Who owns BOXA?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BOXA from SEC Form 13F filings across 8 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 8 institutions disclosed 43,587 shares of BOXA worth $4.6M; the largest disclosed holder is RHS Financial, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$4.6M
value, 2026 filers
43,587
shares disclosed
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BOXA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RHS Financial, LLC | 13,580 | $1.4M | 0.6% | — | +27.4% |
| 2 | Kestra Advisory Services, LLC | 11,994 | $1.3M | 0.0% | — | +22.7% |
| 3 | E6 Portfolios, LLC | 4,653 | $492,720 | 0.4% | — | +5.9% |
| 4 | HARBOUR INVESTMENTS, INC. | 3,330 | $352,613 | 0.0% | — | 0.0% |
| 5 | FISCHER INVESTMENT STRATEGIES, LLCNEW | 3,120 | $330,376 | 0.2% | — | new |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 2,491 | $263,770 | 0.0% | — | +6.0% |
| 7 | World Investment Advisors | 2,300 | $241,961 | 0.0% | — | 0.0% |
| 8 | 55 North Private Wealth, LLC | 2,119 | $224,380 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.