Who owns BOXA?
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8 institutions reported holding BOXA, worth $4.6M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of BOXA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| RHS Financial, LLC | San Francisco, CA | $1.4M | 13,580 | +2,923 shares |
| Kestra Advisory Services, LLC | Austin, TX | $1.3M | 11,994 | +2,222 shares |
| E6 Portfolios, LLC | Midvale, UT | $493K | 4,653 | +261 shares |
| Harbour Investments, Inc. | Madison, WI | $353K | 3,330 | No change |
| Fischer Investment Strategies, LLC | Westlake Village, CA | $330K | 3,120 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $264K | 2,491 | +141 shares |
| World Investment Advisors | Lincroft, NJ | $242K | 2,300 | No change |
| 55 North Private Wealth, LLC | Winter Park, FL | $224K | 2,119 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BOXA?
8 institutional managers reported holding BOXA in Form 13F filings for June 30, 2026, worth $4.6M in total. The largest reported position was held by RHS Financial, LLC, at $1.4M.
Did institutions buy or sell BOXA last quarter?
Reported 13F value rose 9.9% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BOXA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.