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Alpha Architect 1-3 Month Box ETF

333 hedge funds and large institutions have $2.11B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 146 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

64% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 89

23% more funds holding in top 10

Funds holding in top 10: 3948 (+9)

15% more capital invested

Capital invested by funds: $1.84B → $2.11B (+$274M)

13% more funds holding

Funds holding: 296333 (+37)

0.13% less ownership

Funds ownership: 19.85%19.73% (-0.13%)

Holders
333
Holders Change
+37
Holders Change %
+12.5%
% of All Funds
4.1%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.59%
New
57
Increased
146
Reduced
89
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Meridian Wealth Management
Kentucky
$1.12M +$378K +3,266 +51%
TFS
202
Thoroughbred Financial Services
Tennessee
$1.12M +$202K +1,750 +22%
BB
203
Busey Bank
Illinois
$1.12M
RFP
204
Root Financial Partners
California
$1.08M
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$1.08M +$266K +2,301 +33%
CIA
206
Concurrent Investment Advisors
Florida
$1.06M -$47.4K -410 -4%
IWAO
207
Independence Wealth Advisors (Ohio)
Ohio
$1.04M +$245K +2,122 +31%
SI
208
Stephens Inc
Arkansas
$1.01M
TFCP
209
Twin Focus Capital Partners
Massachusetts
$1.01M +$1M +8,651 New
SGCA
210
Steel Grove Capital Advisors
Tennessee
$992K +$42K +363 +4%
NHC
211
Nicholas Hoffman & Company
Georgia
$992K +$987K +8,529 New
JAG
212
Journey Advisory Group
Kentucky
$972K -$1.73M -14,968 -64%
RA
213
RFG Advisory
Alabama
$965K -$34.5K -298 -3%
SGI
214
Swan Global Investments
Colorado
$965K -$289K -2,500 -23%
NA
215
NewEdge Advisors
Louisiana
$950K +$242K +2,092 +34%
CPC
216
Cadia Private Client
New Jersey
$937K
MMA
217
Miracle Mile Advisors
California
$931K
CA
218
Claro Advisors
Massachusetts
$918K +$327K +2,823 +56%
JP Morgan Chase
219
JP Morgan Chase
New York
$917K -$112K -966 -11%
HI
220
Harbour Investments
Wisconsin
$915K +$94.4K +816 +12%
CL
221
CLG LLC
California
$912K +$30.9K +267 +4%
JWM
222
Jessup Wealth Management
Ohio
$893K
SPWM
223
Straight Path Wealth Management
Michigan
$886K -$103K -894 -11%
CF
224
Centaurus Financial
California
$878K -$120K -1,037 -12%
IC
225
Innealta Capital
Texas
$837K +$628K +5,429 +307%