BOXX
Alpha Architect 1-3 Month Box ETF · Financial Services · Asset Management
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +3.2% ·
pay akışı -22.8% ·
net yeni pozisyonlar +3.1%
· formül
Sahiplik parçalanması: daha fazla sahip, daha küçük toplam pay
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 | Yeni | $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 | Yeni | $52,331 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 281 | Yeni | $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 | Yeni | $4,884 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| 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% |
Çıkıldı
| UBS Group AG | $2.00M | idi 0.0% |
| Citadel Advisors | $1.73M | idi 0.0% |
| Corient Private Wealth LP | $1.43M | idi 0.0% |
| Creative Planning | $416,087 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 327 sahipler, 17.57M hisseler, $1.94B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.