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Alpha Architect 1-3 Month Box ETF

296 hedge funds and large institutions have $1.84B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 84

39% more funds holding in top 10

Funds holding in top 10: 2839 (+11)

28% more capital invested

Capital invested by funds: $1.44B → $1.84B (+$399M)

12% more funds holding

Funds holding: 264296 (+32)

2.07% more ownership

Funds ownership: 17.78%19.85% (+2.1%)

Holders
296
Holders Change
+32
Holders Change %
+12.12%
% of All Funds
3.6%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.47%
New
55
Increased
131
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$16.2M +$2.26M +19,730 +16%
CFIM
27
Client First Investment Management
Wisconsin
$16.1M -$2.8M -24,456 -15%
OCA
28
Optimus Capital Advisors
Texas
$15.8M +$15.7M +137,141 New
PIA
29
Pinion Investment Advisors
Kansas
$14.7M +$3.15M +27,508 +27%
TIM
30
Tortoise Investment Management
New York
$14.4M -$1.27M -11,120 -8%
IWM
31
IHT Wealth Management
Illinois
$13.3M +$2.42M +21,142 +22%
FFA
32
Farther Finance Advisors
California
$12.6M +$10.3M +89,713 +447%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$12.6M +$9.86M +86,211 +372%
AWA
34
Arete Wealth Advisors
Illinois
$12.4M -$286K -2,496 -2%
SFO
35
Stokes Family Office
Louisiana
$12.4M -$634K -5,542 -5%
PAG
36
Private Advisory Group
Washington
$12.3M +$12M +104,908 +4,679%
ACG
37
Allen Capital Group
Nebraska
$11.9M +$1.63M +14,238 +16%
AP
38
Aspect Partners
Virginia
$11.9M +$176K +1,535 +2%
KWM
39
Kingsview Wealth Management
Oregon
$11.1M +$2.68M +23,383 +32%
CG
40
Castellan Group
Kentucky
$11.1M +$10M +87,576 +1,030%
FS
41
Ferguson Shapiro
Georgia
$10.2M -$1.45M -12,639 -13%
MA
42
Mutual Advisors
Nebraska
$9.81M -$526K -4,598 -5%
AQR Capital Management
43
AQR Capital Management
Connecticut
$9.74M +$1.6M +13,975 +20%
PAG
44
Private Advisor Group
New Jersey
$9.52M -$2.14M -18,675 -18%
TFA
45
Teamwork Financial Advisors
Texas
$8.95M +$8.62M +75,383 +3,182%
LFA
46
Longview Financial Advisors
Alabama
$8.6M +$674K +5,892 +9%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$8.44M +$2.06M +18,017 +33%
NL
48
NWAM LLC
Washington
$8.31M -$29.5K -258 -0.4%
AWM
49
Avondale Wealth Management
Texas
$8.02M -$847K -7,406 -10%
GI
50
Gradient Investments
Minnesota
$7.98M +$2.33M +20,363 +42%