Signals

← Signals

☆BOXX

231 in-universe funds with a nonzero position in BOXX within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23849
Score / z-0.780 / -1.02
Consensus81.05 over 160 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 189.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 67.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 48.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 41.8 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 38.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 36.9 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 30.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 29.2 21.4% 1 +21.4 pp +21.4 pp +21.4 pp +21.4 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 27.3 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 26.8 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 25.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 24.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 23.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 20.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 19.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 18.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 15.6 1.5% 3 +0.0 pp +0.4 pp +1.5 pp +1.5 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 15.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 11.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 10.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 10.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 9.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 9.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 9.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ACAS, LLC CIK 0001859505 0.399 93 9.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 8.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 8.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 7.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 7.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 6.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 6.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 6.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 6.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 6.3 2.6% 3 +0.1 pp +0.7 pp +2.6 pp +2.6 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 4.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 4.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 4.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 4.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 4.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 3.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 3.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 2.4 2.4% 2 +2.1 pp +2.4 pp +2.4 pp +2.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ETF Store, Inc. CIK 0001911470 0.237 114 1.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DCF Advisers, LLC CIK 0001802493 0.265 80 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sippican Capital Advisors CIK 0001557406 0.154 111 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.3 0.0% 1 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 1 +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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.2 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 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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