Who owns BOXX?
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373 institutions reported holding BOXX, worth $2.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BOXX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $162.4M | 1,383,612 | −22,605 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $133.7M | 1,141,892 | +682,657 shares |
| Empowered Funds, LLC | Newtown Square, PA | $108.1M | 923,075 | −35,950 shares |
| Rockefeller Capital Management L.P. | New York, NY | $81.4M | 695,000 | +93,609 shares |
| True Wealth Design, LLC | Akron, OH | $56.9M | 486,131 | −10,900 shares |
| Mariner, LLC | Overland Park, KS | $53.4M | 455,745 | +173,020 shares |
| HighTower Advisors, LLC | Chicago, IL | $46.1M | 393,332 | +20,321 shares |
| Pennington Partners & Co., LLC | Bethesda, MD | $41.8M | 356,588 | −72,098 shares |
| ADAR1 Capital Management, LLC | Austin, TX | $39.5M | 337,125 | No change |
| Insight Advisors, LLC | Newtown, PA | $38.0M | 324,822 | −12,851 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 BOXX?
373 institutional managers reported holding BOXX in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $162.4M.
Did institutions buy or sell BOXX last quarter?
Reported 13F value rose 15.6% from March 31, 2026, which includes price moves as well as buying and selling. 67 firms reported a new position and 18 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 BOXX 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.