Boston TR Walden SM CapBOSOX
13F holders, Q1 2025 (March 31)2holders +1
0new positions
0sold out
$17.28avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Boston TR Walden SM Cap (BOSOX) in their 13F filings, up 1 from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($807K) and eCIO, Inc. ($32K).
- Company
- Boston TR Walden SM Cap
- CUSIP
- 101156602
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 28 shares sold, net −28 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fulton Bank, N.A. | 0.03% | Reduce -0.1% | 46,690 | $807K |
| eCIO, Inc. | 0.01% | — | 1,856 | $32K |
"% of holder's portfolio" is BOSOX's weight in each manager's 13F, not the share of Boston TR Walden SM Cap the manager owns.