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Alpha Architect 1-3 Month Box ETF

333 hedge funds and large institutions have $2.11B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 146 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

64% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 89

23% more funds holding in top 10

Funds holding in top 10: 3948 (+9)

15% more capital invested

Capital invested by funds: $1.84B → $2.11B (+$274M)

13% more funds holding

Funds holding: 296333 (+37)

0.13% less ownership

Funds ownership: 19.85%19.73% (-0.13%)

Holders
333
Holders Change
+37
Holders Change %
+12.5%
% of All Funds
4.1%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.59%
New
57
Increased
146
Reduced
89
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sax Wealth Advisors
New Jersey
$827K
LC
227
Luminist Capital
Michigan
$826K +$345K +2,985 +73%
KG
228
Kilter Group
New York
$824K
SQA
229
Simon Quick Advisors
New Jersey
$811K +$807K +6,977 New
OAS
230
Optivise Advisory Services
Tennessee
$808K +$61K +527 +8%
PPW
231
Parcion Private Wealth
Washington
$808K +$803K +6,945 New
CCM
232
Condor Capital Management
New Jersey
$771K +$389K +3,364 +103%
FA
233
Fermata Advisors
California
$767K +$24.1K +208 +3%
PFA
234
Peak Financial Advisors
Colorado
$761K +$757K +6,545 New
KCWM
235
Kane Co Wealth Management
Iowa
$747K -$14.5K -125 -2%
RAG
236
RIA Advisory Group
Iowa
$745K -$249K -2,156 -25%
DA
237
Detalus Advisors
Missouri
$731K -$5.67K -49 -0.8%
5NPW
238
55 North Private Wealth
Florida
$666K -$370K -3,200 -36%
QCA
239
Quantify Chaos Advisors
New York
$634K
SI
240
Seeds Investor
New York
$630K -$617K -5,334 -50%
OFS
241
OneAscent Financial Services
Alabama
$594K -$112K -964 -16%
TF
242
TME Financial
California
$593K -$1.04K -9 -0.2%
PW
243
Paladin Wealth
Minnesota
$590K +$129K +1,111 +28%
Raymond James Financial
244
Raymond James Financial
Florida
$586K +$1.85K +16 +0.3%
RZH
245
Relyea Zuckerberg Hanson
Connecticut
$563K +$92.4K +799 +20%
MFS
246
Mattson Financial Services
Michigan
$554K -$810 -7 -0.1%
SP
247
Sequent Planning
Nebraska
$552K +$549K +4,743 New
LFG
248
Larson Financial Group
Missouri
$549K +$546K +4,723 New
FCG
249
Fielder Capital Group
Tennessee
$549K +$210K +1,815 +62%
FAM
250
Formidable Asset Management
Ohio
$544K -$11.5K -99 -2%