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SVRN Asset Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

SVRN Asset Management’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.98M Buy
34,017
+20,575
+153% +$2.4M 2.05% 10
2026
Q1 		$1.56M Buy
13,442
+2,901
+28% +$336K 1.51% 12
2025
Q4 		$1.21M Buy
+10,541
New +$1.21M 1% 17

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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

SVRN Asset Management's BOXX Position: Q2 2026 in Review

SVRN Asset Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 153% in Q2 2026, buying an estimated $2.4M and bringing the position to 34,017 shares worth $3.98M. The position accounts for 2.05% of the portfolio, ranked #10.

SVRN Asset Management first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • SVRN Asset Management held 34,017 shares of Alpha Architect 1-3 Month Box ETF worth $3.98M as of Q2 2026.
  • SVRN Asset Management bought 20,575 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.4M.
  • Alpha Architect 1-3 Month Box ETF made up 2.05% of SVRN Asset Management's portfolio in Q2 2026, its #10 holding.
  • SVRN Asset Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on SVRN Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.