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Alpha Architect AGG Bond ETF (BOXA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RHS Financial, LLC
INCREASED
Shares14,096 from 13,580
Change+516 (+4%)
Value$1.4M (-$3.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares7,897 from 11,994
Change-4,097 (-34%)
Value$803.8K (-$466.2K)
Filed 2026-11-02
E6 Portfolios, LLC
DECREASED
Shares4,541 from 4,653
Change-112 (-2%)
Value$462.2K (-$30.6K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$253.6K (-$10.2K)
Filed 2026-11-02
55 North Private Wealth, LLC
CLOSED
Shares0 from 2,119
Change-2,119 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-20
Harbour Investments, Inc.
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Status
RHS Financial, LLC
INCREASED14,09613,580+516+4%$1.4M$1.4M-$3.2K2026-10-13
Kestra Advisory Services, LLC
DECREASED7,89711,994-4,097-34%$1.3M$803.8K-$466.2K2026-11-02
E6 Portfolios, LLC
DECREASED4,5414,653-112-2%$492.7K$462.2K-$30.6K2026-10-26
Commonwealth Equity Services, LLC
UNCHANGED2,4912,49100%$263.8K$253.6K-$10.2K2026-11-02
55 North Private Wealth, LLC
CLOSED02,119-2,119-100%$224.4K$0-$224.4K2026-10-20
Harbour Investments, Inc.
N/A—3,330-3,330-100%$352.6K———
Fischer Investment Strategies, LLC
N/A—3,120-3,120-100%$330.4K———
World Investment Advisors
N/A—2,300-2,300-100%$242.0K———
Showing 8 of 8 institutions