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 |
| Valley Financial Group, Inc. | 1.25% | Add +3.7% | 16,942 | $1.9M |
| Gradient Investments LLC | 0.04% | Reduce -80.7% | 16,891 | $1.9M |
| Belpointe Asset Management LLC | 0.10% | New | 16,843 | $1.9M |
| Madison Wealth Partners, Inc | 0.46% | Add +104.6% | 16,778 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +7.8% | 16,054 | $1.8M |
| Freedom Day Solutions, LLC | 0.55% | Add +14.3% | 16,000 | $1.8M |
| Magnolia Private Wealth, LLC | 1.48% | Reduce -37.1% | 15,675 | $1.7M |
| Beck Capital Management, LLC | 0.48% | Add +13.7% | 14,682 | $1.6M |
| Fortress Private Ledger, LLC | 0.90% | Reduce -34.4% | 14,499 | $1.6M |
| One Plus One Wealth Management, LLC | 0.88% | New | 14,467 | $1.6M |
| Gentry Private Wealth, LLC | 1.28% | New | 13,952 | $1.6M |
| Frazier Financial Advisors, LLC | 1.16% | New | 13,503 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +148.2% | 13,400 | $1.5M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -5.3% | 13,205 | $1.5M |
| Brighton Jones LLC | 0.04% | New | 12,227 | $1.4M |
| CLG LLC | 0.44% | Add +1.6% | 11,339 | $1.3M |
| Revolve Wealth Partners, LLC | 0.18% | Reduce -0.4% | 11,090 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 10,964 | $1.2M |
| Almanack Investment Partners, LLC. | 0.24% | Add +49.3% | 10,929 | $1.2M |
| BXM Wealth LLC | 1.39% | Add +0.7% | 10,335 | $1.2M |
| DCF Advisers, LLC | 0.60% | Add +1.3% | 10,000 | $1.1M |
| Smart Money Group LLC | 0.37% | No change | 9,842 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +88.4% | 9,726 | $1.1M |
| Busey Bank | 0.04% | No change | 9,600 | $1.1M |
| Childress Capital Advisors, LLC | 0.31% | No change | 9,500 | $1.1M |
| Adero Partners, LLC | 0.07% | Add +0.5% | 9,466 | $1.1M |
| RFG Advisory, LLC | 0.03% | Reduce -0.6% | 9,407 | $1.0M |
| ETF Store, Inc. | 1.28% | Add +19.3% | 9,355 | $1.0M |
| Triad Wealth Partners, LLC | 0.32% | Add +53.6% | 9,295 | $1.0M |
| Kesler, Norman & Wride, LLC | 0.20% | Add +20.8% | 9,284 | $1.0M |
| United Advisor Group, LLC | 0.21% | Add +15.7% | 9,096 | $1.0M |
| LGL Partners, LLC | 0.48% | Reduce -97.7% | 9,000 | $1.0M |
| Landing Point Financial Group, LLC | 0.74% | Add +104.0% | 8,785 | $979K |
| Continuum Wealth Advisors, LLC | 0.49% | Reduce -65.1% | 8,617 | $961K |
| Independent Financial Group, LLC | 0.03% | Reduce -18.6% | 8,408 | $937K |
| Root Financial Partners, LLC | 0.10% | Add +22.9% | 8,275 | $923K |
| UBS Group AG | 0.00% | Reduce -38.5% | 8,227 | $917K |
| Steel Grove Capital Advisors, LLC | 0.14% | Reduce -4.3% | 8,170 | $911K |
| Atria Investments, Inc | 0.01% | Reduce -1.5% | 8,025 | $895K |
| Able Wealth Management LLC | 0.52% | New | 7,909 | $882K |
| Old Mission Capital LLC | 0.02% | Reduce -92.5% | 7,717 | $860K |
| Jessup Wealth Management, Inc | 0.36% | New | 7,675 | $856K |
| Stephens Inc. | 0.01% | No change | 7,005 | $781K |
| Wealth Management Nebraska | 0.11% | Add +4.3% | 6,649 | $741K |
| Snowden Capital Advisors LLC | 0.02% | No change | 6,491 | $724K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -3.6% | 6,374 | $711K |
| Canvas Wealth Advisors, LLC | 0.17% | New | 6,016 | $672K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.9% | 6,027 | $672K |
| Swan Global Investments, LLC | 0.03% | New | 6,000 | $669K |
| Peterson Wealth Advisors, LLC | 0.13% | Add +1.1% | 5,876 | $655K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -32.3% | 5,726 | $638K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -32.3% | 5,726 | $638K |
| Waverly Advisors, LLC | 0.01% | Add +18.8% | 5,649 | $630K |
| Tme Financial, Inc. | 0.53% | Add +15.3% | 5,475 | $610K |
| Kilter Group LLC | 0.39% | New | 5,294 | $590K |
| Larson Financial Group LLC | 0.03% | Add +24.0% | 4,960 | $553K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.7% | 4,918 | $548K |
| BIP Wealth, LLC | 0.03% | No change | 4,756 | $530K |
| Magnolia Capital Advisors LLC | 0.14% | No change | 4,750 | $530K |
| IFP Advisors, Inc | 0.02% | Add +134.1% | 4,682 | $522K |
| LifeGoal Investments, LLC | 0.56% | Add +7.9% | 4,676 | $521K |
| Vestment Financial LLC | 0.37% | Add +0.8% | 4,567 | $509K |
| Teamwork Financial Advisors, LLC | 0.07% | No change | 4,559 | $508K |
| Straight Path Wealth Management | 0.20% | Add +10.9% | 4,448 | $496K |
| Seeds Investor LLC | 0.14% | Add +40.0% | 4,432 | $494K |
| Innovative Advisory Group, LLC | 0.46% | New | 4,345 | $484K |
| Fortress Wealth Management, Inc. | 0.25% | New | 4,244 | $473K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -30.0% | 4,185 | $467K |
| Harbour Investments, Inc. | 0.01% | Add +12.9% | 3,950 | $440K |
| Forum Financial Management, LP | 0.01% | No change | 3,773 | $421K |
| Fermata Advisors, LLC | 0.08% | No change | 3,763 | $420K |
| Longview Financial Advisors, Inc. | 0.35% | Reduce -52.3% | 3,687 | $411K |
| Ridgecrest Wealth Partners, LLC | 0.21% | Add +34.5% | 3,597 | $401K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -5.4% | 3,494 | $390K |
| L.K. Benson & Company, P.C. | 0.27% | Add +33.9% | 3,481 | $388K |
| MKT Advisors LLC | 0.17% | No change | 3,291 | $367K |
| Condor Capital Management | 0.03% | No change | 3,249 | $362K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -0.9% | 3,195 | $356K |
| Marcum Wealth, LLC | 0.03% | No change | 3,185 | $355K |
| Parkwoods Wealth Partners, LLC | 0.24% | New | 3,148 | $351K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,122 | $348K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -50.5% | 3,159 | $346K |
| XTX Topco Ltd | 0.02% | New | 3,024 | $337K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +49.9% | 3,005 | $335K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,000 | $334K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -6.9% | 2,954 | $329K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | New | 2,910 | $324K |
| Harmony Asset Management LLC | 0.13% | No change | 2,857 | $318K |
| Strategic Financial Concepts, LLC | 0.06% | No change | 2,850 | $318K |
| Wedbush Securities Inc. | 0.01% | Reduce -25.3% | 2,809 | $313K |
| Raymond James Financial Inc. | 0.00% | Add +33.2% | 2,806 | $313K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,800 | $312K |
| Creative Planning | 0.00% | Add +19.9% | 2,765 | $308K |
| Corient Private Wealth LP | 0.00% | No change | 2,650 | $295K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 2,630 | $293K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -38.2% | 2,610 | $291K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,600 | $290K |
| Lavaca Capital LLC | 0.13% | Reduce -55.7% | 2,599 | $290K |
| Arcus Capital Partners, LLC | 0.10% | New | 2,300 | $256K |
| WealthCollab, LLC | 0.16% | New | 2,258 | $252K |
| GK Wealth Management LLC | 0.31% | New | 2,258 | $252K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,235 | $249K |
| Compound Planning, Inc. | 0.01% | Reduce -42.7% | 2,207 | $246K |
| Hummer Financial Advisory Services Inc | 0.20% | New | 2,200 | $245K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,150 | $240K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -76.6% | 1,967 | $219K |
| Richard W. Paul & Associates, LLC | 0.09% | No change | 1,949 | $217K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,946 | $217K |
| Townsquare Capital LLC | 0.00% | New | 1,915 | $214K |
| Bank of America Corp. | 0.00% | Reduce -81.9% | 1,900 | $212K |
| New Perspectives, Inc | 0.11% | New | 1,800 | $201K |
| Atlantic Private Wealth, LLC | 0.10% | Add +277.8% | 1,224 | $136K |
| Westside Investment Management, Inc. | 0.03% | Add +9.1% | 1,200 | $134K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +0.7% | 1,175 | $131K |
| Principal Securities, Inc. | 0.00% | No change | 1,000 | $110K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -1.9% | 917 | $102K |
| Allworth Financial LP | 0.00% | No change | 575 | $64K |
| Smartleaf Asset Management LLC | 0.00% | New | 262 | $29K |
| Kings Path Partners LLC | 0.01% | No change | 217 | $24K |
| AE Wealth Management LLC | 0.00% | No change | 182 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Add +100.0% | 180 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -74.8% | 140 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -58.0% | 127 | $14K |
| Mattson Financial Services, LLC | 0.00% | New | 83 | $9K |
| Wells Financial Advisors INC | 0.01% | No change | 33 | $4K |
| Signaturefd, LLC | 0.00% | No change | 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.