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 |
| Farther Finance Advisors, LLC | 0.03% | Add +22.2% | 20,052 | $2.3M |
| Freedom Day Solutions, LLC | 0.59% | Add +11.8% | 19,000 | $2.2M |
| Apeiron RIA LLC | 0.46% | Add +7.4% | 18,117 | $2.1M |
| US Bancorp \de | 0.00% | No change | 17,769 | $2.0M |
| Quantinno Capital Management LP | 0.01% | New | 17,702 | $2.0M |
| Sippican Capital Advisors | 1.33% | Add +453.1% | 17,638 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +6.1% | 17,587 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Reduce -27.4% | 16,879 | $1.9M |
| Triad Wealth Partners, LLC | 0.25% | Add +23.6% | 16,800 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +35.0% | 16,681 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.4% | 16,673 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +40.9% | 16,575 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +20.4% | 16,354 | $1.9M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -7.8% | 16,062 | $1.8M |
| Integrity Investment Advisors, LLC | 1.12% | Add +29.0% | 14,887 | $1.7M |
| Mgo One Seven LLC | 0.04% | Reduce -27.3% | 14,792 | $1.7M |
| Cambria Investment Management, L.P. | 0.10% | Reduce -25.4% | 14,290 | $1.6M |
| Valley Financial Group, Inc. | 0.88% | Reduce -8.5% | 13,557 | $1.5M |
| Childress Capital Advisors, LLC | 0.28% | Add +41.6% | 13,540 | $1.5M |
| Frazier Financial Advisors, LLC | 0.94% | No change | 13,503 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.6% | 13,448 | $1.5M |
| OneAscent Financial Services LLC | 0.10% | Add +250.5% | 13,300 | $1.5M |
| Beck Capital Management, LLC | 0.34% | Reduce -4.7% | 13,108 | $1.5M |
| Gentry Private Wealth, LLC | 1.02% | Add +1.0% | 12,833 | $1.5M |
| SFI Advisors, LLC | 0.93% | Add +234.2% | 12,777 | $1.5M |
| Swan Global Investments, LLC | 0.06% | Add +20.9% | 12,700 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -60.5% | 12,337 | $1.4M |
| Seeds Investor LLC | 0.30% | Add +264.3% | 12,297 | $1.4M |
| Brighton Jones LLC | 0.03% | No change | 12,227 | $1.4M |
| ETF Store, Inc. | 1.47% | Add +9.3% | 12,210 | $1.4M |
| Morse Asset Management, Inc | 0.27% | No change | 12,000 | $1.4M |
| Morgan Stanley | 0.00% | Add +146.6% | 11,429 | $1.3M |
| Smart Money Group LLC | 0.38% | Reduce -3.4% | 11,229 | $1.3M |
| RIA Advisory Group LLC | 0.32% | New | 10,967 | $1.2M |
| Cornerstone Planning Group LLC | 0.19% | Add +766.7% | 4,264 | $1.2M |
| United Advisor Group, LLC | 0.16% | Add +20.9% | 10,541 | $1.2M |
| Landing Point Financial Group, LLC | 0.62% | Add +1.8% | 10,452 | $1.2M |
| Transcendent Capital Group LLC | 0.53% | Reduce -0.6% | 10,323 | $1.2M |
| Magnolia Capital Advisors LLC | 0.30% | Add +94.7% | 10,224 | $1.2M |
| DCF Advisers, LLC | 0.43% | No change | 10,000 | $1.1M |
| Independent Financial Group, LLC | 0.03% | Add +3.8% | 9,658 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.47% | Add +1.3% | 9,633 | $1.1M |
| Stephens Inc. | 0.01% | Add +2.1% | 9,605 | $1.1M |
| Busey Bank | 0.03% | No change | 9,600 | $1.1M |
| Root Financial Partners, LLC | 0.07% | No change | 9,308 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.8% | 9,300 | $1.1M |
| RFG Advisory, LLC | 0.02% | Reduce -6.7% | 9,293 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | New | 9,087 | $1.0M |
| LGL Partners, LLC | 0.44% | No change | 9,000 | $1.0M |
| Schiavi & Co LLC | 0.34% | No change | 9,000 | $1.0M |
| Magnolia Private Wealth, LLC | 0.75% | Add +0.6% | 8,964 | $1.0M |
| Almanack Investment Partners, LLC. | 0.16% | Reduce -94.5% | 8,899 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -11.5% | 8,873 | $1.0M |
| Parkwoods Wealth Partners, LLC | 0.34% | Add +100.8% | 8,825 | $1.0M |
| Castellan Group | 0.14% | Reduce -80.9% | 8,500 | $968K |
| Kilter Group LLC | 0.45% | Add +117.7% | 8,326 | $948K |
| Harbour Investments, Inc. | 0.02% | Add +72.7% | 8,253 | $940K |
| Canvas Wealth Advisors, LLC | 0.17% | Reduce -10.2% | 8,100 | $923K |
| Steel Grove Capital Advisors, LLC | 0.11% | No change | 8,170 | $921K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 7,862 | $895K |
| Marex Group Ltd | 0.01% | New | 7,800 | $888K |
| Fermata Advisors, LLC | 0.22% | Add +39.1% | 7,736 | $881K |
| Jessup Wealth Management, Inc | 0.33% | No change | 7,675 | $874K |
| Northern Financial Advisors Inc | 0.46% | New | 7,653 | $871K |
| Kesler, Norman & Wride, LLC | 0.17% | Add +5.5% | 7,687 | $848K |
| SteelPeak Wealth, LLC | 0.03% | No change | 7,426 | $846K |
| CLG LLC | 0.23% | Reduce -7.8% | 7,294 | $831K |
| Vestment Financial LLC | 0.46% | Add +53.0% | 7,121 | $811K |
| Cetera Investment Advisers | 0.00% | New | 7,092 | $807K |
| Wedbush Securities Inc. | 0.03% | Add +251.8% | 6,852 | $780K |
| Fortress Wealth Management, Inc. | 0.34% | Add +7.1% | 6,685 | $761K |
| Red Crane Wealth Management, LLC | 0.64% | New | 6,669 | $759K |
| West Michigan Advisors, LLC | 0.18% | New | 6,542 | $745K |
| Snowden Capital Advisors LLC | 0.02% | No change | 6,491 | $739K |
| Optivise Advisory Services LLC | 0.44% | Reduce -80.2% | 6,454 | $735K |
| Detalus Advisors, LLC | 0.19% | New | 6,410 | $730K |
| Straight Path Wealth Management | 0.20% | Add +84.0% | 6,384 | $727K |
| Centaurus Financial, Inc. | 0.03% | Add +34.2% | 6,296 | $717K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +4.2% | 6,280 | $715K |
| Voisard Asset Management Group, Inc. | 0.16% | New | 6,257 | $712K |
| Accurate Wealth Management, LLC | 0.09% | New | 6,230 | $710K |
| Revisor Wealth Management LLC | 0.23% | Add +16.9% | 5,918 | $674K |
| Torno Capital, LLC | 0.09% | Reduce -67.3% | 5,680 | $647K |
| Ascentis Independent Advisors | 0.11% | Add +194.8% | 5,675 | $646K |
| BXM Wealth LLC | 0.58% | Add +13.7% | 7,495 | $609K |
| Vise Technologies, Inc. | 0.02% | Add +33.2% | 5,258 | $599K |
| Tme Financial, Inc. | 0.44% | Reduce -1.9% | 5,148 | $586K |
| Encompass More Asset Management | 0.11% | Add +108.2% | 4,881 | $556K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -57.0% | 4,860 | $553K |
| BIP Wealth, LLC | 0.03% | Add +0.3% | 4,809 | $548K |
| Citadel Advisors | 0.00% | Reduce -48.4% | 4,807 | $547K |
| Howard Capital Management, LLC | 0.01% | New | 4,729 | $538K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +162.3% | 4,674 | $532K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -63.5% | 4,602 | $524K |
| Sovran Advisors, LLC | 0.05% | New | 4,467 | $510K |
| Collaborative Wealth Managment Inc. | 0.20% | New | 4,402 | $501K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 4,185 | $478K |
| Cardinal Point Capital Management ULC | 0.03% | New | 4,045 | $461K |
| ZEGA Investments, LLC | 0.10% | New | 3,959 | $451K |
| Arcus Capital Partners, LLC | 0.19% | Reduce -47.2% | 3,800 | $433K |
| Forum Financial Management, LP | 0.01% | No change | 3,773 | $430K |
| Mattson Financial Services, LLC | 0.10% | New | 3,759 | $428K |
| Professional Financial Advisors, LLC | 0.09% | New | 3,723 | $424K |
| Formidable Asset Management, LLC | 0.07% | New | 3,704 | $417K |
| McMill Wealth Management | 0.12% | New | 3,638 | $414K |
| L.K. Benson & Company, P.C. | 0.22% | Add +0.7% | 3,600 | $410K |
| &partners | 0.00% | New | 1,597 | $407K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.0% | 3,554 | $405K |
| Wedmont Private Capital | 0.01% | New | 3,523 | $401K |
| LifeGoal Investments, LLC | 0.33% | Reduce -6.7% | 3,465 | $395K |
| Two Sigma Securities, LLC | 0.06% | New | 3,465 | $395K |
| Fielder Capital Group LLC | 0.09% | New | 3,381 | $385K |
| Lavaca Capital LLC | 0.07% | Add +22.0% | 3,321 | $378K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -20.6% | 3,287 | $374K |
| Innealta Capital, LLC | 0.19% | Reduce -52.7% | 3,284 | $374K |
| Condor Capital Management | 0.03% | Add +0.6% | 3,267 | $372K |
| Silver Oak Securities, Incorporated | 0.03% | Add +41.8% | 3,180 | $362K |
| IPG Investment Advisors LLC | 0.06% | New | 3,167 | $361K |
| Raymond James Financial Inc. | 0.00% | Add +82.8% | 3,133 | $357K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -29.4% | 3,122 | $355K |
| XTX Topco Ltd | 0.02% | Reduce -1.3% | 3,112 | $354K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,005 | $342K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,000 | $342K |
| One Plus One Wealth Management, LLC | 0.16% | Reduce -73.2% | 2,927 | $333K |
| Harmony Asset Management LLC | 0.11% | Reduce -0.1% | 2,853 | $325K |
| Strategic Financial Concepts, LLC | 0.05% | No change | 2,850 | $325K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,800 | $319K |
| IFP Advisors, Inc | 0.01% | No change | 2,682 | $305K |
| KKM Financial LLC | 0.10% | Reduce -63.9% | 2,661 | $303K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 2,630 | $299K |
| Relyea Zuckerberg Hanson LLC | 0.03% | New | 2,626 | $299K |
| Paladin Wealth, LLC | 0.22% | Add +23.4% | 2,614 | $298K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,600 | $296K |
| Astoria Portfolio Advisors LLC. | 0.07% | New | 2,500 | $285K |
| Larson Financial Group LLC | 0.01% | Reduce -24.7% | 2,500 | $285K |
| MKT Advisors LLC | 0.11% | Reduce -14.9% | 2,493 | $284K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -48.0% | 2,369 | $270K |
| OneAscent Wealth Management LLC | 0.09% | New | 2,339 | $266K |
| Compound Planning, Inc. | 0.01% | Add +5.6% | 2,330 | $265K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +9.3% | 2,309 | $263K |
| Private Advisory Group LLC | 0.02% | Reduce -93.1% | 2,242 | $255K |
| XY Planning Network, Inc. | 0.09% | No change | 2,256 | $254K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Reduce -6.5% | 2,206 | $251K |
| Hummer Financial Advisory Services Inc | 0.18% | No change | 2,200 | $250K |
| Plan Group Financial, LLC | 0.07% | New | 2,161 | $246K |
| Leading Edge Financial Planning LLC | 0.06% | New | 2,138 | $243K |
| Nicholas Wealth, LLC. | 0.17% | New | 2,019 | $230K |
| Richard W. Paul & Associates, LLC | 0.08% | No change | 1,949 | $222K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 1,917 | $218K |
| Bank of America Corp. | 0.00% | No change | 1,900 | $216K |
| Atlantic Private Wealth, LLC | 0.13% | Add +11.7% | 1,796 | $204K |
| Smartleaf Asset Management LLC | 0.01% | Add +81.5% | 1,612 | $183K |
| Allworth Financial LP | 0.00% | No change | 1,575 | $179K |
| WealthCollab, LLC | 0.07% | Reduce -38.4% | 1,390 | $158K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +5.4% | 1,147 | $131K |
| Westside Investment Management, Inc. | 0.02% | Reduce -10.0% | 900 | $102K |
| Kings Path Partners LLC | 0.03% | Add +203.7% | 659 | $75K |
| Luminist Capital LLC | 0.05% | New | 532 | $61K |
| Principal Securities, Inc. | 0.00% | Reduce -70.0% | 300 | $34K |
| Hollencrest Capital Management | 0.00% | New | 297 | $34K |
| Assetmark, Inc. | 0.00% | No change | 202 | $23K |
| AE Wealth Management LLC | 0.00% | Reduce -14.8% | 155 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 140 | $16K |
| JPL Wealth Management, LLC | 0.00% | New | 36 | $4K |
| Signaturefd, LLC | 0.00% | No change | 30 | $3K |
"% 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.