Who owns Alpha Architect 1-3 Month Box ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BOXX from SEC Form 13F filings across 373 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 373 institutions disclosed 19.1M shares of Alpha Architect 1-3 Month Box ETF worth $2.24B — about 17.7% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
373
13F holders
$2.24B
value, 2026 filers
17.7%
of shares outstanding (19.1M sh)
68
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BOXX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.4M | $162.4M | 0.3% | 1.3% | -1.6% |
| 2 | Empowered Funds, LLC | 923,075 | $108.1M | 0.6% | 0.9% | -3.7% |
| 3 | Rockefeller Capital Management L.P. | 695,000 | $81.4M | 0.1% | 0.6% | +15.6% |
| 4 | Cambridge Investment Research Advisors, Inc. | 570,946 | $66.9M | 0.2% | 0.5% | +24.3% |
| 5 | True Wealth Design, LLC | 486,131 | $56.9M | 13.5% | 0.5% | -2.2% |
| 6 | Mariner, LLC | 455,745 | $53.4M | 0.1% | 0.4% | +61.2% |
| 7 | HighTower Advisors, LLC | 393,332 | $46.1M | 0.0% | 0.4% | +5.4% |
| 8 | PENNINGTON PARTNERS & CO., LLC | 356,588 | $41.8M | 13.4% | 0.3% | -16.8% |
| 9 | ADAR1 Capital Management, LLC | 337,125 | $39.5M | 1.8% | 0.3% | 0.0% |
| 10 | Insight Advisors, LLC/ PA | 324,822 | $38.0M | 6.7% | 0.3% | -3.8% |
| 11 | JPMORGAN CHASE & CO | 306,987 | $36.0M | 0.0% | 0.3% | +3789.4% |
| 12 | Opus Capital Group, LLC | 305,968 | $35.8M | 3.5% | 0.3% | +7.6% |
| 13 | MML INVESTORS SERVICES, LLC | 296,913 | $34.8M | 0.1% | 0.3% | +59.8% |
| 14 | Whitcomb & Hess, Inc. | 273,047 | $32.0M | 6.9% | 0.3% | -2.7% |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 265,727 | $31.1M | 0.0% | 0.2% | +9727.2% |
| 16 | Pinion Investment Advisors, LLC | 248,506 | $29.1M | 5.5% | 0.2% | +85.4% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 244,873 | $28.7M | 0.0% | 0.2% | +133.4% |
| 18 | Bravias Capital Group, LLC | 230,369 | $27.0M | 16.0% | 0.2% | +3.3% |
| 19 | Amplius Wealth Advisors, LLC | 227,846 | $26.7M | 2.0% | 0.2% | +7.5% |
| 20 | Ethos Financial Group, LLC | 222,040 | $26.1M | 1.7% | 0.2% | -45.1% |
| 21 | TITLEIST ASSET MANAGEMENT, LLC | 206,411 | $24.2M | 1.6% | 0.2% | 0.0% |
| 22 | Avondale Wealth Management | 195,037 | $22.8M | 9.3% | 0.2% | +207.5% |
| 23 | Compass Ion Advisors, LLC | 186,055 | $21.8M | 1.9% | 0.2% | -11.7% |
| 24 | Castellan Group | 174,989 | $20.5M | 2.2% | 0.2% | -1.4% |
| 25 | Peterson Wealth Advisors, LLC | 167,468 | $19.6M | 2.3% | 0.2% | +0.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.