Who Owns BOXX?
Alpha Architect 1-3 Month Box ETF — Institutional Ownership & 13F Holdings
$116.50
+0.03 (+0.03%)
Market Cap
$10.2B
Shares Outstanding
91,394,426
Institutional Holders
220
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+151
Institutional data as of Q1 2025
New Positions
65
Closed Positions
14
Increased
84
Decreased
48
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $179.9M | 1,613,964 |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $114.7M | 1,028,500 |
| 3 | Rockefeller Capital Management L.P. | $68.3M | 612,486 |
| 4 | True Wealth Design, LLC | $63.9M | 572,712 |
| 5 | Cambridge Investment Research Advisors, Inc. | $54.8M | 491,679 |
| 6 | ADAR1 Capital Management, LLC | $37.6M | 337,125 |
| 7 | Ethos Financial Group, LLC | $36.0M | 325,997 |
| 8 | Client First Investment Management LLCNew | $35.5M | 318,785 |
| 9 | Bravias Capital Group, LLC | $30.7M | 274,945 |
| 10 | Insight Advisors, LLC/ PA | $29.4M | 263,565 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +566K | $179.9M |
| RENAISSANCE TECHNOLOGIES LLC | +201K | $114.7M |
| True Wealth Design, LLC | +8K | $63.9M |
| Cambridge Investment Research Advisors, Inc. | +89K | $54.8M |
| ADAR1 Capital Management, LLC | +12K | $37.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LGL PARTNERS, LLC | -376K | $1.0M |
| Strategic Financial Concepts, LLC | -311K | $318K |
| Mariner, LLC | -149K | $21K |
| OLD MISSION CAPITAL LLC | -95K | $860K |
| Gradient Investments LLC | -70K | $1.9M |
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Frequently Asked Questions
How many institutional investors hold BOXX?
As of Q1 2025, 220 institutional investors report holding BOXX (Alpha Architect 1-3 Month Box ETF) in their 13F filings.
Which hedge fund owns the most BOXX?
The largest institutional holder of BOXX is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $179.9M in shares.
Are institutions buying or selling BOXX?
This quarter, 65 institutions opened new positions in BOXX and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.