Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q2 2026 (June 30)374holders +36
59new positions
19sold out
3famous investors
$117.13avg. 13F price*
At the end of Q2 2026, 374 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 36 from Q1 2026. 59 opened new positions and 19 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($162.4M), Empowered Funds, LLC ($108.1M) and Rockefeller Capital Management L.P. ($81.4M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alpha Architect 1-3 MNTH Box
- Filed as
- EA SERIES TRUST (Q2 2026)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $109.4M |
| Exits | 19 | $88.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,849,528 shares bought and 2,346,432 shares sold, net +1,503,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| Wealth Enhancement Advisory Services, LLC | 0.27% | Reduce -1.6% | 1,383,612 | $162.4M |
| Empowered Funds, LLC | 0.57% | Reduce -3.8% | 923,075 | $108.1M |
| Rockefeller Capital Management L.P. | 0.12% | Add +15.6% | 695,000 | $81.4M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +24.3% | 570,946 | $66.9M |
| True Wealth Design, LLC | 13.54% | Reduce -2.2% | 486,131 | $56.9M |
| Mariner, LLC | 0.06% | Add +61.2% | 455,745 | $53.4M |
| HighTower Advisors, LLC | 0.04% | Add +5.5% | 393,332 | $46.1M |
| Pennington Partners & Co., LLC | 13.38% | Reduce -16.8% | 356,588 | $41.8M |
| ADAR1 Capital Management, LLC | 1.87% | No change | 337,125 | $39.5M |
| Insight Advisors, LLC/ PA | 6.70% | Reduce -3.8% | 324,822 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Add +3789.4% | 306,987 | $36.0M |
| Opus Capital Group, LLC | 3.47% | Add +7.6% | 305,968 | $35.8M |
| MML Investors Services, LLC | 0.07% | Add +59.8% | 296,913 | $34.8M |
| Whitcomb & Hess, Inc. | 6.91% | Reduce -2.7% | 273,047 | $32.0M |
| Mercer Global Advisors Inc. | 0.04% | Add +9727.2% | 265,727 | $31.1M |
| Pinion Investment Advisors, LLC | 5.52% | Add +85.4% | 248,506 | $29.1M |
| AQR Capital Management | 0.01% | Add +133.4% | 244,873 | $28.7M |
| Bravias Capital Group, LLC | 16.01% | Add +3.3% | 230,369 | $27.0M |
| Amplius Wealth Advisors, LLC | 1.95% | Add +7.5% | 227,846 | $26.7M |
| Kalehua Capital Management LLC | 15.22% | Add +3.6% | 226,188 | $26.5M |
| Ethos Financial Group, LLC | 1.75% | Reduce -45.1% | 222,040 | $26.1M |
| Titleist Asset Management, LLC | 1.63% | Reduce -0.0% | 206,411 | $24.2M |
| Avondale Wealth Management | 9.31% | Add +207.5% | 195,037 | $22.8M |
| Compass Ion Advisors, LLC | 1.88% | Reduce -11.7% | 186,055 | $21.8M |
| Castellan Group | 2.25% | Reduce -1.4% | 174,989 | $20.5M |
| Peterson Wealth Advisors, LLC | 2.32% | Add +0.9% | 167,468 | $19.6M |
| Investment Planning Advisors, Inc. | 4.36% | New | 160,622 | $18.8M |
| Client First Investment Management LLC | 7.61% | Reduce -62.1% | 154,198 | $18.1M |
| Summit Wealth & Retirement Planning, Inc. | 3.81% | Add +4.8% | 153,499 | $18.0M |
| Tortoise Investment Management, LLC | 1.33% | Add +5.2% | 152,407 | $17.8M |
| Optimus Capital Advisors, LLC | 9.52% | Add +7.1% | 151,391 | $17.7M |
| Commerce Advisors, LLC | 9.45% | Add +51.0% | 148,554 | $17.4M |
| Spahn Wealth & Retirement LLC | 10.77% | New | 142,919 | $16.7M |
| Well Done, LLC | 2.24% | Add +16.8% | 141,915 | $16.6M |
| Stratos Wealth Advisors, LLC | 0.90% | Add +43.2% | 139,132 | $16.3M |
| Old Mission Capital LLC | 0.41% | Add +126.1% | 138,152 | $16.2M |
| Allen Capital Group, LLC | 1.30% | Add +3.0% | 135,833 | $15.9M |
| Stillwater Private Wealth, LLC | 9.50% | Add +1.6% | 123,714 | $14.6M |
| Gradient Investments LLC | 0.19% | Add +30.2% | 117,052 | $13.7M |
| Altiora Financial Group, LLC | 2.10% | Add +20.0% | 113,970 | $13.3M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -7.2% | 106,186 | $12.4M |
| Teamwork Financial Advisors, LLC | 1.15% | Add +22.7% | 105,665 | $12.4M |
| Lifeworks Advisors, LLC | 1.28% | Add +188.2% | 104,649 | $12.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -7.2% | 103,632 | $12.1M |
| Kingsview Wealth Management, LLC | 0.15% | Add +7.0% | 103,165 | $12.1M |
| Focus Partners Wealth | 0.01% | Add +555.2% | 101,064 | $11.8M |
| Mutual Advisors, LLC | 0.22% | Add +17.3% | 100,790 | $11.8M |
| Kathmere Capital Management, LLC | 0.62% | Reduce -47.5% | 100,341 | $11.7M |
| WealthPlan Investment Management, LLC | 0.58% | Reduce -8.5% | 100,315 | $11.7M |
| IHT Wealth Management, LLC | 0.25% | Reduce -4.4% | 98,917 | $11.6M |
| Arete Wealth Advisors, LLC | 0.76% | Reduce -19.0% | 98,406 | $11.5M |
| Fischer Investment Strategies, LLC | 5.45% | Add +9.7% | 97,552 | $11.4M |
| Longview Financial Advisors, Inc. | 6.49% | Add +17.1% | 94,746 | $11.1M |
| Innova Wealth Partners | 4.41% | Add +12.0% | 90,876 | $10.6M |
| Aptus Capital Advisors, LLC | 0.07% | Add +11.8% | 85,693 | $10.0M |
| Marex Group Ltd | 0.07% | Add +634.8% | 85,235 | $10.0M |
| Weaver Consulting Group | 2.03% | Reduce -10.8% | 84,762 | $9.9M |
| Beacon Financial Group | 0.89% | Add +21.4% | 83,819 | $9.8M |
| Almanack Investment Partners, LLC. | 1.24% | Add +559.4% | 82,999 | $9.7M |
| Bluefin Capital Management, LLC | 2.75% | Reduce -11.1% | 80,000 | $9.4M |
| Aspect Partners, LLC | 3.47% | Reduce -32.2% | 79,443 | $9.3M |
| Nwam LLC | 0.46% | Add +10.3% | 79,155 | $9.3M |
| Aerodigm Wealth, LLC | 3.01% | Add +14.8% | 75,996 | $8.9M |
| Ferguson Shapiro LLC | 2.61% | Reduce -10.5% | 75,267 | $8.8M |
| Stokes Family Office, LLC | 1.01% | Reduce -18.2% | 73,753 | $8.6M |
| Able Wealth Management LLC | 1.91% | Reduce -8.4% | 71,163 | $8.3M |
| Flatrock Wealth Partners LLC | 3.19% | Add +8.8% | 69,359 | $8.1M |
| Norris Financial Group, LLC | 3.20% | Add +7.9% | 68,589 | $8.0M |
| Commonwealth Financial Services, LLC | 1.05% | Add +80.3% | 66,708 | $7.8M |
| Pallas Capital Advisors LLC | 0.24% | Add +35.1% | 66,525 | $7.8M |
| West Michigan Advisors, LLC | 1.47% | Add +52.8% | 65,868 | $7.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +50.3% | 65,770 | $7.7M |
| OceanIQ Capital, LLC | 4.70% | — | 65,276 | $7.7M |
| Quinn Opportunity Partners LLC | 0.36% | New | 65,644 | $7.7M |
| Epacria Capital Partners, LLC | 5.77% | Add +8.2% | 63,886 | $7.5M |
| Black Swift Group, LLC | 1.08% | Add +68.5% | 63,700 | $7.5M |
| Guardian Wealth Advisors, LLC / NC | 0.41% | Add +4.0% | 61,358 | $7.2M |
| Invst, LLC | 0.70% | Add +54.8% | 61,326 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.1% | 61,359 | $7.2M |
| Elevatus Welath Management | 1.72% | New | 60,288 | $7.1M |
| Seed Wealth Management, Inc. | 4.43% | Add +25.5% | 59,735 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.3% | 59,399 | $7.0M |
| Apeiron RIA LLC | 1.74% | Reduce -1.4% | 57,951 | $6.8M |
| Madison Wealth Partners, Inc | 0.86% | Add +48.3% | 57,519 | $6.7M |
| Quarry Hill Advisors, LLC | 2.58% | Add +6.3% | 57,345 | $6.7M |
| D.A. Davidson & Co. | 0.04% | Reduce -4.7% | 56,801 | $6.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.9% | 56,262 | $6.6M |
| Kings Path Partners LLC | 1.74% | Add +11.5% | 55,758 | $6.5M |
| Belpointe Asset Management LLC | 0.21% | Reduce -0.7% | 54,778 | $6.4M |
| LifeGoal Investments, LLC | 2.90% | Add +14.7% | 54,112 | $6.3M |
| Childress Capital Advisors, LLC | 1.04% | Add +1.9% | 53,990 | $6.3M |
| Accurate Wealth Management, LLC | 0.60% | Add +167.1% | 53,675 | $6.3M |
| Brookstone Capital Management | 0.06% | Add +3.2% | 53,721 | $6.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.61% | Add +4.3% | 53,170 | $6.2M |
| Astra Wealth Partners LLC | 3.46% | Add +3.2% | 53,128 | $6.2M |
| Vise Technologies, Inc. | 0.07% | Add +91.9% | 52,809 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +220.7% | 52,605 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +25.3% | 52,494 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +20.6% | 51,022 | $6.0M |
| Mather Group, Llc. | 0.05% | Reduce -29.2% | 50,392 | $5.9M |
"% of holder's portfolio" is BOXX's weight in each manager's 13F, not the share of Alpha Architect 1-3 MNTH Box the manager owns.