ALPHA ARCHITECT 1-3 MNTH BOX (BOXX) Institutional Shareholders
ALPHA ARCHITECT 1-3 MNTH BOX (BOXX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.94B in BOXX holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of BOXX tracked by InsiderSet, reporting ownership valued at approximately $162.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $162.84M, representing an estimated gain of +0.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 34% of the total disclosed BOXX value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Empowered Funds, Llc, Rockefeller Capital Management L.P., and several other long-term asset managers with concentrated positions in ALPHA ARCHITECT 1-3 MNTH BOX (BOXX).
This page ranks the largest institutional BOXX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
344
Total Reported Value
$1.94B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$162.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.27% | 1,383,612 | $162,436,081 | $162,837,296 | +$401,215 | +0.25% | |
| Empowered Funds, Llc | 0.71% | 959,025 | $111,525,018 | $112,867,652 | +$1,342,634 | +1.20% | |
| Rockefeller Capital Management L.P. | 0.12% | 601,391 | $69,935,759 | $70,777,707 | +$841,948 | +1.20% | |
| True Wealth Design, Llc | 13.54% | 486,131 | $56,921,044 | $57,212,757 | +$291,713 | +0.51% | |
| Pennington Partners & Co., Llc | 17.07% | 428,686 | $49,851,868 | $50,452,055 | +$600,187 | +1.20% | |
| Ethos Financial Group, Llc | 3.44% | 404,551 | $47,044,259 | $47,611,607 | +$567,348 | +1.21% | |
| Hightower Advisors, Llc | 0.04% | 393,332 | $46,055,222 | $46,291,243 | +$236,021 | +0.51% | |
| Adar1 Capital Management, Llc | 2.36% | 337,125 | $39,204,266 | $39,676,241 | +$471,975 | +1.20% | |
| Insight Advisors, Llc/ Pa | 6.70% | 324,822 | $38,033,536 | $38,228,301 | +$194,765 | +0.51% | |
| Mariner, Llc | 0.04% | 282,725 | $32,878,118 | $33,273,905 | +$395,787 | +1.20% | |
| Whitcomb & Hess, Inc. | 6.91% | 273,047 | $31,971,016 | $32,134,901 | +$163,885 | +0.51% | |
| Bravias Capital Group, Llc | 16.01% | 230,369 | $26,973,960 | $27,112,128 | +$138,168 | +0.51% | |
| Amplius Wealth Advisors, Llc | 1.95% | 227,846 | $26,678,499 | $26,815,196 | +$136,697 | +0.51% | |
| Aviso Financial Inc. | 0.92% | 222,229 | $25,843,010 | $26,154,131 | +$311,121 | +1.20% | |
| Compass Ion Advisors, Llc | 2.33% | 210,627 | $24,493,764 | $24,788,692 | +$294,928 | +1.20% | |
| Titleist Asset Management, Llc | 1.63% | 206,411 | $24,168,664 | $24,292,511 | +$123,847 | +0.51% | |
| Avondale Wealth Management | 9.31% | 195,037 | $22,836,915 | $22,953,905 | +$116,990 | +0.51% | |
| Cwm, Llc | 0.06% | 196,295 | $22,827,182 | $23,101,959 | +$274,777 | +1.20% | |
| Mml Investors Services, Llc | 0.06% | 185,852 | $21,612,714 | $21,872,922 | +$260,208 | +1.20% | |
| Castellan Group | 2.25% | 174,989 | $20,489,462 | $20,594,455 | +$104,993 | +0.51% | |
| Peterson Wealth Advisors, Llc | 2.57% | 165,908 | $19,293,441 | $19,525,713 | +$232,272 | +1.20% | |
| Sunbelt Securities, Inc. | 1.21% | 165,049 | $19,193,548 | $19,424,617 | +$231,069 | +1.20% | |
| Investment Planning Advisors, Inc. | 4.36% | 160,622 | $18,807,203 | $18,903,603 | +$96,400 | +0.51% | |
| Client First Investment Management Llc | 7.61% | 154,198 | $18,055,044 | $18,147,563 | +$92,519 | +0.51% | |
| Summit Wealth & Retirement Planning, Inc. | 3.81% | 153,499 | $17,973,169 | $18,065,297 | +$92,128 | +0.51% | |
| Optimus Capital Advisors, Llc | 9.52% | 151,391 | $17,726,372 | $17,817,207 | +$90,835 | +0.51% | |
| Commerce Advisors, Llc | 9.45% | 148,554 | $17,394,137 | $17,483,320 | +$89,183 | +0.51% | |
| Tortoise Investment Management, Llc | 1.39% | 144,816 | $16,840,653 | $17,043,395 | +$202,742 | +1.20% | |
| Well Done, Llc | 2.24% | 141,915 | $16,616,828 | $16,701,976 | +$85,148 | +0.51% | |
| Allen Capital Group, Llc | 1.30% | 135,833 | $15,904,686 | $15,986,186 | +$81,500 | +0.51% | |
| Pinion Investment Advisors, Llc | 3.64% | 134,014 | $15,584,538 | $15,772,108 | +$187,570 | +1.20% | |
| Kalehua Capital Management Llc | 11.61% | 118,422 | $13,771,294 | $13,937,085 | +$165,791 | +1.20% | |
| Gradient Investments Llc | 0.19% | 117,052 | $13,705,619 | $13,775,850 | +$70,231 | +0.51% | |
| Quantinno Capital Management Lp | 0.02% | 111,671 | $12,986,221 | $13,142,560 | +$156,339 | +1.20% | |
| Farther Finance Advisors, Llc | 0.10% | 106,186 | $12,433,396 | $12,497,030 | +$63,634 | +0.51% | |
| Teamwork Financial Advisors, Llc | 1.15% | 105,665 | $12,372,315 | $12,435,714 | +$63,399 | +0.51% | |
| Aqr Capital Management Llc | 0.01% | 104,908 | $12,199,751 | $12,346,623 | +$146,872 | +1.20% | |
| Iht Wealth Management, Llc | 0.28% | 103,513 | $12,037,527 | $12,182,445 | +$144,918 | +1.20% | |
| Kathmere Capital Management, Llc | 0.62% | 100,341 | $11,748,928 | $11,809,132 | +$60,204 | +0.51% | |
| Wealthplan Investment Management, Llc | 0.58% | 100,315 | $11,745,883 | $11,806,072 | +$60,189 | +0.51% | |
| Fischer Investment Strategies, Llc | 5.45% | 97,552 | $11,422,364 | $11,480,895 | +$58,531 | +0.51% | |
| Stratos Wealth Advisors, Llc | 0.69% | 97,170 | $11,299,912 | $11,435,937 | +$136,025 | +1.20% | |
| Kingsview Wealth Management, Llc | 0.15% | 96,438 | $11,214,775 | $11,349,788 | +$135,013 | +1.20% | |
| Longview Financial Advisors, Inc. | 6.49% | 94,746 | $11,093,815 | $11,150,657 | +$56,842 | +0.51% | |
| Altiora Financial Group, Llc | 1.82% | 94,975 | $11,044,643 | $11,177,608 | +$132,965 | +1.20% | |
| Innova Wealth Partners | 4.41% | 90,876 | $10,640,718 | $10,695,196 | +$54,478 | +0.51% | |
| Stokes Family Office, Llc | 1.08% | 90,178 | $10,486,840 | $10,613,049 | +$126,209 | +1.20% | |
| Bluefin Capital Management, Llc | 10.14% | 90,000 | $10,466,100 | $10,592,100 | +$126,000 | +1.20% | |
| Mutual Advisors, Llc | 0.21% | 85,965 | $9,996,861 | $10,117,221 | +$120,360 | +1.20% | |
| Weaver Consulting Group | 2.03% | 84,762 | $9,924,832 | $9,975,640 | +$50,808 | +0.51% |
Frequently asked questions about BOXX
Who owns the most BOXX stock?
The largest holders of BOXX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALPHA ARCHITECT 1-3 MNTH BOX (BOXX).
Is BOXX widely held by superinvestors?
Many widely followed stocks like BOXX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BOXX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.