Signals

← Signals

☆BOXX

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

Flow ranking

Rank#24430
Score / z-0.076 / -0.11
Consensus130.64 over 263 funds
Momentum-0.27 =

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest-37% / 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 162.4 0.3% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 108.1 0.6% 5 -0.1 pp +0.3 pp +0.3 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 81.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 56.9 13.5% 5 -2.5 pp -2.5 pp -2.4 pp -1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 53.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 46.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 41.8 13.4% 5 -3.7 pp -5.5 pp +0.5 pp -1.2 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 39.5 1.9% 5 -0.5 pp -1.0 pp -1.9 pp -4.3 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 38.0 6.7% 5 -0.8 pp +1.2 pp +1.2 pp +0.8 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 35.8 3.5% 5 -0.1 pp +0.2 pp +0.9 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 32.0 6.9% 5 -0.7 pp +0.1 pp +0.2 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 31.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 29.1 5.5% 5 +1.9 pp +1.9 pp +2.4 pp +2.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 27.0 16.0% 5 -0.9 pp +0.0 pp -1.8 pp -5.4 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 26.7 2.0% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 26.1 1.7% 5 -1.7 pp -1.0 pp -1.0 pp -0.9 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 24.2 1.6% 5 -0.2 pp -0.3 pp -0.4 pp -0.7 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 22.8 9.3% 5 +5.7 pp +5.2 pp +4.6 pp +5.7 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 21.8 1.9% 5 -0.5 pp -0.4 pp -0.4 pp -0.9 pp
☆Castellan Group CIK 0001832521 0.901 39 20.5 2.3% 4 -0.6 pp +0.9 pp +2.1 pp +2.3 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 19.6 2.3% 5 -0.2 pp +0.1 pp -0.1 pp +2.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 18.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 18.1 7.6% 5 -17.0 pp -0.8 pp -1.9 pp -8.9 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 18.0 3.8% 5 -0.3 pp -0.1 pp -0.1 pp -0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 17.8 1.3% 7 -0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 17.7 9.5% 2 -0.2 pp +9.5 pp +9.5 pp +9.5 pp
☆Commerce Advisors, LLC CIK 0001567247 0.122 128 17.4 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Well Done, LLC CIK 0001667132 0.522 202 16.6 2.2% 5 +0.2 pp +1.8 pp +1.8 pp +1.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 16.3 0.9% 5 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 15.9 1.3% 5 -0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 14.6 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 13.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.3 2.1% 3 +0.3 pp +1.0 pp +2.1 pp +2.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 12.4 1.2% 5 +0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 12.3 1.3% 5 +0.7 pp +0.7 pp +0.6 pp -0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 12.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 11.7 0.6% 5 -0.8 pp -0.8 pp -1.3 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 11.7 0.6% 5 -0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.6 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 11.5 0.4% 1 +0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 11.4 5.5% 5 -0.6 pp +2.4 pp -0.2 pp -0.4 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 11.1 6.5% 5 +0.7 pp +0.6 pp +0.9 pp +5.6 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 10.6 4.4% 5 -0.1 pp +0.4 pp +0.1 pp -0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 10.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 10.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 9.9 2.0% 5 -0.6 pp +0.1 pp -0.3 pp -0.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.8 0.9% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 9.7 1.2% 5 +1.0 pp +1.1 pp +1.1 pp -1.6 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 9.3 3.5% 5 -2.1 pp -1.7 pp -1.8 pp -1.8 pp
☆NWAM LLC CIK 0001655006 0.392 684 9.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 8.9 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 8.8 2.6% 5 -0.4 pp -0.5 pp -1.1 pp -0.6 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 8.6 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 8.3 1.9% 5 -0.5 pp +0.3 pp +1.0 pp +1.0 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 8.1 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 8.0 3.2% 7 +0.8 pp +0.8 pp +0.8 pp +0.6 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 7.8 1.0% 5 +0.4 pp +0.3 pp +0.2 pp +0.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 7.8 0.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 7.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 7.5 5.8% 5 +0.5 pp +0.5 pp +0.5 pp +0.4 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 7.5 1.1% 5 +0.3 pp -0.1 pp -0.1 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 7.2 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 7.2 0.7% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 7.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 7.0 4.4% 5 +0.6 pp +1.5 pp +1.7 pp +1.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 6.8 1.7% 5 +0.2 pp +0.7 pp +1.3 pp +1.3 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 6.7 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 6.7 2.6% 5 -0.0 pp -0.1 pp +0.0 pp -0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 6.5 1.7% 5 +0.9 pp +0.9 pp +1.7 pp +1.7 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 6.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 6.3 2.9% 5 -0.2 pp +1.2 pp +2.6 pp +2.5 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 6.3 1.0% 5 -0.1 pp +0.4 pp +0.8 pp +0.8 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 6.3 0.6% 4 +0.3 pp +0.6 pp +0.5 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 6.2 0.6% 5 -0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 6.2 3.5% 5 -0.3 pp -0.2 pp +1.0 pp +1.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 6.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.439 69 5.8 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 5.8 1.6% 5 +0.2 pp -0.5 pp +0.3 pp +0.8 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 5.8 1.8% 5 +0.1 pp +0.4 pp +0.6 pp +1.1 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 5.5 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.5 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.3 0.1% 5 +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 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 5.1 2.0% 5 -0.5 pp -0.3 pp +0.0 pp -0.2 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 5.0 1.1% 4 +0.0 pp +0.6 pp +0.9 pp +1.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 4.9 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 4.6 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 4.4 1.0% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 4.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 4.2 1.7% 5 +0.9 pp +0.3 pp +1.5 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 4.0 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 4.0 0.2% 5 +0.0 pp -0.2 pp -0.0 pp -0.1 pp
☆SVRN Asset Management, LLC CIK 0002094004 0.445 51 4.0 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 3.9 0.8% 4 +0.3 pp +0.6 pp +0.7 pp +0.8 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 3.8 0.9% 4 -0.2 pp -0.7 pp -0.0 pp +0.9 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 3.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 3.7 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 3.6 1.8% 5 +0.0 pp +0.9 pp +0.9 pp +0.7 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 3.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Altium Investment Strategies LLC CIK 0002131949 0.300 20 3.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 3.4 1.6% 3 +0.1 pp +0.5 pp +1.6 pp +1.6 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 3.4 2.9% 5 +0.7 pp +2.0 pp +2.0 pp +2.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 3.1 0.3% 3 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 2.8 1.2% 5 -0.3 pp -0.3 pp -0.9 pp -0.1 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 2.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 2.6 1.9% 4 -0.4 pp -1.8 pp -1.9 pp +1.9 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 2.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 2.5 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 2.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 2.5 1.9% 3 +0.1 pp +0.7 pp +1.9 pp +1.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 2.5 1.4% 4 +0.1 pp +1.0 pp +1.1 pp +1.4 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 2.5 1.3% 5 -1.2 pp -1.2 pp +0.8 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 2.4 1.8% 2 -0.8 pp +1.8 pp +1.8 pp +1.8 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 2.4 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.4 0.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 2.3 0.2% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 2.3 0.2% 5 +0.1 pp -0.1 pp -0.0 pp -0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 2.3 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Schiavi & Co LLC CIK 0001840014 0.886 60 2.3 0.6% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 2.3 0.4% 4 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
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☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Panoramic Capital Partners, LLC CIK 0002052992 0.512 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -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% 5 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 5 -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% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 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% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -3.2 pp -3.6 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -2.4 pp -2.4 pp -2.4 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆DCF Advisers, LLC CIK 0001802493 0.265 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LGL PARTNERS, LLC CIK 0001653202 0.782 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp -3.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sippican Capital Advisors CIK 0001557406 0.154 111 0.0 0.0% 0 +0.0 pp -2.9 pp -1.3 pp -0.3 pp
☆BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 0.0 0.0% 0 -10.1 pp +0.0 pp +0.0 pp +0.0 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
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.4 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆TORNO CAPITAL, LLC CIK 0001974312 0.000 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -1.6 pp -1.7 pp -1.8 pp -2.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.7 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Kalehua Capital Management LLC CIK 0002106181 0.222 26 0.0 0.0% 0 -11.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -1.2 pp -1.3 pp -1.4 pp -0.6 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 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 (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