BOXX Institutional Ownership
Alpha Architect 1-3 Month Box ETF
1W: +0.1%
1M: +0.3%
3M: +1.0%
YTD: +2.9%
1Y: +4.0%
3Y: +14.6%
$118.45
+0.05 (+0.04%)
Weekly Expected Move ±0.0%
$118
$118
$118
$119
$119
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BOXX
395
Institutional Holders
+38 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
63
New Positions
167
Increased
118
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (409 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,383,612 | $164M | -22,605 | -1.6% | 12Q | SEC ↗ |
| 2 | Empowered Funds, LLC | 923,075 | $109M | -35,950 | -3.7% | 14Q | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 695,000 | $82M | +93,609 | +15.6% | 10Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 570,946 | $68M | +111,711 | +24.3% | 11Q | SEC ↗ |
| 5 | True Wealth Design, LLC | 486,131 | $58M | -10,900 | -2.2% | 14Q | SEC ↗ |
| 6 | Mariner, LLC | 455,745 | $54M | +173,020 | +61.2% | 10Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 393,332 | $47M | +20,321 | +5.4% | 12Q | SEC ↗ |
| 8 | PENNINGTON PARTNERS & CO., LLC | 356,588 | $42M | -72,098 | -16.8% | 7Q | SEC ↗ |
| 9 | ADAR1 Capital Management, LLC | 337,125 | $40M | — | +0.0% | 10Q | SEC ↗ |
| 10 | Insight Advisors, LLC/ PA | 324,822 | $38M | -12,851 | -3.8% | 15Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 306,987 | $36M | +299,094 | +3789.4% | 7Q | SEC ↗ |
| 12 | Opus Capital Group, LLC | 305,968 | $36M | +21,702 | +7.6% | 10Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 296,913 | $35M | +111,061 | +59.8% | 10Q | SEC ↗ |
| 14 | Whitcomb & Hess, Inc. | 273,047 | $32M | -7,535 | -2.7% | 9Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 265,727 | $31M | +263,023 | +9727.2% | 3Q | SEC ↗ |
| 16 | Pinion Investment Advisors, LLC | 248,506 | $29M | +114,492 | +85.4% | 9Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 244,873 | $29M | +139,965 | +133.4% | 11Q | SEC ↗ |
| 18 | Bravias Capital Group, LLC | 230,369 | $27M | +7,325 | +3.3% | 7Q | SEC ↗ |
| 19 | Amplius Wealth Advisors, LLC | 227,846 | $27M | +15,835 | +7.5% | 9Q | SEC ↗ |
| 20 | Kalehua Capital Management LLC | 226,188 | $27M | +7,910 | +3.6% | 3Q | SEC ↗ |
| 21 | Ethos Financial Group, LLC | 222,040 | $26M | -182,511 | -45.1% | 10Q | SEC ↗ |
| 22 | TITLEIST ASSET MANAGEMENT, LLC | 206,411 | $24M | -90 | -0.0% | 5Q | SEC ↗ |
| 23 | CWM, LLC | 196,295 | $23M | -28,276 | -12.6% | 11Q | SEC ↗ |
| 24 | Avondale Wealth Management | 195,037 | $23M | +131,606 | +207.5% | 9Q | SEC ↗ |
| 25 | Compass Ion Advisors, LLC | 186,055 | $22M | -24,572 | -11.7% | 10Q | SEC ↗ |
| 26 | Castellan Group | 174,989 | $21M | -2,492 | -1.4% | 5Q | SEC ↗ |
| 27 | Peterson Wealth Advisors, LLC | 167,468 | $20M | +1,560 | +0.9% | 8Q | SEC ↗ |
| 28 | Sunbelt Securities, Inc. | 165,049 | $20M | -6,638 | -3.9% | 8Q | SEC ↗ |
| 29 | Investment Planning Advisors, Inc. NEW | 160,622 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Client First Investment Management LLC | 154,198 | $18M | -252,668 | -62.1% | 10Q | SEC ↗ |
| 31 | SUMMIT WEALTH & RETIREMENT PLANNING, I | 153,499 | $18M | +7,010 | +4.8% | 10Q | SEC ↗ |
| 32 | Tortoise Investment Management, LLC | 152,407 | $18M | +7,591 | +5.2% | 10Q | SEC ↗ |
| 33 | Optimus Capital Advisors, LLC | 151,391 | $18M | +10,055 | +7.1% | 3Q | SEC ↗ |
| 34 | Commerce Advisors, LLC | 148,554 | $18M | +50,149 | +51.0% | 2Q | SEC ↗ |
| 35 | Spahn Wealth & Retirement LLC NEW | 142,919 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Well Done, LLC | 141,915 | $17M | +20,395 | +16.8% | 10Q | SEC ↗ |
| 37 | Stratos Wealth Advisors, LLC | 139,132 | $16M | +41,962 | +43.2% | 9Q | SEC ↗ |
| 38 | OLD MISSION CAPITAL LLC | 138,152 | $16M | +77,051 | +126.1% | 2Q | SEC ↗ |
| 39 | Allen Capital Group, LLC | 135,833 | $16M | +3,900 | +3.0% | 11Q | SEC ↗ |
| 40 | Stillwater Private Wealth, LLC | 123,714 | $15M | +1,928 | +1.6% | 2Q | SEC ↗ |
| 41 | Gradient Investments LLC | 117,052 | $14M | +27,165 | +30.2% | 7Q | SEC ↗ |
| 42 | Altiora Financial Group, LLC | 113,970 | $13M | +18,995 | +20.0% | 3Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 106,186 | $13M | -8,176 | -7.1% | 9Q | SEC ↗ |
| 44 | Teamwork Financial Advisors, LLC | 105,665 | $13M | +19,573 | +22.7% | 7Q | SEC ↗ |
| 45 | Lifeworks Advisors, LLC | 104,649 | $12M | +68,342 | +188.2% | 9Q | SEC ↗ |
| 46 | Quantinno Capital Management LP | 103,632 | $12M | -8,039 | -7.2% | 4Q | SEC ↗ |
| 47 | Kingsview Wealth Management, LLC | 103,165 | $12M | +6,727 | +7.0% | 9Q | SEC ↗ |
| 48 | Focus Partners Wealth | 101,064 | $12M | +85,639 | +555.2% | 7Q | SEC ↗ |
| 49 | Mutual Advisors, LLC | 100,790 | $12M | +14,825 | +17.2% | 9Q | SEC ↗ |
| 50 | Kathmere Capital Management, LLC | 100,341 | $12M | -90,780 | -47.5% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Investment Planning Advisors, Inc. | 160,622 | $19M |
| Spahn Wealth & Retirement LLC | 142,919 | $17M |
| Quinn Opportunity Partners LLC | 65,644 | $8M |
| OceanIQ Capital, LLC | 65,276 | $8M |
| ELEVATUS WELATH MANAGEMENT | 60,288 | $7M |
| Ameritas Advisory Services, LLC | 46,877 | $6M |
| Chicago Partners Investment Group L | 41,026 | $5M |
| GK Wealth Management LLC | 27,855 | $3M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 27,584 | $3M |
| CITADEL ADVISORS LLC | 25,169 | $3M |
| STAPP WEALTH MANAGEMENT, PLLC | 23,903 | $3M |
| MAI Capital Management | 23,600 | $3M |
| TORNO CAPITAL, LLC | 22,880 | $3M |
| Arax Advisory Partners | 20,966 | $2M |
| TWO SIGMA SECURITIES, LLC | 20,034 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 14,362 | $2M |
| Vestmark Advisory Solutions, Inc. | 13,495 | $2M |
| Creative Planning | 13,453 | $2M |
| SCOTIA CAPITAL INC. | 10,611 | $1M |
| JANE STREET GROUP, LLC | 10,186 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Aviso Financial Inc. | 222,229 | $26M |
| Cynosure Group, LLC | 222,141 | $26M |
| Jain Global LLC | 181,455 | $21M |
| Private Advisor Group, LLC | 157,190 | $19M |
| AdvisorShares Investments LLC | 70,000 | $8M |
| HORIZON KINETICS ASSET MANAGEMENT L | 47,475 | $6M |
| Busey Bank | 9,600 | $1M |
| CITIZENS FINANCIAL GROUP INC/RI | 9,087 | $1M |
| SAX WEALTH ADVISORS, LLC | 7,188 | $851K |
| Capital Investment Advisory Service | 7,080 | $839K |
| SIMON QUICK ADVISORS, LLC | 6,977 | $826K |
| Larson Financial Group LLC | 4,723 | $559K |
| Collaborative Wealth Managment Inc. | 4,402 | $521K |
| Orion Porfolio Solutions, LLC | 4,402 | $521K |
| CoreCap Advisors, LLC | 3,993 | $473K |
| Yoder Wealth Management, Inc. | 3,070 | $364K |
| Sequoia Financial Advisors, LLC | 2,980 | $353K |
| Astoria Portfolio Advisors LLC. | 2,500 | $296K |
| Eaton Financial Holdings Company, L | 1,900 | $225K |
| Bayshore Capital Advisors, LLC | 1,891 | $224K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +299,094 | +3789.4% | 306,987 |
| MERCER GLOBAL ADVISORS INC /ADV | +263,023 | +9727.2% | 265,727 |
| Mariner, LLC | +173,020 | +61.2% | 455,745 |
| AQR CAPITAL MANAGEMENT LLC | +139,965 | +133.4% | 244,873 |
| Avondale Wealth Management | +131,606 | +207.5% | 195,037 |
| Pinion Investment Advisors, LLC | +114,492 | +85.4% | 248,506 |
| Cambridge Investment Research Advis | +111,711 | +24.3% | 570,946 |
| MML INVESTORS SERVICES, LLC | +111,061 | +59.8% | 296,913 |
| Rockefeller Capital Management L.P. | +93,609 | +15.6% | 695,000 |
| Focus Partners Wealth | +85,639 | +555.2% | 101,064 |
| OLD MISSION CAPITAL LLC | +77,051 | +126.1% | 138,152 |
| Marex Group Ltd | +73,635 | +634.8% | 85,235 |
| Almanack Investment Partners, LLC. | +70,411 | +559.4% | 82,999 |
| Lifeworks Advisors, LLC | +68,342 | +188.2% | 104,649 |
| Commerce Advisors, LLC | +50,149 | +51.0% | 148,554 |
| Stratos Wealth Advisors, LLC | +41,962 | +43.2% | 139,132 |
| STIFEL FINANCIAL CORP | +36,200 | +220.7% | 52,605 |
| Accurate Wealth Management, LLC | +33,580 | +167.1% | 53,675 |
| Commonwealth Financial Services, LL | +29,719 | +80.3% | 66,708 |
| Gradient Investments LLC | +27,165 | +30.2% | 117,052 |