Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q4 2024 (December 31)212holders +40
37new positions
14sold out
3famous investors
$110.29avg. 13F price*
At the end of Q4 2024, 212 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 40 from Q3 2024. 37 opened new positions and 14 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($159.1M), Renaissance Technologies ($91.3M) and Rockefeller Capital Management L.P. ($74.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital 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 (Q4 2024)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $66.0M |
| Exits | 14 | $32.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,986,344 shares bought and 1,373,104 shares sold, net +613,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Wealth Enhancement Advisory Services, LLC | 0.30% | Add +37.7% | 1,442,726 | $159.1M |
| Renaissance Technologies | 0.14% | Add +7.8% | 827,700 | $91.3M |
| Rockefeller Capital Management L.P. | 0.19% | Add +30.7% | 673,253 | $74.2M |
| True Wealth Design, LLC | 24.15% | Add +8.3% | 564,479 | $62.3M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -3.1% | 402,789 | $44.4M |
| LGL Partners, LLC | 6.16% | Reduce -39.8% | 384,687 | $42.4M |
| Mariner, LLC | 0.06% | Reduce -18.0% | 337,269 | $37.2M |
| Ethos Financial Group, LLC | 4.71% | Reduce -2.3% | 326,002 | $36.0M |
| ADAR1 Capital Management, LLC | 7.65% | Add +0.6% | 325,450 | $35.9M |
| Pennington Partners & Co., LLC | 16.73% | — | 306,031 | $33.7M |
| Cwm, LLC | 0.13% | Add +30.7% | 286,723 | $31.6M |
| Compass Ion Advisors, LLC | 3.52% | Reduce -1.0% | 268,959 | $29.7M |
| Insight Advisors, LLC/ PA | 5.01% | Reduce -24.3% | 265,154 | $29.2M |
| Whitcomb & Hess, Inc. | 7.64% | Add +5.0% | 224,219 | $24.7M |
| Bravias Capital Group, LLC | 17.91% | — | 199,013 | $22.0M |
| Opus Capital Group, LLC | 2.04% | Add +39.9% | 145,381 | $16.0M |
| Stokes Family Office, LLC | 1.65% | Reduce -0.9% | 140,405 | $15.5M |
| Ferguson Shapiro LLC | 5.60% | Reduce -33.5% | 137,081 | $15.1M |
| Summit Wealth & Retirement Planning, Inc. | 4.34% | Add +4.9% | 127,187 | $14.0M |
| AQR Capital Management | 0.02% | Add +180.1% | 126,672 | $14.0M |
| Amplius Wealth Advisors, LLC | 1.34% | Add +59.8% | 118,340 | $13.1M |
| Hill Investment Group Partners, LLC | 1.55% | Reduce -16.1% | 104,822 | $11.6M |
| Old Mission Capital LLC | 0.26% | Add +45.8% | 102,784 | $11.3M |
| Tortoise Investment Management, LLC | 1.12% | Add +9.1% | 95,866 | $10.6M |
| Gradient Investments LLC | 0.20% | New | 87,337 | $9.6M |
| Chicago Partners Investment Group LLC | 0.30% | New | 80,696 | $8.9M |
| Empowered Funds, LLC | 0.11% | Reduce -78.1% | 69,282 | $7.6M |
| MML Investors Services, LLC | 0.03% | Add +12.0% | 68,900 | $7.6M |
| Marex Group Ltd | 0.13% | Reduce -55.8% | 66,900 | $7.4M |
| Kathmere Capital Management, LLC | 0.63% | New | 64,066 | $7.1M |
| IFG Advisors, LLC | 1.35% | Add +80.7% | 61,627 | $6.8M |
| Invst, LLC | 0.81% | Add +111.0% | 60,486 | $6.7M |
| Captrust Financial Advisors | 0.02% | Reduce -5.2% | 60,421 | $6.7M |
| Weaver Consulting Group | 2.04% | Add +16.7% | 60,060 | $6.6M |
| Allen Capital Group, LLC | 0.80% | Add +47.0% | 59,476 | $6.6M |
| Sunbelt Securities, Inc. | 0.57% | Add +25.5% | 59,000 | $6.5M |
| Innova Wealth Partners | 3.91% | New | 56,299 | $6.2M |
| Client First Investment Management LLC | 3.97% | Add +38.4% | 56,054 | $6.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2.8% | 54,794 | $6.0M |
| IHT Wealth Management, LLC | 0.19% | Reduce -25.0% | 54,593 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +17.3% | 51,264 | $5.7M |
| Transcendent Capital Group LLC | 2.72% | Add +2708.2% | 47,740 | $5.3M |
| D.A. Davidson & Co. | 0.04% | Add +10.8% | 45,829 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +2.4% | 44,578 | $4.9M |
| Epacria Capital Partners, LLC | 3.99% | Add +27.9% | 42,445 | $4.7M |
| Mutual Advisors, LLC | 0.13% | Add +44.7% | 42,022 | $4.6M |
| GoalVest Advisory LLC | 1.25% | Reduce -54.4% | 41,169 | $4.5M |
| Commonwealth Financial Services, LLC | 0.89% | Add +2.3% | 41,139 | $4.5M |
| TCFG Wealth Management, LLC | 2.30% | Add +0.3% | 41,113 | $4.5M |
| Avondale Wealth Management | 2.71% | Add +379.2% | 38,336 | $4.2M |
| Quarry Hill Advisors, LLC | 2.78% | Reduce -1.1% | 37,405 | $4.1M |
| Norris Financial Group, LLC | 1.92% | Add +49.9% | 37,049 | $4.1M |
| Aspect Partners, LLC | 2.35% | Add +2.1% | 36,929 | $4.1M |
| WealthPlan Investment Management, LLC | 0.40% | Add +2.9% | 36,851 | $4.1M |
| RHS Financial, LLC | 2.00% | Add +36.1% | 35,082 | $3.9M |
| Ameritas Advisory Services, LLC | 0.13% | New | 33,344 | $3.7M |
| Nwam LLC | 0.23% | Add +29.9% | 33,343 | $3.7M |
| Focus Partners Wealth | 0.01% | New | 33,088 | $3.6M |
| Pinion Investment Advisors, LLC | 1.34% | Reduce -44.6% | 30,437 | $3.4M |
| BWM Planning, LLC | 1.45% | No change | 30,211 | $3.3M |
| World Investment Advisors | 0.09% | Reduce -6.6% | 29,814 | $3.3M |
| Seed Wealth Management, Inc. | 2.54% | Add +2.9% | 28,480 | $3.1M |
| Stephens Consulting, LLC | 0.78% | Reduce -4.9% | 28,317 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +337.3% | 28,124 | $3.1M |
| Lifeworks Advisors, LLC | 0.56% | Reduce -5.1% | 27,953 | $3.1M |
| Mgo One Seven LLC | 0.11% | Add +32.6% | 25,910 | $2.9M |
| Wolverine Trading, LLC | 0.06% | Reduce -51.0% | 25,045 | $2.8M |
| Citadel Advisors | 0.00% | New | 24,933 | $2.7M |
| Magnolia Private Wealth, LLC | 2.45% | — | 24,920 | $2.7M |
| Continuum Wealth Advisors, LLC | 1.38% | Add +35.1% | 24,665 | $2.7M |
| Acas, LLC | 2.01% | New | 24,470 | $2.7M |
| Beacon Financial Group | 0.29% | Add +31.1% | 24,469 | $2.7M |
| Wedmont Private Capital | 0.14% | New | 23,953 | $2.6M |
| Well Done, LLC | 0.48% | No change | 24,212 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +44.3% | 23,549 | $2.6M |
| Optivise Advisory Services LLC | 1.39% | Add +2.1% | 23,446 | $2.6M |
| Prospera Financial Services Inc | 0.06% | New | 23,250 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 22,464 | $2.5M |
| Fortress Private Ledger, LLC | 1.49% | — | 22,099 | $2.4M |
| BlackDiamond Wealth Management, LLC | 1.38% | Add +10.8% | 21,592 | $2.4M |
| Astra Wealth Partners LLC | 2.22% | — | 21,326 | $2.4M |
| Enzi Wealth | 0.86% | Add +38.0% | 20,322 | $2.2M |
| Empirical Finance, LLC | 0.13% | No change | 20,247 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -28.0% | 20,201 | $2.2M |
| Cambria Investment Management, L.P. | 0.13% | Add +32.8% | 20,058 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Add +13.7% | 19,077 | $2.1M |
| Black Swift Group, LLC | 0.44% | Add +26.7% | 19,000 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +117.8% | 18,823 | $2.1M |
| Journey Strategic Wealth LLC | 0.08% | Reduce -51.8% | 18,650 | $2.1M |
| Moser Wealth Advisors, LLC | 1.02% | Add +1.2% | 17,760 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +78.4% | 17,438 | $1.9M |
| Arete Wealth Advisors, LLC | 0.13% | Add +161.4% | 16,851 | $1.9M |
| Farther Finance Advisors, LLC | 0.07% | Add +37.5% | 16,782 | $1.9M |
| Valley Financial Group, Inc. | 1.25% | Add +5.9% | 16,336 | $1.8M |
| Apeiron RIA LLC | 0.49% | Add +53.2% | 15,953 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +60.6% | 14,895 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +195.8% | 14,527 | $1.6M |
| LPL Financial LLC | 0.00% | Add +30.1% | 14,205 | $1.6M |
| HRT Financial LP | 0.01% | New | 14,200 | $1.6M |
| Sippican Capital Advisors | 1.14% | Reduce -59.1% | 14,146 | $1.6M |
"% 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.