§ EQUITY
USDBOXX
ALPHA ARCHITECT 1-3 MNTH BOX
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
222 increased/new, 108 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.4M | 0.3% | −42% |
| Empowered Funds, LLC | 959K | n/a | +64% |
| Rockefeller Capital Management L.P. | 601K | 0.1% | n/a |
| True Wealth Design, LLC | 497K | 16.0% | +4% |
| PENNINGTON PARTNERS & CO., LLC | 429K | 17.1% | +5% |
| Client First Investment Management LLC | 407K | 24.6% | +191% |
◇ AC INTELLIGENCE
Top institutional owners for BOXX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.6% · 310 holders
INCOME / DEFENSIVE0.8% · 3 holders
DEALER / BANK0.8% · 11 holders
SYSTEMATIC / QUANT0.6% · 2 holders
PASSIVE / INDEX0.1% · 2 holders
QUALITY / COMPOUNDER0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BOXX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BOXX yet.