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Get Institutions for : 
Alpha Architect 1-3 Month Box Etf (BOXX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    10
Total shares held : 
 2,528,286  
% of shares held : 
 86.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 638,071  
% of shares held change : 
   21.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 219,026
 8.66%
 
Increased Positions :
21
 434,848
 17.2%
 
Unchanged Positions :
4
 41,552
 1.64%
 
Decreased Positions :
5
-2,925
-0.12%
 
Closed Positions :
2
-12,878
-0.51%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Empowered Funds LLC 1 - 2023-12-31 1,095,723 $115,215,000 60,723
   EA Series Trust - 2023-06-30 1,001,280 $102,496,000 0
   True Wealth Design LLC 1 - 2023-12-31 454,552 $47,796,000 149,230
   Ferguson Shapiro LLC 2 *New 2024-03-31 281,639 $29,983,000 281,639
   Insight Advisors LLC/ PA - 2023-12-31 281,515 $29,601,000 20,020
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 254 - 2024-03-31 262,735 $27,971,000 245,041
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 218 - 2024-03-31 215,243 $22,915,000 166,759
   Compass Ion Advisors LLC 8 *New 2024-03-31 157,790 $16,798,000 157,790
   CWM LLC 286 - 2024-03-31 95,464 $10,163,000 23,513
   Altium Capital Management LP 4 *New 2023-12-31 92,700 $9,747,000 92,700
   Client First Investment Management LLC 3 *New 2024-03-31 88,193 $9,389,000 88,193
   HIGHTOWER ADVISORS, LLC 783 - 2023-12-31 72,800 $7,662,000 70,294
   OPUS CAPITAL GROUP LLC 27 *New 2024-03-31 49,183 $5,236,000 49,183
   Commonwealth Financial Services LLC 25 - 2023-12-31 41,134 $4,325,000 10,814
   Integrated Wealth Concepts LLC 283 - 2023-12-31 36,066 $3,792,000 33,399
   Stephens Consulting LLC 18 - 2024-03-31 24,909 $2,652,000 5,213
   BB&T CORP 1121 *New 2023-12-31 24,731 $2,587,000 24,731
   Stokes Family Office LLC 67 - 2023-12-31 23,915 $2,515,000 -1,447
   Empirical Finance LLC 116 - 2023-12-31 23,429 $2,464,000 15,909
   Aspect Partners LLC 14 - 2023-12-31 22,456 $2,361,000 0
   Seed Wealth Management Inc. 12 - 2024-03-31 19,470 $2,074,000 -5,440
   Feltz Wealth PLAN Inc. 112 - 2023-12-31 18,353 $1,930,000 3,361
   BlackDiamond Wealth Management Inc. 20 - 2023-12-31 16,782 $1,773,000 -596
   Moser Wealth Advisors LLC *New 2024-03-31 16,025 $1,706,000 16,025
   Cambria Investment Management L.P. 128 *New 2023-12-31 15,210 $1,599,000 15,210
   Massey Quick & Co. LLC 99 *New 2024-03-31 13,037 $1,388,000 13,037
   Well Done LLC 58 *New 2024-03-31 12,065 $1,284,000 12,065
   Valley Financial Group Inc. 23 - 2023-12-31 11,664 $1,226,000 0
   Private Advisor Group LLC *New 2024-03-31 11,240 $1,197,000 11,240
   QUARRY HILL ADVISORS LLC 23 *New 2024-03-31 10,046 $1,069,000 10,046
   DCF Advisers LLC 38 - 2023-12-31 9,875 $1,038,000 2,375
   BUSEY TRUST CO 174 *New 2024-03-31 9,600 $1,022,000 9,600
   CHILDRESS CAPITAL ADVISORS LLC 58 *New 2024-03-31 9,500 $1,011,000 9,500
   Vista Wealth Management Group LLC *New 2024-03-31 9,420 $1,003,000 9,420
   ROYAL BANK OF CANADA 3101 - 2023-12-31 9,361 $984,000 2,170
   Advisor Group Holdings Inc. 2529 - 2023-12-31 9,273 $975,000 609
   Focus Financial Network Inc. 264 - 2024-03-31 9,056 $967,000 0
   Apeiron RIA LLC 66 *New 2024-03-31 8,948 $953,000 8,948
   Allen Capital Group LLC 102 - 2024-03-31 8,649 $921,000 -375
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 8,070 $859,000 352
   EPACRIA CAPITAL PARTNERS LLC 37 - 2023-12-31 7,432 $781,000 0
   Snowden Capital Advisors LLC 547 - 2023-12-31 6,521 $686,000 71
   Pensionmark Financial Group LLC 193 - 2023-12-31 6,110 $642,000 4,016
   RFG Advisory Group LLC 453 *New 2024-03-31 5,953 $634,000 5,953
   Toroso Investments LLC 839 *New 2023-12-31 5,887 $619,000 5,887
   WOLVERINE TRADING LLC 609 - 2023-12-31 5,799 $610,000 -409
   Teamwork Financial Advisors LLC 96 - 2024-03-31 5,559 $592,000 -1,218
   Bellecapital International Ltd. 93 *New 2024-03-31 5,230 $557,000 5,230
   AE Wealth Management LLC 1374 - 2023-12-31 5,229 $552,000 2,865
   JANE STREET GROUP LLC 3854 - 2023-12-31 5,101 $536,000 5,101
   MAGNOLIA CAPITAL ADVISORS LLC 63 *New 2024-03-31 4,750 $507,000 4,750
   CONTINUUM WEALTH ADVISORS LLC 25 - 2023-12-31 4,313 $454,000 200
   Epic Trust Investment Advisors LLC 45 *New 2024-03-31 4,164 $443,000 4,164
   IFP Advisors Inc 610 *New 2023-12-31 4,078 $429,000 4,078
   COMMONWEALTH EQUITY SERVICES LLC. 2932 *New 2024-03-31 3,952 $421,000 3,952
   AQR CAPITAL MANAGEMENT LLC 1960 *New 2023-12-31 3,917 $412,000 3,917
   Almanack Investment Partners LLC. *New 2024-03-31 3,718 $396,000 3,718
   SYNOVUS FINANCIAL CORP 687 *New 2023-12-31 3,460 $364,000 3,460
   Strategic Financial Concepts LLC 206 *New 2024-03-31 3,325 $354,000 3,325
   JANNEY MONTGOMERY SCOTT LLC 2259 *New 2024-03-31 3,107 $331,000 3,107
   Moisand Fitzgerald Tamayo LLC 85 *New 2024-03-31 2,906 $309,000 2,906
   SeaCrest Wealth Management LLC 468 *New 2024-03-31 2,600 $277,000 2,600
   MKT Advisors LLC 116 *New 2024-03-31 2,357 $251,000 2,357
   ETF Store Inc. *New 2024-03-31 2,351 $250,000 2,351
   Hummer Financial Advisory Services Inc 97 *New 2024-03-31 2,200 $234,000 2,200
   RHS Financial LLC 105 *New 2024-03-31 1,966 $209,000 1,966
   WealthPlan Investment Management LLC 180 *New 2023-12-31 1,909 $201,000 1,909
   Hill Investment Group Partners LLC 67 *New 2023-12-31 1,908 $201,000 1,908
   UBS Group AG 5051 - 2023-12-31 758 $80,000 -472
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 405 *New 2024-03-31 300 $32,000 300
   Penserra Capital Management LLC 1161 - 2023-12-31 71 $7,000 -1
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 64 $7,000 64
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1000 *Closed 2023-12-31 0 $0 -5,601
   Vise Technologies Inc. 375 *Closed 2023-12-31 0 $0 -7,277
  75 Records found
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