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

Alpha Architect 1-3 Month Box ETF logo
$111.44 +0.94 (+0.85%)
Closing price 03:58 PM Eastern
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$111.43 0.00 (0.00%)
As of 07:52 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)
29
Total
Institutional Inflows
(last 12 months)
$67.17M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$12.69M
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BOXX Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.59,000$6.50M0.6%+25.5%0.244%
2/17/2025 Captrust Financial Advisors60,421$6.66M0.0%-5.2%0.250%
2/17/2025 BIP Wealth LLC4,756$524K0.0%N/A0.020%
2/14/2025 Beck Capital Management LLC12,914$1.42M0.4%N/A0.053%
2/14/2025 Steel Grove Capital Advisors LLC8,535$941K0.1%+15.4%0.035%
2/14/2025 Landing Point Financial Group LLC4,306$477K0.4%N/A0.018%
2/12/2025 OLD Mission Capital LLC102,784$11.34M0.2%+45.8%0.425%
2/12/2025 JPMorgan Chase & Co.5,831$643K0.0%N/A0.024%
2/11/2025 Atlantic Private Wealth LLC324$36K0.0%+58.8%0.001%
2/10/2025 Farther Finance Advisors LLC16,782$1.85M0.1%+37.5%0.069%
2/6/2025 Ethos Financial Group LLC326,002$35.95M4.7%-2.3%1.349%
2/5/2025 West Michigan Advisors LLC2,415$266K0.1%-81.8%0.010%
2/5/2025 Magnolia Private Wealth LLC24,920$2.75M1.6%N/A0.103%
2/4/2025 Transcendent Capital Group LLC47,740$5.27M2.7%+2,708.2%0.198%
2/3/2025 Aspect Partners LLC36,929$4.07M2.4%+2.1%0.153%
2/3/2025 Longview Financial Advisors Inc.7,727$852K0.7%-40.7%0.032%
1/31/2025 Opus Capital Group LLC145,381$16.03M2.0%+39.9%0.601%
1/23/2025 Sippican Capital Advisors14,146$1.56M1.1%-59.1%0.059%
1/17/2025 Janney Montgomery Scott LLC4,443$490K0.0%-5.0%0.018%
1/17/2025 GoalVest Advisory LLC41,169$4.54M1.2%-54.4%0.170%
1/10/2025 Avondale Wealth Management38,336$4.23M2.7%+379.2%0.159%
11/15/2024 Morse Asset Management Inc19,000$2.07M0.4%+26.7%0.079%
11/15/2024 Integrated Wealth Concepts LLC53,314$5.81M0.1%-7.5%0.221%
11/14/2024 Flow Traders U.S. LLC4,613$502K0.0%-44.1%0.019%
11/14/2024 Captrust Financial Advisors63,747$6.94M0.0%+5.3%0.264%
11/6/2024 GoalVest Advisory LLC90,215$9.83M2.8%+373.7%0.373%
11/2/2024 Transcendent Capital Group LLC1,700$185K0.1%-74.2%0.007%
10/30/2024 United Advisor Group LLC5,094$555K0.1%+3.8%0.021%
10/29/2024 Farther Finance Advisors LLC12,206$1.33M0.0%+478.5%0.051%
10/28/2024 Sippican Capital Advisors34,609$3.77M2.6%N/A0.143%
10/23/2024 West Michigan Advisors LLC13,240$1.44M0.4%+231.6%0.055%
10/19/2024 Baker Boyer National Bank4,606$502K0.2%N/A0.019%
10/19/2024 Longview Financial Advisors Inc.13,039$1.42M1.0%+52.9%0.054%
10/15/2024 Aspect Partners LLC36,157$3.94M2.2%+2.8%0.150%
10/10/2024 Avondale Wealth Management8,000$871K0.6%+60.0%0.033%
8/16/2024 Sunbelt Securities Inc.47,000$5.07M0.5%N/A0.194%
8/14/2024 Morse Asset Management Inc15,000$1.62M0.4%N/A0.062%
8/6/2024 Gentry Private Wealth LLC7,943$856K0.8%N/A0.033%
7/31/2024 Farther Finance Advisors LLC2,110$228K0.0%N/A0.009%
7/30/2024 GoalVest Advisory LLC19,046$2.05M0.7%N/A0.079%
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7/24/2024 Transcendent Capital Group LLC6,584$710K0.4%N/A0.027%
7/23/2024 Oak Family Advisors LLC2,092$226K0.1%N/A0.009%
7/16/2024 Aspect Partners LLC35,171$3.79M2.3%-13.6%0.146%
7/12/2024 Avondale Wealth Management5,000$539K0.4%N/A0.021%
5/17/2024 Aspect Partners LLC40,730$4.34M3.4%+81.4%0.169%
5/8/2024 Ethos Financial Group LLC61,440$6.54M1.2%N/A0.254%
5/2/2024 Magnolia Capital Advisors LLC4,750$507K0.4%N/A0.023%
5/1/2024 Janney Montgomery Scott LLC3,107$331K0.0%N/A0.015%
4/26/2024 Opus Capital Group LLC49,183$5.24M0.8%N/A0.238%
4/24/2024 Blue Bell Private Wealth Management LLC300$32K0.0%N/A0.001%
4/23/2024 Busey Bank9,600$1.02M0.0%N/A0.047%
2/16/2024 Aspect Partners LLC22,456$2.36M1.5%N/A0.000%
7/31/2023 WealthPLAN Partners LLC2,784$285K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

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BOXX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOXX shares?

During the previous two years, 32 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 ($35.95M), Opus Capital Group LLC ($16.03M), OLD Mission Capital LLC ($11.34M), Captrust Financial Advisors ($6.66M), Sunbelt Securities Inc. ($6.50M), Integrated Wealth Concepts LLC ($5.81M), and Transcendent Capital Group LLC ($5.27M).Learn more on BOXX's institutional investors.

Which institutional investors have been buying Alpha Architect 1-3 Month Box ETF stock?

Of the 30 institutional investors that purchased Alpha Architect 1-3 Month Box ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Opus Capital Group LLC ($90.61K), GoalVest Advisory LLC ($90.22K), Ethos Financial Group LLC ($61.44K), Sunbelt Securities Inc. ($59K), Transcendent Capital Group LLC ($52.62K), Aspect Partners LLC ($42.49K), and Avondale Wealth Management ($38.34K).

How much institutional buying is happening at Alpha Architect 1-3 Month Box ETF?

Institutional investors have bought a total of 643,692 shares in the last 24 months. This purchase volume represents approximately $69.82M in transactions.

Which Alpha Architect 1-3 Month Box ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Alpha Architect 1-3 Month Box ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GoalVest Advisory LLC ($49.05K), Sippican Capital Advisors ($20.46K), West Michigan Advisors LLC ($10.83K), Ethos Financial Group LLC ($7.79K), Aspect Partners LLC ($5.56K), Longview Financial Advisors Inc. ($5.31K), and Transcendent Capital Group LLC ($4.88K).

How much institutional selling is happening at Alpha Architect 1-3 Month Box ETF?

Institutional investors have sold a total of 115,378 shares in the last 24 months. This volume of shares sold represents approximately $12.69M in transactions.



This page (BATS:BOXX) was last updated on 3/27/2025 by MarketBeat.com Staff
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