BOXX icon

Alpha Architect 1-3 Month Box ETF

222 hedge funds and large institutions have $1.37B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
3.02%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.34%
New
33
Increased
102
Reduced
57
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ES
126
ETF Store
Kansas
$1.04M +$168K +1,511 +19%
TWP
127
Triad Wealth Partners
Kansas
$1.04M +$362K +3,244 +54%
KNW
128
Kesler Norman & Wride
Utah
$1.04M +$178K +1,597 +21%
UAG
129
United Advisor Group
Ohio
$1.01M +$138K +1,237 +16%
LP
130
LGL Partners
Pennsylvania
$1M -$41.9M -375,687 -98%
LPFG
131
Landing Point Financial Group
Ohio
$979K +$499K +4,479 +104%
CWA
132
Continuum Wealth Advisors
New York
$961K -$1.79M -16,048 -65%
RFP
133
Root Financial Partners
California
$923K +$172K +1,540 +23%
UBS Group
134
UBS Group
Switzerland
$917K -$574K -5,147 -38%
SGCA
135
Steel Grove Capital Advisors
Tennessee
$911K -$40.7K -365 -4%
AI
136
Atria Investments
North Carolina
$895K -$13.5K -121 -1%
AWM
137
Able Wealth Management
New Jersey
$882K +$882K +7,909 New
OMC
138
Old Mission Capital
Illinois
$860K -$10.6M -95,067 -92%
JWM
139
Jessup Wealth Management
Ohio
$856K +$856K +7,675 New
SI
140
Stephens Inc
Arkansas
$781K
WMN
141
Wealth Management Nebraska
Nebraska
$741K +$30.3K +272 +4%
SCA
142
Snowden Capital Advisors
New York
$724K
USCWA
143
U.S. Capital Wealth Advisors
Texas
$711K -$26.8K -240 -4%
CWA
144
Canvas Wealth Advisors
Kansas
$672K +$672K +6,016 New
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$672K -$65.9K -591 -9%
SGI
146
Swan Global Investments
Colorado
$669K +$669K +6,000 New
PWA
147
Peterson Wealth Advisors
Utah
$655K +$6.8K +61 +1%
BCI
148
Brinker Capital Investments
Pennsylvania
$638K -$305K -2,733 -32%
OPS
149
Orion Portfolio Solutions
Nebraska
$638K -$305K -2,733 -32%
WA
150
Waverly Advisors
Alabama
$630K +$99.6K +893 +19%