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BOXA · Alpha Architect Aggregate Bond ETF ETF

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$104.72 +0.08 (+0.08%) 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.

Use institutional holdings through the 13F API or MCP →
Holders: 9
Total Value: $4,932,194
Total Shares: 46,884

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 9 13F filers · Δ vs Dec 31, 2025
Top Holder
22.7%
Dec 2024 → Mar 2026 · range 22.7% – 42.5%
−14.8 pts
Top 5
78.5%
Dec 2024 → Mar 2026 · range 78.5% – 100.0%
−19.2 pts
Top 10
100.0%
Dec 2024 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
1,493
Dec 2024 → Mar 2026 · range 1,493 – 2,865
Broadly held−1,229

Quarterly Activity

vs Dec 31, 2025
New
4
Increased
4
Decreased
1
Sold Out
2
Unchanged
0
Holder count: +2
Institutional value: +78.5%
Shares held: +78.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Kestra Advisory Services, LLC +9,442 9,772
CWM, LLC +5,739 6,964
HARBOUR INVESTMENTS, INC. +3,047 3,330
RHS Financial, LLC +819 10,657

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
E6 Portfolios, LLC −264 4,392

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Empirical Finance, LLC 5,000 $526,000
COMMONWEALTH EQUITY SERVICES, LLC 2,350 $247,220
World Investment Advisors 2,300 $241,960
55 North Private Wealth, LLC 2,119 $222,918

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 7,961 $838,532
FISCHER INVESTMENT STRATEGIES, LLC 1,935 $203,813
Filter: New 4 Increased 4 Reduced 1 Sold out 2 Unchanged 0
Showing 9 of 9
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
RHS Financial, LLC BOXA $1,121,116 22.73% 10,657
Kestra Advisory Services, LLC BOXA $1,028,014 20.84% 9,772
CWM, LLC BOXA $732,612 14.85% 6,964
Empirical Finance, LLC BOXA $526,000 10.66% 5,000
E6 Portfolios, LLC BOXA $462,038 9.37% 4,392
HARBOUR INVESTMENTS, INC. BOXA $350,316 7.10% 3,330
COMMONWEALTH EQUITY SERVICES, LLC BOXA $247,220 5.01% 2,350
World Investment Advisors BOXA $241,960 4.91% 2,300
55 North Private Wealth, LLC BOXA $222,918 4.52% 2,119