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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +10,708 | +21.1% | 61,359 | $7.17M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +22,005 | +50.3% | 65,770 | $7.70M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +25,169 | — | 25,169 | $2.95M | Q2 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Buy | +567 | +18.4% | 3,641 | $426.32K | Q2 2026 | Aug 26, 2026 |
| West Michigan Advisors, Llc | Buy | +22,762 | +52.8% | 65,868 | $7.71M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +263,023 | +9727.2% | 265,727 | $31.11M | Q2 2026 | Aug 19, 2026 |
| Kalehua Capital Management Llc | Buy | +107,766 | +91.0% | 226,188 | $26.48M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +6,727 | +7.0% | 103,165 | $12.08M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,758 | +6.2% | 47,000 | $5.50M | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Buy | +1,538 | +85.5% | 3,337 | $390.73K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -35,950 | -3.7% | 923,075 | $108.08M | Q2 2026 | Aug 17, 2026 |
| Mcmill Wealth Management | Buy | +7,837 | — | 7,837 | $917.63K | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +2,468 | — | 2,468 | $288.98K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +32 | +0.4% | 7,583 | $888.00K | Q2 2026 | Aug 17, 2026 |
| Aqr Capital Management Llc | Buy | +139,965 | +133.4% | 244,873 | $28.67M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +77,051 | +126.1% | 138,152 | $16.18M | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +73,635 | +634.8% | 85,235 | $9.98M | Q2 2026 | Aug 14, 2026 |
| Pennington Partners & Co., Llc | Sell | -72,098 | -16.8% | 356,588 | $41.75M | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Buy | +68,342 | +188.2% | 104,649 | $12.25M | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners Llc | Buy | +65,644 | — | 65,644 | $7.69M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +46,877 | — | 46,877 | $5.49M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +23,600 | — | 23,600 | $2.76M | Q2 2026 | Aug 14, 2026 |
| Torno Capital, Llc | Buy | +22,880 | — | 22,880 | $2.68M | Q2 2026 | Aug 14, 2026 |
| Invst, Llc | Buy | +21,704 | +54.8% | 61,326 | $7.18M | Q2 2026 | Aug 14, 2026 |
| Svrn Asset Management, Llc | Buy | +20,575 | +153.1% | 34,017 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +20,034 | — | 20,034 | $2.35M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +18,091 | +189.0% | 27,662 | $3.24M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -17,423 | -33.0% | 35,301 | $4.13M | Q2 2026 | Aug 14, 2026 |
| Arcus Capital Partners, Llc | Buy | +15,000 | +72.8% | 35,600 | $4.17M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +14,825 | +17.2% | 100,790 | $11.80M | Q2 2026 | Aug 14, 2026 |
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.