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Alpha Architect 1-3 Month Box ETF

296 hedge funds and large institutions have $1.84B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 84

39% more funds holding in top 10

Funds holding in top 10: 2839 (+11)

28% more capital invested

Capital invested by funds: $1.44B → $1.84B (+$399M)

12% more funds holding

Funds holding: 264296 (+32)

2.07% more ownership

Funds ownership: 17.78%19.85% (+2.1%)

Holders
296
Holders Change
+32
Holders Change %
+12.12%
% of All Funds
3.6%
Holding in Top 10
39
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+39.29%
% of All Funds
0.47%
New
55
Increased
131
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
126
MGO One Seven
Ohio
$2.14M +$436K +3,807 +26%
EFG
127
Elevated Financial Group
Indiana
$2.11M +$2.1M +18,329 New
FF
128
Friedenthal Financial
New Jersey
$2.09M +$2.08M +18,169 New
TWC
129
TD Waterhouse Canada
Ontario, Canada
$2.09M +$165K +1,445 +9%
WANY
130
Wealthspire Advisors (New York)
New York
$2.08M -$425K -3,714 -17%
LPL Financial
131
LPL Financial
California
$2.06M -$599K -5,232 -23%
SFS
132
Sowell Financial Services
Arkansas
$2.01M +$2M +17,503 New
UBS Group
133
UBS Group
Switzerland
$2M +$1.99M +17,400 New
GWM
134
Greenwich Wealth Management
Connecticut
$1.99M -$712K -6,224 -26%
WMA
135
West Michigan Advisors
Michigan
$1.97M +$1.21M +10,556 +161%
MAM
136
Morse Asset Management
Connecticut
$1.96M +$580K +5,072 +42%
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
$1.95M +$30.1K +263 +2%
SWM
138
Sherman Wealth Management
Maryland
$1.89M +$1.88M +16,460 New
RC
139
Resolute Capital
South Carolina
$1.81M +$1.8M +15,755 New
IIA
140
Integrity Investment Advisors
Colorado
$1.8M +$84K +734 +5%
Citadel Advisors
141
Citadel Advisors
Florida
$1.73M +$1.17M +10,226 +213%
MGIA
142
Moneta Group Investment Advisors
Missouri
$1.73M +$1.72M +15,000 New
WPC
143
Wedmont Private Capital
Pennsylvania
$1.71M +$1.3M +11,341 +322%
FFA
144
Frazier Financial Advisors
Ohio
$1.7M +$149K +1,304 +10%
RSWM
145
Robertson Stephens Wealth Management
California
$1.69M +$1.68M +14,650 New
CIM
146
Cambria Investment Management
California
$1.66M +$17.6K +154 +1%
JSW
147
Journey Strategic Wealth
New Jersey
$1.62M -$227K -1,982 -12%
RCWM
148
Red Crane Wealth Management
California
$1.56M +$792K +6,920 +104%
WS
149
Wedbush Securities
California
$1.54M +$752K +6,574 +96%
RFW
150
Redwood Family Wealth
Texas
$1.5M +$1.49M +13,019 New