BOXX

Alpha Architect 1-3 Mnth Box

-$1.9B

Net Activity

Institutions Holding

36

Popularity Rank

#919

Avg Weight

1.27%

Total Value

$163.9M

Ownership Trend

36 institutions currently hold BOXX, with 22 net buyers and 12 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

12

Net Buying Institutions

22

Key Holders

Key Holders

Top 5 by Value

W&
Whitcomb & Hess, Inc.
$32.0M
CF
Client First Investment Management LLC
$18.1M
GI
Gradient Investments LLC
$13.7M
TF
Teamwork Financial Advisors, LLC
$12.4M
LF
Longview Financial Advisors, Inc.
$11.1M

Top 5 by Conviction

CF
Client First Investment Management LLC
7.61%
W&
Whitcomb & Hess, Inc.
6.91%
LF
Longview Financial Advisors, Inc.
6.49%
IW
Innova Wealth Partners
4.35%
LI
LifeGoal Investments, LLC
2.90%
View all 36 holding institutions

Quarterly Activity

Recent Activity

+$91.5M

Total Buy Value

$104.0M

Total Sell Value

New buy4
Trim9
Add18
Sold out3

22

Net Buyers

12

Net Sellers

Insider Trading (Form 4)

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

FAQ

Who are the top institutional investors holding ALPHA ARCHITECT 1-3 MNTH BOX (BOXX)?
Major stakeholders currently include Whitcomb & Hess, Inc. ($32.0M), Client First Investment Management LLC ($18.1M), Gradient Investments LLC ($13.7M). Based on the latest 13F filings, there are a total of 36 tracked investment funds and institutions maintaining positions in BOXX.
What is the overall institutional sentiment toward BOXX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.9B, driven by 22 managers accumulating shares while 12 reduced their exposure.
Which institutions have been selling or reducing their BOXX positions?
In the latest period, 9 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $104.0M.
Are there any notable investors adding BOXX to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 18 existing holders added to their shares. The total reported buy value for the quarter amounted to $91.5M.

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