有価証券レコード · アーカイブ済み四半期
BOXX
Alpha Architect 1-3 Month Box ETF · Financial Services · Asset Management
39追跡対象保有者
+9Δ保有者数
4.38M保有株数
$513.05M報告済み評価額
+10新規ポジション
−2解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +30.0% ·
株式フロー +30.0% ·
新規ネットポジション数 +20.0%
· 計算式
広範な積み上げ：より多くの保有者にわたる株数の増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q2 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.16M | $137.38M | n/a | −1 |
| Q2 2026 | 39 | +9 | 4.38M | $513.05M | +10 | −2 |
| 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 |
保有者情報 · Q2 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.38M | -1.6% | $162.44M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 695.00K | +15.6% | $81.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Mariner, LLC | 455.75K | +61.2% | $53.36M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | JPMorgan Chase ✦ | 306.99K | +3789.4% | $35.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Mml Investors Services, Llc | 296.91K | +59.8% | $34.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 265.73K | +9727.2% | $31.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 244.87K | +133.4% | $28.67M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 103.63K | -7.2% | $12.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 101.06K | +555.2% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 61.36K | +21.1% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 59.40K | -10.3% | $6.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 52.60K | +220.7% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 51.02K | +20.6% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Us Bancorp \De\ | 43.36K | +1.0% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 35.30K | -33.0% | $4.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Captrust Financial Advisors | 33.77K | -13.3% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 32.42K | 0.0% | $3.80M | 0.0% | Held | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 26.02K | +45.3% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 25.17K | 新規 | $2.95M | 0.0% | New | 1 | SEC ↗ |
| 20 | TD Waterhouse Canada Inc. | 18.74K | +4.9% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 13.45K | 新規 | $1.58M | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Jane Street Group, Llc | 10.19K | 新規 | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 23 | Cerity Partners LLC | 10.00K | 新規 | $1.17M | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Cetera Investment Advisers | 9.04K | -2.3% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 7.59K | +244.4% | $888,479 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 26 | Northwestern Mutual Wealth… | 5.49K | +67.8% | $643,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 4.86K | -3.5% | $569,174 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 4.30K | 新規 | $503,772 | 0.0% | New | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 3.78K | -7.7% | $442,483 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 2.86K | 新規 | $334,994 | 0.0% | New | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 2.80K | 0.0% | $327,852 | 0.0% | Held | 4 | SEC ↗ |
| 32 | Charles Schwab Investment… | 2.48K | 新規 | $290,032 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cibc World Market Inc. | 2.28K | 新規 | $267,434 | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 1.90K | 0.0% | $222,471 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Corient Private Wealth LP | 1.88K | 新規 | $219,895 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS Group AG | 1.31K | 新規 | $153,505 | 0.0% | New | 1 | SEC ↗ |
| 37 | BlackRock ✦ (パッシブ) | 963 | +114.0% | $112,758 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 152 | 0.0% | $17,798 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 42 | 0.0% | $4,918 | 0.0% | Held | 2 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Citadel Advisors | $2.95M | 0.0% |
| Creative Planning | $1.58M | 0.0% |
| Jane Street Group, Llc | $1.19M | 0.0% |
| Cerity Partners LLC | $1.17M | 0.0% |
| Lido Advisors, LLC | $503,772 | 0.0% |
| Susquehanna International… | $334,994 | 0.0% |
| Charles Schwab Investment… | $290,032 | 0.0% |
| Cibc World Market Inc. | $267,434 | 0.0% |
| Corient Private Wealth LP | $219,895 | 0.0% |
| UBS Group AG | $153,505 | 0.0% |
ポジション解消済み
| HighTower Advisors, LLC | $43.38M | だった 0.0% |
| Bank Of Montreal /Can/ | $32,677 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 327 保有者, 17.57M 株式数, $1.94B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。