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Alpha Architect 1-3 Month Box ETF

371 hedge funds and large institutions have $2.26B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 99

11% more funds holding

Funds holding: 335371 (+36)

7% more capital invested

Capital invested by funds: $2.12B → $2.26B (+$145M)

1.94% less ownership

Funds ownership: 19.78%17.85% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.53M

Holders
371
Holders Change
+36
Holders Change %
+10.75%
% of All Funds
4.48%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.57%
New
61
Increased
165
Reduced
99
Closed
18
Calls
Puts
$4.53M
Net Calls
-$4.53M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
301
Ashton Thomas Private Wealth
Arizona
$383K -$36M -308,453 -99%
AFS
302
Access Financial Services
Minnesota
$379K +$378K +3,239 New
SA
303
Sovran Advisors
California
$368K +$366K +3,132 New
LEFP
304
Leading Edge Financial Planning
Tennessee
$365K +$22.8K +195 +7%
FA
305
Fiduciary Alliance
South Carolina
$341K +$135K +1,156 +66%
Susquehanna International Group
306
Susquehanna International Group
Pennsylvania
$335K +$334K +2,861 New
OWG
307
Oxford Wealth Group
Florida
$335K +$334K +2,860 New
CWM
308
Cahaba Wealth Management
Georgia
$333K +$80.6K +691 +32%
OFS
309
OneAscent Financial Services
Alabama
$329K -$268K -2,298 -45%
HA
310
HC Advisors
Georgia
$329K +$117 +1 +0%
Goldman Sachs
311
Goldman Sachs
New York
$328K
QPWM
312
Quadrant Private Wealth Management
Pennsylvania
$324K +$323K +2,771 New
NPI
313
New Perspectives Inc
Mississippi
$323K +$322K +2,761 New
KLI
314
Kelman-Lazarov Inc
Tennessee
$311K
PSCM
315
Per Stirling Capital Management
Texas
$308K
SIS
316
Sound Income Strategies
Florida
$306K +$246K +2,110 +422%
SWM
317
SeaCrest Wealth Management
New York
$304K
ARC
318
Advisor Resource Council
Texas
$299K +$53.8K +461 +22%
HAM
319
Harmony Asset Management
Arizona
$297K
MA
320
MKT Advisors
California
$292K
Charles Schwab
321
Charles Schwab
California
$290K +$289K +2,477 New
JFG
322
Jefferies Financial Group
New York
$289K +$288K +2,468 New
OE
323
OFS Enterprise
Nebraska
$280K +$279K +2,391 New
PS
324
Principal Securities
Iowa
$276K +$275K +2,354 New
SG
325
StoneX Group
New York
$268K +$267K +2,291 New

BOXX Hedge Fund Activity: Q2 2026 in Review

371 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2026, worth a combined $2.26B — up 6.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOXX positions and 18 closed out — a net gain of 43 holders — while 165 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.9M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $36M.

  • 371 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2026, up from 335 in Q1 2026.
  • Funds reported $2.26B of Alpha Architect 1-3 Month Box ETF stock for Q2 2026, up 6.8% quarter-over-quarter.
  • 61 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2026 and 18 closed out, a net change of +43 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $34.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.