BOXX
Alpha Architect 1-3 Month Box ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.16M | $137.40M | n/a | n/a |
| Q2 2026 | 40 | +9 | 4.77M | $559.11M | +10 | −1 |
| Q1 2026 | 32 | +1 | 3.70M | $429.77M | +5 | −4 |
| Q4 2025 | 31 | 0 | 4.79M | $551.49M | n/a | n/a |
| Q3 2025 | 5 | 0 | 108.31K | $12.33M | n/a | n/a |
| Q2 2025 | 2 | -1 | 71.67K | $8.08M | n/a | −1 |
| Q1 2025 | 3 | 0 | 1.13M | $126.03M | n/a | n/a |
| Q4 2024 | 3 | +1 | 979.30K | $108.00M | +1 | n/a |
| Q3 2024 | 2 | 0 | 812.83K | $88.54M | n/a | n/a |
| Q2 2024 | 2 | n/a | 681.19K | $73.44M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | AQR Capital Management ✦ | 70.67K | +13.3% | $8.05M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 18.60K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 11.43K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Citadel Advisors ✦ | 4.81K | -48.4% | $547,325 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 2.80K | n/a | $318,808 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 327 holders, 17.57M shares, $1.94B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.