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 |
| Kestra Private Wealth Services, LLC | 0.05% | Add +97.9% | 32,797 | $3.8M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +81.0% | 31,840 | $3.7M |
| Hill Investment Group Partners, LLC | 0.43% | Add +38.7% | 31,341 | $3.6M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.7% | 31,327 | $3.6M |
| Beacon Financial Group | 0.36% | Reduce -10.2% | 31,242 | $3.6M |
| Quantinno Capital Management LP | 0.01% | Add +74.0% | 30,806 | $3.5M |
| BWM Planning, LLC | 0.94% | Add +0.1% | 30,520 | $3.5M |
| Wealth Management Nebraska | 0.40% | Add +6.8% | 30,322 | $3.5M |
| BXM Wealth LLC | 2.51% | Add +3831.5% | 294,667 | $3.2M |
| GK Wealth Management LLC | 2.36% | Reduce -0.7% | 27,967 | $3.2M |
| Vise Technologies, Inc. | 0.06% | Add +423.4% | 27,518 | $3.2M |
| Well Done, LLC | 0.47% | Add +29.6% | 27,449 | $3.2M |
| Belpointe Asset Management LLC | 0.11% | Add +62.0% | 27,348 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Reduce -24.0% | 27,151 | $3.1M |
| BlackDiamond Wealth Management, LLC | 1.48% | Reduce -19.4% | 26,284 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +24.7% | 25,655 | $3.0M |
| Ieq Capital, LLC | 0.01% | New | 25,599 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Reduce -0.0% | 25,529 | $2.9M |
| Journey Advisory Group, LLC | 0.23% | Reduce -4.1% | 23,328 | $2.7M |
| Coldstream Capital Management Inc. | 0.03% | New | 23,135 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -1.9% | 23,012 | $2.6M |
| LifeGoal Investments, LLC | 1.68% | Add +522.0% | 21,551 | $2.5M |
| Kings Path Partners LLC | 0.80% | Add +2909.7% | 19,834 | $2.3M |
| Schiavi & Co LLC | 0.72% | Add +115.3% | 19,374 | $2.2M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -12.4% | 19,350 | $2.2M |
| Freedom Day Solutions, LLC | 0.59% | No change | 19,000 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +15.8% | 18,931 | $2.2M |
| Mgo One Seven LLC | 0.04% | Add +25.7% | 18,599 | $2.1M |
| Elevated Financial Group LLC | 0.73% | — | 18,329 | $2.1M |
| Friedenthal Financial | 1.08% | New | 18,169 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +8.7% | 18,118 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -17.1% | 18,052 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -22.6% | 17,892 | $2.1M |
| Sowell Financial Services LLC | 0.07% | New | 17,503 | $2.0M |
| UBS Group AG | 0.00% | New | 17,400 | $2.0M |
| Greenwich Wealth Management LLC | 0.09% | Reduce -26.5% | 17,299 | $2.0M |
| West Michigan Advisors, LLC | 0.45% | Add +161.4% | 17,098 | $2.0M |
| Morse Asset Management, Inc | 0.40% | Add +42.3% | 17,072 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +1.6% | 16,944 | $2.0M |
| Sherman Wealth Management LLC | 1.65% | — | 16,460 | $1.9M |
| Resolute Capital, LLC | 0.76% | — | 15,755 | $1.8M |
| Integrity Investment Advisors, LLC | 0.99% | Add +4.9% | 15,621 | $1.8M |
| Citadel Advisors | 0.00% | Add +212.7% | 15,033 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.01% | New | 15,000 | $1.7M |
| Wedmont Private Capital | 0.06% | Add +321.9% | 14,864 | $1.7M |
| Frazier Financial Advisors, LLC | 1.01% | Add +9.7% | 14,807 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | New | 14,650 | $1.7M |
| Cambria Investment Management, L.P. | 0.10% | Add +1.1% | 14,444 | $1.7M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -12.3% | 14,080 | $1.6M |
| Red Crane Wealth Management, LLC | 1.28% | Add +103.8% | 13,589 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +95.9% | 13,426 | $1.5M |
| Redwood Family Wealth LLC | 1.48% | — | 13,019 | $1.5M |
| SFI Advisors, LLC | 0.94% | Reduce -0.1% | 12,760 | $1.5M |
| Valley Financial Group, Inc. | 0.82% | Reduce -5.9% | 12,757 | $1.5M |
| OneAscent Wealth Management LLC | 0.48% | Add +439.0% | 12,607 | $1.5M |
| Revisor Wealth Management LLC | 0.39% | Add +111.1% | 12,493 | $1.4M |
| Dynamic Financial Group | 1.22% | New | 12,433 | $1.4M |
| ETF Store, Inc. | 1.42% | Reduce -1.0% | 12,086 | $1.4M |
| Bank of America Corp. | 0.00% | Add +532.9% | 12,025 | $1.4M |
| Magnolia Capital Advisors LLC | 0.28% | Add +12.9% | 11,543 | $1.3M |
| Smart Money Group LLC | 0.38% | Reduce -0.3% | 11,196 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Add +15.6% | 11,163 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 11,128 | $1.3M |
| Continuum Wealth Advisors, LLC | 0.49% | Add +14.6% | 11,038 | $1.3M |
| United Advisor Group, LLC | 0.16% | Add +4.1% | 10,972 | $1.3M |
| Beck Capital Management, LLC | 0.30% | Reduce -17.0% | 10,880 | $1.3M |
| Swan Global Investments, LLC | 0.06% | Reduce -15.0% | 10,800 | $1.2M |
| Seeds Investor LLC | 0.24% | Reduce -12.6% | 10,748 | $1.2M |
| Voisard Asset Management Group, Inc. | 0.26% | Add +69.9% | 10,629 | $1.2M |
| SVRN Asset Management, LLC | 1.00% | — | 10,541 | $1.2M |
| Parkwoods Wealth Partners, LLC | 0.33% | Add +10.3% | 9,731 | $1.1M |
| Busey Bank | 0.03% | No change | 9,600 | $1.1M |
| Landing Point Financial Group, LLC | 0.55% | Reduce -8.3% | 9,588 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +188.6% | 9,486 | $1.1M |
| Kesler, Norman & Wride, LLC | 0.19% | Add +23.4% | 9,482 | $1.1M |
| Root Financial Partners, LLC | 0.06% | No change | 9,308 | $1.1M |
| Encompass More Asset Management | 0.20% | Add +87.9% | 9,172 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | No change | 9,087 | $1.0M |
| 55 North Private Wealth, LLC | 0.27% | — | 8,924 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 8,859 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.17% | Add +9.3% | 8,850 | $1.0M |
| &partners | 0.01% | Add +448.8% | 8,764 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -9.4% | 8,705 | $1.0M |
| RFG Advisory, LLC | 0.02% | Reduce -7.5% | 8,600 | $990K |
| Marex Group Ltd | 0.01% | Add +10.3% | 8,600 | $990K |
| Centaurus Financial, Inc. | 0.05% | Add +36.4% | 8,588 | $988K |
| RIA Advisory Group LLC | 0.24% | Reduce -21.9% | 8,566 | $986K |
| Straight Path Wealth Management | 0.26% | Add +33.4% | 8,514 | $980K |
| Plan Group Financial, LLC | 0.25% | Add +286.4% | 8,350 | $961K |
| Steel Grove Capital Advisors, LLC | 0.10% | No change | 8,170 | $940K |
| Cadia Private Client LLC | 0.74% | — | 8,061 | $928K |
| Composition Wealth, LLC | 0.01% | New | 8,009 | $922K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -10.8% | 7,915 | $911K |
| Jessup Wealth Management, Inc | 0.29% | No change | 7,675 | $883K |
| Magnolia Private Wealth, LLC | 0.62% | Reduce -14.6% | 7,658 | $881K |
| CLG LLC | 0.22% | Add +3.8% | 7,572 | $872K |
| SHP Wealth Management | 0.07% | — | 7,546 | $869K |
| Vestment Financial LLC | 0.45% | Add +4.8% | 7,465 | $860K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -8.6% | 7,188 | $827K |
| JPL Wealth Management, LLC | 0.20% | Add +19694.4% | 7,126 | $820K |
| Kilter Group LLC | 0.36% | Reduce -14.9% | 7,083 | $815K |
| Almanack Investment Partners, LLC. | 0.14% | Reduce -20.4% | 7,083 | $815K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +12.7% | 7,080 | $815K |
| Harbour Investments, Inc. | 0.02% | Reduce -14.6% | 7,050 | $811K |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 6,954 | $800K |
| Independence Wealth Advisors, LLC | 0.44% | — | 6,796 | $782K |
| Kane Co Wealth Management, Inc. | 0.67% | — | 6,552 | $754K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.1% | 6,496 | $748K |
| Optivise Advisory Services LLC | 0.43% | Reduce -0.5% | 6,423 | $739K |
| Meridian Wealth Management, LLC | 0.03% | New | 6,404 | $737K |
| Fermata Advisors, LLC | 0.18% | Reduce -17.4% | 6,391 | $736K |
| Detalus Advisors, LLC | 0.18% | Reduce -1.2% | 6,332 | $729K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +74.4% | 6,197 | $713K |
| Corient Private Wealth LP | 0.00% | New | 6,195 | $713K |
| OneAscent Financial Services LLC | 0.06% | Reduce -54.3% | 6,074 | $699K |
| NewEdge Advisors, LLC | 0.00% | New | 6,074 | $699K |
| BIP Wealth, LLC | 0.02% | Add +15.4% | 5,548 | $639K |
| Professional Financial Advisors, LLC | 0.13% | Add +48.0% | 5,512 | $634K |
| Quantify Chaos Advisors, LLC | 1.90% | — | 5,451 | $627K |
| Ascentis Independent Advisors | 0.10% | Reduce -4.4% | 5,425 | $624K |
| Nicholas Wealth, LLC. | 0.40% | Add +156.9% | 5,187 | $597K |
| Tme Financial, Inc. | 0.41% | Reduce -0.8% | 5,108 | $588K |
| Claro Advisors Inc. | 0.08% | New | 5,074 | $584K |
| Raymond James Financial Inc. | 0.00% | Add +60.3% | 5,023 | $578K |
| Formidable Asset Management, LLC | 0.08% | Add +30.3% | 4,825 | $549K |
| Mattson Financial Services, LLC | 0.13% | Add +26.9% | 4,769 | $549K |
| Safe Harbor Wealth Advisors, LLC | 0.53% | — | 4,732 | $547K |
| E6 Portfolios, LLC | 0.60% | — | 4,558 | $525K |
| Collaborative Wealth Managment Inc. | 0.18% | No change | 4,402 | $507K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.2% | 4,364 | $502K |
| CFS Investment Advisory Services, LLC | 0.04% | No change | 4,185 | $482K |
| Luminist Capital LLC | 0.59% | Add +673.3% | 4,114 | $474K |
| Cardinal Point Capital Management ULC | 0.03% | No change | 4,045 | $466K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +54.0% | 4,043 | $465K |
| Paladin Wealth, LLC | 0.31% | Add +51.6% | 3,962 | $456K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -47.5% | 3,897 | $449K |
| Forum Financial Management, LP | 0.01% | No change | 3,773 | $434K |
| Sovran Advisors, LLC | 0.04% | Reduce -18.2% | 3,655 | $421K |
| McMill Wealth Management | 0.12% | Add +0.6% | 3,658 | $421K |
| Creative Planning | 0.00% | New | 3,615 | $416K |
| L.K. Benson & Company, P.C. | 0.21% | Add +0.1% | 3,604 | $415K |
| Yoder Wealth Management, Inc. | 0.19% | New | 3,600 | $414K |
| ZEGA Investments, LLC | 0.08% | Reduce -9.9% | 3,567 | $411K |
| Silver Oak Securities, Incorporated | 0.03% | Add +11.0% | 3,529 | $406K |
| Perigon Wealth Management, LLC | 0.01% | New | 3,511 | $404K |
| Condor Capital Management | 0.03% | No change | 3,267 | $376K |
| Compound Planning, Inc. | 0.01% | Add +36.0% | 3,169 | $365K |
| Lavaca Capital LLC | 0.06% | Reduce -6.3% | 3,112 | $358K |
| KKM Financial LLC | 0.06% | Add +15.2% | 3,066 | $353K |
| IPG Investment Advisors LLC | 0.06% | Reduce -4.1% | 3,037 | $350K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,000 | $345K |
| Range Advisory, LLC | 0.09% | — | 2,964 | $341K |
| Fielder Capital Group LLC | 0.07% | Reduce -14.1% | 2,905 | $334K |
| XY Planning Network, Inc. | 0.06% | Add +24.7% | 2,813 | $324K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,800 | $322K |
| IFP Advisors, Inc | 0.01% | No change | 2,682 | $309K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 2,630 | $303K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 2,616 | $301K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,600 | $299K |
| Harmony Asset Management LLC | 0.10% | Reduce -11.2% | 2,533 | $291K |
| Astoria Portfolio Advisors LLC. | 0.07% | No change | 2,500 | $289K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -46.5% | 2,501 | $288K |
| MKT Advisors LLC | 0.10% | No change | 2,493 | $287K |
| Mather Group, Llc. | 0.00% | New | 2,394 | $276K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 2,303 | $265K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,239 | $258K |
| Hummer Financial Advisory Services Inc | 0.18% | No change | 2,200 | $253K |
| Brown Financial Advisors | 0.09% | New | 2,110 | $243K |
| Revolve Wealth Partners, LLC | 0.03% | New | 2,020 | $233K |
| T3 Companies, LLC | 0.30% | — | 2,000 | $230K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -9.3% | 2,000 | $230K |
| Atlantic Private Wealth, LLC | 0.15% | Add +10.5% | 1,984 | $228K |
| Richard W. Paul & Associates, LLC | 0.07% | No change | 1,949 | $224K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -0.4% | 1,910 | $220K |
| Eaton Financial Holdings Company, LLC | 0.06% | New | 1,900 | $219K |
| Bayshore Capital Advisors, LLC | 0.11% | — | 1,891 | $218K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -70.9% | 1,815 | $209K |
| Berman McAleer LLC | 0.03% | New | 1,780 | $205K |
| Advisor Resource Council | 0.07% | New | 1,766 | $204K |
| Innealta Capital, LLC | 0.11% | Reduce -46.2% | 1,768 | $203K |
| Chicago Partners Investment Group LLC | 0.00% | New | 1,736 | $200K |
| Allworth Financial LP | 0.00% | Add +4.8% | 1,650 | $190K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -6.2% | 1,512 | $174K |
| WealthCollab, LLC | 0.06% | Reduce -8.0% | 1,279 | $147K |
| GoalVest Advisory LLC | 0.02% | Reduce -97.6% | 1,031 | $119K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -15.8% | 966 | $111K |
| Westside Investment Management, Inc. | 0.02% | No change | 900 | $104K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +537.1% | 892 | $103K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 542 | $62K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -88.5% | 492 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 254 | $29K |
| Hollencrest Capital Management | 0.00% | Reduce -14.8% | 253 | $29K |
| Estate Planners Group, LLC | 0.01% | — | 210 | $24K |
| Assetmark, Inc. | 0.00% | No change | 202 | $23K |
| AE Wealth Management LLC | 0.00% | No change | 155 | $18K |
| Signaturefd, LLC | 0.00% | No change | 30 | $3K |
| Greenline Wealth Management LLC | 0.00% | — | 25 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 12 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | New | 2 | $231 |
"% 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.