Who owns Alpha Architect 1-3 Month Box ETF?
Institutional ownership of BOXX from SEC Form 13F filings across 187 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.
187
13F holders
$1.04B
value, 2026 filers
9.5%
of shares outstanding (10.2M sh)
37
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 | Cambridge Investment Research Advisors, Inc. | 1.1M | $133,704 | 0.3% | 1.1% | +148.7% |
| 3 | Rockefeller Capital Management L.P. | 695,000 | $81.4M | 0.1% | 0.6% | +15.6% |
| 4 | Mariner, LLC | 455,745 | $53.4M | 0.1% | 0.4% | +61.2% |
| 5 | HighTower Advisors, LLC | 393,332 | $46.1M | 0.0% | 0.4% | +5.4% |
| 6 | Insight Advisors, LLC/ PA | 324,822 | $38.0M | 6.7% | 0.3% | -3.8% |
| 7 | JPMORGAN CHASE & CO | 306,987 | $36.0M | 0.0% | 0.3% | +3789.4% |
| 8 | MML INVESTORS SERVICES, LLC | 296,913 | $34.8M | 0.1% | 0.3% | +59.8% |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 265,727 | $31.1M | 0.0% | 0.2% | +9727.2% |
| 10 | Ethos Financial Group, LLC | 222,040 | $26.1M | 1.7% | 0.2% | -45.1% |
| 11 | Arete Wealth Advisors, LLC | 196,812 | $23.0M | 0.8% | 0.2% | +62.0% |
| 12 | Spahn Wealth & Retirement LLCNEW | 142,919 | $16.7M | 10.8% | 0.1% | new |
| 13 | Stratos Wealth Advisors, LLC | 139,132 | $16.3M | 0.9% | 0.1% | +43.2% |
| 14 | OLD MISSION CAPITAL LLC | 138,152 | $16.2M | 0.3% | 0.1% | +126.1% |
| 15 | Allen Capital Group, LLC | 135,833 | $15.9M | 1.3% | 0.1% | +3.0% |
| 16 | Altiora Financial Group, LLC | 113,970 | $13.3M | 2.1% | 0.1% | +20.0% |
| 17 | Teamwork Financial Advisors, LLC | 105,665 | $12.4M | 1.1% | 0.1% | +22.7% |
| 18 | Quantinno Capital Management LP | 103,632 | $12.1M | 0.0% | 0.1% | -7.2% |
| 19 | Focus Partners Wealth | 101,064 | $11.8M | 0.0% | 0.1% | +555.2% |
| 20 | Mutual Advisors, LLC | 100,790 | $11.8M | 0.2% | 0.1% | +17.2% |
| 21 | WealthPlan Investment Management, LLC | 100,315 | $11.7M | 0.6% | 0.1% | -8.5% |
| 22 | IHT Wealth Management, LLC | 98,917 | $11.6M | 0.2% | 0.1% | -4.4% |
| 23 | Aptus Capital Advisors, LLC | 85,693 | $10.0M | 0.1% | 0.1% | +11.8% |
| 24 | Marex Group Ltd | 85,235 | $10.0M | 0.0% | 0.1% | +634.8% |
| 25 | BEACON FINANCIAL GROUP | 83,819 | $9.8M | 0.9% | 0.1% | +21.4% |
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.