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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
MW
301
Marble Wealth
Alabama
$209K +$208K +1,800 New
CWM
302
Copia Wealth Management
Oregon
$209K +$208K +1,799 New
GIA
303
Gateway Investment Advisers
Ohio
$209K +$208K +1,794 New
PA
304
Parallel Advisors
California
$209K +$208K +1,794 New
BM
305
Berman McAleer
Maryland
$207K
FA
306
Fiduciary Alliance
South Carolina
$205K +$203K +1,758 New
RFS
307
Retirement Financial Solutions
Tennessee
$200K +$199K +1,723 New
AF
308
Allworth Financial
California
$192K
RWPA
309
Richard W. Paul & Associates
Michigan
$179K -$47.4K -410 -21%
AWM
310
AE Wealth Management
Kansas
$163K +$144K +1,249 +806%
WIM
311
Westside Investment Management
California
$163K +$57.8K +500 +56%
SWM
312
SHP Wealth Management
Massachusetts
$153K -$721K -6,233 -83%
W
313
WealthCollab
Washington
$149K
CPG
314
Cornerstone Planning Group
New Jersey
$133K +$74.8K +647 +132%
SAM
315
Smartleaf Asset Management
Massachusetts
$127K -$48.8K -422 -28%
MWA
316
Medallion Wealth Advisors
Connecticut
$120K +$7.52K +65 +7%
PWA
317
Physician Wealth Advisors
Utah
$116K -$105K -910 -48%
HBW
318
Hazlett, Burt & Watson
West Virginia
$104K
PWPS
319
Pinnacle Wealth Planning Services
Ohio
$63K
SIS
320
Sound Income Strategies
Florida
$58.1K +$57.8K +500 New
BlackRock
321
BlackRock
New York
$52.3K +$52K +450 New
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$32.7K +$32.5K +281 New
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.5K
HCM
324
Hollencrest Capital Management
California
$29.4K
MWM
325
Magnolia Wealth Management
Alabama
$25K +$24.9K +215 New