Alpha Architect 1-3 MNTH BoxBOXXETF
13F holders, Q1 2026 (March 31)338holders +39
55new positions
20sold out
2famous investors
$116.29avg. 13F price*
At the end of Q1 2026, 338 institutions reported holding Alpha Architect 1-3 MNTH Box (BOXX) in their 13F filings, up 39 from Q4 2025. 55 opened new positions and 20 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($163.5M), Empowered Funds, LLC ($111.5M) and Rockefeller Capital Management L.P. ($69.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Alpha Architect 1-3 MNTH Box
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072L565
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $140.2M |
| Exits | 20 | $61.2M |
All 13F filers, Q4 2025 → Q1 2026: 4,057,163 shares bought and 2,619,371 shares sold, net +1,437,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| Wealth Enhancement Advisory Services, LLC | 0.36% | Reduce -41.8% | 1,406,217 | $163.5M |
| Empowered Funds, LLC | 0.71% | Add +228.6% | 959,025 | $111.5M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -0.8% | 601,391 | $69.9M |
| True Wealth Design, LLC | 16.04% | Add +4.4% | 497,031 | $57.8M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -8.3% | 459,235 | $53.4M |
| Pennington Partners & Co., LLC | 17.07% | Add +4.7% | 428,686 | $49.9M |
| Client First Investment Management LLC | 24.60% | Add +191.1% | 406,866 | $47.3M |
| Ethos Financial Group, LLC | 3.45% | Add +27.2% | 404,551 | $47.0M |
| HighTower Advisors, LLC | 0.05% | Add +9.4% | 373,011 | $43.4M |
| Insight Advisors, LLC/ PA | 7.47% | Add +6.3% | 337,673 | $39.3M |
| ADAR1 Capital Management, LLC | 2.38% | No change | 337,125 | $39.2M |
| Ashton Thomas Private Wealth, LLC | 0.86% | New | 311,721 | $36.3M |
| Opus Capital Group, LLC | 3.56% | Add +7.0% | 284,266 | $33.1M |
| Mariner, LLC | 0.04% | Reduce -26.4% | 282,725 | $32.9M |
| Whitcomb & Hess, Inc. | 7.61% | Add +11.3% | 280,582 | $32.6M |
| Bravias Capital Group, LLC | 16.96% | Reduce -2.8% | 223,044 | $25.9M |
| Aviso Financial Inc. | 0.92% | New | 222,229 | $25.8M |
| Cynosure Group, LLC | 3.23% | Reduce -27.8% | 222,141 | $25.8M |
| Kalehua Capital Management LLC | 17.96% | Reduce -5.4% | 218,278 | $25.4M |
| Amplius Wealth Advisors, LLC | 2.06% | Add +10.5% | 212,011 | $24.7M |
| Compass Ion Advisors, LLC | 2.33% | Add +1.9% | 210,627 | $24.5M |
| Titleist Asset Management, LLC | 1.81% | Reduce -0.1% | 206,501 | $24.0M |
| Cwm, LLC | 0.06% | Reduce -12.6% | 196,295 | $22.8M |
| Kathmere Capital Management, LLC | 1.38% | Add +3.6% | 191,121 | $22.2M |
| MML Investors Services, LLC | 0.06% | Add +31.9% | 185,852 | $21.6M |
| Castellan Group | 2.86% | Add +84.7% | 177,481 | $20.6M |
| Peterson Wealth Advisors, LLC | 2.57% | Add +16.6% | 165,908 | $19.3M |
| Sunbelt Securities, Inc. | 1.21% | Reduce -3.9% | 165,049 | $19.2M |
| Private Advisor Group, LLC | 0.09% | Add +90.0% | 157,190 | $18.3M |
| Summit Wealth & Retirement Planning, Inc. | 4.06% | Add +0.8% | 146,489 | $17.0M |
| Tortoise Investment Management, LLC | 1.39% | Add +15.5% | 144,816 | $16.8M |
| Optimus Capital Advisors, LLC | 9.72% | Add +3.1% | 141,336 | $16.4M |
| Pinion Investment Advisors, LLC | 3.64% | Add +4.9% | 134,014 | $15.6M |
| Allen Capital Group, LLC | 1.38% | Add +27.3% | 131,933 | $15.3M |
| Stillwater Private Wealth, LLC | 11.98% | — | 121,786 | $14.2M |
| Well Done, LLC | 2.08% | Add +342.7% | 121,520 | $14.1M |
| Arete Wealth Advisors, LLC | 1.06% | Add +12.4% | 121,485 | $14.1M |
| Aspect Partners, LLC | 5.57% | Add +13.6% | 117,180 | $13.6M |
| Farther Finance Advisors, LLC | 0.13% | Add +4.2% | 114,362 | $13.3M |
| Quantinno Capital Management LP | 0.02% | Add +262.5% | 111,671 | $13.0M |
| WealthPlan Investment Management, LLC | 0.71% | Add +175.2% | 109,680 | $12.8M |
| AQR Capital Management | 0.01% | Add +23.9% | 104,908 | $12.2M |
| IHT Wealth Management, LLC | 0.28% | Reduce -10.1% | 103,513 | $12.0M |
| Commerce Advisors, LLC | 9.63% | — | 98,405 | $11.4M |
| Stratos Wealth Advisors, LLC | 0.70% | Add +4119.3% | 97,170 | $11.3M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -0.3% | 96,438 | $11.2M |
| Weaver Consulting Group | 2.63% | Add +40.2% | 95,044 | $11.1M |
| Altiora Financial Group, LLC | 1.82% | Add +64.8% | 94,975 | $11.0M |
| Stokes Family Office, LLC | 1.08% | Reduce -16.4% | 90,178 | $10.5M |
| Bluefin Capital Management, LLC | 12.25% | New | 90,000 | $10.5M |
| Gradient Investments LLC | 0.16% | Add +29.7% | 89,887 | $10.5M |
| Fischer Investment Strategies, LLC | 6.04% | Add +95.5% | 88,960 | $10.3M |
| Teamwork Financial Advisors, LLC | 1.11% | Add +10.7% | 86,092 | $10.0M |
| Mutual Advisors, LLC | 0.21% | Add +0.9% | 85,965 | $10.0M |
| Ferguson Shapiro LLC | 2.98% | Reduce -4.9% | 84,113 | $9.8M |
| Innova Wealth Partners | 4.49% | Add +18.4% | 81,168 | $9.4M |
| Longview Financial Advisors, Inc. | 5.75% | Add +8.3% | 80,928 | $9.4M |
| Able Wealth Management LLC | 2.41% | Add +78.5% | 77,668 | $9.0M |
| Aptus Capital Advisors, LLC | 0.07% | Add +17.2% | 76,629 | $8.9M |
| Nwam LLC | 0.48% | Reduce -0.3% | 71,745 | $8.3M |
| Mather Group, Llc. | 0.08% | Add +2871.4% | 71,136 | $8.3M |
| Deeter Investments LLP | 1.44% | Reduce -42.5% | 70,706 | $8.2M |
| AdvisorShares Investments LLC | 1.48% | New | 70,000 | $8.1M |
| Beacon Financial Group | 0.80% | Add +121.0% | 69,055 | $8.0M |
| Private Advisory Group LLC | 0.55% | Reduce -36.6% | 67,925 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.7% | 66,244 | $7.7M |
| Aerodigm Wealth, LLC | 2.90% | New | 66,219 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +99.3% | 65,380 | $7.6M |
| Encompass More Asset Management | 1.27% | Add +602.9% | 64,468 | $7.5M |
| Flatrock Wealth Partners LLC | 3.33% | Add +3.6% | 63,719 | $7.4M |
| Norris Financial Group, LLC | 2.41% | Add +3.4% | 63,568 | $7.4M |
| Avondale Wealth Management | 3.63% | Reduce -8.9% | 63,431 | $7.4M |
| Old Mission Capital LLC | 0.17% | New | 61,101 | $7.1M |
| D.A. Davidson & Co. | 0.04% | No change | 59,606 | $6.9M |
| Transcendent Capital Group LLC | 3.14% | Add +35.8% | 59,170 | $6.9M |
| Epacria Capital Partners, LLC | 5.32% | Add +2.5% | 59,046 | $6.9M |
| Guardian Wealth Advisors, LLC / NC | 0.44% | Add +23.5% | 59,007 | $6.9M |
| Apeiron RIA LLC | 1.58% | Add +28.3% | 58,759 | $6.8M |
| Belpointe Asset Management LLC | 0.23% | Add +101.8% | 55,187 | $6.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.4% | 54,675 | $6.4M |
| Quarry Hill Advisors, LLC | 2.58% | Add +6.6% | 53,920 | $6.3M |
| Childress Capital Advisors, LLC | 1.11% | Add +61.3% | 52,965 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -51.8% | 52,724 | $6.1M |
| Brookstone Capital Management | 0.07% | Reduce -0.1% | 52,061 | $6.1M |
| Astra Wealth Partners LLC | 3.78% | Reduce -0.8% | 51,459 | $6.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.64% | Add +19.7% | 50,983 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.5% | 50,651 | $5.9M |
| Kings Path Partners LLC | 2.00% | Add +152.2% | 50,020 | $5.8M |
| Pearl Planning LLC | 3.11% | Add +1.7% | 50,006 | $5.8M |
| Pallas Capital Advisors LLC | 0.22% | Add +154.5% | 49,252 | $5.7M |
| Seed Wealth Management, Inc. | 3.81% | Add +30.2% | 47,605 | $5.5M |
| Horizon Kinetics Asset Management LLC | 0.06% | New | 47,475 | $5.5M |
| LifeGoal Investments, LLC | 3.14% | Add +119.0% | 47,189 | $5.5M |
| RHS Financial, LLC | 2.58% | Add +13.5% | 46,798 | $5.4M |
| TopTier Wealth Management, LLC | 3.24% | Reduce -2.5% | 45,377 | $5.3M |
| World Investment Advisors | 0.08% | Add +1.9% | 45,253 | $5.3M |
| ATLas Financial Planning LLC | 4.64% | Add +1.7% | 44,492 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -4.1% | 44,242 | $5.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +10.4% | 43,765 | $5.1M |
| West Michigan Advisors, LLC | 1.10% | Add +152.1% | 43,106 | $5.0M |
"% 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.