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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
AIP
201
Almanack Investment Partners
Pennsylvania
$815K -$208K -1,816 -20%
CIAS
202
Capital Investment Advisory Services
North Carolina
$815K +$91.5K +800 +13%
HI
203
Harbour Investments
Wisconsin
$811K -$138K -1,203 -15%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$800K -$15.8K -138 -2%
IWAO
205
Independence Wealth Advisors (Ohio)
Ohio
$782K +$778K +6,796 New
KCWM
206
Kane Co Wealth Management
Iowa
$754K +$750K +6,552 New
SCA
207
Snowden Capital Advisors
New York
$748K +$572 +5 +0.1%
OAS
208
Optivise Advisory Services
Tennessee
$739K -$3.55K -31 -0.5%
MWM
209
Meridian Wealth Management
Kentucky
$737K +$733K +6,404 New
FA
210
Fermata Advisors
California
$736K -$154K -1,345 -17%
DA
211
Detalus Advisors
Missouri
$729K -$8.92K -78 -1%
BCI
212
Brinker Capital Investments
Pennsylvania
$713K +$302K +2,643 +74%
OFS
213
OneAscent Financial Services
Alabama
$699K -$71K -621 -9%
NA
214
NewEdge Advisors
Louisiana
$699K +$695K +6,074 New
BW
215
BIP Wealth
Georgia
$639K +$84.5K +739 +15%
PFA
216
Professional Financial Advisors
Nebraska
$634K +$205K +1,789 +48%
QCA
217
Quantify Chaos Advisors
New York
$627K +$624K +5,451 New
GSEP
218
Golden State Equity Partners
California
$624K -$28.6K -250 -4%
BCM
219
BluePath Capital Management
Georgia
$597K +$362K +3,168 +157%
TF
220
TME Financial
California
$588K -$4.58K -40 -0.8%
CA
221
Claro Advisors
Massachusetts
$584K +$581K +5,074 New
Raymond James Financial
222
Raymond James Financial
Florida
$578K +$216K +1,890 +60%
FAM
223
Formidable Asset Management
Ohio
$549K +$128K +1,121 +30%
MFS
224
Mattson Financial Services
Michigan
$549K +$116K +1,010 +27%
SHWA
225
Safe Harbor Wealth Advisors
Ohio
$547K +$541K +4,732 New