Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q3 2024 (September 30)172holders +16
31new positions
15sold out
2famous investors
$108.94avg. 13F price*
At the end of Q3 2024, 172 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 16 from Q2 2024. 31 opened new positions and 15 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($114.1M), Renaissance Technologies ($83.6M) and LGL Partners, LLC ($69.6M). 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 (Q3 2024)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $60.2M |
| Exits | 15 | $17.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,588,707 shares bought and 2,261,611 shares sold, net +327,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +89.0% | 1,047,642 | $114.1M |
| Renaissance Technologies | 0.13% | Add +19.6% | 767,600 | $83.6M |
| LGL Partners, LLC | 9.77% | Reduce -1.6% | 638,596 | $69.6M |
| True Wealth Design, LLC | 22.16% | Reduce -6.5% | 520,983 | $56.8M |
| Rockefeller Capital Management L.P. | 0.15% | Add +9.7% | 515,105 | $56.1M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +51.9% | 415,563 | $45.3M |
| Mariner, LLC | 0.08% | Add +850.8% | 411,507 | $44.8M |
| Insight Advisors, LLC/ PA | 6.64% | Reduce -2.0% | 350,025 | $38.1M |
| Ethos Financial Group, LLC | 6.05% | Add +30.9% | 333,788 | $36.4M |
| ADAR1 Capital Management, LLC | 5.91% | Reduce -8.0% | 323,382 | $35.2M |
| Empowered Funds, LLC | 0.54% | Reduce -70.6% | 316,438 | $34.5M |
| Compass Ion Advisors, LLC | 3.62% | Add +68.7% | 271,706 | $29.6M |
| Cwm, LLC | 0.10% | Add +49.1% | 219,326 | $23.9M |
| Whitcomb & Hess, Inc. | 6.92% | Add +0.2% | 213,592 | $23.3M |
| Ferguson Shapiro LLC | 8.37% | Reduce -39.0% | 205,971 | $22.4M |
| Marex Group Ltd | 0.38% | New | 151,354 | $16.5M |
| Stokes Family Office, LLC | 1.69% | Add +21.0% | 141,670 | $15.4M |
| Jane Street Group, LLC | 0.02% | New | 137,473 | $15.0M |
| Hill Investment Group Partners, LLC | 1.87% | Add +7.8% | 124,895 | $13.5M |
| Summit Wealth & Retirement Planning, Inc. | 4.21% | Add +5.3% | 121,195 | $13.2M |
| Opus Capital Group, LLC | 1.42% | Add +44.3% | 103,953 | $11.3M |
| GoalVest Advisory LLC | 2.83% | Add +373.7% | 90,215 | $9.8M |
| Tortoise Investment Management, LLC | 1.00% | Add +149.3% | 87,911 | $9.6M |
| Ursa Fund Management, LLC | 25.18% | No change | 75,000 | $8.2M |
| Amplius Wealth Advisors, LLC | 0.88% | Add +112.6% | 74,048 | $8.1M |
| IHT Wealth Management, LLC | 0.23% | Add +86.4% | 72,759 | $7.9M |
| Old Mission Capital LLC | 0.17% | New | 70,496 | $7.7M |
| Captrust Financial Advisors | 0.02% | Add +5.3% | 63,747 | $6.9M |
| MML Investors Services, LLC | 0.02% | Reduce -12.3% | 61,523 | $6.7M |
| Pinion Investment Advisors, LLC | 2.51% | Add +444.4% | 54,960 | $6.0M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -7.5% | 53,314 | $5.8M |
| Weaver Consulting Group | 1.78% | Add +28.0% | 51,460 | $5.6M |
| Wolverine Trading, LLC | 0.15% | Add +0.9% | 51,057 | $5.6M |
| Sunbelt Securities, Inc. | 0.50% | No change | 47,000 | $5.1M |
| AQR Capital Management | 0.01% | Add +14.8% | 45,225 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +39.7% | 43,723 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +2.5% | 43,519 | $4.7M |
| D.A. Davidson & Co. | 0.04% | Add +9.5% | 41,365 | $4.5M |
| TCFG Wealth Management, LLC | 2.26% | — | 41,006 | $4.5M |
| Client First Investment Management LLC | 3.37% | Reduce -32.8% | 40,500 | $4.4M |
| Allen Capital Group, LLC | 0.56% | Reduce -4.1% | 40,475 | $4.4M |
| Commonwealth Financial Services, LLC | 0.86% | Reduce -14.0% | 40,212 | $4.4M |
| Journey Strategic Wealth LLC | 0.15% | Add +18.5% | 38,717 | $4.2M |
| Quarry Hill Advisors, LLC | 2.76% | Reduce -19.2% | 37,832 | $4.1M |
| Aspect Partners, LLC | 2.21% | Add +2.8% | 36,157 | $3.9M |
| WealthPlan Investment Management, LLC | 0.40% | New | 35,810 | $3.9M |
| Sippican Capital Advisors | 2.63% | New | 34,609 | $3.8M |
| Gentry Private Wealth, LLC | 3.06% | Add +333.4% | 34,422 | $3.7M |
| IFG Advisors, LLC | 0.79% | Add +0.3% | 34,112 | $3.7M |
| World Investment Advisors | 0.11% | Add +19.1% | 31,919 | $3.6M |
| Epacria Capital Partners, LLC | 2.48% | Add +2.9% | 33,195 | $3.6M |
| BWM Planning, LLC | 1.46% | — | 30,211 | $3.3M |
| Stephens Consulting, LLC | 0.83% | Add +9.3% | 29,770 | $3.2M |
| Lifeworks Advisors, LLC | 0.63% | Add +74.6% | 29,465 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Add +154.8% | 29,049 | $3.2M |
| Invst, LLC | 0.38% | Add +59.3% | 28,663 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +151.9% | 28,058 | $3.1M |
| Seed Wealth Management, Inc. | 2.41% | Add +26.4% | 27,671 | $3.0M |
| RHS Financial, LLC | 1.41% | Add +34.4% | 25,772 | $2.8M |
| Nwam LLC | 0.17% | New | 25,663 | $2.8M |
| Norris Financial Group, LLC | 1.32% | Add +19.6% | 24,713 | $2.7M |
| Well Done, LLC | 0.48% | Reduce -24.1% | 24,212 | $2.6M |
| Optivise Advisory Services LLC | 1.32% | Add +2.1% | 22,972 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +32.4% | 22,242 | $2.4M |
| Empirical Finance, LLC | 0.13% | No change | 20,247 | $2.2M |
| BlackDiamond Wealth Management, LLC | 1.29% | Reduce -10.6% | 19,483 | $2.1M |
| Mgo One Seven LLC | 0.09% | Add +101.4% | 19,536 | $2.1M |
| Morse Asset Management, Inc | 0.45% | Add +26.7% | 19,000 | $2.1M |
| Beacon Financial Group | 0.22% | Reduce -19.4% | 18,669 | $2.0M |
| Continuum Wealth Advisors, LLC | 1.07% | Add +192.4% | 18,254 | $2.0M |
| Moser Wealth Advisors, LLC | 0.99% | Add +2.6% | 17,550 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +6.0% | 16,776 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +318.6% | 16,325 | $1.8M |
| Valley Financial Group, Inc. | 1.17% | Reduce -13.3% | 15,422 | $1.7M |
| Cambria Investment Management, L.P. | 0.10% | Add +0.1% | 15,108 | $1.6M |
| Black Swift Group, LLC | 0.36% | New | 15,000 | $1.6M |
| Enzi Wealth | 0.63% | Add +254.4% | 14,726 | $1.6M |
| West Michigan Advisors, LLC | 0.44% | Add +231.6% | 13,240 | $1.4M |
| Longview Financial Advisors, Inc. | 1.04% | Add +52.9% | 13,039 | $1.4M |
| SteelPeak Wealth, LLC | 0.06% | New | 12,491 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +478.5% | 12,206 | $1.3M |
| Childress Capital Advisors, LLC | 0.34% | Add +23.4% | 11,720 | $1.3M |
| Revolve Wealth Partners, LLC | 0.19% | Add +107.4% | 11,177 | $1.2M |
| Seeds Investor LLC | 0.45% | Add +104.4% | 11,083 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 10,915 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +45.0% | 10,875 | $1.2M |
| Bank of America Corp. | 0.00% | Add +59.1% | 10,475 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -20.9% | 10,428 | $1.1M |
| Apeiron RIA LLC | 0.33% | No change | 10,411 | $1.1M |
| Smart Money Group LLC | 0.38% | Reduce -0.6% | 9,842 | $1.1M |
| DCF Advisers, LLC | 0.56% | No change | 9,875 | $1.1M |
| Madison Wealth Partners, Inc | 0.32% | Add +49.8% | 9,841 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +60.7% | 9,775 | $1.1M |
| Busey Bank | 0.03% | No change | 9,600 | $1.0M |
| Bank of Montreal | 0.00% | New | 9,500 | $1.0M |
| Adero Partners, LLC | 0.07% | No change | 9,420 | $1.0M |
| Apollon Wealth Management, LLC | 0.03% | New | 9,324 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +48.4% | 9,274 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +255.3% | 8,642 | $941K |
| Avondale Wealth Management | 0.57% | Add +60.0% | 8,000 | $871K |
| Simon Quick Advisors, LLC | 0.05% | Reduce -36.6% | 7,860 | $856K |
| Steel Grove Capital Advisors, LLC | 0.11% | Add +57.5% | 7,397 | $805K |
| Kesler, Norman & Wride, LLC | 0.15% | Reduce -12.8% | 6,953 | $757K |
| RFG Advisory, LLC | 0.02% | Add +37.9% | 6,901 | $752K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -1.8% | 6,614 | $720K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.5% | 6,491 | $707K |
| Tidal Investments LLC | 0.01% | Add +5.3% | 6,488 | $707K |
| Arete Wealth Advisors, LLC | 0.06% | Add +1.8% | 6,447 | $702K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -30.3% | 6,431 | $701K |
| Compound Planning, Inc. | 0.04% | New | 6,296 | $686K |
| Waverly Advisors, LLC | 0.01% | New | 6,009 | $655K |
| CFS Investment Advisory Services, LLC | 0.05% | No change | 5,981 | $652K |
| Lavaca Capital LLC | 0.31% | Add +114.6% | 5,942 | $647K |
| Almanack Investment Partners, LLC. | 0.10% | Reduce -34.7% | 5,723 | $623K |
| ETF Store, Inc. | 0.62% | Add +2.7% | 5,535 | $603K |
| IFP Advisors, Inc | 0.02% | Reduce -22.8% | 5,250 | $572K |
| Wealthcare Advisory Partners LLC | 0.02% | New | 5,192 | $566K |
| United Advisor Group, LLC | 0.13% | Add +3.8% | 5,094 | $555K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,911 | $535K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -35.0% | 4,678 | $510K |
| Flow Traders U.S. LLC | 0.03% | Reduce -44.1% | 4,613 | $502K |
| Baker Boyer National Bank | 0.17% | New | 4,606 | $502K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -62.9% | 4,278 | $466K |
| Creative Planning | 0.00% | Reduce -97.9% | 4,183 | $456K |
| Forum Financial Management, LP | 0.01% | No change | 3,773 | $411K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.1% | 3,710 | $404K |
| Harbour Investments, Inc. | 0.01% | No change | 3,500 | $381K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +2.7% | 3,470 | $378K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +46.1% | 3,407 | $371K |
| MKT Advisors LLC | 0.17% | Add +0.1% | 3,291 | $359K |
| Condor Capital Management | 0.03% | Add +1.0% | 3,238 | $353K |
| Marcum Wealth, LLC | 0.03% | Add +13.1% | 3,185 | $347K |
| Thrivent Financial for Lutherans | 0.00% | No change | 3,159 | $344K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.6% | 3,132 | $341K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | No change | 3,099 | $338K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,000 | $327K |
| Greenwich Wealth Management LLC | 0.02% | New | 2,983 | $325K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,900 | $316K |
| Harmony Asset Management LLC | 0.11% | Reduce -1.7% | 2,857 | $311K |
| Strategic Financial Concepts, LLC | 0.10% | Reduce -99.5% | 2,850 | $310K |
| Straight Path Wealth Management | 0.13% | Add +16.6% | 2,812 | $306K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,800 | $305K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 2,630 | $286K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,600 | $283K |
| Peterson Wealth Advisors, LLC | 0.05% | New | 2,399 | $261K |
| Skyline Advisors, Inc. | 0.11% | New | 2,366 | $258K |
| Stephens Inc. | 0.00% | No change | 2,355 | $257K |
| Baird Financial Group, Inc. | 0.00% | New | 2,350 | $256K |
| Hummer Financial Advisory Services Inc | 0.19% | No change | 2,200 | $240K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,150 | $234K |
| Oak Family Advisors, LLC | 0.08% | No change | 2,092 | $228K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.3% | 2,005 | $218K |
| Ridgecrest Wealth Partners, LLC | 0.11% | New | 1,950 | $212K |
| Evergreen Capital Management LLC | 0.01% | New | 1,900 | $207K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,892 | $206K |
| Transcendent Capital Group LLC | 0.10% | Reduce -74.2% | 1,700 | $185K |
| Comerica Bank | 0.00% | New | 1,500 | $163K |
| Voisard Asset Management Group, Inc. | 0.07% | New | 1,472 | $160K |
| Richard W. Paul & Associates, LLC | 0.05% | Add +16.1% | 1,374 | $150K |
| Westside Investment Management, Inc. | 0.03% | New | 1,100 | $119K |
| Principal Securities, Inc. | 0.00% | New | 1,000 | $109K |
| Allworth Financial LP | 0.00% | No change | 950 | $103K |
| Castleview Partners, LLC | 0.06% | Reduce -98.7% | 935 | $102K |
| Morgan Stanley | 0.00% | Reduce -99.7% | 476 | $52K |
| Kings Path Partners LLC | 0.02% | No change | 467 | $51K |
| Assetmark, Inc. | 0.00% | No change | 302 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 266 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | New | 204 | $22K |
| Avior Wealth Management, LLC | 0.00% | Reduce -39.1% | 39 | $4K |
| Fifth Third Bancorp | 0.00% | New | 34 | $4K |
| Wells Financial Advisors INC | 0.00% | No change | 33 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 20 | $2K |
"% 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.