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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
AssetMark Inc
326
AssetMark Inc
California
$17.7K -$5.78K -50 -25%
Wells Fargo
327
Wells Fargo
California
$4.88K +$4.86K +42 New
S
328
SignatureFD
Georgia
$3.49K
GA
329
GoalVest Advisory
New York
$2.67K -$117K -1,008 -98%
ASN
330
Advisory Services Network
Georgia
$2.21K +$2.2K +19 New
GJIA
331
Glass Jacobson Investment Advisors
Maryland
$1.4K
KFP
332
Kerr Financial Planning
California
$349 +$116 +1 +50%
FCAS
333
First Command Advisory Services
Texas
$233 +$231 +2 New
JG
334
Jain Global
New York
-$20.9M -181,455 Closed
SCA
335
Sippican Capital Advisors
Massachusetts
-$4.45M -38,628 Closed
GWM
336
GK Wealth Management
Nevada
-$3.22M -27,967 Closed
UBS Group
337
UBS Group
Switzerland
-$2M -17,400 Closed
Citadel Advisors
338
Citadel Advisors
Florida
-$1.73M -15,033 Closed
Corient Private Wealth
339
Corient Private Wealth
Florida
-$1.43M -12,390 Closed
CFG
340
Citizens Financial Group
Rhode Island
-$1.05M -9,087 Closed
CIAS
341
Capital Investment Advisory Services
North Carolina
-$815K -7,080 Closed
CWM
342
Collaborative Wealth Management
Florida
-$507K -4,402 Closed
MWM
343
McMill Wealth Management
Nebraska
-$421K -3,658 Closed
SA
344
Sovran Advisors
California
-$421K -3,655 Closed
Creative Planning
345
Creative Planning
Kansas
-$416K -3,615 Closed
QPWM
346
Quadrant Private Wealth Management
Pennsylvania
-$301K -2,616 Closed
APA
347
Astoria Portfolio Advisors
New York
-$289K -2,500 Closed
EFH
348
Eaton Financial Holdings
Florida
-$219K -1,900 Closed
BCA
349
Bayshore Capital Advisors
Florida
-$218K -1,891 Closed
CPIG
350
Chicago Partners Investment Group
Illinois
-$200K -1,736 Closed