Signals

← Signals

☆BOXX

367 in-universe funds with a nonzero position in BOXX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#316
Score / z0.765 / 0.67
Consensus122.51 over 235 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-13% / 1.0d

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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 163.5 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 111.5 0.7% 4 +0.4 pp +0.5 pp +0.2 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 69.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 57.8 16.0% 4 -0.0 pp +0.1 pp +1.3 pp +16.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 49.9 17.1% 4 -1.8 pp +4.2 pp +2.4 pp +17.1 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 47.3 24.6% 4 +16.2 pp +15.1 pp +8.1 pp +24.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 47.0 3.4% 4 +0.7 pp +0.7 pp +0.8 pp +3.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 39.3 7.5% 4 +1.9 pp +1.9 pp +1.5 pp +7.5 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 39.2 2.4% 4 -0.5 pp -1.4 pp -3.8 pp +2.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 36.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 33.1 3.6% 4 +0.2 pp +1.0 pp +1.1 pp +3.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 32.6 7.6% 4 +0.8 pp +0.9 pp +0.8 pp +7.6 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 25.9 17.0% 4 +1.0 pp -0.9 pp -4.5 pp +17.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 25.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 25.8 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 24.7 2.1% 4 +0.2 pp +0.3 pp +0.3 pp +2.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 24.5 2.3% 4 +0.1 pp +0.1 pp -0.4 pp +2.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 24.0 1.8% 4 -0.1 pp -0.3 pp -0.5 pp +1.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 22.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 22.2 1.4% 4 -0.1 pp -0.5 pp +0.9 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Castellan Group CIK 0001832521 0.901 39 20.6 2.9% 3 +1.5 pp +2.7 pp +2.9 pp +2.9 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 19.3 2.6% 4 +0.4 pp +0.2 pp +2.3 pp +2.6 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 19.2 1.2% 4 -0.1 pp -0.2 pp +0.6 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 17.0 4.1% 4 +0.1 pp +0.2 pp -0.0 pp +4.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 16.8 1.4% 6 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 16.4 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 15.6 3.6% 4 +0.1 pp +0.5 pp +0.4 pp +3.6 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 15.3 1.4% 4 +0.3 pp +0.4 pp +0.5 pp +1.4 pp
☆Well Done, LLC CIK 0001667132 0.522 202 14.1 2.1% 4 +1.6 pp +1.7 pp +1.7 pp +2.1 pp
☆Kalehua Capital Management LLC CIK 0002106181 0.222 26 13.8 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 13.6 5.6% 4 +0.4 pp +0.3 pp +0.3 pp +5.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 12.8 0.7% 4 +0.4 pp +0.4 pp +0.3 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 12.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 11.3 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 11.1 2.6% 4 +0.7 pp +0.3 pp +0.1 pp +2.6 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 11.0 1.8% 2 +0.7 pp +1.8 pp +1.8 pp +1.8 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 10.5 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 10.5 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 10.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 10.3 6.0% 4 +3.0 pp +0.4 pp +0.2 pp +6.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 10.0 1.1% 4 +0.2 pp +1.1 pp +1.0 pp +1.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.0 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 9.8 3.0% 4 -0.2 pp -0.7 pp -0.2 pp +3.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 9.4 4.5% 4 +0.5 pp +0.2 pp +0.0 pp +4.5 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 9.4 5.8% 4 -0.1 pp +0.2 pp +4.9 pp +5.8 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 9.0 2.4% 4 +0.8 pp +1.5 pp +1.5 pp +2.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.3 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 8.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 8.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 8.0 0.8% 4 +0.4 pp +0.4 pp +0.4 pp +0.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 7.9 0.5% 4 -0.4 pp +0.5 pp +0.2 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 7.5 1.3% 4 +1.1 pp +1.2 pp +1.2 pp +1.3 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 7.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 7.4 2.4% 6 +0.0 pp +0.0 pp -0.2 pp -0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 7.4 3.6% 4 -0.5 pp -1.0 pp -0.0 pp +3.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 6.9 3.1% 4 +0.9 pp +2.6 pp +2.5 pp +3.1 pp
☆EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 6.9 5.3% 4 +0.1 pp +0.0 pp -0.0 pp +5.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 6.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 6.8 1.6% 4 +0.5 pp +1.1 pp +1.1 pp +1.6 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.4 0.2% 4 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 6.3 2.6% 4 -0.1 pp +0.0 pp -0.3 pp +2.6 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 6.2 1.1% 4 +0.5 pp +0.8 pp +0.8 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 6.0 3.8% 4 +0.1 pp +1.3 pp +1.4 pp +3.8 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 5.9 0.6% 4 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 5.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 5.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 5.5 3.8% 4 +0.9 pp +1.1 pp +0.9 pp +3.8 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 5.5 3.1% 4 +1.5 pp +2.8 pp +2.7 pp +3.1 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 5.4 2.6% 4 +0.3 pp +0.5 pp +0.3 pp +2.6 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 5.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 5.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 5.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.1 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 5.0 1.1% 3 +0.6 pp +0.9 pp +1.1 pp +1.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 4.9 1.7% 4 +0.3 pp +0.5 pp +1.0 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.6 0.5% 4 +0.0 pp +0.1 pp -0.0 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 4.5 0.7% 4 -0.0 pp +0.0 pp +0.2 pp +0.7 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 4.5 1.4% 4 -0.7 pp +0.1 pp +0.6 pp +1.4 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 4.4 1.6% 4 -0.0 pp -0.2 pp -0.4 pp +1.6 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 4.4 0.8% 4 -0.4 pp -0.4 pp -0.1 pp +0.8 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 4.3 0.7% 4 -0.0 pp -0.2 pp +0.1 pp +0.7 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 4.2 0.5% 4 -0.0 pp -0.1 pp -1.0 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 4.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 3.8 1.1% 3 -0.5 pp +0.2 pp +1.1 pp +1.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 3.6 0.9% 4 -0.0 pp -0.1 pp -0.3 pp +0.9 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 3.5 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 3.4 0.9% 4 +0.3 pp +0.3 pp +0.3 pp +0.9 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 3.3 2.6% 4 +0.0 pp +2.0 pp +1.7 pp +2.6 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 3.3 1.8% 4 +0.9 pp +0.9 pp +0.7 pp +1.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 3.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 2.9 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.9 1.4% 4 -0.1 pp -0.6 pp +0.2 pp +1.4 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.2 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 2.7 2.3% 3 -1.4 pp -1.5 pp +2.3 pp +2.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.6 0.2% 4 -0.2 pp -0.0 pp -0.1 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 2.4 0.9% 4 -0.5 pp +0.7 pp +0.5 pp +0.9 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 2.4 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.3 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.3 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 2.3 0.3% 4 -0.2 pp -0.1 pp -0.1 pp +0.3 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 2.3 0.8% 4 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 2.3 0.7% 4 -0.0 pp +0.3 pp +0.3 pp +0.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 2.2 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 2.1 2.2% 4 +1.3 pp +1.3 pp +1.9 pp +2.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 2.1 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 1.9 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.8 1.3% 3 +0.9 pp +1.0 pp +1.3 pp +1.3 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 1.8 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.8 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.8 1.2% 4 +0.6 pp +0.4 pp +0.4 pp +1.2 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 BOXX). Qtrs Held counts distinct quarters this fund has actually held BOXX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BOXX position size. Δ columns are the percentage-point change in BOXX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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