Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q4 2025 (December 31)299holders +34
32new positions
20sold out
2famous investors
$113.27avg. 13F price*
At the end of Q4 2025, 299 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 34 from Q3 2025. 32 opened new positions and 20 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($278.5M), Rockefeller Capital Management L.P. ($69.7M) and Cambridge Investment Research Advisors, Inc. ($57.7M). 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 (Q4 2025)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $86.6M |
| Exits | 20 | $19.7M |
All 13F filers, Q3 2025 → Q4 2025: 3,610,899 shares bought and 652,614 shares sold, net +2,958,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Wealth Enhancement Advisory Services, LLC | 0.38% | Add +37.0% | 2,418,045 | $278.5M |
| Rockefeller Capital Management L.P. | 0.13% | Add +0.2% | 605,971 | $69.7M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +3.3% | 500,947 | $57.7M |
| True Wealth Design, LLC | 16.07% | Add +3.7% | 476,286 | $54.8M |
| Pennington Partners & Co., LLC | 18.88% | Add +71.0% | 409,364 | $47.1M |
| Mariner, LLC | 0.05% | Add +21.4% | 384,371 | $44.2M |
| HighTower Advisors, LLC | 0.04% | Add +32.8% | 340,951 | $39.2M |
| ADAR1 Capital Management, LLC | 2.90% | No change | 337,125 | $38.8M |
| Ethos Financial Group, LLC | 2.71% | Add +4.4% | 317,941 | $36.6M |
| Insight Advisors, LLC/ PA | 5.54% | Add +0.3% | 317,775 | $36.6M |
| Cynosure Group, LLC | 3.60% | New | 307,597 | $35.4M |
| Empowered Funds, LLC | 0.57% | Add +35.4% | 291,818 | $33.6M |
| Opus Capital Group, LLC | 3.31% | Add +33.4% | 265,621 | $30.6M |
| Whitcomb & Hess, Inc. | 6.86% | Add +10.5% | 252,178 | $29.1M |
| Kalehua Capital Management LLC | 26.27% | — | 230,787 | $26.6M |
| Bravias Capital Group, LLC | 15.97% | Reduce -2.0% | 229,529 | $26.4M |
| Cwm, LLC | 0.07% | Reduce -7.2% | 224,571 | $25.8M |
| Compass Ion Advisors, LLC | 2.27% | Reduce -0.5% | 206,622 | $23.8M |
| Titleist Asset Management, LLC | 1.92% | No change | 206,595 | $23.8M |
| Innovative Advisory Group, LLC | 15.29% | Reduce -13.8% | 202,414 | $23.3M |
| Amplius Wealth Advisors, LLC | 1.85% | Add +7.6% | 191,833 | $22.1M |
| Kathmere Capital Management, LLC | 1.43% | Reduce -22.1% | 184,540 | $21.2M |
| Jain Global LLC | 0.21% | New | 181,455 | $20.9M |
| Sunbelt Securities, Inc. | 1.32% | Reduce -6.9% | 171,687 | $19.8M |
| Summit Wealth & Retirement Planning, Inc. | 3.94% | Add +5.4% | 145,348 | $16.7M |
| Peterson Wealth Advisors, LLC | 2.18% | Add +2.1% | 142,324 | $16.4M |
| MML Investors Services, LLC | 0.04% | Add +16.3% | 140,957 | $16.2M |
| Client First Investment Management LLC | 8.44% | Reduce -14.9% | 139,757 | $16.1M |
| Optimus Capital Advisors, LLC | 9.24% | — | 137,141 | $15.8M |
| Pinion Investment Advisors, LLC | 3.59% | Add +27.4% | 127,757 | $14.7M |
| Tortoise Investment Management, LLC | 1.27% | Reduce -8.2% | 125,336 | $14.4M |
| Deeter Investments LLP | 3.06% | — | 122,956 | $14.2M |
| IHT Wealth Management, LLC | 0.32% | Add +22.5% | 115,168 | $13.3M |
| Farther Finance Advisors, LLC | 0.14% | Add +447.4% | 109,765 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +371.8% | 109,398 | $12.6M |
| Arete Wealth Advisors, LLC | 0.86% | Reduce -2.3% | 108,069 | $12.4M |
| Stokes Family Office, LLC | 1.14% | Reduce -4.9% | 107,842 | $12.4M |
| Private Advisory Group LLC | 0.97% | Add +4679.2% | 107,150 | $12.3M |
| Allen Capital Group, LLC | 1.10% | Add +15.9% | 103,633 | $11.9M |
| Aspect Partners, LLC | 5.20% | Add +1.5% | 103,155 | $11.9M |
| Kingsview Wealth Management, LLC | 0.16% | Add +31.9% | 96,749 | $11.1M |
| Castellan Group | 1.40% | Add +1030.3% | 96,076 | $11.1M |
| Ferguson Shapiro LLC | 3.13% | Reduce -12.5% | 88,437 | $10.2M |
| Mutual Advisors, LLC | 0.21% | Reduce -5.1% | 85,217 | $9.8M |
| AQR Capital Management | 0.01% | Add +19.8% | 84,648 | $9.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -18.4% | 82,722 | $9.5M |
| Teamwork Financial Advisors, LLC | 0.95% | Add +3182.1% | 77,752 | $8.9M |
| Longview Financial Advisors, Inc. | 5.85% | Add +8.6% | 74,751 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +32.6% | 73,352 | $8.4M |
| Nwam LLC | 0.46% | Reduce -0.4% | 71,984 | $8.3M |
| Avondale Wealth Management | 4.12% | Reduce -9.6% | 69,649 | $8.0M |
| Gradient Investments LLC | 0.13% | Add +41.6% | 69,295 | $8.0M |
| Innova Wealth Partners | 3.98% | Reduce -2.5% | 68,535 | $7.9M |
| Weaver Consulting Group | 1.91% | Reduce -14.8% | 67,794 | $7.8M |
| Aptus Capital Advisors, LLC | 0.06% | Add +46.0% | 65,396 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.5% | 65,359 | $7.5M |
| Flatrock Wealth Partners LLC | 3.40% | — | 61,512 | $7.1M |
| Norris Financial Group, LLC | 2.40% | Add +6.4% | 61,474 | $7.1M |
| Black Swift Group, LLC | 1.15% | Add +5.3% | 60,025 | $6.9M |
| D.A. Davidson & Co. | 0.04% | Add +6.6% | 59,606 | $6.9M |
| Altiora Financial Group, LLC | 1.14% | New | 57,645 | $6.6M |
| Epacria Capital Partners, LLC | 5.28% | Add +0.1% | 57,630 | $6.6M |
| Fortress Private Ledger, LLC | 2.13% | Add +73.3% | 56,120 | $6.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.8% | 53,915 | $6.2M |
| Brookstone Capital Management | 0.07% | Add +9.6% | 52,124 | $6.0M |
| Astra Wealth Partners LLC | 3.65% | Add +68.9% | 51,881 | $6.0M |
| Quarry Hill Advisors, LLC | 2.71% | Add +15.4% | 50,598 | $5.8M |
| Pearl Planning LLC | 3.46% | — | 49,163 | $5.7M |
| Captrust Financial Advisors | 0.01% | Add +293.0% | 48,479 | $5.6M |
| Truist Financial Corp. | 0.01% | Reduce -9.6% | 48,115 | $5.5M |
| Guardian Wealth Advisors, LLC / NC | 0.35% | Add +11.9% | 47,793 | $5.5M |
| TopTier Wealth Management, LLC | 3.64% | — | 46,529 | $5.4M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +1435.9% | 46,155 | $5.3M |
| Apeiron RIA LLC | 1.07% | Add +152.9% | 45,812 | $5.3M |
| Fischer Investment Strategies, LLC | 3.05% | Reduce -44.9% | 45,510 | $5.2M |
| World Investment Advisors | 0.08% | Reduce -4.5% | 44,429 | $5.1M |
| ATLas Financial Planning LLC | 4.94% | — | 43,761 | $5.0M |
| Transcendent Capital Group LLC | 2.27% | Add +322.1% | 43,579 | $5.0M |
| Able Wealth Management LLC | 1.58% | Add +99.5% | 43,510 | $5.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.55% | Add +109.0% | 42,588 | $4.9M |
| RHS Financial, LLC | 2.32% | Add +19.2% | 41,244 | $4.7M |
| WealthPlan Investment Management, LLC | 0.29% | Add +0.5% | 39,861 | $4.6M |
| Main Street Group, LTD | 1.57% | Add +47.5% | 39,664 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -58.5% | 39,633 | $4.6M |
| Invst, LLC | 0.48% | Add +16.2% | 38,715 | $4.5M |
| Sippican Capital Advisors | 2.86% | Add +119.0% | 38,628 | $4.4M |
| Commonwealth Financial Services, LLC | 0.72% | Reduce -16.5% | 38,186 | $4.4M |
| Lifeworks Advisors, LLC | 0.57% | Reduce -12.1% | 38,007 | $4.4M |
| Hershey Financial Advisers, LLC | 3.69% | Reduce -3.2% | 37,950 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +62.9% | 37,964 | $4.4M |
| TCFG Wealth Management, LLC | 1.70% | Reduce -2.7% | 37,614 | $4.3M |
| Triad Wealth Partners, LLC | 0.40% | Add +119.5% | 36,868 | $4.2M |
| Seed Wealth Management, Inc. | 2.90% | Add +7.4% | 36,556 | $4.2M |
| Madison Wealth Partners, Inc | 0.75% | Add +15.6% | 35,764 | $4.1M |
| Enzi Wealth | 1.42% | Add +12.1% | 34,903 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.2% | 34,781 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -29.8% | 34,433 | $4.0M |
| Atria Investments, Inc | 0.04% | Add +40.3% | 33,734 | $3.9M |
| Arcus Capital Partners, LLC | 1.39% | Add +782.2% | 33,525 | $3.9M |
| Childress Capital Advisors, LLC | 0.61% | Add +142.6% | 32,845 | $3.8M |
"% 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.