We are live on ! Find out more
BOXX icon

Alpha Architect 1-3 Month Box ETF

371 hedge funds and large institutions have $2.26B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 99

11% more funds holding

Funds holding: 335371 (+36)

7% more capital invested

Capital invested by funds: $2.12B → $2.26B (+$145M)

1.94% less ownership

Funds ownership: 19.78%17.85% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.53M

Holders
371
Holders Change
+36
Holders Change %
+10.75%
% of All Funds
4.48%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.57%
New
61
Increased
165
Reduced
99
Closed
18
Calls
Puts
$4.53M
Net Calls
-$4.53M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BSG
76
Black Swift Group
Colorado
$7.46M +$3.02M +25,900 +69%
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.18M +$274K +2,351 +4%
I
78
INVST
Indiana
$7.18M +$2.53M +21,704 +55%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$7.17M +$1.25M +10,708 +21%
EWM
80
Elevatus Welath Management
New York
$7.06M +$7.04M +60,288 New
SWM
81
Seed Wealth Management
Illinois
$6.99M +$1.42M +12,130 +25%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$6.95M -$799K -6,845 -10%
AR
83
Apeiron RIA
Texas
$6.79M -$94.3K -808 -1%
MWP
84
Madison Wealth Partners
Wisconsin
$6.73M +$2.19M +18,733 +48%
QHA
85
Quarry Hill Advisors
Minnesota
$6.71M +$400K +3,425 +6%
DADC
86
D.A. Davidson & Co
Montana
$6.65M -$327K -2,805 -5%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$6.59M +$185K +1,587 +3%
KPP
88
Kings Path Partners
Texas
$6.53M +$670K +5,738 +11%
BAM
89
Belpointe Asset Management
Nevada
$6.41M -$47.7K -409 -0.7%
LWA
90
LifeGoal Wealth Advisors
New York
$6.34M +$808K +6,923 +15%
CCA
91
Childress Capital Advisors
Texas
$6.32M +$120K +1,025 +2%
AWM
92
Accurate Wealth Management
Florida
$6.3M +$3.92M +33,580 +167%
BCM
93
Brookstone Capital Management
Illinois
$6.29M +$194K +1,660 +3%
MFT
94
Moisand Fitzgerald Tamayo
Florida
$6.23M +$255K +2,187 +4%
AWP
95
Astra Wealth Partners
New Jersey
$6.22M +$195K +1,669 +3%
VT
96
Vise Technologies
New York
$6.18M +$2.95M +25,291 +92%
Stifel Financial
97
Stifel Financial
Missouri
$6.16M +$4.22M +36,200 +221%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$6.15M +$1.24M +10,607 +25%
Osaic Holdings
99
Osaic Holdings
Arizona
$5.97M +$1.02M +8,705 +21%
MG
100
Mather Group
Illinois
$5.9M -$2.42M -20,744 -29%

BOXX Hedge Fund Activity: Q2 2026 in Review

371 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2026, worth a combined $2.26B — up 6.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOXX positions and 18 closed out — a net gain of 43 holders — while 165 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.9M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $36M.

  • 371 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2026, up from 335 in Q1 2026.
  • Funds reported $2.26B of Alpha Architect 1-3 Month Box ETF stock for Q2 2026, up 6.8% quarter-over-quarter.
  • 61 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2026 and 18 closed out, a net change of +43 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $34.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.