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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
SFA
276
Sequoia Financial Advisors
Ohio
$347K +$345K +2,980 New
LEFP
277
Leading Edge Financial Planning
Tennessee
$340K +$338K +2,920 New
KWA
278
Kingswood Wealth Advisors
California
$337K +$46.4K +401 +16%
HA
279
HC Advisors
Georgia
$327K +$325K +2,809 New
Goldman Sachs
280
Goldman Sachs
New York
$326K
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$314K +$53.8K +465 +21%
IA
282
IFP Advisors
Florida
$312K
KLI
283
Kelman-Lazarov Inc
Tennessee
$309K +$308K +2,659 New
PSCM
284
Per Stirling Capital Management
Texas
$306K
SWM
285
SeaCrest Wealth Management
New York
$302K
HAM
286
Harmony Asset Management
Arizona
$295K
MA
287
MKT Advisors
California
$290K
Morgan Stanley
288
Morgan Stanley
New York
$256K -$1.03M -8,925 -80%
HFAS
289
Hummer Financial Advisory Services
Illinois
$256K
CWM
290
Cahaba Wealth Management
Georgia
$251K +$249K +2,155 New
ARC
291
Advisor Resource Council
Texas
$243K +$37.5K +324 +18%
HKIMG
292
Hutchens & Kramer Investment Management Group
Indiana
$233K
TC
293
T3 Companies
New York
$233K
APW
294
Atlantic Private Wealth
North Carolina
$231K
CWM
295
Centric Wealth Management
Illinois
$222K +$220K +1,900 New
Bank of America
296
Bank of America
North Carolina
$221K -$1.17M -10,125 -84%
JE
297
Jacobs Equity
Utah
$221K +$220K +1,900 New
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$215K +$214K +1,849 New
SFC
299
Strategic Financial Concepts
Texas
$215K +$214K +1,846 New
NGA
300
Naples Global Advisors
Florida
$211K +$210K +1,814 New