We are live on ! Find out more
BOXX icon

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
TCG
76
Transcendent Capital Group
Oklahoma
$5.02M +$3.8M +33,256 +322%
AWM
77
Able Wealth Management
New Jersey
$5.01M +$2.48M +21,695 +99%
MFT
78
Moisand Fitzgerald Tamayo
Florida
$4.9M +$2.54M +22,212 +109%
RF
79
RHS Financial
California
$4.75M +$759K +6,637 +19%
WIM
80
WealthPlan Investment Management
Nebraska
$4.59M +$24K +210 +0.5%
MSG
81
Main Street Group
Virginia
$4.57M +$1.46M +12,772 +47%
IWC
82
Integrated Wealth Concepts
Massachusetts
$4.56M -$6.39M -55,875 -59%
I
83
INVST
Indiana
$4.46M +$618K +5,405 +16%
SCA
84
Sippican Capital Advisors
Massachusetts
$4.45M +$2.4M +20,990 +119%
CFS
85
Commonwealth Financial Services
West Virginia
$4.4M -$864K -7,552 -17%
LA
86
Lifeworks Advisors
Michigan
$4.37M -$597K -5,220 -12%
HFA
87
Hershey Financial Advisers
Pennsylvania
$4.37M -$145K -1,267 -3%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$4.37M +$1.68M +14,655 +63%
TWM
89
TCFG Wealth Management
California
$4.33M -$118K -1,032 -3%
TWP
90
Triad Wealth Partners
Kansas
$4.24M +$2.3M +20,068 +119%
SWM
91
Seed Wealth Management
Illinois
$4.21M +$287K +2,511 +7%
MWP
92
Madison Wealth Partners
Wisconsin
$4.12M +$552K +4,828 +16%
EW
93
Enzi Wealth
Texas
$4.02M +$432K +3,775 +12%
KAS
94
Kestra Advisory Services
Texas
$4M +$496K +4,334 +14%
Osaic Holdings
95
Osaic Holdings
Arizona
$3.96M -$1.67M -14,598 -30%
AI
96
Atria Investments
North Carolina
$3.88M +$1.11M +9,689 +40%
ACP
97
Arcus Capital Partners
Georgia
$3.86M +$3.4M +29,725 +782%
CCA
98
Childress Capital Advisors
Texas
$3.78M +$2.21M +19,305 +143%
KPWS
99
Kestra Private Wealth Services
Texas
$3.77M +$1.86M +16,222 +98%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$3.66M +$1.63M +14,253 +81%