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Alpha Architect 1-3 Month Box ETF (BOXX) Institutional Ownership

Alpha Architect 1-3 Month Box ETF logo
$118.19 +0.05 (+0.04%)
Closing price 04:10 PM Eastern
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$118.18 -0.02 (-0.01%)
As of 04:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for Alpha Architect 1-3 Month Box ETF (BATS:BOXX)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$138.46M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$13.23M
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Skip Chart & View Institutional Buying and Selling Data

BOXX Institutional Buying and Selling by Quarter

Alpha Architect 1-3 Month Box ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 GoalVest Advisory LLC2,249$263K0.0%+9,678.3%0.004%
7/6/2026 Longview Financial Advisors Inc.94,746$11.09M6.5%+17.1%0.159%
6/3/2026 Stillwater Private Wealth LLC121,786$14.16M12.0%N/A0.205%
6/3/2026 Parallel Advisors LLC1,794$209K0.0%N/A0.003%
5/18/2026Sunbelt Securities Inc.165,049$19.19M1.2%-3.9%0.278%
5/16/2026 Kalehua Capital Management LLC218,278$25.38M18.1%-5.4%0.367%
5/7/2026 Parallel Advisors LLC1,794$209K0.0%N/A0.003%
5/6/2026 Cornerstone Planning Group LLC1,139$133K0.0%+131.5%0.002%
5/6/2026 Main Street Group LTD32,873$3.82M1.1%-17.1%0.055%
5/5/2026 Ethos Financial Group LLC404,551$47.04M3.4%+27.2%0.680%
5/4/2026 Innealta Capital LLC7,197$837K0.5%+307.1%0.012%
4/30/2026 Beacon Financial Group69,055$8.03M0.8%+121.0%0.116%
4/29/2026 Nicholas Hoffman & Company LLC.8,529$992K0.0%N/A0.014%
4/28/2026 Ascentis Independent Advisors17,125$1.99M0.2%+215.7%0.029%
4/28/2026 AdvisorShares Investments LLC70,000$8.14M1.5%N/A0.118%
4/27/2026 Sound Income Strategies LLC500$58K0.0%N/A0.001%
4/24/2026 Argent Advisors Inc.4,324$503K0.1%N/A0.007%
4/22/2026 Janney Montgomery Scott LLC54,675$6.36M0.0%+1.4%0.092%
4/21/2026 Fiduciary Alliance LLC1,758$205K0.0%N/A0.003%
4/20/2026 Longview Financial Advisors Inc.80,928$9.41M5.8%+8.3%0.136%
2/20/2026Sunbelt Securities Inc.171,687$19.76M1.3%-6.9%0.289%
2/17/2026 Captrust Financial Advisors48,479$5.58M0.0%+293.0%0.082%
2/13/2026 Kalehua Capital Management LLC230,787$26.56M24.6%N/A0.388%
2/13/2026 Beck Capital Management LLC10,880$1.25M0.3%-17.0%0.018%
2/12/2026 Wedbush Securities Inc.13,426$1.55M0.0%+95.9%0.023%
2/11/2026 Janney Montgomery Scott LLC53,915$6.21M0.0%+5.8%0.091%
2/11/2026 Landing Point Financial Group LLC9,588$1.10M0.6%-8.3%0.016%
2/11/2026 Atlantic Private Wealth LLC1,984$228K0.1%+10.5%0.003%
2/10/2026 Thoroughbred Financial Services LLC7,915$911K0.1%-10.8%0.013%
2/6/2026 Magnolia Private Wealth LLC7,658$881K0.6%-14.6%0.013%
2/3/2026 Morse Asset Management Inc17,072$1.97M0.4%+42.3%0.029%
2/2/2026 Longview Financial Advisors Inc.74,751$8.60M5.8%+8.6%0.126%
2/2/2026 Cornerstone Planning Group LLC492$57K0.0%-88.5%0.001%
1/30/2026 Innealta Capital LLC1,768$203K0.1%-46.2%0.003%
1/30/2026 Opus Capital Group LLC265,621$30.57M3.3%+33.4%0.447%
1/28/2026 West Michigan Advisors LLC17,098$1.97M0.5%+161.4%0.029%
1/28/2026 Kingswood Wealth Advisors LLC2,501$288K0.0%-46.5%0.004%
1/26/2026 Transcendent Capital Group LLC43,579$5.02M2.3%+322.2%0.073%
1/23/2026 Farther Finance Advisors LLC109,765$12.63M0.1%+447.4%0.185%
1/23/2026 Aspect Partners LLC103,155$11.87M5.2%+1.5%0.173%
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1/23/2026 Sippican Capital Advisors38,628$4.45M2.9%+119.0%0.065%
1/20/2026 Ethos Financial Group LLC317,941$36.60M2.7%+4.4%0.535%
1/5/2026 GoalVest Advisory LLC1,031$119K0.0%-97.6%0.002%
1/1/2026 JPMorgan Chase & Co.9,300$1.06M0.0%-44.8%0.016%
11/19/2025Sunbelt Securities Inc.184,400$21.00M1.4%+212.5%0.310%
11/13/2025 Longview Financial Advisors Inc.68,859$7.84M5.6%+673.3%0.116%
11/12/2025 Landing Point Financial Group LLC10,452$1.19M0.6%+1.8%0.018%
11/10/2025 Thoroughbred Financial Services LLC8,873$1.01M0.1%-11.5%0.015%
11/7/2025 McMill Wealth Management3,638$414K0.1%N/A0.006%
11/7/2025 JPMorgan Chase & Co.9,300$1.06M0.0%-44.8%0.016%
11/7/2025 Main Street Group LTD26,892$3.06M0.9%N/A0.045%
11/6/2025 Wedbush Securities Inc.6,852$780K0.0%+251.7%0.012%
11/6/2025 Aspect Partners LLC101,620$11.57M5.3%+6.9%0.171%
11/4/2025 Cornerstone Planning Group LLC4,264$485K0.1%+766.7%0.007%
11/3/2025 Atlantic Private Wealth LLC1,796$204K0.1%+11.7%0.003%
11/3/2025 Hollencrest Capital Management297$34K0.0%N/A0.000%
11/3/2025 Innealta Capital LLC3,284$374K0.2%-52.7%0.006%
11/3/2025 Valeo Financial Advisors LLC3,122$355K0.0%-29.4%0.005%
10/31/2025 Opus Capital Group LLC199,161$22.68M2.5%+8.7%0.335%
10/27/2025 Sippican Capital Advisors17,638$2.01M1.3%+453.1%0.030%
10/23/2025 Kingswood Wealth Advisors LLC4,674$532K0.0%+162.3%0.008%
10/23/2025 Ethos Financial Group LLC304,540$34.68M2.7%+12.2%0.512%
10/22/2025 GoalVest Advisory LLC42,477$4.84M1.0%-1.8%0.071%
10/14/2025 Farther Finance Advisors LLC20,052$2.28M0.0%+22.2%0.034%
9/12/2025 Valeo Financial Advisors LLC4,422$498K0.0%+41.6%0.007%
8/15/2025 Morse Asset Management Inc12,000$1.35M0.3%N/A0.020%
8/15/2025 Captrust Financial Advisors31,210$3.52M0.0%-48.2%0.052%
8/12/2025 Titleist Asset Management LLC206,620$23.28M2.3%N/A0.347%
8/12/2025 JPMorgan Chase & Co.16,839$1.90M0.0%+242.4%0.028%
8/6/2025 Wedbush Securities Inc.1,948$220K0.0%-30.7%0.003%
8/6/2025 Aspect Partners LLC95,093$10.72M5.3%+104.8%0.160%
8/6/2025 Innealta Capital LLC6,944$782K0.4%N/A0.012%
8/6/2025 Ethos Financial Group LLC271,397$30.58M2.6%-16.7%0.456%
8/1/2025 GoalVest Advisory LLC43,276$4.88M1.2%+2.8%0.073%
7/31/2025 Opus Capital Group LLC183,194$20.64M2.5%+12.6%0.308%
7/31/2025 Longview Financial Advisors Inc.8,905$1.00M0.9%+141.5%0.015%
7/25/2025 Transcendent Capital Group LLC10,381$1.17M0.6%-78.7%0.017%
7/25/2025 Sippican Capital Advisors3,189$359K0.3%-82.9%0.005%
7/23/2025 Kingswood Wealth Advisors LLC1,782$201K0.0%N/A0.003%
7/22/2025 Valeo Financial Advisors LLC4,422$498K0.0%+41.6%0.007%
7/18/2025 Magnolia Private Wealth LLC8,914$1.00M0.8%-43.1%0.015%
7/17/2025 Janney Montgomery Scott LLC43,263$4.88M0.0%+63.2%0.073%
7/17/2025 Avondale Wealth Management57,630$6.49M3.6%+40.8%0.097%
7/11/2025 Farther Finance Advisors LLC16,411$1.85M0.0%-3.5%0.028%
5/15/2025OLD Mission Capital LLC7,717$860K0.0%-92.5%0.015%
5/9/2025Atlantic Private Wealth LLC1,224$136K0.1%+277.8%0.002%
5/6/2025Wedbush Securities Inc.2,809$313K0.0%-25.3%0.005%
5/2/2025Transcendent Capital Group LLC48,652$5.42M3.1%+1.9%0.094%
4/30/2025Opus Capital Group LLC162,702$18.14M2.3%+11.9%0.315%
4/30/2025Valeo Financial Advisors LLC3,122$348K0.0%N/A0.006%
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4/28/2025Sippican Capital Advisors18,683$2.08M1.6%+32.1%0.036%
4/28/2025Longview Financial Advisors Inc.3,687$411K0.4%-52.3%0.007%
4/24/2025Sunbelt Securities Inc.111,150$12.39M1.1%+88.4%0.215%
4/24/2025Aspect Partners LLC46,433$5.18M3.0%+25.7%0.090%
4/21/2025Steel Grove Capital Advisors LLC8,170$911K0.1%-4.3%0.016%
4/17/2025Janney Montgomery Scott LLC26,515$2.96M0.0%+496.8%0.051%
4/15/2025Magnolia Private Wealth LLC15,675$1.75M1.0%-37.1%0.030%
4/14/2025Farther Finance Advisors LLC17,004$1.90M0.0%+1.3%0.033%
4/8/2025Avondale Wealth Management40,927$4.56M2.9%+6.8%0.079%
4/7/2025GoalVest Advisory LLC42,117$4.70M1.3%+2.3%0.081%


BOXX Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Alpha Architect 1-3 Month Box ETF. The most heavily invested institutionals were Ethos Financial Group LLC ($47.04M), Opus Capital Group LLC ($30.57M), Kalehua Capital Management LLC ($25.38M), Titleist Asset Management LLC ($23.28M), Sunbelt Securities Inc. ($19.19M), Stillwater Private Wealth LLC ($14.16M), and Farther Finance Advisors LLC ($12.63M).Learn more on Alpha Architect 1-3 Month Box ETF's institutional investors.

Of the 43 institutional investors that purchased Alpha Architect 1-3 Month Box ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kalehua Capital Management LLC ($230.79K), Titleist Asset Management LLC ($206.62K), Sunbelt Securities Inc. ($189.55K), Opus Capital Group LLC ($161.67K), Ethos Financial Group LLC ($133.15K), Stillwater Private Wealth LLC ($121.79K), and Farther Finance Advisors LLC ($108.25K).

Institutional investors have bought a total of 1,202,336 shares in the last 24 months. This purchase volume represents approximately $138.46M in transactions.

Of the 13 institutional investors that sold Alpha Architect 1-3 Month Box ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GoalVest Advisory LLC ($42.25K), Sunbelt Securities Inc. ($19.35K), JPMorgan Chase & Co. ($15.08K), Kalehua Capital Management LLC ($12.51K), Main Street Group LTD ($6.79K), Innealta Capital LLC ($5.18K), and Cornerstone Planning Group LLC ($3.77K).

Institutional investors have sold a total of 114,901 shares in the last 24 months. This volume of shares sold represents approximately $13.23M in transactions.


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Institutional ownership data for BATS:BOXX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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