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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
CG
26
Castellan Group
Kentucky
$20.6M +$9.42M +81,405 +85%
PWA
27
Peterson Wealth Advisors
Utah
$19.3M +$2.73M +23,584 +17%
SS
28
Sunbelt Securities
Texas
$19.2M -$768K -6,638 -4%
PAG
29
Private Advisor Group
New Jersey
$18.3M +$8.61M +74,468 +90%
SWRP
30
Summit Wealth & Retirement Planning
California
$17M +$132K +1,141 +0.8%
TIM
31
Tortoise Investment Management
New York
$16.8M +$2.25M +19,480 +16%
OCA
32
Optimus Capital Advisors
Texas
$16.4M +$485K +4,195 +3%
PIA
33
Pinion Investment Advisors
Kansas
$15.6M +$724K +6,257 +5%
ACG
34
Allen Capital Group
Nebraska
$15.3M +$3.27M +28,300 +27%
SPW
35
Stillwater Private Wealth
Pennsylvania
$14.2M +$14.1M +121,786 New
WDL
36
Well Done LLC
Michigan
$14.1M +$10.9M +94,071 +343%
AWA
37
Arete Wealth Advisors
Illinois
$14.1M +$1.55M +13,416 +12%
AP
38
Aspect Partners
Virginia
$13.6M +$1.62M +14,025 +14%
FFA
39
Farther Finance Advisors
California
$13.3M +$532K +4,597 +4%
QCM
40
Quantinno Capital Management
New York
$13M +$9.35M +80,865 +262%
WIM
41
WealthPlan Investment Management
Nebraska
$12.8M +$8.08M +69,819 +175%
AQR Capital Management
42
AQR Capital Management
Connecticut
$12.2M +$2.34M +20,260 +24%
IWM
43
IHT Wealth Management
Illinois
$12M -$1.35M -11,655 -10%
CA
44
Commerce Advisors
Tennessee
$11.4M +$11.4M +98,405 New
SWA
45
Stratos Wealth Advisors
Ohio
$11.3M +$11M +94,867 +4,119%
KWM
46
Kingsview Wealth Management
Oregon
$11.2M -$36K -311 -0.3%
WCG
47
Weaver Consulting Group
California
$11.1M +$3.15M +27,250 +40%
AFG
48
Altiora Financial Group
Ohio
$11M +$4.32M +37,330 +65%
SFO
49
Stokes Family Office
Louisiana
$10.5M -$2.04M -17,664 -16%
BCM
50
Bluefin Capital Management
New York
$10.5M +$10.4M +90,000 New