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 |
| Freedom Day Solutions, LLC | 0.46% | New | 14,000 | $1.5M |
| SteelPeak Wealth, LLC | 0.06% | Add +11.6% | 13,943 | $1.5M |
| UBS Group AG | 0.00% | New | 13,374 | $1.5M |
| Beck Capital Management, LLC | 0.38% | New | 12,914 | $1.4M |
| CLG LLC | 0.44% | — | 11,159 | $1.2M |
| Revolve Wealth Partners, LLC | 0.18% | Reduce -0.4% | 11,137 | $1.2M |
| Thompson David Blair | 0.89% | — | 11,030 | $1.2M |
| Bank of America Corp. | 0.00% | No change | 10,475 | $1.2M |
| Simon Quick Advisors, LLC | 0.07% | Add +32.7% | 10,433 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -5.0% | 10,336 | $1.1M |
| BXM Wealth LLC | 1.58% | — | 10,260 | $1.1M |
| DCF Advisers, LLC | 0.55% | No change | 9,875 | $1.1M |
| Smart Money Group LLC | 0.37% | No change | 9,842 | $1.1M |
| Busey Bank | 0.03% | No change | 9,600 | $1.1M |
| Childress Capital Advisors, LLC | 0.29% | Reduce -18.9% | 9,500 | $1.0M |
| RFG Advisory, LLC | 0.03% | Add +37.1% | 9,463 | $1.0M |
| Adero Partners, LLC | 0.07% | No change | 9,420 | $1.0M |
| Citizens Financial Group Inc. | 0.02% | New | 9,087 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.13% | Add +15.4% | 8,535 | $941K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 8,459 | $933K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 8,459 | $933K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -9.8% | 8,414 | $928K |
| Madison Wealth Partners, Inc | 0.25% | Reduce -16.6% | 8,202 | $904K |
| Flow Traders U.S. LLC | 0.04% | Add +76.7% | 8,153 | $899K |
| Atria Investments, Inc | 0.01% | Reduce -21.9% | 8,146 | $898K |
| United Advisor Group, LLC | 0.17% | Add +54.3% | 7,859 | $867K |
| ETF Store, Inc. | 1.07% | Add +41.7% | 7,844 | $865K |
| Longview Financial Advisors, Inc. | 0.67% | Reduce -40.7% | 7,727 | $852K |
| Kesler, Norman & Wride, LLC | 0.18% | Add +10.6% | 7,687 | $848K |
| Almanack Investment Partners, LLC. | 0.12% | Add +27.9% | 7,319 | $807K |
| Stephens Inc. | 0.01% | Add +197.4% | 7,005 | $773K |
| Root Financial Partners, LLC | 0.09% | New | 6,735 | $743K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +27.5% | 6,618 | $730K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 6,614 | $729K |
| Snowden Capital Advisors LLC | 0.02% | No change | 6,491 | $716K |
| Wealth Management Nebraska | 0.11% | — | 6,377 | $703K |
| Thrivent Financial for Lutherans | 0.00% | Add +102.2% | 6,386 | $702K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +45.3% | 6,216 | $686K |
| Triad Wealth Partners, LLC | 0.24% | New | 6,051 | $667K |
| CFS Investment Advisory Services, LLC | 0.06% | No change | 5,981 | $660K |
| Lavaca Capital LLC | 0.28% | Reduce -1.3% | 5,866 | $647K |
| Paladin Wealth, LLC | 0.56% | New | 5,834 | $643K |
| JPMorgan Chase & Co. | 0.00% | New | 5,831 | $643K |
| Peterson Wealth Advisors, LLC | 0.12% | Add +142.4% | 5,815 | $642K |
| TD Waterhouse Canada Inc. | 0.00% | New | 5,400 | $595K |
| Wealthspire Advisors, LLC | 0.01% | Add +172.9% | 5,163 | $569K |
| BIP Wealth, LLC | 0.04% | New | 4,756 | $524K |
| Waverly Advisors, LLC | 0.01% | Reduce -20.9% | 4,756 | $524K |
| Magnolia Capital Advisors LLC | 0.14% | New | 4,750 | $524K |
| Tme Financial, Inc. | 0.48% | — | 4,750 | $517K |
| Baker Boyer National Bank | 0.18% | No change | 4,606 | $508K |
| Teamwork Financial Advisors, LLC | 0.07% | New | 4,559 | $503K |
| Vestment Financial LLC | 0.38% | — | 4,529 | $500K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.0% | 4,443 | $490K |
| LifeGoal Investments, LLC | 0.52% | — | 4,334 | $478K |
| Landing Point Financial Group, LLC | 0.36% | — | 4,306 | $477K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +24.0% | 4,224 | $466K |
| Straight Path Wealth Management | 0.17% | Add +42.7% | 4,012 | $442K |
| Larson Financial Group LLC | 0.02% | New | 4,000 | $441K |
| Compound Planning, Inc. | 0.02% | Reduce -38.9% | 3,849 | $424K |
| Forum Financial Management, LP | 0.01% | No change | 3,773 | $416K |
| Wedbush Securities Inc. | 0.01% | Add +20.0% | 3,759 | $415K |
| Fermata Advisors, LLC | 0.08% | New | 3,763 | $415K |
| Greenwich Wealth Management LLC | 0.03% | Add +23.8% | 3,694 | $407K |
| Brookstone Capital Management | 0.01% | New | 3,600 | $397K |
| Harbour Investments, Inc. | 0.01% | No change | 3,500 | $386K |
| MKT Advisors LLC | 0.16% | No change | 3,291 | $364K |
| Condor Capital Management | 0.03% | Add +0.3% | 3,249 | $358K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Add +4.1% | 3,225 | $356K |
| Marcum Wealth, LLC | 0.03% | No change | 3,185 | $351K |
| Seeds Investor LLC | 0.10% | Reduce -71.4% | 3,166 | $349K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -14.5% | 3,172 | $349K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1027.8% | 3,000 | $331K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,000 | $331K |
| Two Sigma Securities, LLC | 0.06% | New | 2,982 | $329K |
| Harmony Asset Management LLC | 0.12% | No change | 2,857 | $315K |
| Strategic Financial Concepts, LLC | 0.06% | No change | 2,850 | $314K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,800 | $309K |
| Ridgecrest Wealth Partners, LLC | 0.16% | Add +37.1% | 2,674 | $295K |
| Corient Private Wealth LP | 0.00% | New | 2,650 | $292K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 2,630 | $290K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,600 | $287K |
| L.K. Benson & Company, P.C. | 0.20% | — | 2,600 | $287K |
| West Michigan Advisors, LLC | 0.08% | Reduce -81.8% | 2,415 | $266K |
| Creative Planning | 0.00% | Reduce -44.9% | 2,307 | $254K |
| Harraden Circle Investments, LLC | 0.21% | — | 2,251 | $248K |
| Skyline Advisors, Inc. | 0.10% | Reduce -5.9% | 2,226 | $245K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,150 | $237K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | New | 2,142 | $236K |
| Raymond James Financial Inc. | 0.00% | — | 2,106 | $232K |
| Oak Family Advisors, LLC | 0.09% | No change | 2,092 | $231K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 2,005 | $221K |
| IFP Advisors, Inc | 0.01% | Reduce -61.9% | 2,000 | $221K |
| Richard W. Paul & Associates, LLC | 0.08% | Add +41.9% | 1,949 | $215K |
| Heron Bay Capital Management | 0.04% | New | 1,838 | $203K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 1,167 | $129K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,100 | $121K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $110K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 935 | $103K |
| Castleview Partners, LLC | 0.05% | Reduce -16.1% | 784 | $86K |
| Allworth Financial LP | 0.00% | Reduce -39.5% | 575 | $64K |
| Hazlett, Burt & Watson, Inc. | 0.03% | New | 556 | $61K |
| Morgan Stanley | 0.00% | Add +0.2% | 477 | $53K |
| Atlantic Private Wealth, LLC | 0.03% | Add +58.8% | 324 | $36K |
| Assetmark, Inc. | 0.00% | No change | 302 | $33K |
| Kings Path Partners LLC | 0.01% | Reduce -53.5% | 217 | $24K |
| AE Wealth Management LLC | 0.00% | New | 182 | $20K |
| Cornerstone Planning Group LLC | 0.00% | New | 90 | $10K |
| Avior Wealth Management, LLC | 0.00% | No change | 39 | $4K |
| Wells Financial Advisors INC | 0.01% | No change | 33 | $4K |
| Signaturefd, LLC | 0.00% | New | 30 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 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.