BOXX

Alpha Architect 1-3 Mnth Box

Latest period2024 - Q4Total superinvestors29

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 29 superinvestors own shares of Alpha Architect 1-3 Mnth Box (BOXX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Alpha Architect 1-3 Mnth Box (BOXX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Alpha Architect 1-3 Mnth Box (BOXX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Alpha Architect 1-3 Mnth Box (BOXX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Amy King@Kathmere Capital Management, Llc
Recent Activity
New Position
0.64%
$7.065M
64,066 shares@ 110.28 avg price
KATIE SMITH@Innova Wealth Partners
Recent Activity
New Position
3.92%
$6.209M
56,299 shares@ 110.28 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.13%
$3.677M
33,344 shares@ 110.28 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
New Position
0.14%
$2.646M
23,953 shares@ 110.46 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
New Position
0.07%
$502,767
4,559 shares@ 110.29 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
New Position
0.08%
$414,984
3,763 shares@ 110.29 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
New Position
0.01%
$397,008
3,600 shares@ 110.28 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
New Position
0.07%
$236,220
2,142 shares@ 110.29 avg price