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Alpha Architect 1-3 Month Box ETF

239 hedge funds and large institutions have $1.29B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+17
Holders Change %
+7.66%
% of All Funds
3.21%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.44%
New
33
Increased
103
Reduced
71
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FDS
101
Freedom Day Solutions
Texas
$1.92M +$113K +1,000 +6%
AR
102
Apeiron RIA
Texas
$1.9M -$184K -1,630 -9%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$1.9M +$1.34M +11,921 +242%
USCWA
104
U.S. Capital Wealth Advisors
Texas
$1.87M +$1.15M +10,206 +160%
FFA
105
Farther Finance Advisors
California
$1.85M -$66.8K -593 -3%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$1.82M +$307K +2,723 +20%
AWM
107
Able Wealth Management
New Jersey
$1.77M +$879K +7,799 +99%
FPL
108
Fortress Private Ledger
North Carolina
$1.72M +$88.8K +788 +5%
WANY
109
Wealthspire Advisors (New York)
New York
$1.71M +$617K +5,477 +56%
VFG
110
Valley Financial Group
Pennsylvania
$1.67M -$239K -2,122 -13%
BCM
111
Beck Capital Management
Texas
$1.55M -$104K -922 -6%
TWP
112
Triad Wealth Partners
Kansas
$1.53M +$485K +4,300 +46%
ASN
113
Advisory Services Network
Georgia
$1.53M -$6.29M -55,641 -80%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$1.53M +$851K +7,550 +125%
FFA
115
Frazier Financial Advisors
Ohio
$1.52M
PWA
116
Peterson Wealth Advisors
Utah
$1.52M +$856K +7,599 +129%
GPW
117
Gentry Private Wealth
Kansas
$1.43M -$140K -1,245 -9%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$185K +1,641 +15%
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$1.39M -$2.3M -20,430 -62%
BJL
120
Brighton Jones LLC
Washington
$1.38M
MAM
121
Morse Asset Management
Connecticut
$1.35M +$1.35M +12,000 New
KPWS
122
Kestra Private Wealth Services
Texas
$1.33M -$1.23M -10,890 -48%
SMG
123
Smart Money Group
Texas
$1.31M +$200K +1,776 +18%
IIA
124
Integrity Investment Advisors
Colorado
$1.3M +$1.3M +11,544 New
SQA
125
Simon Quick Advisors
New Jersey
$1.27M -$2.07M -18,378 -62%