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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
IWP
51
Innova Wealth Partners
Pennsylvania
$7.89M -$204K -1,785 -3%
WCG
52
Weaver Consulting Group
California
$7.8M -$1.35M -11,766 -15%
ACA
53
Aptus Capital Advisors
Alabama
$7.53M +$2.36M +20,607 +46%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$7.52M +$773K +6,756 +12%
FWP
55
Flatrock Wealth Partners
California
$7.08M +$7.04M +61,512 New
NFG
56
Norris Financial Group
South Carolina
$7.08M +$423K +3,699 +6%
BSG
57
Black Swift Group
Colorado
$6.91M +$346K +3,020 +5%
DADC
58
D.A. Davidson & Co
Montana
$6.86M +$420K +3,675 +7%
AFG
59
Altiora Financial Group
Ohio
$6.63M +$6.6M +57,645 New
ECP
60
Epacria Capital Partners
Colorado
$6.63M +$7.32K +64 +0.1%
FPL
61
Fortress Private Ledger
North Carolina
$6.46M +$2.71M +23,729 +73%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$6.21M +$339K +2,961 +6%
BCM
63
Brookstone Capital Management
Illinois
$6M +$522K +4,561 +10%
AWP
64
Astra Wealth Partners
New Jersey
$5.97M +$2.42M +21,171 +69%
QHA
65
Quarry Hill Advisors
Minnesota
$5.82M +$774K +6,767 +15%
PP
66
Pearl Planning
Michigan
$5.66M +$5.62M +49,163 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$5.58M +$4.14M +36,142 +293%
Truist Financial
68
Truist Financial
North Carolina
$5.54M -$584K -5,108 -10%
GWANC
69
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.5M +$582K +5,089 +12%
TWM
70
TopTier Wealth Management
Wisconsin
$5.36M +$5.32M +46,529 New
BPA
71
Beacon Pointe Advisors
California
$5.31M +$4.94M +43,150 +1,436%
AR
72
Apeiron RIA
Texas
$5.29M +$3.17M +27,695 +153%
FIS
73
Fischer Investment Strategies
California
$5.24M -$4.25M -37,110 -45%
WIA
74
World Investment Advisors
California
$5.11M -$237K -2,069 -4%
AFP
75
ATLas Financial Planning
Georgia
$5.04M +$5.01M +43,761 New