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$BOXX
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Smart money positioned

7 of the Top-200 alpha managers hold $BOXX as of the latest 13F snapshot.

13F holders
312
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$BOXX is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 2.58%, with an average of 0.76% of portfolio. Largest holder: Quarry Hill Advisors, LLC at 2.58%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Quarry Hill Advisors, LLC
2.58% NEW
α +11.4pts
02
ADAR1 Capital Management, LLC
2.33% ↓ 0.5pp
α +74.0pts
03
Hummer Financial Advisory Services Inc
0.18% NEW
α +53.0pts
04
Greenwich Wealth Management LLC
0.14% NEW
α +12.7pts
05
Condor Capital Management
0.06% held
α +23.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 312 · Source: 13F-HR
01
Kentucky Retirement Systems Insurance Trust Fund
0.71% of portfolio
2,444,584 sh
02
Ironwood Financial, llc
0.34% of portfolio
1,406,217 sh
03
Lokken Investment Group LLC
7.48% of portfolio
675,346 sh
04
Hobbs Group Advisors, LLC
0.87% of portfolio
623,442 sh
05
Sb Investment Advisers (uk) Ltd.
0.12% of portfolio
601,391 sh
06
Marlin Sams Capital Management LLC
2.34% of portfolio
600,807 sh
07
Evensky & Katz LLC
0.04% of portfolio
511,716 sh
08
Madrone Advisors, LLC
16.04% of portfolio
497,031 sh
09
Jaffetilchin Investment Partners, LLC
0.14% of portfolio
459,235 sh
10
Financial Gravity Asset Management, Inc.
17.07% of portfolio
428,686 sh
See all 312 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $BOXX in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $BOXX in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:59 UTC.