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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
AFP
101
ATLas Financial Planning
Georgia
$5.85M +$634K +5,430 +12%
FPL
102
Fortress Private Ledger
North Carolina
$5.84M +$1.3M +11,166 +29%
EW
103
Enzi Wealth
Texas
$5.81M +$812K +6,957 +16%
TWM
104
TopTier Wealth Management
Wisconsin
$5.53M +$212K +1,815 +4%
BPA
105
Beacon Pointe Advisors
California
$5.5M +$322K +2,758 +6%
AAS
106
Ameritas Advisory Services
Nebraska
$5.49M +$5.47M +46,877 New
WIA
107
World Investment Advisors
California
$5.26M
US Bancorp
108
US Bancorp
Minnesota
$5.08M +$51.7K +443 +1%
RF
109
RHS Financial
California
$5.08M -$402K -3,442 -7%
WMN
110
Wealth Management Nebraska
Nebraska
$4.95M +$875K +7,495 +22%
KAS
111
Kestra Advisory Services
Texas
$4.92M +$98.3K +842 +2%
CPIG
112
Chicago Partners Investment Group
Illinois
$4.82M +$4.79M +41,026 New
PP
113
Pearl Planning
Michigan
$4.59M -$1.26M -10,793 -22%
FDS
114
Freedom Day Solutions
Texas
$4.39M +$1.01M +8,675 +30%
TIA
115
TCFG Investment Advisors
California
$4.29M -$139K -1,190 -3%
ACP
116
Arcus Capital Partners
Georgia
$4.17M +$1.75M +15,000 +73%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$4.13M -$2.03M -17,423 -33%
PFS
118
Prospera Financial Services
Texas
$4.12M +$476K +4,082 +13%
EF
119
Empirical Finance
Pennsylvania
$4.02M +$1.62M +13,920 +68%
TWP
120
Triad Wealth Partners
Kansas
$3.99M +$1.36M +11,694 +53%
SAM
121
SVRN Asset Management
Texas
$3.98M +$2.4M +20,575 +153%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$3.95M -$607K -5,200 -13%
PGF
123
Plan Group Financial
Oklahoma
$3.93M +$1.85M +15,868 +90%
GAM
124
Gotham Asset Management
New York
$3.8M
MSG
125
Main Street Group
Virginia
$3.78M -$67.5K -578 -2%

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.