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Alpha Architect 1-3 Month Box ETF

254 hedge funds and large institutions have $1.42B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 120 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$23.2M
2 +$20.1M
3 +$14.3M
4
SS
Sunbelt Securities
Texas
+$14.3M
5
Mariner
Mariner
Kansas
+$13.9M

Top Sellers

1 -$24.5M
2 -$17.3M
3 -$8.42M
4
IA
IFG Advisors
Missouri
-$7.41M
5
LA
Lifeworks Advisors
Michigan
-$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$201M
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$68.9M
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$55.2M
TWD
4
True Wealth Design
Ohio
$52.3M
ACM
5
ADAR1 Capital Management
Texas
$38.4M
IA
6
Insight Advisors
Pennsylvania
$36.1M
Mariner
7
Mariner
Kansas
$36.1M
EFG
8
Ethos Financial Group
Pennsylvania
$34.7M
HighTower Advisors
9
HighTower Advisors
Illinois
$29.2M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$27.5M
PPC
11
Pennington Partners & Co
Maryland
$27.3M
KCM
12
Kathmere Capital Management
Pennsylvania
$27M
BCG
13
Bravias Capital Group
New Jersey
$26.7M
WH
14
Whitcomb & Hess
Ohio
$26M
EF
15
Empowered Funds
Pennsylvania
$24.5M
CIA
16
Compass Ion Advisors
Pennsylvania
$23.6M
TAM
17
Titleist Asset Management
Texas
$23.5M
OCG
18
Opus Capital Group
Ohio
$22.7M
SS
19
Sunbelt Securities
Texas
$21M
AWA
20
Amplius Wealth Advisors
Pennsylvania
$20.3M
CFIM
21
Client First Investment Management
Wisconsin
$18.7M
PWA
22
Peterson Wealth Advisors
Utah
$15.9M
SWRP
23
Summit Wealth & Retirement Planning
California
$15.7M
TIM
24
Tortoise Investment Management
New York
$15.5M
MML Investors Services
25
MML Investors Services
Massachusetts
$13.8M