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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
CWM
301
Copia Wealth Management
Oregon
$209K +$208K +1,799 New
GIA
302
Gateway Investment Advisers
Ohio
$209K +$208K +1,794 New
PA
303
Parallel Advisors
California
$209K +$208K +1,794 New
BM
304
Berman McAleer
Maryland
$207K
FA
305
Fiduciary Alliance
South Carolina
$205K +$203K +1,758 New
RFS
306
Retirement Financial Solutions
Tennessee
$200K +$199K +1,723 New
AF
307
Allworth Financial
California
$192K
RWPA
308
Richard W. Paul & Associates
Michigan
$179K -$47.4K -410 -21%
AWM
309
AE Wealth Management
Kansas
$163K +$144K +1,249 +806%
WIM
310
Westside Investment Management
California
$163K +$57.8K +500 +56%
SWM
311
SHP Wealth Management
Massachusetts
$153K -$721K -6,233 -83%
W
312
WealthCollab
Washington
$149K
CPG
313
Cornerstone Planning Group
New Jersey
$133K +$74.8K +647 +132%
SAM
314
Smartleaf Asset Management
Massachusetts
$127K -$48.8K -422 -28%
MWA
315
Medallion Wealth Advisors
Connecticut
$120K +$7.52K +65 +7%
PWA
316
Physician Wealth Advisors
Utah
$116K -$105K -910 -48%
HBW
317
Hazlett, Burt & Watson
West Virginia
$104K
PWPS
318
Pinnacle Wealth Planning Services
Ohio
$63K
SIS
319
Sound Income Strategies
Florida
$58.1K +$57.8K +500 New
BlackRock
320
BlackRock
New York
$52.3K +$52K +450 New
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$32.7K +$32.5K +281 New
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K
HCM
323
Hollencrest Capital Management
California
$29.4K
MWM
324
Magnolia Wealth Management
Alabama
$25K +$24.9K +215 New
AssetMark Inc
325
AssetMark Inc
California
$17.7K -$5.78K -50 -25%