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Alpha Architect 1-3 Month Box ETF

332 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 (+$271M)

12% more funds holding

Funds holding: 296332 (+36)

0.15% less ownership

Funds ownership: 19.85%19.7% (-0.15%)

Holders
332
Holders Change
+36
Holders Change %
+12.16%
% of All Funds
4.09%
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
GI
51
Gradient Investments
Minnesota
$10.5M +$2.38M +20,592 +30%
FIS
52
Fischer Investment Strategies
California
$10.3M +$5.03M +43,450 +95%
TFA
53
Teamwork Financial Advisors
Texas
$10M +$965K +8,340 +11%
MA
54
Mutual Advisors
Nebraska
$10M +$86.5K +748 +0.9%
FS
55
Ferguson Shapiro
Georgia
$9.78M -$500K -4,324 -5%
IWP
56
Innova Wealth Partners
Pennsylvania
$9.44M +$1.46M +12,633 +18%
LFA
57
Longview Financial Advisors
Alabama
$9.41M +$714K +6,177 +8%
AWM
58
Able Wealth Management
New Jersey
$9.03M +$3.95M +34,158 +79%
ACA
59
Aptus Capital Advisors
Alabama
$8.91M +$1.3M +11,233 +17%
NL
60
NWAM LLC
Washington
$8.34M -$27.6K -239 -0.3%
MG
61
Mather Group
Illinois
$8.27M +$7.95M +68,742 +2,871%
AI
62
AdvisorShares Investments
Maryland
$8.14M +$8.1M +70,000 New
BFG
63
Beacon Financial Group
Texas
$8.03M +$4.37M +37,813 +121%
PAG
64
Private Advisory Group
Washington
$7.9M -$4.54M -39,225 -37%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$7.7M -$822K -7,108 -10%
DWA
66
Delap Wealth Advisory
Oregon
$7.7M +$7.66M +66,219 New
KPWS
67
Kestra Private Wealth Services
Texas
$7.6M +$3.77M +32,583 +99%
EMAM
68
Encompass More Asset Management
California
$7.5M +$6.4M +55,296 +603%
FWP
69
Flatrock Wealth Partners
California
$7.41M +$255K +2,207 +4%
NFG
70
Norris Financial Group
South Carolina
$7.39M +$242K +2,094 +3%
AWM
71
Avondale Wealth Management
Texas
$7.38M -$719K -6,218 -9%
OMC
72
Old Mission Capital
Illinois
$7.11M +$7.07M +61,101 New
DADC
73
D.A. Davidson & Co
Montana
$6.93M
TCG
74
Transcendent Capital Group
Oklahoma
$6.88M +$1.8M +15,591 +36%
ECP
75
Epacria Capital Partners
Colorado
$6.87M +$164K +1,416 +2%