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Alpha Architect 1-3 Month Box ETF

332 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 (+$271M)

12% more funds holding

Funds holding: 296332 (+36)

0.15% less ownership

Funds ownership: 19.85%19.7% (-0.15%)

Holders
332
Holders Change
+36
Holders Change %
+12.16%
% of All Funds
4.09%
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
LC
226
Luminist Capital
Michigan
$826K +$345K +2,985 +73%
KG
227
Kilter Group
New York
$824K
SQA
228
Simon Quick Advisors
New Jersey
$811K +$807K +6,977 New
OAS
229
Optivise Advisory Services
Tennessee
$808K +$61K +527 +8%
PPW
230
Parcion Private Wealth
Washington
$808K +$803K +6,945 New
CCM
231
Condor Capital Management
New Jersey
$771K +$389K +3,364 +103%
FA
232
Fermata Advisors
California
$767K +$24.1K +208 +3%
PFA
233
Peak Financial Advisors
Colorado
$761K +$757K +6,545 New
KCWM
234
Kane Co Wealth Management
Iowa
$747K -$14.5K -125 -2%
RAG
235
RIA Advisory Group
Iowa
$745K -$249K -2,156 -25%
DA
236
Detalus Advisors
Missouri
$731K -$5.67K -49 -0.8%
5NPW
237
55 North Private Wealth
Florida
$666K -$370K -3,200 -36%
QCA
238
Quantify Chaos Advisors
New York
$634K
SI
239
Seeds Investor
New York
$630K -$617K -5,334 -50%
OFS
240
OneAscent Financial Services
Alabama
$594K -$112K -964 -16%
TF
241
TME Financial
California
$593K -$1.04K -9 -0.2%
PW
242
Paladin Wealth
Minnesota
$590K +$129K +1,111 +28%
Raymond James Financial
243
Raymond James Financial
Florida
$586K +$1.85K +16 +0.3%
RZH
244
Relyea Zuckerberg Hanson
Connecticut
$563K +$92.4K +799 +20%
MFS
245
Mattson Financial Services
Michigan
$554K -$810 -7 -0.1%
SP
246
Sequent Planning
Nebraska
$552K +$549K +4,743 New
LFG
247
Larson Financial Group
Missouri
$549K +$546K +4,723 New
FCG
248
Fielder Capital Group
Tennessee
$549K +$210K +1,815 +62%
FAM
249
Formidable Asset Management
Ohio
$544K -$11.5K -99 -2%
Betterment LLC
250
Betterment LLC
New York
$543K +$540K +4,669 New