Aviso Financial Inc.	222,229222,229	$26M	—	NEW
19	Cynosure Group, LLC	222,141222,141	$26M	—	TRIM -28%
20	Amplius Wealth Advisors, LLC	212,011212,011	$25M	—	ADD 11%
21	Compass Ion Advisors, LLC	210,627210,627	$24M	—	—
22	TITLEIST ASSET MANAGEMENT, LLC	206,501206,501	$24M	—	—
23	CWM, LLC	196,295196,295	$23M	—	TRIM -13%
24	Kathmere Capital Management, LLC	191,121191,121	$22M	—	ADD 4%
25	MML INVESTORS SERVICES, LLC	185,852185,852	$22M	—	ADD 32%
26	Castellan Group	177,481177,481	$21M	—	ADD 85%
27	Peterson Wealth Advisors, LLC	165,908165,908	$19M	—	ADD 17%
28	Sunbelt Securities, Inc.	165,049165,049	$19M	—	TRIM -4%
29	Private Advisor Group, LLC	157,190157,190	$18M	—	ADD 90%
30	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	146,489146,489	$17M	—	—
31	Tortoise Investment Management, LLC	144,816144,816	$17M	—	ADD 16%
32	Pinion Investment Advisors, LLC	134,014134,014	$16M	—	ADD 5%
33	Allen Capital Group, LLC	131,933131,933	$15M	—	ADD 27%
34	Well Done, LLC	121,520121,520	$14M	—	ADD 343%
35	Arete Wealth Advisors, LLC	121,485121,485	$14M	—	ADD 12%
36	Aspect Partners, LLC	117,180117,180	$14M	—	ADD 14%
37	Farther Finance Advisors, LLC	114,362114,362	$13M	—	ADD 4%
38	Quantinno Capital Management LP	111,671111,671	$13M	—	ADD 262%
39	WealthPlan Investment Management, LLC	109,680109,680	$13M	—	ADD 175%
40	AQR CAPITAL MANAGEMENT LLC	104,908104,908	$12M	—	ADD 24%
41	IHT Wealth Management, LLC	103,513103,513	$12M	—	TRIM -10%
42	Commerce Advisors, LLC	98,40598,405	$11M	—	NEW
43	Stratos Wealth Advisors, LLC	97,17097,170	$11M	—	ADD 4119%
44	Kingsview Wealth Management, LLC	96,43896,438	$11M	—	—
45	Weaver Consulting Group	95,04495,044	$11M	—	ADD 40%
46	Altiora Financial Group, LLC	94,97594,975	$11M	—	ADD 65%
47	Stokes Family Office, LLC	90,17890,178	$10M	—	TRIM -16%
48	BLUEFIN CAPITAL MANAGEMENT, LLC	90,00090,000	$10M	—	NEW
49	Gradient Investments LLC	89,88789,887	$10M	—	ADD 30%
50	Teamwork Financial Advisors, LLC	86,09286,092	$10M	—	ADD 11%
51	Mutual Advisors, LLC	85,96585,965	$10M	—	—
52	Ferguson Shapiro LLC	84,11384,113	$10M	—	TRIM -5%
53	Innova Wealth Partners	81,16881,168	$9M	—	ADD 18%
54	Longview Financial Advisors, Inc.	80,92880,928	$9M	—	ADD 8%
55	Able Wealth Management LLC	77,66877,668	$9M	—	ADD 79%
56	Aptus Capital Advisors, LLC	76,62976,629	$9M	—	ADD 17%
57	NWAM LLC	71,74571,745	$8M	—	—
58	MATHER GROUP, LLC.	71,13671,136	$8M	—	ADD 2871%
59	AdvisorShares Investments LLC	70,00070,000	$8M	—	NEW
60	BEACON FINANCIAL GROUP	69,05569,055	$8M	—	ADD 121%
61	Private Advisory Group LLC	67,92567,925	$8M	—	TRIM -37%
62	COMMONWEALTH EQUITY SERVICES, LLC	66,24466,244	$8M	—	TRIM -10%
63	Aerodigm Wealth, LLC	66,21966,219	$8M	—	NEW
64	KESTRA PRIVATE WEALTH SERVICES, LLC	65,38065,380	$8M	—	ADD 99%
65	Encompass More Asset Management	64,46864,468	$7M	—	ADD 603%
66	Flatrock Wealth Partners LLC	63,71963,719	$7M	—	ADD 4%
67	Norris Financial Group, LLC	63,56863,568	$7M	—	ADD 3%
68	Avondale Wealth Management	63,43163,431	$7M	—	TRIM -9%
69	OLD MISSION CAPITAL LLC	61,10161,101	$7M	—	NEW
70	D.A. DAVIDSON & CO.	59,60659,606	$7M	—	—
71	Transcendent Capital Group LLC	59,17059,170	$7M	—	ADD 36%
72	EPACRIA CAPITAL PARTNERS, LLC	59,04659,046	$7M	—	ADD 2%
73	GUARDIAN WEALTH ADVISORS, LLC / NC	59,00759,007	$7M	—	ADD 23%
74	Apeiron RIA LLC	58,75958,759	$7M	—	ADD 28%
75	Belpointe Asset Management LLC	55,18755,187	$6M	—	ADD 102%
76	Janney Montgomery Scott LLC	54,67554,675	$6M	—	—
77	QUARRY HILL ADVISORS, LLC	53,92053,920	$6M	—	ADD 7%
78	CHILDRESS CAPITAL ADVISORS, LLC	52,96552,965	$6M	—	ADD 61%
79	ROYAL BANK OF CANADA	52,72452,724	$6M	—	TRIM -52%
80	Brookstone Capital Management	52,06152,061	$6M	—	—
81	Astra Wealth Partners LLC	51,45951,459	$6M	—	—
82	Moisand Fitzgerald Tamayo, LLC	50,98350,983	$6M	—	ADD 20%
83	ENVESTNET ASSET MANAGEMENT INC	50,65150,651	$6M	—	TRIM -23%
84	Pearl Planning LLC	50,00650,006	$6M	—	—
85	Pallas Capital Advisors LLC	49,25249,252	$6M	—	ADD 155%
86	Seed Wealth Management, Inc.	47,60547,605	$6M	—	ADD 30%
87	HORIZON KINETICS ASSET MANAGEMENT LLC	47,47547,475	$6M	—	NEW
88	LifeGoal Investments, LLC	47,18947,189	$5M	—	ADD 119%
89	RHS Financial, LLC	46,79846,798	$5M	—	ADD 13%
90	TopTier Wealth Management, LLC	45,37745,377	$5M	—	TRIM -2%
91	World Investment Advisors	45,25345,253	$5M	—	—
92	ATLas Financial Planning LLC	44,49244,492	$5M	—	—
93	Beacon Pointe Advisors, LLC	44,24244,242	$5M	—	TRIM -4%
94	Integrated Wealth Concepts LLC	43,76543,765	$5M	—	ADD 10%
95	WEST MICHIGAN ADVISORS, LLC	43,10643,106	$5M	—	ADD 152%
96	US BANCORP \DE\	42,91542,915	$5M	—	NEW
97	ENZI WEALTH	42,49042,490	$5M	—	ADD 22%
98	OSAIC HOLDINGS, INC.	42,31742,317	$5M	—	ADD 23%
99	Thrivent Financial for Lutherans	41,88741,887	$5M	—	ADD 10%
100	Kestra Advisory Services, LLC	41,20641,206	$5M	—	ADD 18%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 201 bought / 109 sold · net +1,828,461 shares · 0.8d of ADV

Bought201 filers

Shares: 4,236,814
Value: $493M
Opened: 56 · 1,357,563 sh
Days of ADV: 1.8d

Sold109 filers

Shares: 2,408,353
Value: $280M
Closed: 21 · 385,490 sh
Days of ADV: 1.0d

Net (all filers) +1,828,461 sh · $213M · 11.4% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.4M

1.6M

1.7M

1.8M

2.4M

1.4M

$163M

Empowered Funds, LLC

69K

249K

431K

216K

292K

959K

$112M

Rockefeller Capital Management L.P.

673K

612K

1.2M

605K

606K

601K

$70M

True Wealth Design, LLC

564K

573K

371K

459K

476K

497K

$58M

Cambridge Investment Research Advisors, Inc.

403K

492K

476K

485K

501K

459K

$53M

PENNINGTON PARTNERS & CO., LLC

306K

256K

242K

239K

409K

429K

$50M

Client First Investment Management LLC

56K

319K

238K

164K

140K

407K

$47M

Ethos Financial Group, LLC

326K

271K

305K

318K

405K

$47M

HighTower Advisors, LLC

51K

53K

257K

341K

373K

$43M

Insight Advisors, LLC/ PA

265K

264K

327K

317K

318K

338K

$39M

ADAR1 Capital Management, LLC

325K

337K

$39M

Kalehua Capital Management LLC

—

231K

337K

$39M

Ashton Thomas Private Wealth, LLC

—

312K

$36M

Opus Capital Group, LLC

145K

163K

183K

199K

266K

284K

$33M

Mariner, LLC

337K

189K

194K

317K

384K

283K

$33M

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.

Institutional footprint by quarter

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	329	17,915,508	—	$2.1B
2025-Q4	294	16,087,047	—	$1.8B
2025-Q3	263	12,658,798	—	$1.4B
2025-Q2	243	12,220,829	—	$1.4B

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.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding BOXX · 2026-Q1 methodology → sources →

329 holders

% of shares outstanding held

—

Shares held (13F)

17,915,508

Reporting holders

329

Active share of register98.9%323 active filers

Index / screened out1.1%6 filers

Reporting holders3292026-Q1

Top-10 concentration32.8%

HHI0.0188

Effective holders53.2

Crowding percentile—

Crowding percentile withheld — no market cap for BOXX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 329 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,406,2171.4M	$163M	—	TRIM -42%
2	Empowered Funds, LLC	959,025959,025	$112M	—	ADD 229%
3	Rockefeller Capital Management L.P.	601,391601,391	$70M	—	—
4	True Wealth Design, LLC	497,031497,031	$58M	—	ADD 4%
5	Cambridge Investment Research Advisors, Inc.	459,235459,235	$53M	—	TRIM -8%
6	PENNINGTON PARTNERS & CO., LLC	428,686428,686	$50M	—	ADD 5%
7	Client First Investment Management LLC	406,866406,866	$47M	—	ADD 191%
8	Ethos Financial Group, LLC	404,551404,551	$47M	—	ADD 27%
9	HighTower Advisors, LLC	373,011373,011	$43M	—	ADD 9%
10	Insight Advisors, LLC/ PA	337,673337,673	$39M	—	ADD 6%
11	ADAR1 Capital Management, LLC	337,125337,125	$39M	—	—
12	Kalehua Capital Management LLC	336,700336,700	$39M	—	ADD 46%
13	Ashton Thomas Private Wealth, LLC	311,721311,721	$36M	—	NEW
14	Opus Capital Group, LLC	284,266284,266	$33M	—	ADD 7%
15	Mariner, LLC	282,725282,725	$33M	—	TRIM -26%
16	Whitcomb & Hess, Inc.	280,582280,582	$33M	—	ADD 11%
17	Bravias Capital Group, LLC	223,044223,044	$26M	—	TRIM -3%
18	Aviso Financial Inc.	222,229222,229	$26M	—	NEW
19	Cynosure Group, LLC	222,141222,141	$26M	—	TRIM -28%
20	Amplius Wealth Advisors, LLC	212,011212,011	$25M	—	ADD 11%
21	Compass Ion Advisors, LLC	210,627210,627	$24M	—	—
22	TITLEIST ASSET MANAGEMENT, LLC	206,501206,501	$24M	—	—
23	CWM, LLC	196,295196,295	$23M	—	TRIM -13%
24	Kathmere Capital Management, LLC	191,121191,121	$22M	—	ADD 4%
25	MML INVESTORS SERVICES, LLC	185,852185,852	$22M	—	ADD 32%
26	Castellan Group	177,481177,481	$21M	—	ADD 85%
27	Peterson Wealth Advisors, LLC	165,908165,908	$19M	—	ADD 17%
28	Sunbelt Securities, Inc.	165,049165,049	$19M	—	TRIM -4%
29	Private Advisor Group, LLC	157,190157,190	$18M	—	ADD 90%
30	SUMMIT WEALTH & RETIREMENT PLANNING, INC.	146,489146,489	$17M	—	—
31	Tortoise Investment Management, LLC	144,816144,816	$17M	—	ADD 16%
32	Pinion Investment Advisors, LLC	134,014134,014	$16M	—	ADD 5%
33	Allen Capital Group, LLC	131,933131,933	$15M	—	ADD 27%
34	Well Done, LLC	121,520121,520	$14M	—	ADD 343%
35	Arete Wealth Advisors, LLC	121,485121,485	$14M	—	ADD 12%
36	Aspect Partners, LLC	117,180117,180	$14M	—	ADD 14%
37	Farther Finance Advisors, LLC	114,362114,362	$13M	—	ADD 4%
38	Quantinno Capital Management LP	111,671111,671	$13M	—	ADD 262%
39	WealthPlan Investment Management, LLC	109,680109,680	$13M	—	ADD 175%
40	AQR CAPITAL MANAGEMENT LLC	104,908104,908	$12M	—	ADD 24%
41	IHT Wealth Management, LLC	103,513103,513	$12M	—	TRIM -10%
42	Commerce Advisors, LLC	98,40598,405	$11M	—	NEW
43	Stratos Wealth Advisors, LLC	97,17097,170	$11M	—	ADD 4119%
44	Kingsview Wealth Management, LLC	96,43896,438	$11M	—	—
45	Weaver Consulting Group	95,04495,044	$11M	—	ADD 40%
46	Altiora Financial Group, LLC	94,97594,975	$11M	—	ADD 65%
47	Stokes Family Office, LLC	90,17890,178	$10M	—	TRIM -16%
48	BLUEFIN CAPITAL MANAGEMENT, LLC	90,00090,000	$10M	—	NEW
49	Gradient Investments LLC	89,88789,887	$10M	—	ADD 30%
50	Teamwork Financial Advisors, LLC	86,09286,092	$10M	—	ADD 11%
51	Mutual Advisors, LLC	85,96585,965	$10M	—	—
52	Ferguson Shapiro LLC	84,11384,113	$10M	—	TRIM -5%
53	Innova Wealth Partners	81,16881,168	$9M	—	ADD 18%
54	Longview Financial Advisors, Inc.	80,92880,928	$9M	—	ADD 8%
55	Able Wealth Management LLC	77,66877,668	$9M	—	ADD 79%
56	Aptus Capital Advisors, LLC	76,62976,629	$9M	—	ADD 17%
57	NWAM LLC	71,74571,745	$8M	—	—
58	MATHER GROUP, LLC.	71,13671,136	$8M	—	ADD 2871%
59	AdvisorShares Investments LLC	70,00070,000	$8M	—	NEW
60	BEACON FINANCIAL GROUP	69,05569,055	$8M	—	ADD 121%
61	Private Advisory Group LLC	67,92567,925	$8M	—	TRIM -37%
62	COMMONWEALTH EQUITY SERVICES, LLC	66,24466,244	$8M	—	TRIM -10%
63	Aerodigm Wealth, LLC	66,21966,219	$8M	—	NEW
64	KESTRA PRIVATE WEALTH SERVICES, LLC	65,38065,380	$8M	—	ADD 99%
65	Encompass More Asset Management	64,46864,468	$7M	—	ADD 603%
66	Flatrock Wealth Partners LLC	63,71963,719	$7M	—	ADD 4%
67	Norris Financial Group, LLC	63,56863,568	$7M	—	ADD 3%
68	Avondale Wealth Management	63,43163,431	$7M	—	TRIM -9%
69	OLD MISSION CAPITAL LLC	61,10161,101	$7M	—	NEW
70	D.A. DAVIDSON & CO.	59,60659,606	$7M	—	—
71	Transcendent Capital Group LLC	59,17059,170	$7M	—	ADD 36%
72	EPACRIA CAPITAL PARTNERS, LLC	59,04659,046	$7M	—	ADD 2%
73	GUARDIAN WEALTH ADVISORS, LLC / NC	59,00759,007	$7M	—	ADD 23%
74	Apeiron RIA LLC	58,75958,759	$7M	—	ADD 28%
75	Belpointe Asset Management LLC	55,18755,187	$6M	—	ADD 102%
76	Janney Montgomery Scott LLC	54,67554,675	$6M	—	—
77	QUARRY HILL ADVISORS, LLC	53,92053,920	$6M	—	ADD 7%
78	CHILDRESS CAPITAL ADVISORS, LLC	52,96552,965	$6M	—	ADD 61%
79	ROYAL BANK OF CANADA	52,72452,724	$6M	—	TRIM -52%
80	Brookstone Capital Management	52,06152,061	$6M	—	—
81	Astra Wealth Partners LLC	51,45951,459	$6M	—	—
82	Moisand Fitzgerald Tamayo, LLC	50,98350,983	$6M	—	ADD 20%
83	ENVESTNET ASSET MANAGEMENT INC	50,65150,651	$6M	—	TRIM -23%
84	Pearl Planning LLC	50,00650,006	$6M	—	—
85	Pallas Capital Advisors LLC	49,25249,252	$6M	—	ADD 155%
86	Seed Wealth Management, Inc.	47,60547,605	$6M	—	ADD 30%
87	HORIZON KINETICS ASSET MANAGEMENT LLC	47,47547,475	$6M	—	NEW
88	LifeGoal Investments, LLC	47,18947,189	$5M	—	ADD 119%
89	RHS Financial, LLC	46,79846,798	$5M	—	ADD 13%
90	TopTier Wealth Management, LLC	45,37745,377	$5M	—	TRIM -2%
91	World Investment Advisors	45,25345,253	$5M	—	—
92	ATLas Financial Planning LLC	44,49244,492	$5M	—	—
93	Beacon Pointe Advisors, LLC	44,24244,242	$5M	—	TRIM -4%
94	Integrated Wealth Concepts LLC	43,76543,765	$5M	—	ADD 10%
95	WEST MICHIGAN ADVISORS, LLC	43,10643,106	$5M	—	ADD 152%
96	US BANCORP \DE\	42,91542,915	$5M	—	NEW
97	ENZI WEALTH	42,49042,490	$5M	—	ADD 22%
98	OSAIC HOLDINGS, INC.	42,31742,317	$5M	—	ADD 23%
99	Thrivent Financial for Lutherans	41,88741,887	$5M	—	ADD 10%
100	Kestra Advisory Services, LLC	41,20641,206	$5M	—	ADD 18%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 201 bought / 109 sold · net +1,828,461 shares · 0.8d of ADV

Bought201 filers

Shares: 4,236,814
Value: $493M
Opened: 56 · 1,357,563 sh
Days of ADV: 1.8d

Sold109 filers

Shares: 2,408,353
Value: $280M
Closed: 21 · 385,490 sh
Days of ADV: 1.0d

Net (all filers) +1,828,461 sh · $213M · 11.4% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.4M

1.6M

1.7M

1.8M

2.4M

1.4M

$163M

Empowered Funds, LLC

69K

249K

431K

216K

292K

959K

$112M

Rockefeller Capital Management L.P.

673K

612K

1.2M

605K

606K

601K

$70M

True Wealth Design, LLC

564K

573K

371K

459K

476K

497K

$58M

Cambridge Investment Research Advisors, Inc.

403K

492K

476K

485K

501K

459K

$53M

PENNINGTON PARTNERS & CO., LLC

306K

256K

242K

239K

409K

429K

$50M

Client First Investment Management LLC

56K

319K

238K

164K

140K

407K

$47M

Ethos Financial Group, LLC

326K

271K

305K

318K

405K

$47M

HighTower Advisors, LLC

51K

53K

257K

341K

373K

$43M

Insight Advisors, LLC/ PA

265K

264K

327K

317K

318K

338K

$39M

ADAR1 Capital Management, LLC

325K

337K

$39M

Kalehua Capital Management LLC

—

231K

337K

$39M

Ashton Thomas Private Wealth, LLC

—

312K

$36M

Opus Capital Group, LLC

145K

163K

183K

199K

266K

284K

$33M

Mariner, LLC

337K

189K

194K

317K

384K

283K

$33M

Institutional footprint by quarter

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	329	17,915,508	—	$2.1B
2025-Q4	294	16,087,047	—	$1.8B
2025-Q3	263	12,658,798	—	$1.4B
2025-Q2	243	12,220,829	—	$1.4B

Short interest has its own tab now — open SI →

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13F

BOXX☆

Institutional ownership· 13F filers holding BOXX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding BOXX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

BOXX