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Public ownership evidence

Alpha Architect 1-3 Month Box ETF (BOXX) Ownership Disclosures

Read BOXX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Deeter Investments LLP2025-12-312026-08-29122,956$14,152,236None
Brown Financial Advisors2026-06-302026-08-273,641$426,325None
January Capital Advisors LLC2026-06-302026-08-2618,709$2,190,637None
Kings Path Partners LLC2026-03-312026-08-2250,020$5,816,870None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2265,868$7,712,484None
Kalehua Capital Management LLC2026-06-302026-08-20226,188$26,484,353None
Kingsview Wealth Management, LLC2026-06-302026-08-20103,165$12,079,590None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20265,727$31,114,004None
Beacon Pointe Advisors, LLC2026-06-302026-08-1947,000$5,503,274None
Copia Wealth Management2026-06-302026-08-193,337$390,729None
Jacobs Equity LLC2026-06-302026-08-181,900$222,471None
McMill Wealth Management2026-06-302026-08-187,837$917,634None
Corient Private Wealth LP2026-06-302026-08-181,878$219,895None
Empowered Funds, LLC2026-06-302026-08-18529,077$61,949,626None
Empowered Funds, LLC2026-06-302026-08-18384,022$44,965,136None
Empowered Funds, LLC2026-06-302026-08-186,665$780,405None
Empowered Funds, LLC2026-06-302026-08-183,311$387,685None
Jefferies Financial Group Inc.2026-06-302026-08-182,468$288,978None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-187,583$888,000None
Thompson David Blair2024-12-312026-08-1511,030$1,216,338None
Thompson David Blair2026-06-302026-08-1511,008$1,288,927None
Thompson David Blair2026-03-312026-08-159,449$1,098,824None
SVRN Asset Management, LLC2026-06-302026-08-1534,017$3,983,014None
Independence Wealth Advisors, LLC2026-06-302026-08-1510,505$1,230,030None
Sequent Planning LLC2026-06-302026-08-154,743$555,358None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15254$29,741None
JPL Wealth Management, LLC2026-06-302026-08-1519,353$2,266,043None
Valley Financial Group, Inc.2026-06-302026-08-1530,458$3,566,327None
KKM Financial LLC2026-06-302026-08-153,519$412,040None
Marex Group Ltd2026-06-302026-08-1585,235$9,980,166None
Mutual Advisors, LLC2026-06-302026-08-15100,790$11,801,493None
TORNO CAPITAL, LLC2025-09-302026-08-155,680$646,725None
TORNO CAPITAL, LLC2025-06-302026-08-1517,350$1,954,998None
TORNO CAPITAL, LLC2026-06-302026-08-1522,880$2,679,019None
Flatrock Wealth Partners LLC2026-06-302026-08-1569,359$8,121,249None
Lifeworks Advisors, LLC2026-06-302026-08-15104,649$12,253,345None
ADAR1 Capital Management, LLC2026-06-302026-08-15337,125$39,473,966None
Ameritas Advisory Services, LLC2026-06-302026-08-1546,877$5,488,828None
Invst, LLC2026-06-302026-08-1561,326$7,180,661None
XTX Topco Ltd2026-06-302026-08-152,276$266,497None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-159,243$1,082,263None
EPACRIA CAPITAL PARTNERS, LLC2026-06-302026-08-1563,886$7,480,412None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-152,477$290,032None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-152,477$290,032None
Per Stirling Capital Management, LLC.2026-06-302026-08-152,630$307,947None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,014$235,762None
OSAIC HOLDINGS, INC.2026-06-302026-08-1549,008$5,738,303None
Arcus Capital Partners, LLC2026-06-302026-08-1535,600$4,168,404None
Betterment LLC2026-06-302026-08-154,647$544,000None
Quinn Opportunity Partners LLC2026-06-302026-08-1565,644$7,686,256None

90-day public filing window, up to 50 source positions.

Deeter Investments LLP ↗Brown Financial Advisors ↗January Capital Advisors LLC ↗Kings Path Partners LLC ↗WEST MICHIGAN ADVISORS, LLC ↗Kalehua Capital Management LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Copia Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.