Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q3 2025 (September 30)265holders +21
38new positions
13sold out
2famous investors
$113.93avg. 13F price*
At the end of Q3 2025, 265 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 21 from Q2 2025. 38 opened new positions and 13 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($201.0M), Rockefeller Capital Management L.P. ($68.9M) and Cambridge Investment Research Advisors, Inc. ($55.2M). 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 (Q3 2025)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $35.4M |
| Exits | 13 | $18.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,421,475 shares bought and 975,813 shares sold, net +1,445,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Wealth Enhancement Advisory Services, LLC | 0.30% | Add +5.1% | 1,764,680 | $201.0M |
| Rockefeller Capital Management L.P. | 0.13% | Add +0.4% | 604,752 | $68.9M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +1.8% | 484,878 | $55.2M |
| True Wealth Design, LLC | 15.98% | Add +23.7% | 459,362 | $52.3M |
| ADAR1 Capital Management, LLC | 3.83% | No change | 337,125 | $38.4M |
| Insight Advisors, LLC/ PA | 5.53% | Reduce -3.3% | 316,722 | $36.1M |
| Mariner, LLC | 0.05% | Add +62.9% | 316,643 | $36.1M |
| Ethos Financial Group, LLC | 2.73% | Add +12.2% | 304,540 | $34.7M |
| HighTower Advisors, LLC | 0.03% | Add +383.4% | 256,742 | $29.2M |
| Cwm, LLC | 0.08% | Add +7.6% | 241,910 | $27.5M |
| Pennington Partners & Co., LLC | 12.92% | Reduce -1.1% | 239,395 | $27.3M |
| Kathmere Capital Management, LLC | 1.92% | Add +291.6% | 236,786 | $27.0M |
| Innovative Advisory Group, LLC | 17.56% | Add +5307.4% | 234,952 | $26.8M |
| Bravias Capital Group, LLC | 17.83% | Reduce -9.5% | 234,324 | $26.7M |
| Whitcomb & Hess, Inc. | 6.68% | Add +6.5% | 228,126 | $26.0M |
| Empowered Funds, LLC | 0.25% | Reduce -50.0% | 215,521 | $24.5M |
| Compass Ion Advisors, LLC | 2.28% | Reduce -7.6% | 207,554 | $23.6M |
| Titleist Asset Management, LLC | 2.07% | Reduce -0.0% | 206,595 | $23.5M |
| Opus Capital Group, LLC | 2.55% | Add +8.7% | 199,161 | $22.7M |
| Sunbelt Securities, Inc. | 1.45% | Add +212.5% | 184,400 | $21.0M |
| Amplius Wealth Advisors, LLC | 1.75% | Add +3.5% | 178,222 | $20.3M |
| Client First Investment Management LLC | 9.54% | Reduce -31.0% | 164,213 | $18.7M |
| Peterson Wealth Advisors, LLC | 2.38% | Add +934.7% | 139,422 | $15.9M |
| Summit Wealth & Retirement Planning, Inc. | 3.86% | Add +1.9% | 137,960 | $15.7M |
| Tortoise Investment Management, LLC | 1.38% | Reduce -1.7% | 136,456 | $15.5M |
| MML Investors Services, LLC | 0.04% | Add +85.8% | 121,227 | $13.8M |
| Stokes Family Office, LLC | 1.23% | Add +10.4% | 113,384 | $12.9M |
| Arete Wealth Advisors, LLC | 0.79% | Add +5.1% | 110,565 | $12.6M |
| Aspect Partners, LLC | 5.25% | Add +6.9% | 101,620 | $11.6M |
| Private Advisor Group, LLC | 0.06% | Add +172.2% | 101,397 | $11.5M |
| Ferguson Shapiro LLC | 3.73% | Add +20.6% | 101,076 | $11.5M |
| Pinion Investment Advisors, LLC | 3.13% | Add +19.9% | 100,249 | $11.4M |
| Integrated Wealth Concepts LLC | 0.10% | Add +92.1% | 95,508 | $10.9M |
| IHT Wealth Management, LLC | 0.27% | Add +2.8% | 94,026 | $10.7M |
| Mutual Advisors, LLC | 0.23% | Add +42.9% | 89,815 | $10.2M |
| Allen Capital Group, LLC | 0.97% | Add +26.0% | 89,395 | $10.2M |
| Fischer Investment Strategies, LLC | 5.64% | Add +6.8% | 82,620 | $9.4M |
| Weaver Consulting Group | 2.30% | Reduce -2.5% | 79,560 | $9.1M |
| Avondale Wealth Management | 4.67% | Add +33.7% | 77,055 | $8.8M |
| Kingsview Wealth Management, LLC | 0.13% | Add +10.7% | 73,366 | $8.4M |
| Nwam LLC | 0.45% | Add +2.1% | 72,242 | $8.2M |
| AQR Capital Management | 0.01% | Add +13.3% | 70,673 | $8.0M |
| Innova Wealth Partners | 4.33% | Add +4.5% | 70,320 | $8.0M |
| Longview Financial Advisors, Inc. | 5.59% | Add +673.3% | 68,859 | $7.8M |
| Napa Wealth Management | 3.61% | Add +19.5% | 67,591 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +138.5% | 58,603 | $6.7M |
| Norris Financial Group, LLC | 2.40% | Add +3.4% | 57,775 | $6.6M |
| Epacria Capital Partners, LLC | 5.34% | Add +1.3% | 57,566 | $6.6M |
| Black Swift Group, LLC | 1.14% | Add +53.1% | 57,005 | $6.5M |
| D.A. Davidson & Co. | 0.04% | Reduce -3.1% | 55,931 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.0% | 55,335 | $6.3M |
| Truist Financial Corp. | 0.01% | Add +8.0% | 53,223 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +17.8% | 50,954 | $5.8M |
| Gradient Investments LLC | 0.09% | Add +51.8% | 48,932 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +8.2% | 49,031 | $5.6M |
| Brookstone Capital Management | 0.06% | Add +14.5% | 47,563 | $5.4M |
| World Investment Advisors | 0.11% | Reduce -3.1% | 46,498 | $5.3M |
| Commonwealth Financial Services, LLC | 0.89% | Add +63.5% | 45,738 | $5.2M |
| Aptus Capital Advisors, LLC | 0.05% | New | 44,789 | $5.1M |
| Quarry Hill Advisors, LLC | 2.56% | Reduce -1.7% | 43,831 | $5.0M |
| Lifeworks Advisors, LLC | 0.66% | Reduce -53.4% | 43,227 | $4.9M |
| Guardian Wealth Advisors, LLC / NC | 0.32% | New | 42,704 | $4.9M |
| GoalVest Advisory LLC | 1.03% | Reduce -1.9% | 42,477 | $4.8M |
| WealthPlan Investment Management, LLC | 0.30% | Reduce -12.0% | 39,651 | $4.5M |
| Hershey Financial Advisers, LLC | 3.83% | Add +1.1% | 39,217 | $4.5M |
| TCFG Wealth Management, LLC | 1.74% | Reduce -4.6% | 38,646 | $4.4M |
| HB Wealth Management, LLC | 0.03% | New | 35,745 | $4.1M |
| Beacon Financial Group | 0.39% | Add +3.0% | 34,799 | $4.0M |
| RHS Financial, LLC | 2.04% | Reduce -2.2% | 34,607 | $3.9M |
| Seed Wealth Management, Inc. | 2.68% | Reduce -0.2% | 34,045 | $3.9M |
| Ameritas Advisory Services, LLC | 0.25% | Add +2370.4% | 33,597 | $3.8M |
| Invst, LLC | 0.43% | Reduce -14.4% | 33,310 | $3.8M |
| BlackDiamond Wealth Management, LLC | 2.02% | Add +73.1% | 32,589 | $3.7M |
| Fortress Private Ledger, LLC | 1.34% | Add +111.9% | 32,391 | $3.7M |
| Prospera Financial Services Inc | 0.06% | Add +3.7% | 31,542 | $3.6M |
| Enzi Wealth | 1.25% | Add +77.4% | 31,128 | $3.5M |
| Madison Wealth Partners, Inc | 0.70% | Add +40.9% | 30,936 | $3.5M |
| Astra Wealth Partners LLC | 2.43% | Add +17.6% | 30,710 | $3.5M |
| BWM Planning, LLC | 1.03% | Reduce -3.5% | 30,494 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +61.9% | 30,447 | $3.5M |
| Wolverine Trading, LLC | 0.07% | Add +326.6% | 28,620 | $3.3M |
| Wealth Management Nebraska | 0.39% | Add +5.4% | 28,383 | $3.2M |
| GK Wealth Management LLC | 2.38% | Add +29.8% | 28,157 | $3.2M |
| Main Street Group, LTD | 0.98% | New | 26,892 | $3.1M |
| Focus Financial Network, Inc. | 0.10% | Add +17.2% | 25,536 | $2.9M |
| Journey Advisory Group, LLC | 0.21% | Reduce -55.0% | 24,328 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +0.0% | 24,045 | $2.7M |
| Greenwich Wealth Management LLC | 0.13% | Add +539.0% | 23,523 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -13.1% | 23,450 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +352.3% | 23,309 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +15.9% | 23,187 | $2.6M |
| LPL Financial LLC | 0.00% | Add +14.7% | 23,124 | $2.6M |
| Hill Investment Group Partners, LLC | 0.31% | Reduce -7.8% | 22,598 | $2.6M |
| Pallas Capital Advisors LLC | 0.09% | Add +10.8% | 22,092 | $2.5M |
| Able Wealth Management LLC | 0.93% | Add +38.9% | 21,815 | $2.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +43.2% | 21,766 | $2.5M |
| Well Done, LLC | 0.41% | Add +21.6% | 21,171 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 20,575 | $2.3M |
| Empirical Finance, LLC | 0.11% | Add +0.9% | 20,427 | $2.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.27% | Add +537.8% | 20,376 | $2.3M |
"% 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.