Alpha Architect Agg Bond ETFBOXAETF
13F holders, Q1 2026 (March 31)10holders +3
4new positions
1sold out
$105.20avg. 13F price*
At the end of Q1 2026, 10 institutions reported holding Alpha Architect Agg Bond ETF (BOXA) in their 13F filings, up 3 from Q4 2025. 4 opened new positions and 1 sold out. The largest holders were RHS Financial, LLC ($1.1M), Kestra Advisory Services, LLC ($1.0M) and Cwm, LLC ($733K).
- Company
- Alpha Architect Agg Bond ETF
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072Q408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 1 | $839K |
All 13F filers, Q4 2025 → Q1 2026: 31,121 shares bought and 8,225 shares sold, net +22,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| RHS Financial, LLC | 0.53% | Add +8.3% | 10,657 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +2861.2% | 9,772 | $1.0M |
| Cwm, LLC | 0.00% | Add +468.5% | 6,964 | $733K |
| Empirical Finance, LLC | 0.02% | New | 5,000 | $526K |
| E6 Portfolios, LLC | 0.48% | Reduce -5.7% | 4,392 | $462K |
| Harbour Investments, Inc. | 0.01% | Add +1076.7% | 3,330 | $350K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,350 | $247K |
| World Investment Advisors | 0.00% | New | 2,300 | $242K |
| Fischer Investment Strategies, LLC | 0.14% | Add +15.8% | 2,240 | $236K |
| 55 North Private Wealth, LLC | 0.06% | New | 2,119 | $223K |
"% of holder's portfolio" is BOXA's weight in each manager's 13F, not the share of Alpha Architect Agg Bond ETF the manager owns.