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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
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$163M -$117M -1,011,828 -42%
EF
2
Empowered Funds
Pennsylvania
$112M +$77.2M +667,207 +229%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$69.9M -$530K -4,580 -0.8%
TWD
4
True Wealth Design
Ohio
$57.8M +$2.4M +20,745 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$53.4M -$4.82M -41,712 -8%
PPC
6
Pennington Partners & Co
Maryland
$49.9M +$2.23M +19,322 +5%
CFIM
7
Client First Investment Management
Wisconsin
$47.3M +$30.9M +267,109 +191%
EFG
8
Ethos Financial Group
Pennsylvania
$47M +$10M +86,610 +27%
HighTower Advisors
9
HighTower Advisors
Illinois
$43.4M +$3.71M +32,060 +9%
IA
10
Insight Advisors
Pennsylvania
$39.3M +$2.3M +19,898 +6%
ACM
11
ADAR1 Capital Management
Texas
$39.2M
ATPW
12
Ashton Thomas Private Wealth
Arizona
$36.3M +$36.1M +311,721 New
OCG
13
Opus Capital Group
Ohio
$33.1M +$2.16M +18,645 +7%
Mariner
14
Mariner
Kansas
$32.9M -$11.8M -101,646 -26%
WH
15
Whitcomb & Hess
Ohio
$32.6M +$3.29M +28,404 +11%
BCG
16
Bravias Capital Group
New Jersey
$25.9M -$750K -6,485 -3%
AF
17
Aviso Financial
Ontario, Canada
$25.8M +$25.7M +222,229 New
CG
18
Cynosure Group
Utah
$25.8M -$9.88M -85,456 -28%
KCM
19
Kalehua Capital Management
Texas
$25.4M -$1.45M -12,509 -5%
AWA
20
Amplius Wealth Advisors
Pennsylvania
$24.7M +$2.33M +20,178 +11%
CIA
21
Compass Ion Advisors
Pennsylvania
$24.5M +$463K +4,005 +2%
TAM
22
Titleist Asset Management
Texas
$24M -$10.9K -94 -0%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$22.8M -$3.27M -28,276 -13%
KCM
24
Kathmere Capital Management
Pennsylvania
$22.2M +$761K +6,581 +4%
MML Investors Services
25
MML Investors Services
Massachusetts
$21.6M +$5.19M +44,895 +32%