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Alpha Architect 1-3 Month Box ETF (BOXX) Institutional Ownership

Alpha Architect 1-3 Month Box ETF logo
$112.98 +2.49 (+2.25%)
Closing price 07/25/2025 03:59 PM Eastern
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$112.98 0.00 (0.00%)
As of 07/25/2025 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Alpha Architect 1-3 Month Box ETF (BATS:BOXX)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$66.94M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$31.20M
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BOXX Institutional Buying and Selling by Quarter

Alpha Architect 1-3 Month Box ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Transcendent Capital Group LLC10,381$1.17M0.6%-78.7%0.017%
7/25/2025Sippican Capital Advisors3,189$359K0.3%-82.9%0.005%
7/23/2025 Kingswood Wealth Advisors LLC1,782$201K0.0%N/A0.003%
7/22/2025 Valeo Financial Advisors LLC4,422$498K0.0%+41.6%0.007%
7/18/2025 Magnolia Private Wealth LLC8,914$1.00M0.8%-43.1%0.015%
7/17/2025 Janney Montgomery Scott LLC43,263$4.88M0.0%+63.2%0.073%
7/17/2025 Avondale Wealth Management57,630$6.49M3.6%+40.8%0.097%
7/11/2025 Farther Finance Advisors LLC16,411$1.85M0.0%-3.5%0.028%
5/15/2025OLD Mission Capital LLC7,717$860K0.0%-92.5%0.015%
5/9/2025Atlantic Private Wealth LLC1,224$136K0.1%+277.8%0.002%
5/6/2025Wedbush Securities Inc.2,809$313K0.0%-25.3%0.005%
5/2/2025Transcendent Capital Group LLC48,652$5.42M3.1%+1.9%0.094%
4/30/2025Opus Capital Group LLC162,702$18.14M2.3%+11.9%0.315%
4/30/2025 Valeo Financial Advisors LLC3,122$348K0.0%N/A0.006%
4/28/2025Sippican Capital Advisors18,683$2.08M1.6%+32.1%0.036%
4/28/2025Longview Financial Advisors Inc.3,687$411K0.4%-52.3%0.007%
4/24/2025Sunbelt Securities Inc.111,150$12.39M1.1%+88.4%0.215%
4/24/2025Aspect Partners LLC46,433$5.18M3.0%+25.7%0.090%
4/21/2025Steel Grove Capital Advisors LLC8,170$911K0.1%-4.3%0.016%
4/17/2025 Janney Montgomery Scott LLC26,515$2.96M0.0%+496.8%0.051%
4/15/2025 Magnolia Private Wealth LLC15,675$1.75M1.0%-37.1%0.030%
4/14/2025 Farther Finance Advisors LLC17,004$1.90M0.0%+1.3%0.033%
4/8/2025 Avondale Wealth Management40,927$4.56M2.9%+6.8%0.079%
4/7/2025GoalVest Advisory LLC42,117$4.70M1.3%+2.3%0.081%
2/18/2025Sunbelt Securities Inc.59,000$6.50M0.6%+25.5%0.244%
2/17/2025Captrust Financial Advisors60,421$6.66M0.0%-5.2%0.250%
2/17/2025BIP Wealth LLC4,756$524K0.0%N/A0.020%
2/14/2025Beck Capital Management LLC12,914$1.42M0.4%N/A0.053%
2/14/2025Steel Grove Capital Advisors LLC8,535$941K0.1%+15.4%0.035%
2/14/2025Landing Point Financial Group LLC4,306$477K0.4%N/A0.018%
2/12/2025OLD Mission Capital LLC102,784$11.34M0.2%+45.8%0.425%
2/12/2025JPMorgan Chase & Co.5,831$643K0.0%N/A0.024%
2/11/2025Atlantic Private Wealth LLC324$36K0.0%+58.8%0.001%
2/10/2025 Farther Finance Advisors LLC16,782$1.85M0.1%+37.5%0.069%
2/6/2025Ethos Financial Group LLC326,002$35.95M4.7%-2.3%1.349%
2/5/2025West Michigan Advisors LLC2,415$266K0.1%-81.8%0.010%
2/5/2025 Magnolia Private Wealth LLC24,920$2.75M1.6%N/A0.103%
2/4/2025Transcendent Capital Group LLC47,740$5.27M2.7%+2,708.2%0.198%
2/3/2025Aspect Partners LLC36,929$4.07M2.4%+2.1%0.153%
2/3/2025Longview Financial Advisors Inc.7,727$852K0.7%-40.7%0.032%
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1/31/2025Opus Capital Group LLC145,381$16.03M2.0%+39.9%0.601%
1/23/2025Sippican Capital Advisors14,146$1.56M1.1%-59.1%0.059%
1/17/2025 Janney Montgomery Scott LLC4,443$490K0.0%-5.0%0.018%
1/17/2025GoalVest Advisory LLC41,169$4.54M1.2%-54.4%0.170%
1/10/2025 Avondale Wealth Management38,336$4.23M2.7%+379.2%0.159%
11/15/2024Morse Asset Management Inc19,000$2.07M0.4%+26.7%0.079%
11/15/2024Integrated Wealth Concepts LLC53,314$5.81M0.1%-7.5%0.221%
11/14/2024Flow Traders U.S. LLC4,613$502K0.0%-44.1%0.019%
11/14/2024Captrust Financial Advisors63,747$6.94M0.0%+5.3%0.264%
11/6/2024GoalVest Advisory LLC90,215$9.83M2.8%+373.7%0.373%
11/2/2024Transcendent Capital Group LLC1,700$185K0.1%-74.2%0.007%
10/30/2024United Advisor Group LLC5,094$555K0.1%+3.8%0.021%
10/29/2024 Farther Finance Advisors LLC12,206$1.33M0.0%+478.5%0.051%
10/28/2024Sippican Capital Advisors34,609$3.77M2.6%N/A0.143%
10/23/2024West Michigan Advisors LLC13,240$1.44M0.4%+231.6%0.055%
10/19/2024Baker Boyer National Bank4,606$502K0.2%N/A0.019%
10/19/2024Longview Financial Advisors Inc.13,039$1.42M1.0%+52.9%0.054%
10/15/2024Aspect Partners LLC36,157$3.94M2.2%+2.8%0.150%
10/10/2024 Avondale Wealth Management8,000$871K0.6%+60.0%0.033%
8/16/2024Sunbelt Securities Inc.47,000$5.07M0.5%N/A0.194%
8/14/2024Morse Asset Management Inc15,000$1.62M0.4%N/A0.062%
8/6/2024 Gentry Private Wealth LLC7,943$856K0.8%N/A0.033%
7/31/2024 Farther Finance Advisors LLC2,110$228K0.0%N/A0.009%
7/30/2024GoalVest Advisory LLC19,046$2.05M0.7%N/A0.079%
7/24/2024Transcendent Capital Group LLC6,584$710K0.4%N/A0.027%
7/23/2024 Oak Family Advisors LLC2,092$226K0.1%N/A0.009%
7/16/2024Aspect Partners LLC35,171$3.79M2.3%-13.6%0.146%
7/12/2024 Avondale Wealth Management5,000$539K0.4%N/A0.021%
5/17/2024Aspect Partners LLC40,730$4.34M3.4%+81.4%0.169%
5/8/2024Ethos Financial Group LLC61,440$6.54M1.2%N/A0.254%
5/2/2024Magnolia Capital Advisors LLC4,750$507K0.4%N/A0.023%
5/1/2024 Janney Montgomery Scott LLC3,107$331K0.0%N/A0.015%
4/26/2024Opus Capital Group LLC49,183$5.24M0.8%N/A0.238%
4/24/2024Blue Bell Private Wealth Management LLC300$32K0.0%N/A0.001%
4/23/2024 Busey Bank9,600$1.02M0.0%N/A0.047%
2/16/2024Aspect Partners LLC22,456$2.36M1.5%N/A0.000%
7/31/2023WealthPLAN Partners LLC2,784$285K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

BOXX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOXX shares?

During the previous two years, 35 institutional investors and hedge funds held shares of Alpha Architect 1-3 Month Box ETF. The most heavily invested institutionals were Ethos Financial Group LLC ($35.95M), Opus Capital Group LLC ($18.14M), Sunbelt Securities Inc. ($12.39M), Captrust Financial Advisors ($6.66M), Avondale Wealth Management ($6.49M), Integrated Wealth Concepts LLC ($5.81M), and Aspect Partners LLC ($5.18M).Learn more on Alpha Architect 1-3 Month Box ETF's institutional investors.

Which institutional investors have been buying Alpha Architect 1-3 Month Box ETF's stock?

Of the 32 institutional investors that purchased Alpha Architect 1-3 Month Box ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sunbelt Securities Inc. ($111.15K), Opus Capital Group LLC ($107.93K), GoalVest Advisory LLC ($91.16K), Ethos Financial Group LLC ($61.44K), Avondale Wealth Management ($57.63K), Transcendent Capital Group LLC ($53.54K), and Aspect Partners LLC ($51.99K).

How much institutional buying is happening at Alpha Architect 1-3 Month Box ETF?

Institutional investors have bought a total of 608,934 shares in the last 24 months. This purchase volume represents approximately $66.94M in transactions.

Which of Alpha Architect 1-3 Month Box ETF's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Alpha Architect 1-3 Month Box ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($95.07K), GoalVest Advisory LLC ($49.05K), Transcendent Capital Group LLC ($43.16K), Sippican Capital Advisors ($35.96K), Magnolia Private Wealth LLC ($16.01K), West Michigan Advisors LLC ($10.83K), and Longview Financial Advisors Inc. ($9.35K).

How much institutional selling is happening at Alpha Architect 1-3 Month Box ETF?

Institutional investors have sold a total of 280,605 shares in the last 24 months. This volume of shares sold represents approximately $31.20M in transactions.


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This page (BATS:BOXX) was last updated on 7/26/2025 by MarketBeat.com Staff
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