A
Alpha Architect
BOXX • BATS
Alpha Architect is an exchange-traded fund on BATS. As of Q3 2025, 257 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the largest holder with a position valued at $201.0M.
Overview
Overview of institutional ownership in BOXX as of Q3 2025
All Institutions
- Institutions
- 257
- Value Held
- $1.4B
- Shares Held
- 12.6M
- Avg Position
- $5.6M
- Median Position
- $1.3M
Hedge Funds
- Hedge Funds
- 8
- Value Held
- $62.1M
- Shares Held
- 545.7K
- Avg Position
- $7.8M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in BOXX as of Q3 2025
| Institution | Position Value |
|---|---|
$201.0M 0.31% of portfolio | |
 Rockefeller Capital Management L.P. Long Only Manager | $68.9M 0.14% of portfolio |
$55.2M 0.16% of portfolio | |
 True Wealth Design, LLC RIA/Wealth | $52.3M 16.40% of portfolio |
A ADAR1 Capital Management, LLC Hedge Fund•Long/Short | $38.4M 3.86% of portfolio |
I Insight Advisors, LLC/ PA RIA/Wealth | $36.1M 5.62% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $36.1M 0.05% of portfolio |
 Ethos Financial Group, LLC RIA/Wealth | $34.7M 2.82% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $29.2M 0.03% of portfolio |
 CWM, LLC RIA/Wealth | $27.5M 0.09% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BOXX in Q3 2025
- Traded
- +$170.6M
- Buyers
- 160
- Sellers
- 78
- Total Bought
- +$260.2M
- Total Sold
- −$89.6M
- Avg Position
- $5.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
HighTower Advisors, LLC RIA/Wealth | +$23.2M +203.6K shares |
 Kathmere Capital Management, LLC RIA/Wealth | +$20.1M +176.3K shares |
 Peterson Wealth Advisors, LLC RIA/Wealth | +$14.3M +125.9K shares |
 Sunbelt Securities, Inc. RIA/Wealth | +$14.3M +125.4K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | +$13.9M +122.3K shares |
 HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy | +$11.4M +100.3K shares |
True Wealth Design, LLC RIA/Wealth | +$10.0M +88.0K shares |
+$9.7M +85.1K shares | |
 Private Advisor Group, LLC RIA/Wealth | +$7.3M +64.2K shares |
 Longview Financial Advisors, Inc. RIA/Wealth | +$6.8M +60.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Empowered Funds, LLC ETF Provider | −$24.5M −215.4K shares |
 Client First Investment Management LLC RIA/Wealth | −$8.4M −73.9K shares |
 IFG Advisors, LLC RIA/Wealth | −$7.4M −65.8K shares |
 Lifeworks Advisors, LLC RIA/Wealth | −$5.6M −49.5K shares |
S Stephens Consulting, LLC RIA/Wealth | −$4.6M −40.4K shares |
 Castellan Group, LLC Family Office | −$4.1M −35.9K shares |
 Journey Advisory Group, LLC RIA/Wealth | −$3.4M −29.8K shares |
 Optivise Advisory Services LLC RIA/Wealth | −$3.0M −26.1K shares |
 Bravias Capital Group, LLC RIA/Wealth | −$2.8M −24.6K shares |
 Creative Planning RIA/Wealth | −$2.5M −22.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BOXX in Q3 2025
- New Positions
- 30
- New Value
- $41.1M
- Exited Positions
- 13
- Exited Value
- $18.7M
New Positions
| Institution | Position Value |
|---|---|
HBK Sorce Advisory LLC Hedge Fund•Multi-Strategy | $11.4M 100.3K shares |
 Aptus Capital Advisors, LLC ETF Provider | $5.1M 44.8K shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $4.9M 42.7K shares |
H HB Wealth Management, LLC Institution | $4.1M 35.7K shares |
M Main Street Group, LTD Institution | $3.1M 26.9K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | $2.0M 17.7K shares |
 Northern Financial Advisors Inc RIA/Wealth | $871.4K 7.7K shares |
 Cetera Investment Advisers RIA/Wealth | $807.5K 7.1K shares |
 RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | $759.3K 6.7K shares |
 Detalus Advisors, LLC RIA/Wealth | $729.8K 6.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
IFG Advisors, LLC RIA/Wealth | $7.4M 65.8K shares |
S Stephens Consulting, LLC RIA/Wealth | $4.6M 40.4K shares |
Creative Planning RIA/Wealth | $2.5M 22.4K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $1.1M 9.9K shares |
 Integrated Advisors Network LLC RIA/Wealth | $1.0M 9.0K shares |
H HRT FINANCIAL LLC Institution | $757.9K 6.7K shares |
O OLD MISSION CAPITAL LLC Institution | $512.1K 4.5K shares |
 Warren Averett Asset Management, LLC RIA/Wealth | $348.4K 3.1K shares |
 FIRST TRUST ADVISORS LP ETF Provider | $227.4K 2.0K shares |
 Financial Alternatives, Inc RIA/Wealth | $213.6K 1.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in BOXX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BOXX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Bravias Capital Group, LLC RIA/Wealth | 17.91% $26.7M |
True Wealth Design, LLC RIA/Wealth | 16.40% $52.3M |
P PENNINGTON PARTNERS & CO., LLC Family Office | 12.92% $27.3M |
Client First Investment Management LLC RIA/Wealth | 9.65% $18.7M |
 Whitcomb & Hess, Inc. RIA/Wealth | 6.68% $26.0M |
Longview Financial Advisors, Inc. RIA/Wealth | 6.05% $7.8M |
 FISCHER INVESTMENT STRATEGIES, LLC RIA/Wealth | 5.64% $9.4M |
I Insight Advisors, LLC/ PA RIA/Wealth | 5.62% $36.1M |
E EPACRIA CAPITAL PARTNERS, LLC Institution | 5.32% $6.6M |
 Aspect Partners, LLC RIA/Wealth | 5.29% $11.6M |
Hedge Fund Spotlight
Discover hedge funds investing in BOXX
C
Cardinal Point Capital Management, ULC
Hedge Fund • Value
Portfolio ManagerMichelle Lynn Yarwood
- Portfolio Value
- $1.4B
- Positions
- 267
- Last Reported
- Q3 2025
Sector Allocation
A
Position in Alpha Architect
- Market Value
- $461.0K
- Shares Held
- 4.0K
- Portfolio Weight
- 0.03%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $186.2M | 12.94% | |
ETF ETF | $71.8M | 4.99% | |
Consumer Electronics Technology | $70.6M | 4.91% |
