Free Trial
→ A new rule goes live in July — and the banks are quietly cashing in (From American Alternative) (Ad) Free BOXX Stock Alerts

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

Alpha Architect 1-3 Month Box ETF logo
$112.82 +2.32 (+2.10%)
As of 03:39 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Alpha Architect 1-3 Month Box ETF (BATS:BOXX)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$63.76M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$24.98M
Get BOXX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Alpha Architect 1-3 Month Box ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Farther 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%
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%
2/18/2025Sunbelt Securities Inc.59,000$6.50M0.6%+25.5%0.244%
2/17/2025Captrust Financial Advisors60,421$6.66M0.0%-5.2%0.250%
2/17/2025BIP Wealth LLC4,756$524K0.0%N/A0.020%
2/14/2025Beck Capital Management LLC12,914$1.42M0.4%N/A0.053%
2/14/2025Steel Grove Capital Advisors LLC8,535$941K0.1%+15.4%0.035%
2/14/2025Landing Point Financial Group LLC4,306$477K0.4%N/A0.018%
2/12/2025OLD Mission Capital LLC102,784$11.34M0.2%+45.8%0.425%
2/12/2025JPMorgan Chase & Co.5,831$643K0.0%N/A0.024%
2/11/2025Atlantic Private Wealth LLC324$36K0.0%+58.8%0.001%
2/10/2025Farther Finance Advisors LLC16,782$1.85M0.1%+37.5%0.069%
2/6/2025Ethos Financial Group LLC326,002$35.95M4.7%-2.3%1.349%
2/5/2025West Michigan Advisors LLC2,415$266K0.1%-81.8%0.010%
2/5/2025Magnolia Private Wealth LLC24,920$2.75M1.6%N/A0.103%
2/4/2025Transcendent Capital Group LLC47,740$5.27M2.7%+2,708.2%0.198%
2/3/2025Aspect Partners LLC36,929$4.07M2.4%+2.1%0.153%
2/3/2025Longview Financial Advisors Inc.7,727$852K0.7%-40.7%0.032%
1/31/2025Opus Capital Group LLC145,381$16.03M2.0%+39.9%0.601%
1/23/2025Sippican Capital Advisors14,146$1.56M1.1%-59.1%0.059%
1/17/2025Janney Montgomery Scott LLC4,443$490K0.0%-5.0%0.018%
1/17/2025GoalVest Advisory LLC41,169$4.54M1.2%-54.4%0.170%
1/10/2025Avondale Wealth Management38,336$4.23M2.7%+379.2%0.159%
11/15/2024Morse Asset Management Inc19,000$2.07M0.4%+26.7%0.079%
11/15/2024Integrated Wealth Concepts LLC53,314$5.81M0.1%-7.5%0.221%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
11/14/2024Flow Traders U.S. LLC4,613$502K0.0%-44.1%0.019%
11/14/2024Captrust Financial Advisors63,747$6.94M0.0%+5.3%0.264%
11/6/2024GoalVest Advisory LLC90,215$9.83M2.8%+373.7%0.373%
11/2/2024Transcendent Capital Group LLC1,700$185K0.1%-74.2%0.007%
10/30/2024United Advisor Group LLC5,094$555K0.1%+3.8%0.021%
10/29/2024Farther Finance Advisors LLC12,206$1.33M0.0%+478.5%0.051%
10/28/2024Sippican Capital Advisors34,609$3.77M2.6%N/A0.143%
10/23/2024West Michigan Advisors LLC13,240$1.44M0.4%+231.6%0.055%
10/19/2024Baker Boyer National Bank4,606$502K0.2%N/A0.019%
10/19/2024Longview Financial Advisors Inc.13,039$1.42M1.0%+52.9%0.054%
10/15/2024Aspect Partners LLC36,157$3.94M2.2%+2.8%0.150%
10/10/2024Avondale Wealth Management8,000$871K0.6%+60.0%0.033%
8/16/2024Sunbelt Securities Inc.47,000$5.07M0.5%N/A0.194%
8/14/2024Morse Asset Management Inc15,000$1.62M0.4%N/A0.062%
8/6/2024Gentry Private Wealth LLC7,943$856K0.8%N/A0.033%
7/31/2024Farther Finance Advisors LLC2,110$228K0.0%N/A0.009%
7/30/2024GoalVest Advisory LLC19,046$2.05M0.7%N/A0.079%
7/24/2024Transcendent Capital Group LLC6,584$710K0.4%N/A0.027%
7/23/2024Oak Family Advisors LLC2,092$226K0.1%N/A0.009%
7/16/2024Aspect Partners LLC35,171$3.79M2.3%-13.6%0.146%
7/12/2024Avondale Wealth Management5,000$539K0.4%N/A0.021%
5/17/2024Aspect Partners LLC40,730$4.34M3.4%+81.4%0.169%
5/8/2024Ethos Financial Group LLC61,440$6.54M1.2%N/A0.254%
5/2/2024Magnolia Capital Advisors LLC4,750$507K0.4%N/A0.023%
5/1/2024Janney Montgomery Scott LLC3,107$331K0.0%N/A0.015%
4/26/2024Opus Capital Group LLC49,183$5.24M0.8%N/A0.238%
4/24/2024Blue Bell Private Wealth Management LLC300$32K0.0%N/A0.001%
4/23/2024Busey Bank9,600$1.02M0.0%N/A0.047%
2/16/2024Aspect Partners LLC22,456$2.36M1.5%N/A0.000%
7/31/2023WealthPLAN Partners LLC2,784$285K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

BOXX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOXX shares?

During the previous two years, 34 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 ($18.14M), Sunbelt Securities Inc. ($12.39M), Captrust Financial Advisors ($6.66M), Integrated Wealth Concepts LLC ($5.81M), Transcendent Capital Group LLC ($5.42M), and Aspect Partners LLC ($5.18M).Learn more on Alpha Architect 1-3 Month Box ETF's institutional investors.

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

Of the 31 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: Sunbelt Securities Inc. ($111.15K), Opus Capital Group LLC ($107.93K), GoalVest Advisory LLC ($91.16K), Ethos Financial Group LLC ($61.44K), Transcendent Capital Group LLC ($53.54K), Aspect Partners LLC ($51.99K), and Avondale Wealth Management ($40.93K).

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

Institutional investors have bought a total of 581,077 shares in the last 24 months. This purchase volume represents approximately $63.76M in transactions.

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

Of the 16 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: OLD Mission Capital LLC ($95.07K), GoalVest Advisory LLC ($49.05K), Sippican Capital Advisors ($20.46K), West Michigan Advisors LLC ($10.83K), Longview Financial Advisors Inc. ($9.35K), Magnolia Private Wealth LLC ($9.25K), and Ethos Financial Group LLC ($7.79K).

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

Institutional investors have sold a total of 225,638 shares in the last 24 months. This volume of shares sold represents approximately $24.98M in transactions.


Related Companies

This page (BATS:BOXX) was last updated on 7/14/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Hedge fund legend humiliates Bitcoin traders
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
Crypto Is Pumping Again – Now Comes the Real Opportunity
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
It’s game over when Elon rolls this out
Elon Musk says his upcoming innovation could be the "biggest product of all time"... And by the looks of th...
InvestorPlace | Sponsored
An extra $1,000 per month?
A little-known Title 15 provision could let you collect instant payouts — $100 to $1,000 — directly from your ...
TradeSmith | Sponsored
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants
Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. ...
Golden Portfolio | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored