BOXX · Alpha Architect 1-3 Month Box ETF ETF
$118.13
+0.05 (+0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $10,509,762
Total Shares: 89,758
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
71.2%
−28.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,530
Highly concentrated−4,470
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+3
Institutional value:
+3269.7%
Shares held:
+3246.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +857 | 3,539 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 63,869 | $7,478,421 | |
| Small January Capital Advisors LLC | 18,709 | $2,190,636 | |
| Small Brown Financial Advisors | 3,641 | $426,324 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC BOXX | $4,531,383 | 43.12% | 38,700 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC BOXX | $2,947,038 | 28.04% | 25,169 | Shares | 2026-09-02 | |
| Small January Capital Advisors LLC BOXX | $2,190,636 | 20.84% | 18,709 | Shares | 2026-08-25 | |
| Small Brown Financial Advisors BOXX | $426,324 | 4.06% | 3,641 | Shares | 2026-08-26 | |
| Small Range Advisory, LLC BOXX | $414,381 | 3.94% | 3,539 | Shares | 2026-09-02 |