BOXX

Alpha Architect 1-3 Month Box ETF
$115.96+0.01 (+0.00%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.418045605971501e+277B

Total Value

$2.7846269000570005e+231T

% of Float

Price History

$108.69$110.51$112.33$114.15$115.97Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,418,045$278.5M0.38%Share
2Rockefeller Capital Management L.P.605,971$69.0M0.12%Share
3Cambridge Investment Research Advisors, Inc.500,947$57.0M0.15%Share
4True Wealth Design, LLC476,286$54.8M16.07%Share
5PENNINGTON PARTNERS & CO., LLC409,364$47.1M18.88%Share
6Mariner, LLC358,047$41.0M0.05%Share
7HighTower Advisors, LLC340,951$39.0M0.04%Share
8ADAR1 Capital Management, LLC337,125$38.8M2.81%Share
9Ethos Financial Group, LLC317,941$36.6M2.70%Share
10Insight Advisors, LLC/ PA317,775$36.6M5.54%Share
11Cynosure Group, LLC307,597$35.4M3.60%Share
12Opus Capital Group, LLC265,621$30.6M3.31%Share
13Whitcomb & Hess, Inc.252,178$29.1M6.86%Share
14Kalehua Capital Management LLC230,787$26.6M26.27%Share
15Bravias Capital Group, LLC229,529$26.4M15.97%Share
16CWM, LLC224,571$25.8M0.07%Share
17Compass Ion Advisors, LLC206,622$23.8M2.27%Share
18TITLEIST ASSET MANAGEMENT, LLC206,595$23.8M1.92%Share
19Amplius Wealth Advisors, LLC191,833$22.1M1.85%Share
20Kathmere Capital Management, LLC184,540$21.2M1.43%Share
21Empowered Funds, LLC183,995$21.0M0.17%Share
22Jain Global LLC181,455$20.0M0.10%Share
23Sunbelt Securities, Inc.171,687$19.8M1.32%Share
24SUMMIT WEALTH & RETIREMENT PLANNING, INC.145,348$16.7M3.94%Share
25Peterson Wealth Advisors, LLC142,324$16.4M2.18%Share
26Client First Investment Management LLC139,757$16.1M8.44%Share
27MML INVESTORS SERVICES, LLC140,957$16.0M0.04%Share
28Pinion Investment Advisors, LLC127,757$14.7M3.59%Share
29Tortoise Investment Management, LLC125,336$14.4M1.27%Share
30IHT Wealth Management, LLC115,168$13.0M0.32%Share
31Farther Finance Advisors, LLC109,765$12.6M0.14%Share
32Arete Wealth Advisors, LLC108,069$12.4M0.76%Share
33Stokes Family Office, LLC107,842$12.4M1.14%Share
34Private Advisory Group LLC106,463$12.3M0.96%Share
35Aspect Partners, LLC103,155$11.9M5.20%Share
36Castellan Group96,076$11.1M1.39%Share
37Kingsview Wealth Management, LLC96,749$11.0M0.16%Share
38Allen Capital Group, LLC103,633$11.0M1.01%Share
39Ferguson Shapiro LLC88,437$10.2M3.13%Share
40Empowered Funds, LLC94,353$10.0M0.08%Share
41Mutual Advisors, LLC85,217$9.8M0.21%Share
42ROYAL BANK OF CANADA81,779$9.0M0.00%Share
43Private Advisor Group, LLC82,722$9.0M0.04%Share
44AQR CAPITAL MANAGEMENT LLC84,648$9.0M0.00%Share
45Teamwork Financial Advisors, LLC77,752$8.9M0.90%Share
46Longview Financial Advisors, Inc.74,751$8.6M5.85%Share
47NWAM LLC71,984$8.3M0.46%Share
48Avondale Wealth Management69,649$8.0M4.12%Share
49COMMONWEALTH EQUITY SERVICES, LLC73,352$8.0M0.01%Share
50Gradient Investments LLC69,295$8.0M0.13%Share