13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
BOXX

Alpha Architect 1-3 Month Box

343 institutions still hold Alpha Architect 1-3 Month Box as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072l565·343 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.8%
vs prior quarter
13F value held
$967M
64.0% inst. owned
of float
Holders
343
-14 QoQ
filers reporting
Activity
+86 / −82
+902 added · −814 reduced
this quarter
Concentration
16.91%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

343 institutions reported BOXX in Q1 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 16.9% of the visible book. -14 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$163M1.4M0.33%Q1 202602
Empowered Funds, LLC
CIK 0001592828
$112M959K0.71%Q1 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$70M601K0.12%Q1 202604
True Wealth Design, LLC
CIK 0001966033
$58M497K16.04%Q1 202605
PENNINGTON PARTNERS & CO., LLC
CIK 0001779355
$50M429K17.07%Q1 202606
Client First Investment Management LLC
CIK 0002018284
$47M407K24.60%Q1 202607
Ethos Financial Group, LLC
CIK 0001954242
$47M405K3.44%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$43M373K0.05%Q1 202609
Insight Advisors, LLC/ PA
CIK 0001844880
$39M338K7.47%Q1 202610
ADAR1 Capital Management, LLC
CIK 0001940272
$39M337K2.31%Q1 202611
Kalehua Capital Management LLC
CIK 0002106181
$39M337K15.06%Q1 202612
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$36M312K0.86%Q1 202613
Cynosure Group, LLC
CIK 0001763409
$35M308K3.60%Q4 202514
Mariner, LLC
CIK 0001373442
$33M283K0.04%Q1 202615
Whitcomb & Hess, Inc.
CIK 0001813577
$33M281K7.61%Q1 202616
Bravias Capital Group, LLC
CIK 0002054328
$26M223K16.96%Q1 202617
Amplius Wealth Advisors, LLC
CIK 0001900584
$25M212K2.06%Q1 202618
Compass Ion Advisors, LLC
CIK 0001621100
$24M211K2.33%Q1 202619
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$24M207K1.81%Q1 202620
CWM, LLC
CIK 0001535847
$23M196K0.06%Q1 2026
Page 1 of 18
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