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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
Osaic Holdings
101
Osaic Holdings
Arizona
$4.92M +$912K +7,884 +23%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$4.87M +$454K +3,923 +10%
KAS
103
Kestra Advisory Services
Texas
$4.79M +$743K +6,425 +18%
I
104
INVST
Indiana
$4.61M +$105K +907 +2%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$4.53M -$1.1M -9,511 -20%
MWP
106
Madison Wealth Partners
Wisconsin
$4.51M +$350K +3,022 +8%
FPL
107
Fortress Private Ledger
North Carolina
$4.5M -$2.02M -17,429 -31%
TWM
108
TCFG Wealth Management
California
$4.4M +$27.2K +235 +0.6%
TIA
109
TCFG Investment Advisors
California
$4.4M +$4.38M +37,849 New
BSG
110
Black Swift Group
Colorado
$4.4M -$2.57M -22,225 -37%
CFS
111
Commonwealth Financial Services
West Virginia
$4.3M -$138K -1,197 -3%
LA
112
Lifeworks Advisors
Michigan
$4.22M -$197K -1,700 -4%
FPAS
113
Focus Partners Advisor Solutions
Missouri
$4.09M +$4.07M +35,197 New
WMN
114
Wealth Management Nebraska
Nebraska
$4.03M +$501K +4,333 +14%
MSG
115
Main Street Group
Virginia
$3.82M -$785K -6,791 -17%
GAM
116
Gotham Asset Management
New York
$3.77M +$3.75M +32,424 New
PFS
117
Prospera Financial Services
Texas
$3.61M -$28.5K -246 -0.8%
BP
118
BWM Planning
Texas
$3.55M +$4.97K +43 +0.1%
GWM
119
Greenwich Wealth Management
Connecticut
$3.54M +$1.52M +13,180 +76%
FDS
120
Freedom Day Solutions
Texas
$3.35M +$1.14M +9,825 +52%
BW
121
BXM Wealth
Colorado
$3.31M -$30.8M -266,177 -90%
VFG
122
Valley Financial Group
Pennsylvania
$3.26M +$1.76M +15,241 +119%
VT
123
Vise Technologies
New York
$3.17M
SWM
124
Sherman Wealth Management
Maryland
$3.09M +$1.17M +10,132 +62%
WC
125
Waterloo Capital
Texas
$3.08M +$3.06M +26,482 New