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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
EMAM
176
Encompass More Asset Management
California
$1.06M +$491K +4,291 +88%
CFG
177
Citizens Financial Group
Rhode Island
$1.05M
5NPW
178
55 North Private Wealth
Florida
$1.03M +$1.02M +8,924 New
JP Morgan Chase
179
JP Morgan Chase
New York
$1.02M -$50.5K -441 -5%
CWA
180
Canvas Wealth Advisors
Kansas
$1.02M +$85.8K +750 +9%
P
181
&Partners
Tennessee
$1.01M +$820K +7,167 +449%
SI
182
Stephens Inc
Arkansas
$1M -$103K -900 -9%
RA
183
RFG Advisory
Alabama
$990K -$79.3K -693 -7%
MG
184
Marex Group
$990K +$91.5K +800 +10%
CF
185
Centaurus Financial
California
$988K +$262K +2,292 +36%
RAG
186
RIA Advisory Group
Iowa
$986K -$275K -2,401 -22%
SPWM
187
Straight Path Wealth Management
Michigan
$980K +$244K +2,130 +33%
PGF
188
Plan Group Financial
Oklahoma
$961K +$708K +6,189 +286%
SGCA
189
Steel Grove Capital Advisors
Tennessee
$940K
CPC
190
Cadia Private Client
New Jersey
$928K +$922K +8,061 New
MMA
191
Miracle Mile Advisors
California
$922K +$916K +8,009 New
TFS
192
Thoroughbred Financial Services
Tennessee
$911K -$110K -958 -11%
JWM
193
Jessup Wealth Management
Ohio
$883K
MPW
194
Magnolia Private Wealth
Pennsylvania
$881K -$149K -1,306 -15%
CL
195
CLG LLC
California
$872K +$31.8K +278 +4%
SWM
196
SHP Wealth Management
Massachusetts
$869K +$863K +7,546 New
VF
197
Vestment Financial
Minnesota
$860K +$39.4K +344 +5%
SWA
198
Sax Wealth Advisors
New Jersey
$827K -$77.1K -674 -9%
JWM
199
JPL Wealth Management
Colorado
$820K +$811K +7,090 +19,694%
KG
200
Kilter Group
New York
$815K -$142K -1,243 -15%