Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q1 2025 (March 31)227holders +15
34new positions
18sold out
3famous investors
$111.46avg. 13F price*
At the end of Q1 2025, 227 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 15 from Q4 2024. 34 opened new positions and 18 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($179.9M), Renaissance Technologies ($114.7M) and Rockefeller Capital Management L.P. ($68.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 (Q1 2025)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $52.6M |
| Exits | 18 | $22.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,576,643 shares bought and 1,348,567 shares sold, net +1,228,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Wealth Enhancement Advisory Services, LLC | 0.34% | Add +11.9% | 1,613,964 | $179.9M |
| Renaissance Technologies | 0.17% | Add +24.3% | 1,028,500 | $114.7M |
| Rockefeller Capital Management L.P. | 0.17% | Reduce -9.0% | 612,486 | $68.3M |
| True Wealth Design, LLC | 24.32% | Add +1.5% | 572,712 | $63.9M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +22.1% | 491,679 | $54.8M |
| ADAR1 Capital Management, LLC | 7.44% | Add +3.6% | 337,125 | $37.6M |
| Ethos Financial Group, LLC | 3.45% | Reduce 0.0% | 325,997 | $36.0M |
| Client First Investment Management LLC | 24.10% | Add +468.7% | 318,785 | $35.5M |
| Cwm, LLC | 0.13% | Add +1.6% | 291,325 | $32.5M |
| Bravias Capital Group, LLC | 24.85% | Add +38.1% | 274,945 | $30.7M |
| Insight Advisors, LLC/ PA | 5.15% | Reduce -0.6% | 263,565 | $29.4M |
| Pennington Partners & Co., LLC | 16.37% | Reduce -16.3% | 256,196 | $28.6M |
| Compass Ion Advisors, LLC | 3.32% | Reduce -6.1% | 252,564 | $28.2M |
| Empowered Funds, LLC | 0.39% | Add +259.0% | 248,737 | $27.7M |
| Whitcomb & Hess, Inc. | 6.95% | Reduce -8.2% | 205,767 | $22.9M |
| Mariner, LLC | 0.04% | Reduce -44.1% | 188,600 | $21.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +546.8% | 181,901 | $20.3M |
| Opus Capital Group, LLC | 2.33% | Add +11.9% | 162,702 | $18.1M |
| Pinion Investment Advisors, LLC | 3.68% | Add +391.4% | 149,576 | $16.7M |
| Morgan Stanley | 0.00% | Add +30450.9% | 145,728 | $16.2M |
| Amplius Wealth Advisors, LLC | 1.54% | Add +12.4% | 132,995 | $14.8M |
| Summit Wealth & Retirement Planning, Inc. | 4.46% | Add +2.6% | 130,485 | $14.5M |
| Tortoise Investment Management, LLC | 1.46% | Add +30.9% | 125,481 | $14.0M |
| Stokes Family Office, LLC | 1.57% | Reduce -10.9% | 125,116 | $13.9M |
| Sunbelt Securities, Inc. | 1.11% | Add +88.4% | 111,150 | $12.4M |
| Torno Capital, LLC | 10.86% | New | 94,000 | $10.5M |
| Arete Wealth Advisors, LLC | 0.75% | Add +421.6% | 87,894 | $9.8M |
| Ferguson Shapiro LLC | 3.56% | Reduce -37.5% | 85,703 | $9.6M |
| MML Investors Services, LLC | 0.03% | Add +23.0% | 84,767 | $9.5M |
| Weaver Consulting Group | 2.67% | Add +32.3% | 79,465 | $8.9M |
| Advisory Services Network, LLC | 0.15% | New | 69,175 | $7.7M |
| Allen Capital Group, LLC | 0.88% | Add +15.8% | 68,893 | $7.7M |
| Acas, LLC | 5.81% | Add +178.6% | 68,184 | $7.6M |
| Kathmere Capital Management, LLC | 0.62% | Add +1.8% | 65,198 | $7.3M |
| IFG Advisors, LLC | 1.38% | Add +4.4% | 64,327 | $7.2M |
| Hill Investment Group Partners, LLC | 0.98% | Reduce -39.0% | 63,926 | $7.1M |
| Innova Wealth Partners | 4.35% | Add +11.8% | 62,964 | $7.0M |
| IHT Wealth Management, LLC | 0.21% | Add +10.7% | 60,405 | $6.7M |
| Captrust Financial Advisors | 0.02% | Reduce -0.2% | 60,285 | $6.7M |
| AQR Capital Management | 0.01% | Reduce -53.3% | 59,188 | $6.6M |
| Invst, LLC | 0.87% | Reduce -5.4% | 57,203 | $6.4M |
| Journey Advisory Group, LLC | 0.50% | New | 54,488 | $6.1M |
| Mutual Advisors, LLC | 0.17% | Add +24.4% | 52,266 | $5.8M |
| Epacria Capital Partners, LLC | 4.75% | Add +22.7% | 52,065 | $5.8M |
| Kingsview Wealth Management, LLC | 0.11% | Add +120.4% | 51,899 | $5.8M |
| Nwam LLC | 0.49% | Add +53.7% | 51,245 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.0% | 51,241 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Add +9.9% | 50,349 | $5.6M |
| Transcendent Capital Group LLC | 3.05% | Add +1.9% | 48,652 | $5.4M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -12.1% | 48,183 | $5.4M |
| Norris Financial Group, LLC | 2.46% | Add +27.5% | 47,246 | $5.3M |
| Aspect Partners, LLC | 2.96% | Add +25.7% | 46,433 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +2.3% | 45,616 | $5.1M |
| WealthPlan Investment Management, LLC | 0.50% | Add +23.8% | 45,614 | $5.1M |
| Marex Group Ltd | 0.10% | Reduce -33.0% | 44,800 | $5.0M |
| Citadel Advisors | 0.00% | Add +71.2% | 42,695 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +126.0% | 42,541 | $4.7M |
| GoalVest Advisory LLC | 1.29% | Add +2.3% | 42,117 | $4.7M |
| Brookstone Capital Management | 0.07% | Add +1046.7% | 41,281 | $4.6M |
| TCFG Wealth Management, LLC | 2.32% | Add +0.2% | 41,213 | $4.6M |
| Avondale Wealth Management | 2.87% | Add +6.8% | 40,927 | $4.6M |
| World Investment Advisors | 0.11% | Add +24.2% | 37,031 | $4.1M |
| Quarry Hill Advisors, LLC | 2.67% | Reduce -1.4% | 36,861 | $4.1M |
| BWM Planning, LLC | 1.62% | Add +14.0% | 34,439 | $3.8M |
| Virtue Capital Management, LLC | 0.43% | New | 33,162 | $3.7M |
| RHS Financial, LLC | 2.05% | Reduce -6.5% | 32,797 | $3.7M |
| Focus Partners Wealth | 0.01% | Reduce -0.9% | 32,791 | $3.7M |
| Commonwealth Financial Services, LLC | 0.75% | Reduce -20.4% | 32,729 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +55.9% | 31,499 | $3.5M |
| Seed Wealth Management, Inc. | 2.80% | Add +8.3% | 30,845 | $3.4M |
| Simon Quick Advisors, LLC | 0.19% | Add +184.5% | 29,681 | $3.3M |
| Lifeworks Advisors, LLC | 0.55% | Add +6.1% | 29,651 | $3.3M |
| Beacon Financial Group | 0.35% | Add +17.3% | 28,694 | $3.2M |
| Prospera Financial Services Inc | 0.07% | Add +22.1% | 28,390 | $3.2M |
| Moser Wealth Advisors, LLC | 1.63% | Add +57.0% | 27,880 | $3.1M |
| Napa Wealth Management | 1.74% | New | 27,809 | $3.1M |
| Wolverine Trading, LLC | 0.10% | Add +10.8% | 27,754 | $3.1M |
| LPL Financial LLC | 0.00% | Add +92.1% | 27,291 | $3.0M |
| Stephens Consulting, LLC | 0.75% | Reduce -6.0% | 26,622 | $3.0M |
| Mgo One Seven LLC | 0.12% | Add +2.6% | 26,596 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +496.8% | 26,515 | $3.0M |
| Well Done, LLC | 0.52% | Add +7.8% | 26,095 | $2.9M |
| Astra Wealth Partners LLC | 2.71% | Add +19.1% | 25,409 | $2.8M |
| Black Swift Group, LLC | 0.58% | Add +21.1% | 23,000 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +264.5% | 22,655 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 22,074 | $2.5M |
| Optivise Advisory Services LLC | 1.33% | Reduce -9.7% | 21,183 | $2.4M |
| Stifel Financial Corp. | 0.00% | New | 21,045 | $2.3M |
| Journey Strategic Wealth LLC | 0.08% | Add +12.1% | 20,915 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.5% | 20,483 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Add +6.3% | 20,270 | $2.3M |
| Empirical Finance, LLC | 0.14% | No change | 20,247 | $2.3M |
| Cambria Investment Management, L.P. | 0.15% | Reduce -1.8% | 19,692 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.7% | 19,274 | $2.1M |
| Pallas Capital Advisors LLC | 0.09% | New | 19,140 | $2.1M |
| Sippican Capital Advisors | 1.57% | Add +32.1% | 18,683 | $2.1M |
| Apeiron RIA LLC | 0.62% | Add +16.0% | 18,503 | $2.1M |
| Enzi Wealth | 0.79% | Reduce -14.4% | 17,404 | $1.9M |
| BlackDiamond Wealth Management, LLC | 1.29% | Reduce -21.0% | 17,067 | $1.9M |
| Farther Finance Advisors, LLC | 0.05% | Add +1.3% | 17,004 | $1.9M |
"% 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.