BOXX
Alpha Architect 1-3 Month Box ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.3% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.42M | n/a | $278.46M | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 605.97K | n/a | $69.75M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 384.37K | n/a | $44.24M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 340.95K | n/a | $39.24M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cwm, Llc | 224.57K | n/a | $25.85M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 140.96K | n/a | $16.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 109.40K | n/a | $12.59M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | AQR Capital Management ✦ | 84.65K | +19.8% | $9.74M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 73.35K | n/a | $8.44M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 65.36K | n/a | $7.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 48.48K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 48.12K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 34.43K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 30.81K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 25.66K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 18.12K | n/a | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | LPL Financial LLC | 17.89K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 17.40K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 16.94K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 15.03K | +212.7% | $1.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Corient Private Wealth LP | 12.39K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Bank Of America Corp /De/ | 12.03K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Morgan Stanley ✦ | 11.13K | -2.6% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | JPMorgan Chase ✦ | 8.86K | -52.4% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 6.95K | n/a | $800,406 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 5.02K | n/a | $578,147 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 4.36K | n/a | $502,296 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 3.62K | n/a | $416,087 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 2.80K | 0.0% | $322,280 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 2.24K | n/a | $257,709 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 202 | n/a | $23,250 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 327 houders, 17.57M aandelen, $1.94B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.