Signals

BOX

550 in-universe funds with a nonzero position in BOX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#2942
Score / z0.000 / -0.02
Consensus151.14 over 252 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-25 8-K 2.02, 9.01
2026-07-01 8-K 5.02, 5.07, 9.01
2026-05-26 8-K 2.02, 9.01
2026-03-03 8-K 2.02, 9.01
2025-12-02 8-K 2.02, 9.01
2025-08-26 8-K 2.02, 9.01
2025-07-03 8-K 5.02, 5.03, 5.07, 9.01
2025-05-27 8-K 2.02, 9.01
2025-03-04 8-K 2.02, 9.01
2024-12-20 8-K 1.01, 2.03, 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2021-05-17 D BOX INC

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 675.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 295.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 189.0 0.7% 5 -0.0 pp -0.3 pp -0.4 pp -0.5 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 159.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 157.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 114.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 98.8 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 96.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 92.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 83.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 70.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 60.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 59.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 52.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 43.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 43.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 40.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 40.5 0.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 39.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 33.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 29.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 28.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shaolin Capital Management LLC CIK 0001766806 0.046 546 27.9 1.6% 5 +0.6 pp +1.4 pp +1.3 pp +1.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 27.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 25.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 25.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 24.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 23.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 22.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 21.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Divisar Capital Management LLC CIK 0001645721 0.561 28 19.9 4.6% 5 +0.7 pp +3.0 pp +3.2 pp +3.5 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 19.7 0.4% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 17.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 16.1 1.1% 5 +0.1 pp -0.2 pp -0.4 pp -0.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 14.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 12.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 12.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 11.2 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.6 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 10.8 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 10.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 9.8 0.2% 2 -0.2 pp +0.2 pp -0.0 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 9.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 9.5 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.2 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 8.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 7.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 6.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 6.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 6.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.4 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 5.2 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 5.0 0.4% 5 +0.1 pp +0.2 pp +0.3 pp -0.3 pp
NORGES BANK CIK 0001374170 0.994 1617 5.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EFG International AG CIK 0002109868 0.615 1088 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 3.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.6 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 3.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fideuram Asset Management (Ireland) dac CIK 0002109923 0.020 738 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Emmett Investment Management, LP CIK 0002042845 0.043 28 3.2 2.3% 5 -3.4 pp -1.5 pp -2.5 pp -2.9 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Odyssean, LLC CIK 0002092853 0.021 485 3.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 2.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 1.7 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shay Capital LLC CIK 0001723643 0.044 394 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.3 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEALWOOD ASSET MANAGEMENT INC CIK 0001164062 0.092 121 1.2 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DC Investments Management, LLC CIK 0001565951 0.652 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Sunriver Management LLC CIK 0001663900 0.082 21 0.0 0.0% 0 +0.0 pp -5.5 pp -5.3 pp -4.2 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Abacus FCF Advisors LLC CIK 0001604903 0.160 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEEPWATER ASSET MANAGEMENT, LLC CIK 0001964171 0.103 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.2 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EFG Asset Management (North America) Corp. CIK 0001911412 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.6 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 0.0 0.0% 0 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BOX). Qtrs Held counts distinct quarters this fund has actually held BOX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BOX position size. Δ columns are the percentage-point change in BOX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status