We are live on ! Find out more
BOXX icon

Alpha Architect 1-3 Month Box ETF

332 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 (+$271M)

12% more funds holding

Funds holding: 296332 (+36)

0.15% less ownership

Funds ownership: 19.85%19.7% (-0.15%)

Holders
332
Holders Change
+36
Holders Change %
+12.16%
% of All Funds
4.09%
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
TFS
201
Thoroughbred Financial Services
Tennessee
$1.12M +$202K +1,750 +22%
BB
202
Busey Bank
Illinois
$1.12M
RFP
203
Root Financial Partners
California
$1.08M
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$1.08M +$266K +2,301 +33%
CIA
205
Concurrent Investment Advisors
Florida
$1.06M -$47.4K -410 -4%
IWAO
206
Independence Wealth Advisors (Ohio)
Ohio
$1.04M +$245K +2,122 +31%
SI
207
Stephens Inc
Arkansas
$1.01M
TFCP
208
Twin Focus Capital Partners
Massachusetts
$1.01M +$1M +8,651 New
SGCA
209
Steel Grove Capital Advisors
Tennessee
$992K +$42K +363 +4%
NHC
210
Nicholas Hoffman & Company
Georgia
$992K +$987K +8,529 New
JAG
211
Journey Advisory Group
Kentucky
$972K -$1.73M -14,968 -64%
RA
212
RFG Advisory
Alabama
$965K -$34.5K -298 -3%
SGI
213
Swan Global Investments
Colorado
$965K -$289K -2,500 -23%
NA
214
NewEdge Advisors
Louisiana
$950K +$242K +2,092 +34%
CPC
215
Cadia Private Client
New Jersey
$937K
MMA
216
Miracle Mile Advisors
California
$931K
CA
217
Claro Advisors
Massachusetts
$918K +$327K +2,823 +56%
JP Morgan Chase
218
JP Morgan Chase
New York
$917K -$112K -966 -11%
HI
219
Harbour Investments
Wisconsin
$915K +$94.4K +816 +12%
CL
220
CLG LLC
California
$912K +$30.9K +267 +4%
JWM
221
Jessup Wealth Management
Ohio
$893K
SPWM
222
Straight Path Wealth Management
Michigan
$886K -$103K -894 -11%
CF
223
Centaurus Financial
California
$878K -$120K -1,037 -12%
IC
224
Innealta Capital
Texas
$837K +$628K +5,429 +307%
SWA
225
Sax Wealth Advisors
New Jersey
$827K