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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 %
VFA
176
Valeo Financial Advisors
Indiana
$498K +$146K +1,300 +42%
PWP
177
Parkwoods Wealth Partners
New York
$495K +$141K +1,248 +40%
CIAS
178
CFS Investment Advisory Services
New Jersey
$472K
CIA
179
Concurrent Investment Advisors
Florida
$466K +$466K +4,137 New
VT
180
Vise Technologies
New York
$445K +$445K +3,948 New
KG
181
Kilter Group
New York
$431K -$166K -1,469 -28%
SA
182
SFI Advisors
New Jersey
$431K +$431K +3,823 New
OFS
183
OneAscent Financial Services
Alabama
$428K +$428K +3,795 New
BCI
184
Brinker Capital Investments
Pennsylvania
$426K -$219K -1,943 -34%
FFM
185
Forum Financial Management
Illinois
$425K
LWA
186
LifeGoal Wealth Advisors
New York
$418K -$108K -962 -21%
GWM
187
Greenwich Wealth Management
Connecticut
$415K +$21.1K +187 +5%
LKBC
188
L.K. Benson & Company
Maryland
$403K +$10.5K +93 +3%
SPWM
189
Straight Path Wealth Management
Michigan
$391K -$110K -979 -22%
SI
190
Seeds Investor
New York
$380K -$119K -1,056 -24%
LFG
191
Larson Financial Group
Missouri
$374K -$185K -1,640 -33%
CCM
192
Condor Capital Management
New Jersey
$366K -$113 -1 -0%
MFT
193
Moisand Fitzgerald Tamayo
Florida
$360K
SCA
194
Sippican Capital Advisors
Massachusetts
$359K -$1.75M -15,494 -83%
XT
195
XTX Topco
Cayman Islands
$355K +$14.6K +130 +4%
WA
196
Waverly Advisors
Alabama
$348K -$288K -2,557 -45%
BPA
197
Beacon Pointe Advisors
California
$339K
Vontobel Holding
198
Vontobel Holding
Switzerland
$338K
MA
199
MKT Advisors
California
$330K -$40.7K -361 -11%
HAM
200
Harmony Asset Management
Arizona
$322K