We are live on ! Find out more
BOXX icon

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
Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Copia Wealth Management
Oregon
$209K
GIA
302
Gateway Investment Advisers
Ohio
$209K
PA
303
Parallel Advisors
California
$209K
BM
304
Berman McAleer
Maryland
$207K
FA
305
Fiduciary Alliance
South Carolina
$205K
RFS
306
Retirement Financial Solutions
Tennessee
$200K
AF
307
Allworth Financial
California
$192K
RWPA
308
Richard W. Paul & Associates
Michigan
$179K
AWM
309
AE Wealth Management
Kansas
$163K
WIM
310
Westside Investment Management
California
$163K
SWM
311
SHP Wealth Management
Massachusetts
$153K
W
312
WealthCollab
Washington
$149K
CPG
313
Cornerstone Planning Group
New Jersey
$133K
SAM
314
Smartleaf Asset Management
Massachusetts
$127K
MWA
315
Medallion Wealth Advisors
Connecticut
$120K
PWA
316
Physician Wealth Advisors
Utah
$116K
HBW
317
Hazlett, Burt & Watson
West Virginia
$104K
PWPS
318
Pinnacle Wealth Planning Services
Ohio
$63K
SIS
319
Sound Income Strategies
Florida
$58.1K
BlackRock
320
BlackRock
New York
$52.3K
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$32.7K
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
AssetMark Inc
325
AssetMark Inc
California
$17.7K