We are live on ! Find out more
BOXX icon

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
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$278M +$74.8M +653,365 +37%
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$69.7M +$139K +1,219 +0.2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$57.7M +$1.84M +16,069 +3%
TWD
4
True Wealth Design
Ohio
$54.8M +$1.94M +16,924 +4%
PPC
5
Pennington Partners & Co
Maryland
$47.1M +$19.4M +169,969 +71%
Mariner
6
Mariner
Kansas
$44.2M +$7.75M +67,728 +21%
HighTower Advisors
7
HighTower Advisors
Illinois
$39.2M +$9.63M +84,209 +33%
ACM
8
ADAR1 Capital Management
Texas
$38.8M
EFG
9
Ethos Financial Group
Pennsylvania
$36.6M +$1.53M +13,401 +4%
IA
10
Insight Advisors
Pennsylvania
$36.6M +$120K +1,053 +0.3%
CG
11
Cynosure Group
Utah
$35.4M +$35.2M +307,597 New
EF
12
Empowered Funds
Pennsylvania
$33.6M +$8.73M +76,297 +35%
OCG
13
Opus Capital Group
Ohio
$30.6M +$7.6M +66,460 +33%
WH
14
Whitcomb & Hess
Ohio
$29.1M +$2.75M +24,052 +11%
KCM
15
Kalehua Capital Management
Texas
$26.6M +$26.4M +230,787 New
BCG
16
Bravias Capital Group
New Jersey
$26.4M -$549K -4,795 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$25.8M -$1.98M -17,339 -7%
CIA
18
Compass Ion Advisors
Pennsylvania
$23.8M -$107K -932 -0.4%
TAM
19
Titleist Asset Management
Texas
$23.8M
AWA
20
Amplius Wealth Advisors
Pennsylvania
$22.1M +$1.56M +13,611 +8%
KCM
21
Kathmere Capital Management
Pennsylvania
$21.2M -$5.98M -52,246 -22%
JG
22
Jain Global
New York
$20.9M +$20.8M +181,455 New
SS
23
Sunbelt Securities
Texas
$19.8M -$1.45M -12,713 -7%
SWRP
24
Summit Wealth & Retirement Planning
California
$16.7M +$845K +7,388 +5%
PWA
25
Peterson Wealth Advisors
Utah
$16.4M +$332K +2,902 +2%