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Alpha Architect 1-3 Month Box ETF

240 hedge funds and large institutions have $1.3B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$189M
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$67.9M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$53.7M
EF
4
Empowered Funds
Pennsylvania
$48.6M
TWD
5
True Wealth Design
Ohio
$41.8M
ACM
6
ADAR1 Capital Management
Texas
$38M
IA
7
Insight Advisors
Pennsylvania
$36.9M
EFG
8
Ethos Financial Group
Pennsylvania
$30.6M
BCG
9
Bravias Capital Group
New Jersey
$29.2M
PPC
10
Pennington Partners & Co
Maryland
$27.3M
CFIM
11
Client First Investment Management
Wisconsin
$26.8M
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$25.3M
CIA
13
Compass Ion Advisors
Pennsylvania
$25.3M
WH
14
Whitcomb & Hess
Ohio
$24.1M
TAM
15
Titleist Asset Management
Texas
$23.3M
Mariner
16
Mariner
Kansas
$21.9M
OCG
17
Opus Capital Group
Ohio
$20.6M
AWA
18
Amplius Wealth Advisors
Pennsylvania
$19.4M
AIP
19
Almanack Investment Partners
Pennsylvania
$18.1M
TIM
20
Tortoise Investment Management
New York
$15.6M
SWRP
21
Summit Wealth & Retirement Planning
California
$15.3M
AWA
22
Arete Wealth Advisors
Illinois
$11.9M
SFO
23
Stokes Family Office
Louisiana
$11.6M
AP
24
Aspect Partners
Virginia
$10.7M
LA
25
Lifeworks Advisors
Michigan
$10.5M