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Alpha Architect 1-3 Month Box ETF

371 hedge funds and large institutions have $2.26B invested in Alpha Architect 1-3 Month Box ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 18

67% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 99

11% more funds holding

Funds holding: 335371 (+36)

7% more capital invested

Capital invested by funds: $2.12B → $2.26B (+$145M)

1.94% less ownership

Funds ownership: 19.78%17.85% (-1.9%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4.53M

Holders
371
Holders Change
+36
Holders Change %
+10.75%
% of All Funds
4.48%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.57%
New
61
Increased
165
Reduced
99
Closed
18
Calls
Puts
$4.53M
Net Calls
-$4.53M
Net Calls Change
-$4.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$162M -$2.64M -22,605 -2%
EF
2
Empowered Funds
Pennsylvania
$108M -$4.2M -35,950 -4%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$81.4M +$10.9M +93,609 +16%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$66.9M +$13M +111,711 +24%
TWD
5
True Wealth Design
Ohio
$56.9M -$1.27M -10,900 -2%
Mariner
6
Mariner
Kansas
$53.4M +$20.2M +173,020 +61%
HighTower Advisors
7
HighTower Advisors
Illinois
$46.1M +$2.37M +20,321 +5%
PPC
8
Pennington Partners & Co
Maryland
$41.8M -$8.41M -72,098 -17%
ACM
9
ADAR1 Capital Management
Texas
$39.5M
IA
10
Insight Advisors
Pennsylvania
$38M -$1.5M -12,851 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$36M +$34.9M +299,094 +3,789%
OCG
12
Opus Capital Group
Ohio
$35.8M +$2.53M +21,702 +8%
MML Investors Services
13
MML Investors Services
Massachusetts
$34.8M +$13M +111,061 +60%
WH
14
Whitcomb & Hess
Ohio
$32M -$879K -7,535 -3%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$31.1M +$30.7M +263,023 +9,727%
PIA
16
Pinion Investment Advisors
Kansas
$29.1M +$13.4M +114,492 +85%
AQR Capital Management
17
AQR Capital Management
Connecticut
$28.7M +$16.3M +139,965 +133%
BCG
18
Bravias Capital Group
New Jersey
$27M +$855K +7,325 +3%
AWA
19
Amplius Wealth Advisors
Pennsylvania
$26.7M +$1.85M +15,835 +7%
KCM
20
Kalehua Capital Management
Texas
$26.5M +$923K +7,910 +4%
EFG
21
Ethos Financial Group
Pennsylvania
$26.1M -$21.3M -182,511 -45%
TAM
22
Titleist Asset Management
Texas
$24.2M -$10.5K -90 -0%
AWM
23
Avondale Wealth Management
Texas
$22.8M +$15.4M +131,606 +207%
CIA
24
Compass Ion Advisors
Pennsylvania
$21.8M -$2.87M -24,572 -12%
CG
25
Castellan Group
Kentucky
$20.5M -$291K -2,492 -1%

BOXX Hedge Fund Activity: Q2 2026 in Review

371 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect 1-3 Month Box ETF (BOXX) for Q2 2026, worth a combined $2.26B — up 6.8% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BOXX positions and 18 closed out — a net gain of 43 holders — while 165 added to existing stakes and 99 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.9M. The largest seller was Ashton Thomas Private Wealth, cutting an estimated $36M.

  • 371 institutional investors held Alpha Architect 1-3 Month Box ETF (BOXX) as of Q2 2026, up from 335 in Q1 2026.
  • Funds reported $2.26B of Alpha Architect 1-3 Month Box ETF stock for Q2 2026, up 6.8% quarter-over-quarter.
  • 61 funds opened new Alpha Architect 1-3 Month Box ETF positions in Q2 2026 and 18 closed out, a net change of +43 holders.
  • The largest Alpha Architect 1-3 Month Box ETF buyer in Q2 2026 was JP Morgan Chase, an estimated $34.9M added.
  • The largest Alpha Architect 1-3 Month Box ETF seller in Q2 2026 was Ashton Thomas Private Wealth, an estimated $36M sold.

Based on aggregated 13F filings for Q2 2026.