ALPHA ARCHITECT 1-3 MNTH BOX BOXX
$117.22
+0.1% 52w: $114.06 – $117.22
Latest 13F among current holders filed 16 days ago (Oct 16, 2026)
Price — last 12 months
research preview data114.06115.64117.22
Oct 17, 2025 Jul 2, 2026
Institutional holders
339
+39 QoQ
13F value
$2.14B
+14.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BOXX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.4M | $163.5M | — | -41.8% |
| Empowered Funds, LLC | Diversified mechanical | 959.0K | $111.5M | 0.7% | +228.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 601.4K | $69.9M | 0.1% | -0.8% |
| True Wealth Design, LLC | Wealth advisor | 497.0K | $57.8M | 16.0% | +4.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 459.2K | $53.4M | 0.1% | -8.3% |
| PENNINGTON PARTNERS & CO., LLC | Wealth advisor | 428.7K | $49.9M | 17.1% | +4.7% |
| Client First Investment Management LLC | Wealth advisor | 406.9K | $47.3M | — | +191.1% |
| Ethos Financial Group, LLC | Wealth advisor | 404.6K | $47.0M | 3.4% | +27.2% |
| HighTower Advisors, LLC | Diversified mechanical | 373.0K | $43.4M | 0.0% | +9.4% |
| Insight Advisors, LLC/ PA | Wealth advisor | 337.7K | $39.3M | 7.5% | +6.3% |
| ADAR1 Capital Management, LLC | Other | 337.1K | $39.2M | 2.4% | Held |
| Kalehua Capital Management LLC ★2 | Fundamental concentrated | 336.7K | $39.2M | — | +45.9% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 311.7K | $36.3M | 0.9% | New |
| Opus Capital Group, LLC | Wealth advisor | 284.3K | $33.1M | 3.6% | +7.0% |
| Mariner, LLC | Diversified mechanical | 282.7K | $32.9M | 0.0% | -26.4% |
| Whitcomb & Hess, Inc. | Wealth advisor | 280.6K | $32.6M | 7.6% | +11.3% |
| Bravias Capital Group, LLC | Wealth advisor | 223.0K | $25.9M | 17.0% | -2.8% |
| Aviso Financial Inc. | Other | 222.2K | $25.8M | 0.9% | New |
| Cynosure Group, LLC | Wealth advisor | 222.1K | $25.8M | 3.2% | -27.8% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 212.0K | $24.7M | 2.1% | +10.5% |
| Compass Ion Advisors, LLC | Wealth advisor | 210.6K | $24.5M | 2.3% | +1.9% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 206.5K | $24.0M | 1.8% | 0.0% |
| CWM, LLC | Wealth advisor | 196.3K | $22.8M | 0.1% | -12.6% |
| Kathmere Capital Management, LLC | Wealth advisor | 191.1K | $22.2M | 1.4% | +3.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 185.9K | $21.6M | 0.1% | +31.9% |
| Castellan Group | Wealth advisor | 177.5K | $20.6M | 2.9% | +84.7% |
| Peterson Wealth Advisors, LLC | Wealth advisor | 165.9K | $19.3M | — | +16.6% |
| Sunbelt Securities, Inc. | Diversified mechanical | 165.0K | $19.2M | 1.2% | -3.9% |
| Private Advisor Group, LLC | Wealth advisor | 157.2K | $18.3M | 0.1% | +90.0% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | Wealth advisor | 146.5K | $17.0M | 4.1% | +0.8% |
| Tortoise Investment Management, LLC | Wealth advisor | 144.8K | $16.8M | 1.4% | +15.5% |
| Optimus Capital Advisors, LLC | Wealth advisor | 141.3K | $16.4M | — | +3.1% |
| Pinion Investment Advisors, LLC | Wealth advisor | 134.0K | $15.6M | 3.6% | +4.9% |
| Allen Capital Group, LLC | Wealth advisor | 131.9K | $15.3M | 1.4% | +27.3% |
| Stillwater Private Wealth, LLC | Wealth advisor | 121.8K | $14.2M | 12.0% | — |
| Well Done, LLC | Wealth advisor | 121.5K | $14.1M | 2.1% | +342.7% |
| Arete Wealth Advisors, LLC | Wealth advisor | 121.5K | $14.1M | 1.1% | +12.4% |
| Aspect Partners, LLC | Wealth advisor | 117.2K | $13.6M | 5.6% | +13.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 114.4K | $13.3M | 0.1% | +4.2% |
| Quantinno Capital Management LP | Diversified mechanical | 111.7K | $13.0M | 0.0% | +262.5% |
| WealthPlan Investment Management, LLC | Wealth advisor | 109.7K | $12.8M | 0.7% | +175.2% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 104.9K | $12.2M | 0.0% | +23.9% |
| IHT Wealth Management, LLC | Wealth advisor | 103.5K | $12.0M | — | -10.1% |
| Commerce Advisors, LLC | Wealth advisor | 98.4K | $11.4M | 9.6% | — |
| Stratos Wealth Advisors, LLC | Wealth advisor | 97.2K | $11.3M | 0.7% | +4119.3% |
| Kingsview Wealth Management, LLC | Wealth advisor | 96.4K | $11.2M | 0.2% | -0.3% |
| Weaver Consulting Group | Wealth advisor | 95.0K | $11.1M | 2.6% | +40.2% |
| Altiora Financial Group, LLC | Wealth advisor | 95.0K | $11.0M | 1.8% | +64.8% |
| Stokes Family Office, LLC | Wealth advisor | 90.2K | $10.5M | 1.1% | -16.4% |
| BLUEFIN CAPITAL MANAGEMENT, LLC | Other | 90.0K | $10.5M | 11.9% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding BOXX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCEmpowered Funds, LLCRockefeller Capital Management L.P.True Wealth Design, LLCCambridge Investment Research Advisors, Inc.PENNINGTON PARTNERS & CO., LLCClient First Investment Management LLCEthos Financial Group, LLCHighTower Advisors, LLCInsight Advisors, LLC/ PA