Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q2 2024 (June 30)156holders +47
49new positions
6sold out
2famous investors
$101.20avg. 13F price*
At the end of Q2 2024, 156 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 47 from Q1 2024. 49 opened new positions and 6 sold out. The largest holders were Empowered Funds, LLC ($116.1M), LGL Partners, LLC ($69.9M) and Renaissance Technologies ($69.2M). 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 (Q2 2024)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $161.4M |
| Exits | 6 | $2.9M |
All 13F filers, Q1 2024 → Q2 2024: 4,247,421 shares bought and 233,633 shares sold, net +4,013,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Empowered Funds, LLC | 2.01% | Reduce -6.4% | 1,076,989 | $116.1M |
| LGL Partners, LLC | 10.23% | New | 648,794 | $69.9M |
| Renaissance Technologies | 0.12% | Add +28.4% | 641,800 | $69.2M |
| True Wealth Design, LLC | 14.85% | Add +18.5% | 557,255 | $60.1M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +110.9% | 554,187 | $59.7M |
| Rockefeller Capital Management L.P. | 0.14% | Add +34.1% | 469,404 | $50.6M |
| Insight Advisors, LLC/ PA | 7.04% | Add +19.0% | 357,183 | $38.5M |
| ADAR1 Capital Management, LLC | 7.63% | Add +10.5% | 351,482 | $37.9M |
| Ferguson Shapiro LLC | 14.28% | Add +19.8% | 337,467 | $36.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +27.1% | 273,638 | $29.5M |
| Ethos Financial Group, LLC | 4.88% | Add +315.0% | 254,964 | $27.5M |
| Whitcomb & Hess, Inc. | 7.16% | New | 213,178 | $23.0M |
| Creative Planning | 0.02% | Add +8492.6% | 197,629 | $21.3M |
| Morgan Stanley | 0.00% | Add +36960.3% | 176,407 | $19.0M |
| Compass Ion Advisors, LLC | 2.45% | Add +2.1% | 161,044 | $17.1M |
| Cwm, LLC | 0.07% | Add +54.1% | 147,129 | $15.9M |
| Stokes Family Office, LLC | 1.48% | Add +80.2% | 117,050 | $12.6M |
| Hill Investment Group Partners, LLC | 1.69% | Add +426.4% | 115,879 | $12.5M |
| Summit Wealth & Retirement Planning, Inc. | 4.22% | Add +3.2% | 115,042 | $12.4M |
| Herr Investment Group LLC | 2.69% | New | 84,429 | $9.1M |
| Ursa Fund Management, LLC | 24.80% | New | 75,000 | $8.1M |
| Opus Capital Group, LLC | 1.11% | Add +46.5% | 72,053 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +158.8% | 70,151 | $7.6M |
| Castleview Partners, LLC | 4.24% | Add +21.3% | 69,178 | $7.5M |
| Captrust Financial Advisors | 0.02% | New | 60,558 | $6.5M |
| Client First Investment Management LLC | 5.05% | Reduce -31.7% | 60,254 | $6.5M |
| Integrated Wealth Concepts LLC | 0.08% | Add +13.1% | 57,618 | $6.2M |
| Dark Forest Capital Management LP | 1.06% | New | 53,833 | $5.8M |
| Wolverine Trading, LLC | 0.09% | Add +214.7% | 50,605 | $5.5M |
| Sunbelt Securities, Inc. | 0.52% | New | 47,000 | $5.1M |
| Quarry Hill Advisors, LLC | 3.38% | Add +366.1% | 46,827 | $5.0M |
| Commonwealth Financial Services, LLC | 1.04% | Add +13.6% | 46,735 | $5.0M |
| Mariner, LLC | 0.01% | Add +510.9% | 43,280 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +34.5% | 42,452 | $4.6M |
| Allen Capital Group, LLC | 0.64% | Add +388.1% | 42,216 | $4.6M |
| Weaver Consulting Group | 1.51% | New | 40,210 | $4.3M |
| AQR Capital Management | 0.01% | Add +504.9% | 39,394 | $4.2M |
| IHT Wealth Management, LLC | 0.16% | Add +95.7% | 39,032 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Add +19.5% | 37,765 | $4.1M |
| Tortoise Investment Management, LLC | 0.43% | Add +147.4% | 35,256 | $3.8M |
| Aspect Partners, LLC | 2.26% | Reduce -13.7% | 35,171 | $3.8M |
| Amplius Wealth Advisors, LLC | 0.42% | New | 34,830 | $3.8M |
| IFG Advisors, LLC | 0.87% | New | 34,021 | $3.7M |
| Journey Strategic Wealth LLC | 0.15% | Add +279.4% | 32,682 | $3.5M |
| Epacria Capital Partners, LLC | 2.57% | Add +79.0% | 32,255 | $3.5M |
| Well Done, LLC | 0.71% | Add +164.2% | 31,881 | $3.4M |
| Innova Wealth Partners | 2.43% | Add +72.3% | 31,554 | $3.4M |
| HighTower Advisors, LLC | 0.01% | Add +34.4% | 31,291 | $3.4M |
| WealthPLAN Partners, LLC | 0.34% | Add +50.8% | 29,521 | $3.2M |
| Stephens Consulting, LLC | 0.84% | Add +9.4% | 27,244 | $2.9M |
| World Investment Advisors | 0.18% | Add +24.6% | 26,798 | $2.9M |
| Beacon Financial Group | 0.28% | Add +5.8% | 23,173 | $2.5M |
| Optivise Advisory Services LLC | 1.31% | — | 22,489 | $2.4M |
| Ameritas Advisory Services, LLC | 0.09% | Add +680.4% | 22,366 | $2.4M |
| BlackDiamond Wealth Management, LLC | 1.55% | Add +29.2% | 21,801 | $2.4M |
| Seed Wealth Management, Inc. | 2.06% | Add +12.5% | 21,900 | $2.4M |
| Norris Financial Group, LLC | 1.16% | Add +465.7% | 20,658 | $2.2M |
| Empirical Finance, LLC | 0.14% | Reduce -3.5% | 20,247 | $2.2M |
| RHS Financial, LLC | 1.26% | Add +875.6% | 19,181 | $2.1M |
| GoalVest Advisory LLC | 0.66% | New | 19,046 | $2.1M |
| Invst, LLC | 0.21% | Add +626.4% | 17,999 | $1.9M |
| Valley Financial Group, Inc. | 1.41% | Reduce -25.0% | 17,790 | $1.9M |
| Moser Wealth Advisors, LLC | 1.00% | Add +6.7% | 17,100 | $1.8M |
| Lifeworks Advisors, LLC | 0.51% | New | 16,877 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 16,794 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Add +74.8% | 15,833 | $1.7M |
| Cambria Investment Management, L.P. | 0.10% | Add +0.9% | 15,088 | $1.6M |
| Morse Asset Management, Inc | 0.40% | New | 15,000 | $1.6M |
| Epic Trust Investment Advisors, LLC | 1.74% | Add +252.5% | 14,679 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +2.0% | 13,177 | $1.4M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -4.9% | 12,400 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +42.9% | 11,528 | $1.2M |
| Mutual Advisors, LLC | 0.04% | New | 11,401 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.9% | 11,140 | $1.2M |
| LPL Financial LLC | 0.00% | Add +8.8% | 10,993 | $1.2M |
| Apeiron RIA LLC | 0.34% | Add +16.4% | 10,411 | $1.1M |
| Pinion Investment Advisors, LLC | 0.54% | New | 10,096 | $1.1M |
| Smart Money Group LLC | 0.38% | New | 9,905 | $1.1M |
| DCF Advisers, LLC | 0.57% | No change | 9,875 | $1.1M |
| Mgo One Seven LLC | 0.05% | Add +34.3% | 9,702 | $1.0M |
| Busey Bank | 0.04% | No change | 9,600 | $1.0M |
| Childress Capital Advisors, LLC | 0.29% | No change | 9,500 | $1.0M |
| Adero Partners, LLC | 0.07% | No change | 9,420 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +133.3% | 9,222 | $994K |
| Almanack Investment Partners, LLC. | 0.16% | Add +135.8% | 8,769 | $945K |
| Longview Financial Advisors, Inc. | 0.70% | Add +88.6% | 8,530 | $920K |
| Flow Traders U.S. LLC | 0.04% | New | 8,251 | $890K |
| Kesler, Norman & Wride, LLC | 0.18% | New | 7,969 | $859K |
| Gentry Private Wealth, LLC | 0.75% | — | 7,943 | $856K |
| Independent Financial Group, LLC | 0.03% | Reduce -8.8% | 7,500 | $809K |
| Janney Montgomery Scott LLC | 0.00% | Add +131.6% | 7,197 | $776K |
| IFP Advisors, Inc | 0.03% | Add +14.7% | 6,800 | $733K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.4% | 6,798 | $733K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -2.0% | 6,737 | $726K |
| Bank of America Corp. | 0.00% | Reduce -91.1% | 6,585 | $710K |
| Transcendent Capital Group LLC | 0.41% | New | 6,584 | $710K |
| Madison Wealth Partners, Inc | 0.24% | New | 6,571 | $708K |
| Arete Wealth Advisors, LLC | 0.06% | New | 6,331 | $683K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 6,251 | $674K |
| Continuum Wealth Advisors, LLC | 0.35% | Add +0.5% | 6,243 | $673K |
"% 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.