Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q2 2025 (June 30)244holders +17
30new positions
13sold out
2famous investors
$112.68avg. 13F price*
At the end of Q2 2025, 244 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 17 from Q1 2025. 30 opened new positions and 13 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($189.3M), Rockefeller Capital Management L.P. ($67.9M) and Cambridge Investment Research Advisors, Inc. ($53.7M). 2 famous investors held it, including 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 (Q2 2025)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $56.6M |
| Exits | 13 | $127.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,702,777 shares bought and 2,524,258 shares sold, net −821,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| Wealth Enhancement Advisory Services, LLC | 0.31% | Add +4.1% | 1,679,613 | $189.3M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -1.6% | 602,410 | $67.9M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -3.1% | 476,303 | $53.7M |
| Empowered Funds, LLC | 0.55% | Add +73.2% | 430,894 | $48.6M |
| True Wealth Design, LLC | 14.75% | Reduce -35.2% | 371,368 | $41.8M |
| ADAR1 Capital Management, LLC | 6.24% | No change | 337,125 | $38.0M |
| Insight Advisors, LLC/ PA | 5.95% | Add +24.2% | 327,386 | $36.9M |
| Ethos Financial Group, LLC | 2.64% | Reduce -16.8% | 271,397 | $30.6M |
| Bravias Capital Group, LLC | 21.41% | Reduce -5.8% | 258,922 | $29.2M |
| Pennington Partners & Co., LLC | 14.63% | Reduce -5.5% | 242,064 | $27.3M |
| Client First Investment Management LLC | 16.46% | Reduce -25.3% | 238,122 | $26.8M |
| Cwm, LLC | 0.09% | Reduce -22.8% | 224,790 | $25.3M |
| Compass Ion Advisors, LLC | 2.74% | Reduce -11.1% | 224,570 | $25.3M |
| Whitcomb & Hess, Inc. | 6.80% | Add +4.1% | 214,134 | $24.1M |
| Titleist Asset Management, LLC | 2.32% | New | 206,620 | $23.3M |
| Mariner, LLC | 0.03% | Add +3.1% | 194,367 | $21.9M |
| Opus Capital Group, LLC | 2.47% | Add +12.6% | 183,194 | $20.6M |
| Amplius Wealth Advisors, LLC | 1.80% | Add +29.4% | 172,112 | $19.4M |
| Almanack Investment Partners, LLC. | 2.88% | Add +1368.8% | 160,525 | $18.1M |
| Tortoise Investment Management, LLC | 1.49% | Add +10.6% | 138,836 | $15.6M |
| Summit Wealth & Retirement Planning, Inc. | 4.10% | Add +3.8% | 135,442 | $15.3M |
| Arete Wealth Advisors, LLC | 0.84% | Add +19.7% | 105,226 | $11.9M |
| Stokes Family Office, LLC | 1.21% | Reduce -17.9% | 102,690 | $11.6M |
| Aspect Partners, LLC | 5.28% | Add +104.8% | 95,093 | $10.7M |
| Lifeworks Advisors, LLC | 1.56% | Add +212.8% | 92,758 | $10.5M |
| IHT Wealth Management, LLC | 0.28% | Add +51.5% | 91,484 | $10.3M |
| Ferguson Shapiro LLC | 3.18% | Reduce -2.2% | 83,797 | $9.4M |
| Pinion Investment Advisors, LLC | 3.25% | Reduce -44.1% | 83,601 | $9.4M |
| Weaver Consulting Group | 2.54% | Add +2.7% | 81,610 | $9.2M |
| Acas, LLC | 6.05% | Add +16.9% | 79,686 | $9.0M |
| Fischer Investment Strategies, LLC | 5.85% | New | 77,393 | $8.7M |
| Allen Capital Group, LLC | 0.83% | Add +3.0% | 70,965 | $8.0M |
| Nwam LLC | 0.46% | Add +38.0% | 70,734 | $8.0M |
| Innova Wealth Partners | 4.46% | Add +6.8% | 67,269 | $7.6M |
| Kingsview Wealth Management, LLC | 0.13% | Add +27.7% | 66,298 | $7.5M |
| IFG Advisors, LLC | 1.24% | Add +2.2% | 65,760 | $7.4M |
| MML Investors Services, LLC | 0.02% | Reduce -23.0% | 65,264 | $7.4M |
| Mutual Advisors, LLC | 0.18% | Add +20.3% | 62,861 | $7.1M |
| AQR Capital Management | 0.01% | Add +5.3% | 62,355 | $7.0M |
| Kathmere Capital Management, LLC | 0.52% | Reduce -7.3% | 60,470 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -67.7% | 58,841 | $6.6M |
| Sunbelt Securities, Inc. | 0.57% | Reduce -46.9% | 59,000 | $6.5M |
| D.A. Davidson & Co. | 0.05% | Add +14.7% | 57,729 | $6.5M |
| Avondale Wealth Management | 3.63% | Add +40.8% | 57,630 | $6.5M |
| Epacria Capital Partners, LLC | 5.37% | Add +9.1% | 56,822 | $6.4M |
| Napa Wealth Management | 3.05% | Add +103.4% | 56,557 | $6.4M |
| Norris Financial Group, LLC | 2.58% | Add +18.3% | 55,883 | $6.3M |
| Journey Advisory Group, LLC | 0.47% | Reduce -0.7% | 54,098 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +3.7% | 53,116 | $6.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +3.2% | 49,715 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +8.0% | 49,279 | $5.6M |
| World Investment Advisors | 0.12% | Add +29.6% | 47,985 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +6.5% | 45,304 | $5.1M |
| WealthPlan Investment Management, LLC | 0.37% | Reduce -1.2% | 45,065 | $5.1M |
| Quarry Hill Advisors, LLC | 2.92% | Add +20.9% | 44,581 | $5.0M |
| Castellan Group | 0.92% | New | 44,400 | $5.0M |
| GoalVest Advisory LLC | 1.21% | Add +2.8% | 43,276 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +63.2% | 43,263 | $4.9M |
| Brookstone Capital Management | 0.06% | Add +0.7% | 41,554 | $4.7M |
| TCFG Wealth Management, LLC | 2.08% | Reduce -1.7% | 40,508 | $4.6M |
| Stephens Consulting, LLC | 1.09% | Add +51.7% | 40,380 | $4.6M |
| IronOak Wealth LLC. | 4.36% | — | 39,789 | $4.5M |
| Invst, LLC | 0.55% | Reduce -32.0% | 38,917 | $4.4M |
| Hershey Financial Advisers, LLC | 3.91% | — | 38,775 | $4.4M |
| Moser Wealth Advisors, LLC | 2.06% | Add +36.8% | 38,150 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +18.3% | 37,246 | $4.2M |
| Black Swift Group, LLC | 0.85% | Add +61.9% | 37,240 | $4.2M |
| RHS Financial, LLC | 2.27% | Add +7.9% | 35,396 | $4.0M |
| Seed Wealth Management, Inc. | 2.86% | Add +10.6% | 34,105 | $3.8M |
| Beacon Financial Group | 0.40% | Add +17.7% | 33,773 | $3.8M |
| Optivise Advisory Services LLC | 1.87% | Add +53.7% | 32,564 | $3.7M |
| Private Advisory Group LLC | 0.34% | New | 32,384 | $3.6M |
| Gradient Investments LLC | 0.07% | Add +90.8% | 32,233 | $3.6M |
| BWM Planning, LLC | 1.23% | Reduce -8.3% | 31,591 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -48.2% | 31,210 | $3.5M |
| Prospera Financial Services Inc | 0.06% | Add +7.1% | 30,407 | $3.4M |
| Commonwealth Financial Services, LLC | 0.61% | Reduce -14.5% | 27,976 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +68.0% | 26,969 | $3.0M |
| Wealth Management Nebraska | 0.41% | Add +305.1% | 26,935 | $3.0M |
| Astra Wealth Partners LLC | 2.37% | Add +2.8% | 26,110 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.0% | 24,572 | $2.8M |
| Hill Investment Group Partners, LLC | 0.36% | Reduce -61.7% | 24,506 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +199.5% | 24,035 | $2.7M |
| Belpointe Asset Management LLC | 0.11% | Add +38.0% | 23,252 | $2.6M |
| Creative Planning | 0.00% | Add +709.7% | 22,389 | $2.5M |
| Madison Wealth Partners, Inc | 0.54% | Add +30.8% | 21,952 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Add +7.5% | 21,789 | $2.5M |
| GK Wealth Management LLC | 2.43% | Add +860.8% | 21,695 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.0% | 21,041 | $2.4M |
| Mgo One Seven LLC | 0.07% | Reduce -23.5% | 20,355 | $2.3M |
| Empirical Finance, LLC | 0.12% | No change | 20,247 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -26.1% | 20,168 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 20,004 | $2.3M |
| Pallas Capital Advisors LLC | 0.09% | Add +4.2% | 19,936 | $2.2M |
| Cambria Investment Management, L.P. | 0.15% | Reduce -2.8% | 19,151 | $2.2M |
| BlackDiamond Wealth Management, LLC | 1.22% | Add +10.3% | 18,825 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.4% | 18,810 | $2.1M |
| US Bancorp \de | 0.00% | New | 17,769 | $2.0M |
| Enzi Wealth | 0.73% | Add +0.8% | 17,548 | $2.0M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -16.7% | 17,428 | $2.0M |
"% 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.