Alpha Architect 1-3 Month Box ETF (BOXX)

ETF ยท Cboe BZX

Alpha Architect 1-3 Month Box ETF (BOXX) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 27, 2022.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
December 27, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 371 institutions reported holding BOXX, with 19.0 million shares worth $2.2 billion in aggregate. The largest reported holder was Wealth Enhancement Advisory Services, with 1.4 million shares worth $162.4 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Wealth Enhancement Advisory Services1,383,612$162MReduced 1.61%
Empowered Funds923,075$108MReduced 3.75%
Rockefeller Capital Management695,000$81MAdded 15.57%
Cambridge Investment Research Advisors570,946$67MAdded 24.33%
True Wealth Design486,131$57MReduced 2.19%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is BOXX?

Alpha Architect 1-3 Month Box ETF (BOXX) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 27, 2022.

Who are the largest institutional holders of BOXX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BOXX were Wealth Enhancement Advisory Services, Empowered Funds and Rockefeller Capital Management.

How many institutions own BOXX?

371 institutions reported a position in BOXX for the quarter ended June 30, 2026, worth $2.2 billion in total.

Did institutions buy or sell BOXX last quarter?

Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for BOXX.

Every reported institutional holder, plus insider and congressional trades in BOXX, on SentiSense.