BOXX
Alpha Architect 1-3 Month Box ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang +3.2% ·
aliran saham -22.8% ·
posisi baru bersih +3.1%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.41M | -41.8% | $163.49M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 601.39K | -0.8% | $69.94M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 373.01K | +9.4% | $43.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 282.73K | -26.4% | $32.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Cwm, Llc | 196.29K | -12.6% | $22.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 185.85K | +31.9% | $21.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Quantinno Capital Management LP | 111.67K | +262.5% | $12.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 104.91K | +23.9% | $12.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 66.24K | -9.7% | $7.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 52.72K | -51.8% | $6.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 50.65K | -22.5% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Us Bancorp \De\ | 42.91K | Baru | $4.99M | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 42.32K | +22.9% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 38.97K | -19.6% | $4.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 32.42K | Baru | $3.77M | 0.0% | New | 1 | SEC ↗ |
| 16 | LPL Financial LLC | 17.91K | +0.1% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | TD Waterhouse Canada Inc. | 17.87K | -1.4% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 16.41K | -36.1% | $1.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 15.43K | -9.0% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 9.26K | +33.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 7.89K | -10.9% | $916,851 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Raymond James Financial Inc | 5.04K | +0.3% | $585,985 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 4.09K | -91.5% | $475,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 3.27K | -25.0% | $380,617 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 2.80K | 0.0% | $325,612 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 2.70K | +20.8% | $314,477 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.20K | -80.2% | $256,196 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Bank Of America Corp /De/ | 1.90K | -84.2% | $220,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (pasif) | 450 | Baru | $52,331 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 281 | Baru | $32,677 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 152 | -24.8% | $17,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 42 | Baru | $4,884 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Us Bancorp \De\ | $4.99M | 0.0% |
| Gotham Asset Management | $3.77M | 0.0% |
| BlackRock | $52,331 | 0.0% |
| Bank Of Montreal /Can/ | $32,677 | 0.0% |
| Wells Fargo & Company/Mn | $4,884 | 0.0% |
Telah keluar
| UBS Group AG | $2.00M | adalah 0.0% |
| Citadel Advisors | $1.73M | adalah 0.0% |
| Corient Private Wealth LP | $1.43M | adalah 0.0% |
| Creative Planning | $416,087 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 327 pemegang, 17.57M saham, $1.94B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.