BOXX icon

Alpha Architect 1-3 Month Box ETF

288 hedge funds and large institutions have $1.8B invested in Alpha Architect 1-3 Month Box ETF in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAS
201
Optivise Advisory Services
Tennessee
$739K
MWM
202
Meridian Wealth Management
Kentucky
$737K
FA
203
Fermata Advisors
California
$736K
DA
204
Detalus Advisors
Missouri
$729K
BCI
205
Brinker Capital Investments
Pennsylvania
$713K
OFS
206
OneAscent Financial Services
Alabama
$699K
NA
207
NewEdge Advisors
Louisiana
$699K
BW
208
BIP Wealth
Georgia
$639K
PFA
209
Professional Financial Advisors
Nebraska
$634K
QCA
210
Quantify Chaos Advisors
New York
$627K
GSEP
211
Golden State Equity Partners
California
$624K
BCM
212
BluePath Capital Management
Georgia
$597K
TF
213
TME Financial
California
$588K
CA
214
Claro Advisors
Massachusetts
$584K
Raymond James Financial
215
Raymond James Financial
Florida
$578K
FAM
216
Formidable Asset Management
Ohio
$549K
MFS
217
Mattson Financial Services
Michigan
$549K
SHWA
218
Safe Harbor Wealth Advisors
Ohio
$547K
EP
219
E6 Portfolios
Utah
$525K
CWM
220
Collaborative Wealth Management
Florida
$507K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$502K
CIAS
222
CFS Investment Advisory Services
New Jersey
$482K
LC
223
Luminist Capital
Michigan
$474K
CPCM
224
Cardinal Point Capital Management
Ontario, Canada
$466K
RZH
225
Relyea Zuckerberg Hanson
Connecticut
$465K