BOXL
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | -2 | 6.91K | $32,538 | — | −2 |
| Q1 2026 | 8 | +3 | 46.27K | $56,957 | +4 | −1 |
| Q4 2025 | 5 | -3 | 15.60K | $26,515 | — | −3 |
| Q3 2025 | 5 | 0 | 76.88K | $185,307 | — | — |
| Q2 2025 | 4 | 0 | 74.81K | $135,102 | — | — |
| Q1 2025 | 2 | -1 | 36.05K | $52,647 | — | −1 |
| Q4 2024 | 3 | 0 | 187.71K | $71,644 | — | — |
| Q3 2024 | 2 | -1 | 160.41K | $85,034 | — | −1 |
| Q2 2024 | 3 | — | 180.91K | $110,482 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.00K | +500.2% | $23,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 1.18K | +287.8% | $5,553 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 1.18K | +287.8% | $5,553 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 592 | -1.0% | $2,788 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 134 | +17.5% | $616 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 5 | 0.0% | $22 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 2 | 0.0% | $9 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Geode Capital Management | $34,287 | was 0.0% |
| Citigroup Inc | $8,929 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 53.59K shares, $65,911 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.