Filing Research | BOX - BOX INC - CLASS A Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.1MSH	$29.6M
2	MIZUHO MARKETS AMERICAS LLC	Shares	423.7KSH	$11.2M
3	ARDSLEY ADVISORY PARTNERS LP	Shares	240.0KSH	$6.4M
4	Y-Intercept (Hong Kong) Ltd	Shares	197.8KSH	$5.2M
5	Fideuram Asset Management (Ireland) dac	Shares	159.9KSH	$3.5M
6	EXCHANGE TRADED CONCEPTS, LLC	Shares	86.0KSH	$2.3M
7	Louisiana State Employees Retirement System	Shares	60.7KSH	$1.6M
8	Mesirow Financial Investment Management, Inc.	Shares	47.2KSH	$1.3M
9	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	42.7KSH	$1.1M
10	Police & Firemen's Retirement System of New Jersey	Shares	40.5KSH	$1.1M
11	Kesler, Norman & Wride, LLC	Shares	39.9KSH	$1.1M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	37.3KSH	$991.2K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	32.8KSH	$871.3K
14	Blue Trust, Inc.	Shares	32.6KSH	$864.9K
15	Linden Thomas Advisory Services, LLC	Shares	30.8KSH	$817.9K
16	Mirae Asset Global Investments Co., Ltd.	Shares	25.2KSH	$668.4K
17	Ballentine Partners, LLC	Shares	16.9KSH	$449.4K
18	NorthCrest Asset Manangement, LLC	Shares	15.3KSH	$439.6K
19	Diversified Trust Co	Shares	15.7KSH	$417.8K
20	IFP Advisors, Inc	Shares	15.3KSH	$405.2K
21	Composition Wealth, LLC	Shares	15.2KSH	$403.1K
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.3KSH	$398.7K
23	GC Wealth Management RIA, LLC	Shares	13.6KSH	$361.3K
24	Sivia Capital Partners, LLC	Shares	13.4KSH	$356.6K
25	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.8KSH	$313.8K
26	GAMMA Investing LLC	Shares	10.0KSH	$264.4K
27	Crossmark Global Holdings, Inc.	Shares	9.0KSH	$239.8K
28	Legacy Advisors, LLC	Shares	9.0KSH	$238.3K
29	Assenagon Asset Management S.A.	Shares	8.7KSH	$231.4K
30	D.A. DAVIDSON & CO.	Shares	8.6KSH	$227.1K
31	EverSource Wealth Advisors, LLC	Shares	8.3KSH	$220.8K
32	Central Pacific Bank - Trust Division	Shares	7.1KSH	$187.5K
33	Rosenberg Matthew Hamilton	Shares	6.0KSH	$158.7K
34	SBI Securities Co., Ltd.	Shares	4.8KSH	$126.3K
35	SIGNATUREFD, LLC	Shares	4.2KSH	$110.4K
36	Ameliora Wealth Management Ltd.	Shares	4.0KSH	$106.2K
37	Curated Wealth Partners LLC	Shares	35.6KSH	$84.6K
38	Versant Capital Management, Inc	Shares	2.6KSH	$68.9K
39	Cordant, Inc.	Shares	2.1KSH	$55.2K
40	MassMutual Private Wealth & Trust, FSB	Shares	1.9KSH	$49.5K
41	Farther Finance Advisors, LLC	Shares	1.6KSH	$43.2K
42	Center for Financial Planning, Inc.	Shares	1.3KSH	$33.2K
43	Bear Mountain Capital, Inc.	Shares	867SH	$26.0K
44	TRUST CO OF TOLEDO NA /OH/	Shares	756SH	$20.1K
45	Hickory Point Bank & Trust	Shares	700SH	$18.6K
46	Hughes Financial Services, LLC	Shares	476SH	$12.6K
47	Financial Management Professionals, Inc.	Shares	400SH	$10.6K
48	Owl Creek Wealth Partners LLC	Shares	320SH	$8.5K
49	Main Street Group, LTD	Shares	300SH	$8.0K
50	WOLFF WIESE MAGANA LLC	Shares	259SH	$6.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 89 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+86.5K	+$5.3M	$29.6M
2	Fideuram Asset Management (Ireland) dac added	Shares	+147.8K	+$3.1M	$3.5M
3	Y-Intercept (Hong Kong) Ltd added	Shares	+89.1K	+$2.7M	$5.2M
4	MIZUHO MARKETS AMERICAS LLC added	Shares	+54.5K	+$2.5M	$11.2M
5	ARDSLEY ADVISORY PARTNERS LP added	Shares	+4.0K	+$790.6K	$6.4M
6	Ballentine Partners, LLC new	Shares	+16.9K	+$449.4K	$449.4K
7	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+11.8K	+$313.8K	$313.8K
8	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.3K	+$279.5K	$2.3M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.7K	+$242.1K	$398.7K
10	Legacy Advisors, LLC new	Shares	+9.0K	+$238.3K	$238.3K
11	Assenagon Asset Management S.A. new	Shares	+8.7K	+$231.4K	$231.4K
12	D.A. DAVIDSON & CO. new	Shares	+8.6K	+$227.1K	$227.1K
13	Kesler, Norman & Wride, LLC added	Shares	+3.0K	+$187.0K	$1.1M
14	Mirae Asset Global Investments Co., Ltd. added	Shares	+4.1K	+$169.5K	$668.4K
15	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$168.3K	$1.1M
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+593	+$137.9K	$1.1M
17	Louisiana State Employees Retirement System trimmed	Shares	-2.8K	+$109.8K	$1.6M
18	Blue Trust, Inc. added	Shares	+154	+$98.2K	$864.9K
19	GAMMA Investing LLC added	Shares	+2.7K	+$93.2K	$264.4K
20	Linden Thomas Advisory Services, LLC added	Shares	+117	+$92.1K	$817.9K
21	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-999	+$84.7K	$991.2K
22	Curated Wealth Partners LLC new	Shares	+35.6K	+$84.6K	$84.6K
23	NorthCrest Asset Manangement, LLC added	Shares	+175	+$77.2K	$439.6K
24	EverSource Wealth Advisors, LLC added	Shares	+2.2K	+$75.4K	$220.8K
25	Cordant, Inc. new	Shares	+2.1K	+$55.2K	$55.2K
26	Diversified Trust Co added	Shares	+65	+$47.2K	$417.8K
27	IFP Advisors, Inc added	Shares	+6	+$44.4K	$405.2K
28	Sivia Capital Partners, LLC unchanged	Shares	0	+$39.0K	$356.6K
29	GC Wealth Management RIA, LLC trimmed	Shares	-25	+$38.9K	$361.3K
30	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-2.6K	+$34.0K	$871.3K
31	Central Pacific Bank - Trust Division added	Shares	+560	+$33.7K	$187.5K
32	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$26.2K	$239.8K
33	TRUST CO OF TOLEDO NA /OH/ new	Shares	+756	+$20.1K	$20.1K
34	SBI Securities Co., Ltd. trimmed	Shares	-63	+$12.3K	$126.3K
35	Rosenberg Matthew Hamilton trimmed	Shares	-221	+$12.1K	$158.7K
36	Ameliora Wealth Management Ltd. unchanged	Shares	0	+$11.6K	$106.2K
37	SIGNATUREFD, LLC trimmed	Shares	-44	+$11.0K	$110.4K
38	Financial Management Professionals, Inc. new	Shares	+400	+$10.6K	$10.6K
39	Bear Mountain Capital, Inc. unchanged	Shares	0	+$5.3K	$26.0K
40	Center for Financial Planning, Inc. unchanged	Shares	0	+$3.6K	$33.2K
41	Fortitude Family Office, LLC added	Shares	+133	+$3.6K	$3.9K
42	True Wealth Design, LLC added	Shares	+99	+$2.7K	$3.0K
43	Noble Wealth Management PBC new	Shares	+91	+$2.4K	$2.4K
44	Hickory Point Bank & Trust unchanged	Shares	0	+$2.0K	$18.6K
45	SJS Investment Consulting Inc. added	Shares	+47	+$1.3K	$1.4K
46	High Note Wealth, LLC added	Shares	+25	+$1.1K	$5.0K
47	Composition Wealth, LLC trimmed	Shares	-1.8K	+$971	$403.1K
48	Physician Wealth Advisors, Inc. added	Shares	+27	+$960	$2.9K
49	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$928	$8.5K
50	Main Street Group, LTD unchanged	Shares	0	+$870	$8.0K

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