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Alpha Architect 1-3 Month Box ETF
BOXX

296 hedge funds and large institutions have $1.84B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 84

39% more funds holding in top 10

Funds holding in top 10: 28 → 39 (+11)

28% more capital invested

Capital invested by funds: $1.44B → $1.84B (+$399M)

12% more funds holding

Funds holding: 264 → 296 (+32)

2.07% more ownership

Funds ownership: 17.78% → 19.85% (+2.1%)

Holders
296
Holders Change
+32
Holders Change %
+12.12%
% of All Funds
3.6%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.47%
New
55
Increased
131
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$74.8M
2
CG
Cynosure Group
Utah
+$35.2M
3
BW
BXM Wealth
Colorado
+$32.9M
4
JG
Jain Global
New York
+$20.8M
5
PPC
Pennington Partners & Co
Maryland
+$19.4M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$6.39M
2
KCM
Kathmere Capital Management
Pennsylvania
-$5.98M
3
GA
GoalVest Advisory
New York
-$4.74M
4
FIS
Fischer Investment Strategies
California
-$4.25M
5
AAS
Ameritas Advisory Services
Nebraska
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
226
E6 Portfolios
Utah
$525K +$521K +4,558 New
CWM
227
Collaborative Wealth Management
Florida
$507K – – –
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$502K -$27.2K -238 -5%
CIAS
229
CFS Investment Advisory Services
New Jersey
$482K – – –
LC
230
Luminist Capital
Michigan
$474K +$410K +3,582 +673%
CPCM
231
Cardinal Point Capital Management
Ontario, Canada
$466K – – –
RZH
232
Relyea Zuckerberg Hanson
Connecticut
$465K +$162K +1,417 +54%
PW
233
Paladin Wealth
Minnesota
$456K +$154K +1,348 +52%
SW
234
SteelPeak Wealth
California
$449K -$404K -3,529 -48%
FFM
235
Forum Financial Management
Illinois
$434K – – –
SA
236
Sovran Advisors
California
$421K -$92.9K -812 -18%
MWM
237
McMill Wealth Management
Nebraska
$421K +$2.29K +20 +0.5%
Creative Planning
238
Creative Planning
Kansas
$416K +$414K +3,615 New
LKBC
239
L.K. Benson & Company
Maryland
$415K +$458 +4 +0.1%
YWM
240
Yoder Wealth Management
California
$414K +$412K +3,600 New
ZI
241
ZEGA Investments
Florida
$411K -$44.8K -392 -10%
SOS
242
Silver Oak Securities
Tennessee
$406K +$39.9K +349 +11%
PWM
243
Perigon Wealth Management
California
$404K +$402K +3,511 New
CCM
244
Condor Capital Management
New Jersey
$376K – – –
AFG
245
Atomi Financial Group
New York
$365K +$96K +839 +36%
LC
246
Lavaca Capital
Texas
$358K -$23.9K -209 -6%
KF
247
KKM Financial
Illinois
$353K +$46.3K +405 +15%
IIA
248
IPG Investment Advisors
California
$350K -$14.9K -130 -4%
Vontobel Holding
249
Vontobel Holding
Switzerland
$345K – – –
FCG
250
Fielder Capital Group
Tennessee
$334K -$54.5K -476 -14%
8 9
10
11 12

BOXX Hedge Fund Activity: Q4 2025 in Review

296 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q4 2025, worth a combined $1.84B — up 28% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BOXX positions and 20 closed out — a net gain of 35 holders — while 131 added to existing stakes and 84 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $74.8M. The largest seller was Integrated Wealth Concepts, cutting an estimated $6.39M.

  • 296 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q4 2025, up from 264 in Q3 2025.
  • Funds reported $1.84B of Alpha Architect 1-3 Month Box ETF stock for Q4 2025, up 28% quarter-over-quarter.
  • 55 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q4 2025 and 20 closed out, a net change of +35 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $74.8M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $6.39M sold.

Based on aggregated 13F filings for Q4 2025.