ALPHA ARCHITECT 1-3 MNTH BOX (BOXX) Institutional Ownership Changes & 13F Activity

ALPHA ARCHITECT 1-3 MNTH BOX (BOXX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Aqr Capital Management Llc, Kalehua Capital Management Llc, Old Mission Capital Llc, and Marex Group Plc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+10,708+21.1%61,359$7.17MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+22,005+50.3%65,770$7.70MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+25,169—25,169$2.95MQ2 2026Sep 02, 2026
Brown Financial AdvisorsBuy+567+18.4%3,641$426.32KQ2 2026Aug 26, 2026
West Michigan Advisors, LlcBuy+22,762+52.8%65,868$7.71MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+263,023+9727.2%265,727$31.11MQ2 2026Aug 19, 2026
Kalehua Capital Management LlcBuy+107,766+91.0%226,188$26.48MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+6,727+7.0%103,165$12.08MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+2,758+6.2%47,000$5.50MQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+1,538+85.5%3,337$390.73KQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-35,950-3.7%923,075$108.08MQ2 2026Aug 17, 2026
Mcmill Wealth ManagementBuy+7,837—7,837$917.63KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+2,468—2,468$288.98KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+32+0.4%7,583$888.00KQ2 2026Aug 17, 2026
Aqr Capital Management LlcBuy+139,965+133.4%244,873$28.67MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+77,051+126.1%138,152$16.18MQ2 2026Aug 14, 2026
Marex Group PlcBuy+73,635+634.8%85,235$9.98MQ2 2026Aug 14, 2026
Pennington Partners & Co., LlcSell-72,098-16.8%356,588$41.75MQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+68,342+188.2%104,649$12.25MQ2 2026Aug 14, 2026
Quinn Opportunity Partners LlcBuy+65,644—65,644$7.69MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+46,877—46,877$5.49MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+23,600—23,600$2.76MQ2 2026Aug 14, 2026
Torno Capital, LlcBuy+22,880—22,880$2.68MQ2 2026Aug 14, 2026
Invst, LlcBuy+21,704+54.8%61,326$7.18MQ2 2026Aug 14, 2026
Svrn Asset Management, LlcBuy+20,575+153.1%34,017$3.98MQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+20,034—20,034$2.35MQ2 2026Aug 14, 2026
&PartnersBuy+18,091+189.0%27,662$3.24MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-17,423-33.0%35,301$4.13MQ2 2026Aug 14, 2026
Arcus Capital Partners, LlcBuy+15,000+72.8%35,600$4.17MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+14,825+17.2%100,790$11.80MQ2 2026Aug 14, 2026
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Frequently asked questions about BOXX activity

  • Which institutional owners are buying BOXX?

    Institutional owners buying BOXX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BOXX activity?

    "Buy" means an investor increased their reported position in BOXX compared to the prior reporting period. This reflects growing exposure to ALPHA ARCHITECT 1-3 MNTH BOX (BOXX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BOXX increasing?

    Institutional interest in BOXX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.