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View all 8 holding institutions

Across its top 8 institutional holders, BOXA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 25/100).

Notable Holders

BOXA ranks #10594 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

8 institutions disclose a position in BOXA, but none treat it as a major bet — even RHS Financial, LLC, its most concentrated holder, allocates just 0.6% of its own portfolio to it.

Price Chart

BOXA Quarterly 13F Institutional Trade Shifts

Recent Activity

+$712.9K

Total Buy Value

$526.0K

Total Sell Value

New buy0

Trim0

Add5

Sold out1

Net Buyers

Net Sellers

Top Movers

BOXA

Q2 2026

Top 5 Institutional Movers

Empirical Finance

-$526.0K

Sold out

Fischer Investment Strategies

+$330.4K

New buy

RHS Financial

+$316.9K

Add

Kestra Advisory Services

+$242.0K

Add

E6 Portfolios

+$30.7K

Add

Data by AlphaSMO • Not financial advice.

Note: Data on this page is curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, dedicated to providing accurate insider trading and institutional portfolio reports. Please credit the source when reposting.

Smart Money Convergence

BOXA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent BOXA Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

02072Q408

FAQ

Who are the top institutional investors holding ALPHA ARCHITECT AGG BOND ETF (BOXA)?

Major stakeholders currently include RHS Financial, LLC ($1.4M), Kestra Advisory Services, LLC ($1.3M), E6 Portfolios, LLC ($492.7K). Based on the latest 13F filings, there are a total of 8 tracked investment funds and institutions maintaining positions in BOXA.

What is the overall institutional sentiment toward BOXA recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $917.4K, driven by 5 managers accumulating shares while 1 reduced their exposure.

Which institutions have been selling or reducing their BOXA positions?

In the latest period, 0 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $526.0K.

Are there any notable investors adding BOXA to their portfolios?

Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $712.9K.

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Developer Access

Access BOXA's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/BOXA

CLI

npx alphasmo stocks get BOXA

Full API & MCP documentation →