BOXX Institutional Ownership & Shareholders
ALPHA ARCHITECT 1-3 MNTH BOX (BOXX) is currently held by 371 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.20B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of BOXX tracked by InsiderSet, reporting ownership valued at approximately $135.18M in its September 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 $135.56M, representing an estimated gain of +0.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 28% 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
371
Total Reported Value
$2.20B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$135.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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 | 0.20% | 1,140,917 | $135,175,843 | $135,563,758 | +$387,915 | +0.29% | |
| Empowered Funds, Llc | 0.57% | 923,075 | $108,082,852 | $109,679,772 | +$1,596,920 | +1.48% | |
| Rockefeller Capital Management L.P. | 0.12% | 695,000 | $81,377,550 | $82,579,900 | +$1,202,350 | +1.48% | |
| True Wealth Design, Llc | 13.11% | 471,207 | $55,786,162 | $55,988,816 | +$202,654 | +0.36% | |
| Mariner, Llc | 0.06% | 455,745 | $53,363,178 | $54,151,621 | +$788,443 | +1.48% | |
| Pennington Partners & Co., Llc | 13.38% | 356,588 | $41,752,890 | $42,369,786 | +$616,896 | +1.48% | |
| Adar1 Capital Management, Llc | 1.86% | 337,125 | $39,473,966 | $40,057,193 | +$583,227 | +1.48% | |
| Insight Advisors, Llc/ Pa | 6.67% | 320,419 | $37,934,531 | $38,072,186 | +$137,655 | +0.36% | |
| Jpmorgan Chase & Co | 0.00% | 306,987 | $35,951,248 | $36,476,195 | +$524,947 | +1.46% | |
| Mml Investors Services, Llc | 0.07% | 296,913 | $34,765,505 | $35,279,203 | +$513,698 | +1.48% | |
| Whitcomb & Hess, Inc. | 7.33% | 288,954 | $34,209,284 | $34,333,514 | +$124,230 | +0.36% | |
| Well Done, Llc | 4.35% | 268,764 | $31,818,970 | $31,934,538 | +$115,568 | +0.36% | |
| Mercer Global Advisors Inc | 0.04% | 265,727 | $31,114,004 | $31,573,682 | +$459,678 | +1.48% | |
| Pinion Investment Advisors, Llc | 5.52% | 248,506 | $29,097,618 | $29,527,483 | +$429,865 | +1.48% | |
| Amplius Wealth Advisors, Llc | 1.99% | 245,445 | $29,058,249 | $29,163,775 | +$105,526 | +0.36% | |
| Aqr Capital Management Llc | 0.01% | 244,873 | $28,672,150 | $29,095,810 | +$423,660 | +1.48% | |
| Elevatus Welath Management | 6.80% | 238,711 | $28,261,077 | $28,363,641 | +$102,564 | +0.36% | |
| Bravias Capital Group, Llc | 16.01% | 230,369 | $26,973,960 | $27,372,445 | +$398,485 | +1.48% | |
| Peterson Wealth Advisors, Llc | 3.12% | 227,129 | $26,889,802 | $26,987,468 | +$97,666 | +0.36% | |
| Kalehua Capital Management Llc | 15.22% | 226,188 | $26,484,353 | $26,875,658 | +$391,305 | +1.48% | |
| Ethos Financial Group, Llc | 1.75% | 222,040 | $26,112,407 | $26,382,793 | +$270,386 | +1.04% | |
| Titleist Asset Management, Llc | 1.59% | 206,836 | $24,487,314 | $24,576,254 | +$88,940 | +0.36% | |
| Investment Planning Advisors, Inc. | 5.27% | 197,333 | $23,362,260 | $23,447,107 | +$84,847 | +0.36% | |
| Compass Ion Advisors, Llc | 1.96% | 196,719 | $23,289,589 | $23,374,152 | +$84,563 | +0.36% | |
| Cwm, Llc | 0.06% | 196,295 | $22,827,182 | $23,323,772 | +$496,590 | +2.18% | |
| Sunbelt Securities, Inc. | 1.21% | 165,049 | $19,193,548 | $19,611,122 | +$417,574 | +2.18% | |
| Avondale Wealth Management | 8.37% | 160,501 | $19,001,747 | $19,070,729 | +$68,982 | +0.36% | |
| Castellan Group | 2.15% | 155,125 | $18,365,251 | $18,431,953 | +$66,702 | +0.36% | |
| Commerce Advisors, Llc | 8.58% | 153,473 | $18,169,691 | $18,235,662 | +$65,971 | +0.36% | |
| Summit Wealth & Retirement Planning, Inc. | 3.81% | 153,499 | $17,973,169 | $18,238,751 | +$265,582 | +1.48% | |
| Tortoise Investment Management, Llc | 1.33% | 152,407 | $17,845,336 | $18,109,000 | +$263,664 | +1.48% | |
| Optimus Capital Advisors, Llc | 9.52% | 151,391 | $17,726,372 | $17,988,279 | +$261,907 | +1.48% | |
| Spahn Wealth & Retirement Llc | 10.77% | 142,919 | $16,734,386 | $16,981,636 | +$247,250 | +1.48% | |
| Stratos Wealth Advisors, Llc | 0.89% | 139,132 | $16,290,978 | $16,531,664 | +$240,686 | +1.48% | |
| Old Mission Capital Llc | 0.41% | 138,152 | $16,176,217 | $16,415,221 | +$239,004 | +1.48% | |
| Gradient Investments Llc | 0.22% | 132,690 | $15,709,119 | $15,766,226 | +$57,107 | +0.36% | |
| Kathmere Capital Management, Llc | 0.76% | 132,357 | $15,669,690 | $15,726,659 | +$56,969 | +0.36% | |
| Allen Capital Group, Llc | 1.24% | 129,705 | $15,355,775 | $15,411,548 | +$55,773 | +0.36% | |
| Stillwater Private Wealth, Llc | 9.50% | 123,714 | $14,576,000 | $14,699,697 | +$123,697 | +0.85% | |
| Aerodigm Wealth, Llc | 4.86% | 119,323 | $14,126,650 | $14,177,959 | +$51,309 | +0.36% | |
| Altiora Financial Group, Llc | 2.10% | 113,970 | $13,344,748 | $13,541,915 | +$197,167 | +1.48% | |
| Market Street Wealth Management Advisors Llc | 1.87% | 111,199 | $13,164,850 | $13,212,665 | +$47,815 | +0.36% | |
| Lifeworks Advisors, Llc | 1.28% | 104,649 | $12,253,345 | $12,434,394 | +$181,049 | +1.48% | |
| Quantinno Capital Management Lp | 0.01% | 103,632 | $12,134,271 | $12,313,554 | +$179,283 | +1.48% | |
| Kingsview Wealth Management, Llc | 0.15% | 103,165 | $12,079,590 | $12,258,065 | +$178,475 | +1.48% | |
| Longview Financial Advisors, Inc. | 6.88% | 101,500 | $12,016,673 | $12,060,230 | +$43,557 | +0.36% | |
| Focus Partners Wealth | 0.01% | 101,064 | $11,833,584 | $12,008,424 | +$174,840 | +1.48% | |
| Mutual Advisors, Llc | 0.22% | 100,790 | $11,801,493 | $11,975,868 | +$174,375 | +1.48% | |
| Wealthplan Investment Management, Llc | 0.57% | 99,411 | $11,769,289 | $11,812,015 | +$42,726 | +0.36% | |
| Innova Wealth Partners | 4.57% | 97,852 | $11,584,727 | $11,626,775 | +$42,048 | +0.36% |
Frequently asked questions about BOXX
Who are the largest institutional holders of BOXX?
The largest institutional holders of BOXX reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Empowered Funds, Llc, Rockefeller Capital Management L.P., True Wealth Design, Llc, and Mariner, Llc. InsiderSet ranks institutional holders by their latest reported BOXX position.
What is BOXX institutional ownership?
This page tracks BOXX positions reported by institutional investment managers through SEC Form 13F. ALPHA ARCHITECT 1-3 MNTH BOX (BOXX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BOXX?
InsiderSet currently tracks 371 institutional managers reporting BOXX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BOXX shareholders.
How much BOXX stock do institutions own?
Institutional investment managers disclosed approximately $2.20B in BOXX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BOXX institutional ownership last updated?
The latest BOXX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BOXX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BOXX position after the reporting date.
Are institutions buying or selling BOXX?
Institutional buying and selling can be analyzed by comparing BOXX positions across consecutive 13F reporting periods. InsiderSet's BOXX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BOXX ownership changes.
How has BOXX institutional ownership changed over time?
InsiderSet tracks BOXX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.