On this page, we present all of the funds holding BOXX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BOXX, with a link to that fund's top holdings. The next columns indicate the amount of BOXX stock held by each of the funds holding BOXX, followed by the BOXX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 61 funds holding BOXX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Empowered Funds LLC. For more details on the positions held by Empowered Funds LLC (or by any of the other funds holding BOXX), click the fund name in the "Holder" column of the funds-holding-BOXX table below.

Holder	Amount	Position Size ($ in 1000's)	As of
Empowered Funds LLC	1,095,723	$115,215	12/31/2023
BOXX	1,095,723	$115,215	12/31/2023
True Wealth Design LLC	454,552	$47,796	12/31/2023
BOXX	454,552	$47,796	12/31/2023
Ferguson Shapiro LLC	281,639	$29,983	03/31/2024
BOXX	281,639	$29,983	03/31/2024
Insight Advisors LLC PA	281,515	$29,601	12/31/2023
BOXX	281,515	$29,601	12/31/2023
Wealth Enhancement Advisory Services LLC	262,735	$27,971	03/31/2024
BOXX	262,735	$27,971	03/31/2024
Cambridge Investment Research Advisors Inc.	215,243	$22,915	03/31/2024
BOXX	215,243	$22,915	03/31/2024
Compass Ion Advisors LLC	157,790	$16,798	03/31/2024
BOXX	157,790	$16,798	03/31/2024
CWM LLC	95,464	$10,163	03/31/2024
BOXX	95,464	$10,163	03/31/2024
Altium Capital Management LP	92,700	$9,747	12/31/2023
BOXX	92,700	$9,747	12/31/2023
Client First Investment Management LLC	88,193	$9,389	03/31/2024
BOXX	88,193	$9,389	03/31/2024
HighTower Advisors LLC	72,800	$7,662	12/31/2023
BOXX	72,800	$7,662	12/31/2023
Opus Capital Group LLC	49,183	$5,236	03/31/2024
BOXX	49,183	$5,236	03/31/2024
Commonwealth Financial Services LLC	41,134	$4,325	12/31/2023
BOXX	41,134	$4,325	12/31/2023
Integrated Wealth Concepts LLC	36,066	$3,792	12/31/2023
BOXX	36,066	$3,792	12/31/2023
Stephens Consulting LLC	24,909	$2,652	03/31/2024
BOXX	24,909	$2,652	03/31/2024
Truist Financial Corp	24,731	$2,587	12/31/2023
BOXX	24,731	$2,587	12/31/2023
Stokes Family Office LLC	23,915	$2,515	12/31/2023
BOXX	23,915	$2,515	12/31/2023
Empirical Finance LLC	23,429	$2,464	12/31/2023
BOXX	23,429	$2,464	12/31/2023
Aspect Partners LLC	22,456	$2,361	12/31/2023
BOXX	22,456	$2,361	12/31/2023
Seed Wealth Management Inc.	19,470	$2,074	03/31/2024
BOXX	19,470	$2,074	03/31/2024
WealthPLAN Partners LLC	18,353	$1,930	12/31/2023
BOXX	18,353	$1,930	12/31/2023
BlackDiamond Wealth Management Inc.	16,782	$1,773	12/31/2023
BOXX	16,782	$1,773	12/31/2023
Cambria Investment Management L.P.	15,210	$1,599	12/31/2023
BOXX	15,210	$1,599	12/31/2023
Simon Quick Advisors LLC	13,037	$1,388	03/31/2024
BOXX	13,037	$1,388	03/31/2024
Well Done LLC	12,065	$1,284	03/31/2024
BOXX	12,065	$1,284	03/31/2024
Valley Financial Group Inc.	11,664	$1,226	12/31/2023
BOXX	11,664	$1,226	12/31/2023
Quarry Hill Advisors LLC	10,046	$1,069	03/31/2024
BOXX	10,046	$1,069	03/31/2024
DCF Advisers LLC	9,875	$1,038	12/31/2023
BOXX	9,875	$1,038	12/31/2023
Busey Wealth Management	9,600	$1,022	03/31/2024
BOXX	9,600	$1,022	03/31/2024
Childress Capital Advisors LLC	9,500	$1,011	03/31/2024
BOXX	9,500	$1,011	03/31/2024
Royal Bank of Canada	9,361	$984	12/31/2023
BOXX	9,361	$984	12/31/2023
Advisor Group Holdings Inc.	9,273	$975	12/31/2023
BOXX	9,273	$975	12/31/2023
Focus Financial Network Inc.	9,056	$967	03/31/2024
BOXX	9,056	$967	03/31/2024
Apeiron RIA LLC	8,948	$953	03/31/2024
BOXX	8,948	$953	03/31/2024
Allen Capital Group LLC	8,649	$921	03/31/2024
BOXX	8,649	$921	03/31/2024
Kestra Private Wealth Services LLC	7,718	$812	12/31/2023
BOXX	7,718	$812	12/31/2023
Epacria Capital Partners LLC	7,432	$781	12/31/2023
BOXX	7,432	$781	12/31/2023
Snowden Capital Advisors LLC	6,521	$686	12/31/2023
BOXX	6,521	$686	12/31/2023
Pensionmark Financial Group LLC	6,110	$642	12/31/2023
BOXX	6,110	$642	12/31/2023
RFG Advisory LLC	5,953	$634	03/31/2024
BOXX	5,953	$634	03/31/2024
Toroso Investments LLC	5,887	$619	12/31/2023
BOXX	5,887	$619	12/31/2023
Wolverine Trading LLC	5,799	$610	12/31/2023
BOXX	5,799	$610	12/31/2023
Teamwork Financial Advisors LLC	5,559	$592	03/31/2024
BOXX	5,559	$592	03/31/2024
AE Wealth Management LLC	5,229	$552	12/31/2023
BOXX	5,229	$552	12/31/2023
Jane Street Group LLC	5,101	$536	12/31/2023
BOXX	5,101	$536	12/31/2023
Continuum Wealth Advisors LLC	4,313	$454	12/31/2023
BOXX	4,313	$454	12/31/2023
Epic Trust Investment Advisors LLC	4,164	$443	03/31/2024
BOXX	4,164	$443	03/31/2024
IFP Advisors Inc	4,078	$429	12/31/2023
BOXX	4,078	$429	12/31/2023
AQR Capital Management LLC	3,917	$412	12/31/2023
BOXX	3,917	$412	12/31/2023
Synovus Financial Corp	3,460	$364	12/31/2023
BOXX	3,460	$364	12/31/2023
Strategic Financial Concepts LLC	3,325	$354	03/31/2024
BOXX	3,325	$354	03/31/2024
Moisand Fitzgerald Tamayo LLC	2,906	$309	03/31/2024
BOXX	2,906	$309	03/31/2024
SeaCrest Wealth Management LLC	2,600	$277	03/31/2024
BOXX	2,600	$277	03/31/2024
MKT Advisors LLC	2,357	$251	03/31/2024
BOXX	2,357	$251	03/31/2024
Hummer Financial Advisory Services Inc	2,200	$234	03/31/2024
BOXX	2,200	$234	03/31/2024
RHS Financial LLC	1,966	$209	03/31/2024
BOXX	1,966	$209	03/31/2024
WealthPlan Investment Management LLC	1,909	$201	12/31/2023
BOXX	1,909	$201	12/31/2023
Hill Investment Group Partners LLC	1,908	$201	12/31/2023
BOXX	1,908	$201	12/31/2023
UBS Group AG	758	$80	12/31/2023
BOXX	758	$80	12/31/2023
Blue Bell Private Wealth Management LLC	300	$32	03/31/2024
BOXX	300	$32	03/31/2024
Penserra Capital Management LLC	71	$7	12/31/2023
BOXX	71	$7	12/31/2023
Proequities Inc.	0	$0	12/31/2023
BOXX	0	$0	12/31/2023

See Summary: Institutional Holders of BOXX
See Details: Top 10 Hedge Funds Holding BOXX
Also See: BOXX Holdings Changes

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