Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q1 2024 (March 31)109holders
2famous investors
$106.45avg. 13F price*
At the end of Q1 2024, 109 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings. The largest holders were Empowered Funds, LLC ($122.5M), Renaissance Technologies ($53.2M) and True Wealth Design, LLC ($50.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Alpha Architect 1-3 MNTH Box
- Filed as
- EA SERIES TRUST (Q1 2024)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $263.6M |
| Exits | 6 | $11.5M |
Ownership 109 holders
| Empowered Funds, LLC | 2.21% | Add +5.0% | 1,150,723 | $122.5M |
| Renaissance Technologies | 0.08% | New | 500,000 | $53.2M |
| True Wealth Design, LLC | 12.48% | Add +3.5% | 470,219 | $50.1M |
| Rockefeller Capital Management L.P. | 0.11% | New | 350,000 | $37.3M |
| ADAR1 Capital Management, LLC | 9.25% | New | 318,120 | $33.9M |
| Insight Advisors, LLC/ PA | 6.20% | Add +6.6% | 300,066 | $31.9M |
| Ferguson Shapiro LLC | 13.81% | New | 281,639 | $30.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1384.9% | 262,735 | $28.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +343.9% | 215,243 | $22.9M |
| Compass Ion Advisors, LLC | 2.41% | New | 157,790 | $16.8M |
| Summit Wealth & Retirement Planning, Inc. | 4.23% | New | 111,443 | $11.9M |
| Cwm, LLC | 0.05% | Add +32.7% | 95,464 | $10.2M |
| Client First Investment Management LLC | 7.45% | New | 88,193 | $9.4M |
| Bank of America Corp. | 0.00% | New | 73,762 | $7.9M |
| Stokes Family Office, LLC | 0.86% | Add +171.7% | 64,965 | $6.9M |
| Ethos Financial Group, LLC | 1.25% | New | 61,440 | $6.5M |
| Castleview Partners, LLC | 3.39% | New | 57,044 | $6.1M |
| Integrated Wealth Concepts LLC | 0.08% | Add +41.3% | 50,948 | $5.4M |
| Opus Capital Group, LLC | 0.77% | New | 49,183 | $5.2M |
| Aspect Partners, LLC | 3.42% | Add +81.4% | 40,730 | $4.3M |
| Commonwealth Financial Services, LLC | 1.02% | No change | 41,134 | $4.3M |
| D.A. Davidson & Co. | 0.03% | New | 31,605 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +27.7% | 31,573 | $3.4M |
| MML Investors Services, LLC | 0.01% | New | 27,111 | $2.9M |
| Stephens Consulting, LLC | 0.81% | Add +26.5% | 24,909 | $2.7M |
| Valley Financial Group, Inc. | 1.92% | Add +103.3% | 23,716 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -68.0% | 23,287 | $2.5M |
| Hill Investment Group Partners, LLC | 0.33% | Add +1053.8% | 22,015 | $2.3M |
| Beacon Financial Group | 0.27% | New | 21,912 | $2.3M |
| World Investment Advisors | 0.33% | Add +252.0% | 21,506 | $2.3M |
| Empirical Finance, LLC | 0.14% | Reduce -10.4% | 20,988 | $2.2M |
| IHT Wealth Management, LLC | 0.09% | New | 19,943 | $2.1M |
| WealthPLAN Partners, LLC | 0.22% | Add +6.7% | 19,574 | $2.1M |
| Seed Wealth Management, Inc. | 1.98% | Reduce -21.8% | 19,470 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 18,919 | $2.0M |
| Innova Wealth Partners | 1.51% | New | 18,313 | $1.9M |
| Epacria Capital Partners, LLC | 1.40% | Add +142.5% | 18,020 | $1.9M |
| BlackDiamond Wealth Management, LLC | 1.28% | Add +0.5% | 16,868 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +80.1% | 16,862 | $1.8M |
| Wolverine Trading, LLC | 0.02% | Add +177.3% | 16,083 | $1.7M |
| Moser Wealth Advisors, LLC | 0.95% | New | 16,025 | $1.7M |
| Cambria Investment Management, L.P. | 0.10% | Reduce -1.7% | 14,949 | $1.6M |
| Tortoise Investment Management, LLC | 0.18% | New | 14,250 | $1.5M |
| Simon Quick Advisors, LLC | 0.10% | New | 13,037 | $1.4M |
| Atria Investments, Inc | 0.02% | New | 12,912 | $1.4M |
| Well Done, LLC | 0.25% | New | 12,065 | $1.3M |
| Private Advisor Group, LLC | 0.01% | New | 11,240 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +14.4% | 10,610 | $1.1M |
| LPL Financial LLC | 0.00% | New | 10,103 | $1.1M |
| Quarry Hill Advisors, LLC | 0.79% | New | 10,046 | $1.1M |
| DCF Advisers, LLC | 0.65% | No change | 9,875 | $1.1M |
| Busey Bank | 0.04% | New | 9,600 | $1.0M |
| Childress Capital Advisors, LLC | 0.29% | New | 9,500 | $1.0M |
| Adero Partners, LLC | 0.08% | New | 9,420 | $1.0M |
| Two Sigma Securities, LLC | 0.05% | New | 9,326 | $993K |
| Focus Financial Network, Inc. | 0.05% | — | 9,056 | $967K |
| Apeiron RIA LLC | 0.28% | New | 8,948 | $953K |
| Allen Capital Group, LLC | 0.13% | Reduce -4.2% | 8,649 | $921K |
| Journey Strategic Wealth LLC | 0.04% | New | 8,613 | $917K |
| Independent Financial Group, LLC | 0.04% | New | 8,225 | $876K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.6% | 8,070 | $859K |
| Seeds Investor LLC | 0.71% | New | 7,286 | $776K |
| Mgo One Seven LLC | 0.04% | New | 7,226 | $769K |
| Mariner, LLC | 0.00% | New | 7,085 | $754K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 6,874 | $732K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.8% | 6,705 | $714K |
| AQR Capital Management | 0.00% | Add +66.3% | 6,513 | $693K |
| Continuum Wealth Advisors, LLC | 0.37% | Add +44.1% | 6,215 | $662K |
| CFS Investment Advisory Services, LLC | 0.11% | New | 5,981 | $637K |
| RFG Advisory, LLC | 0.02% | New | 5,953 | $634K |
| IFP Advisors, Inc | 0.03% | Add +45.4% | 5,930 | $631K |
| Teamwork Financial Advisors, LLC | 0.09% | Reduce -18.0% | 5,559 | $592K |
| Bellecapital International Ltd. | 0.12% | New | 5,230 | $557K |
| Tidal Investments LLC | 0.01% | Reduce -15.6% | 4,966 | $529K |
| Magnolia Capital Advisors LLC | 0.42% | New | 4,750 | $507K |
| Steel Grove Capital Advisors, LLC | 0.07% | New | 4,697 | $500K |
| Longview Financial Advisors, Inc. | 0.36% | New | 4,522 | $481K |
| Epic Trust Investment Advisors, LLC | 0.55% | New | 4,164 | $443K |
| Commonwealth Equity Services, LLC | 0.00% | New | 3,952 | $421K |
| Forum Financial Management, LP | 0.01% | New | 3,773 | $402K |
| Almanack Investment Partners, LLC. | 0.07% | New | 3,718 | $396K |
| Norris Financial Group, LLC | 0.21% | Add +0.6% | 3,652 | $389K |
| Strategic Financial Concepts, LLC | 0.09% | New | 3,325 | $354K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,159 | $336K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,107 | $331K |
| Vontobel Holding Ltd. | 0.00% | New | 3,000 | $319K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | New | 2,906 | $309K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,866 | $307K |
| Goldman Sachs Group Inc. | 0.00% | New | 2,800 | $298K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,600 | $277K |
| Invst, LLC | 0.03% | New | 2,478 | $264K |
| MKT Advisors LLC | 0.14% | New | 2,357 | $251K |
| ETF Store, Inc. | 0.14% | New | 2,351 | $250K |
| Corient Private Wealth LP | 0.00% | New | 2,350 | $250K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 2,326 | $247K |
| Creative Planning | 0.00% | New | 2,300 | $245K |
| Hummer Financial Advisory Services Inc | 0.19% | New | 2,200 | $234K |
| Harmony Asset Management LLC | 0.10% | New | 2,167 | $231K |
| Stephens Inc. | 0.00% | New | 2,155 | $229K |
| RHS Financial, LLC | 0.12% | New | 1,966 | $209K |
| Ingalls & Snyder LLC | 0.01% | New | 1,900 | $202K |
| Harbour Investments, Inc. | 0.01% | New | 1,500 | $160K |
| Morgan Stanley | 0.00% | New | 476 | $51K |
| Richard W. Paul & Associates, LLC | 0.02% | New | 475 | $51K |
| Assetmark, Inc. | 0.00% | New | 302 | $32K |
| Blue Bell Private Wealth Management, LLC | 0.01% | New | 300 | $32K |
| Penserra Capital Management LLC | 0.00% | Add +1.4% | 72 | $7K |
| Avior Wealth Management, LLC | 0.00% | New | 64 | $7K |
| Wells Financial Advisors INC | 0.00% | New | 33 | $4K |
"% 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.