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 |
| US Bancorp \de | 0.01% | New | 42,915 | $5.0M |
| Enzi Wealth | 1.72% | Add +21.7% | 42,490 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +22.9% | 42,317 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +10.3% | 41,887 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +18.5% | 41,206 | $4.8M |
| Invst, LLC | 0.52% | Add +2.3% | 39,622 | $4.6M |
| Captrust Financial Advisors | 0.01% | Reduce -19.6% | 38,968 | $4.5M |
| Madison Wealth Partners, Inc | 0.72% | Add +8.4% | 38,786 | $4.5M |
| Fortress Private Ledger, LLC | 1.41% | Reduce -31.1% | 38,691 | $4.5M |
| TCFG Wealth Management, LLC | 1.65% | Add +0.6% | 37,849 | $4.4M |
| TCFG Investment Advisors, LLC | 1.65% | — | 37,849 | $4.4M |
| Black Swift Group, LLC | 0.77% | Reduce -37.0% | 37,800 | $4.4M |
| Commonwealth Financial Services, LLC | 0.68% | Reduce -3.1% | 36,989 | $4.3M |
| Lifeworks Advisors, LLC | 0.54% | Reduce -4.5% | 36,307 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | New | 35,197 | $4.1M |
| Wealth Management Nebraska | 0.41% | Add +14.3% | 34,655 | $4.0M |
| Main Street Group, LTD | 1.22% | Reduce -17.1% | 32,873 | $3.8M |
| Gotham Asset Management | 0.01% | New | 32,424 | $3.8M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.8% | 31,081 | $3.6M |
| BWM Planning, LLC | 0.94% | Add +0.1% | 30,563 | $3.6M |
| Greenwich Wealth Management LLC | 0.14% | Add +76.2% | 30,479 | $3.5M |
| Freedom Day Solutions, LLC | 0.90% | Add +51.7% | 28,825 | $3.4M |
| BXM Wealth LLC | 2.55% | Reduce -90.3% | 28,490 | $3.3M |
| Valley Financial Group, Inc. | 1.76% | Add +119.5% | 27,998 | $3.3M |
| Vise Technologies, Inc. | 0.06% | No change | 27,518 | $3.2M |
| Sherman Wealth Management LLC | 2.66% | Add +61.6% | 26,592 | $3.1M |
| Waterloo Capital, L.P. | 0.22% | New | 26,482 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Reduce -6.9% | 25,288 | $2.9M |
| Friedenthal Financial | 1.47% | Add +38.7% | 25,197 | $2.9M |
| BlackDiamond Wealth Management, LLC | 1.41% | Reduce -4.6% | 25,076 | $2.9M |
| Revolve Wealth Partners, LLC | 0.38% | Add +1131.9% | 24,884 | $2.9M |
| Rossby Financial, LCC | 0.60% | New | 24,599 | $2.9M |
| Wedmont Private Capital | 0.09% | Add +58.0% | 23,492 | $2.7M |
| Elevated Financial Group LLC | 0.90% | Add +26.9% | 23,259 | $2.7M |
| Hershey Financial Advisers, LLC | 2.30% | Reduce -39.7% | 22,872 | $2.7M |
| Triad Wealth Partners, LLC | 0.20% | Reduce -39.8% | 22,212 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -5.7% | 21,707 | $2.5M |
| Journey Strategic Wealth LLC | 0.06% | Add +53.8% | 21,656 | $2.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +502.7% | 21,161 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Reduce -17.6% | 21,031 | $2.4M |
| Arcus Capital Partners, LLC | 0.86% | Reduce -38.5% | 20,600 | $2.4M |
| Empirical Finance, LLC | 0.11% | New | 20,382 | $2.4M |
| XY Planning Network, Inc. | 0.37% | Add +616.1% | 20,145 | $2.3M |
| Accurate Wealth Management, LLC | 0.28% | Add +1007.2% | 20,095 | $2.3M |
| Hill Investment Group Partners, LLC | 0.25% | Reduce -36.7% | 19,850 | $2.3M |
| Schiavi & Co LLC | 0.67% | No change | 19,374 | $2.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +7.2% | 19,357 | $2.3M |
| Dynamic Financial Group | 1.81% | Add +52.8% | 18,997 | $2.2M |
| Atria Investments, Inc | 0.02% | Reduce -44.0% | 18,905 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -40.7% | 18,884 | $2.2M |
| January Capital Advisors LLC | 2.93% | — | 18,709 | $2.2M |
| Altium Investment Strategies LLC | 6.30% | — | 18,432 | $2.1M |
| SFI Advisors, LLC | 2.25% | Add +44.3% | 18,410 | $2.1M |
| Mgo One Seven LLC | 0.04% | Reduce -1.0% | 18,405 | $2.1M |
| LPL Financial LLC | 0.00% | Add +0.1% | 17,910 | $2.1M |
| Wedbush Securities Inc. | 0.06% | Add +33.1% | 17,877 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.4% | 17,873 | $2.1M |
| Plan Group Financial, LLC | 0.48% | Add +111.8% | 17,681 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +17.1% | 17,150 | $2.0M |
| Ascentis Independent Advisors | 0.15% | Add +215.7% | 17,125 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Reduce -4.7% | 16,673 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -36.1% | 16,405 | $1.9M |
| Voisard Asset Management Group, Inc. | 0.40% | Add +49.9% | 15,931 | $1.9M |
| Nicholas Wealth, LLC. | 1.27% | Add +206.1% | 15,879 | $1.8M |
| Morse Asset Management, Inc | 0.38% | Reduce -8.5% | 15,622 | $1.8M |
| Integrity Investment Advisors, LLC | 0.98% | Reduce -1.0% | 15,463 | $1.8M |
| Magnolia Private Wealth, LLC | 1.20% | Add +101.6% | 15,439 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -9.0% | 15,425 | $1.8M |
| Beck Capital Management, LLC | 0.40% | Add +39.5% | 15,173 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +132.9% | 15,127 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -21.6% | 14,841 | $1.7M |
| Frazier Financial Advisors, LLC | 0.95% | No change | 14,807 | $1.7M |
| Ieq Capital, LLC | 0.01% | Reduce -42.9% | 14,617 | $1.7M |
| Red Crane Wealth Management, LLC | 1.39% | Add +7.0% | 14,535 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -38.0% | 14,352 | $1.7M |
| Vestment Financial LLC | 0.78% | Add +91.2% | 14,269 | $1.7M |
| Resolute Capital, LLC | 0.66% | Reduce -10.9% | 14,036 | $1.6M |
| SVRN Asset Management, LLC | 1.51% | Add +27.5% | 13,442 | $1.6M |
| Savvy Advisors, Inc. | 0.04% | New | 13,419 | $1.6M |
| OneAscent Wealth Management LLC | 0.50% | Add +2.9% | 12,970 | $1.5M |
| Redwood Family Wealth LLC | 1.48% | Reduce -0.6% | 12,936 | $1.5M |
| Almanack Investment Partners, LLC. | 0.25% | Add +77.7% | 12,588 | $1.5M |
| Revisor Wealth Management LLC | 0.40% | Reduce -1.1% | 12,354 | $1.4M |
| Brighton Jones LLC | 0.03% | New | 12,227 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Add +300.0% | 12,000 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -21.4% | 11,784 | $1.4M |
| ETF Store, Inc. | 1.32% | Reduce -3.3% | 11,686 | $1.4M |
| Marex Group Ltd | 0.01% | Add +34.9% | 11,600 | $1.3M |
| Parkwoods Wealth Partners, LLC | 0.33% | Add +18.8% | 11,556 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | New | 11,439 | $1.3M |
| United Advisor Group, LLC | 0.16% | Add +2.4% | 11,232 | $1.3M |
| Smart Money Group LLC | 0.38% | No change | 11,196 | $1.3M |
| Kesler, Norman & Wride, LLC | 0.22% | Add +18.1% | 11,196 | $1.3M |
| Independent Financial Group, LLC | 0.03% | No change | 11,163 | $1.3M |
| Continuum Wealth Advisors, LLC | 0.54% | Add +0.8% | 11,122 | $1.3M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -23.8% | 11,009 | $1.3M |
| Canvas Wealth Advisors, LLC | 0.22% | Add +23.6% | 10,940 | $1.3M |
| Professional Financial Advisors, LLC | 0.25% | Add +95.1% | 10,753 | $1.3M |
| &partners | 0.01% | Add +9.2% | 9,571 | $1.2M |
| JPL Wealth Management, LLC | 0.28% | Add +45.5% | 10,371 | $1.2M |
| Magnolia Capital Advisors LLC | 0.23% | Reduce -11.7% | 10,193 | $1.2M |
| Landing Point Financial Group, LLC | 0.55% | Add +1.1% | 9,694 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +51.0% | 9,670 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +22.1% | 9,665 | $1.1M |
| Busey Bank | 0.03% | No change | 9,600 | $1.1M |
| Thompson David Blair | 0.63% | New | 9,449 | $1.1M |
| Root Financial Partners, LLC | 0.05% | No change | 9,308 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +33.1% | 9,255 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.3% | 9,076 | $1.1M |
| Independence Wealth Advisors, LLC | 0.55% | Add +31.2% | 8,918 | $1.0M |
| Stephens Inc. | 0.01% | No change | 8,705 | $1.0M |
| Twin Focus Capital Partners, LLC | 0.12% | New | 8,651 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.10% | Add +4.4% | 8,533 | $992K |
| Nicholas Hoffman & Company, LLC. | 0.02% | New | 8,529 | $992K |
| Journey Advisory Group, LLC | 0.08% | Reduce -64.2% | 8,360 | $972K |
| RFG Advisory, LLC | 0.02% | Reduce -3.5% | 8,302 | $965K |
| Swan Global Investments, LLC | 0.05% | Reduce -23.1% | 8,300 | $965K |
| NewEdge Advisors, LLC | 0.00% | Add +34.4% | 8,166 | $950K |
| Cadia Private Client LLC | 0.76% | No change | 8,061 | $937K |
| Composition Wealth, LLC | 0.01% | No change | 8,009 | $931K |
| Claro Advisors Inc. | 0.11% | Add +55.6% | 7,897 | $918K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.9% | 7,893 | $917K |
| Harbour Investments, Inc. | 0.01% | Add +11.6% | 7,866 | $915K |
| CLG LLC | 0.23% | Add +3.5% | 7,839 | $912K |
| Jessup Wealth Management, Inc | 0.33% | No change | 7,675 | $893K |
| Straight Path Wealth Management | 0.24% | Reduce -10.5% | 7,620 | $886K |
| Centaurus Financial, Inc. | 0.04% | Reduce -12.1% | 7,551 | $878K |
| Innealta Capital, LLC | 0.52% | Add +307.1% | 7,197 | $837K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 7,188 | $827K |
| Luminist Capital LLC | 1.10% | Add +72.6% | 7,099 | $826K |
| Kilter Group LLC | 0.36% | No change | 7,083 | $824K |
| Simon Quick Advisors, LLC | 0.04% | New | 6,977 | $811K |
| Optivise Advisory Services LLC | 0.49% | Add +8.2% | 6,950 | $808K |
| Parcion Private Wealth LLC | 0.05% | New | 6,945 | $808K |
| Condor Capital Management | 0.06% | Add +103.0% | 6,631 | $771K |
| Fermata Advisors, LLC | 0.17% | Add +3.3% | 6,599 | $767K |
| Peak Financial Advisors LLC | 0.34% | New | 6,545 | $761K |
| Kane Co Wealth Management, Inc. | 0.63% | Reduce -1.9% | 6,427 | $747K |
| RIA Advisory Group LLC | 0.18% | Reduce -25.2% | 6,410 | $745K |
| Detalus Advisors, LLC | 0.17% | Reduce -0.8% | 6,283 | $731K |
| 55 North Private Wealth, LLC | 0.17% | Reduce -35.9% | 5,724 | $666K |
| Quantify Chaos Advisors, LLC | 1.98% | No change | 5,451 | $634K |
| Seeds Investor LLC | 0.09% | Reduce -49.6% | 5,414 | $630K |
| OneAscent Financial Services LLC | 0.03% | Reduce -15.9% | 5,110 | $594K |
| Tme Financial, Inc. | 0.41% | Reduce -0.2% | 5,099 | $593K |
| Paladin Wealth, LLC | 0.41% | Add +28.0% | 5,073 | $590K |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 5,039 | $586K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +19.8% | 4,842 | $563K |
| Mattson Financial Services, LLC | 0.13% | Reduce -0.1% | 4,762 | $554K |
| Sequent Planning LLC | 0.13% | New | 4,743 | $552K |
| Larson Financial Group LLC | 0.02% | New | 4,723 | $549K |
| Fielder Capital Group LLC | 0.12% | Add +62.5% | 4,720 | $549K |
| Formidable Asset Management, LLC | 0.08% | Reduce -2.0% | 4,726 | $544K |
| Betterment LLC | 0.00% | New | 4,669 | $543K |
| Cardinal Point Capital Management ULC | 0.03% | Add +14.1% | 4,615 | $537K |
| E6 Portfolios, LLC | 0.54% | Reduce -1.4% | 4,495 | $523K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -29.0% | 4,402 | $512K |
| Argent Advisors, Inc. | 0.14% | New | 4,324 | $503K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 4,185 | $487K |
| Truist Financial Corp. | 0.00% | Reduce -91.5% | 4,092 | $476K |
| CoreCap Advisors, LLC | 0.02% | New | 3,993 | $464K |
| SteelPeak Wealth, LLC | 0.01% | No change | 3,897 | $453K |
| Silver Oak Securities, Incorporated | 0.03% | Add +8.7% | 3,837 | $446K |
| Forum Financial Management, LP | 0.01% | No change | 3,773 | $439K |
| Compound Planning, Inc. | 0.01% | Add +17.5% | 3,724 | $433K |
| ZEGA Investments, LLC | 0.08% | Add +2.8% | 3,666 | $426K |
| XTX Topco Ltd | 0.01% | New | 3,649 | $424K |
| BIP Wealth, LLC | 0.02% | Reduce -35.0% | 3,605 | $419K |
| L.K. Benson & Company, P.C. | 0.14% | Add +0.0% | 3,605 | $419K |
| Waverly Advisors, LLC | 0.00% | New | 3,592 | $418K |
| Lavaca Capital LLC | 0.07% | Add +9.8% | 3,418 | $397K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.0% | 3,273 | $381K |
| Balance Wealth Partners LLC | 0.11% | New | 3,142 | $365K |
| Goldenstone Wealth Management LLC | 0.26% | New | 3,075 | $358K |
| Brown Financial Advisors | 0.14% | Add +45.7% | 3,074 | $357K |
| Yoder Wealth Management, Inc. | 0.16% | Reduce -14.7% | 3,070 | $357K |
| IPG Investment Advisors LLC | 0.06% | No change | 3,037 | $353K |
| KKM Financial LLC | 0.06% | No change | 3,066 | $353K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,980 | $347K |
| Leading Edge Financial Planning LLC | 0.07% | New | 2,920 | $340K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +16.0% | 2,902 | $337K |
| HC Advisors, LLC | 0.22% | New | 2,809 | $327K |
| Goldman Sachs Group Inc. | 0.00% | No change | 2,800 | $326K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.8% | 2,704 | $314K |
| Range Advisory, LLC | 0.06% | Reduce -9.5% | 2,682 | $312K |
| IFP Advisors, Inc | 0.01% | No change | 2,682 | $312K |
| Kelman-Lazarov, Inc. | 0.04% | New | 2,659 | $309K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 2,630 | $306K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,600 | $302K |
| Harmony Asset Management LLC | 0.09% | No change | 2,533 | $295K |
| MKT Advisors LLC | 0.10% | No change | 2,493 | $290K |
| Morgan Stanley | 0.00% | Reduce -80.2% | 2,203 | $256K |
| Hummer Financial Advisory Services Inc | 0.18% | No change | 2,200 | $256K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 2,155 | $251K |
| Advisor Resource Council | 0.10% | Add +18.4% | 2,090 | $243K |
| T3 Companies, LLC | 0.32% | No change | 2,000 | $233K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | No change | 2,000 | $233K |
| Atlantic Private Wealth, LLC | 0.15% | No change | 1,984 | $231K |
| Centric Wealth Management | 0.04% | New | 1,900 | $222K |
| Jacobs Equity LLC | 0.20% | New | 1,900 | $221K |
| Bank of America Corp. | 0.00% | Reduce -84.2% | 1,900 | $221K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,849 | $215K |
| Strategic Financial Concepts, LLC | 0.05% | New | 1,846 | $215K |
| Naples Global Advisors, LLC | 0.02% | New | 1,814 | $211K |
| Marble Wealth, LLC | 0.04% | New | 1,800 | $209K |
| Copia Wealth Management | 0.14% | New | 1,799 | $209K |
| Parallel Advisors, LLC | 0.00% | New | 1,794 | $209K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,794 | $209K |
| Berman McAleer LLC | 0.03% | No change | 1,780 | $207K |
| Fiduciary Alliance LLC | 0.01% | New | 1,758 | $205K |
| Retirement Financial Solutions, LLC | 0.06% | New | 1,723 | $200K |
| Allworth Financial LP | 0.00% | No change | 1,650 | $192K |
| Richard W. Paul & Associates, LLC | 0.06% | Reduce -21.0% | 1,539 | $179K |
| AE Wealth Management LLC | 0.00% | Add +805.8% | 1,404 | $163K |
| Westside Investment Management, Inc. | 0.02% | Add +55.6% | 1,400 | $163K |
| SHP Wealth Management | 0.01% | Reduce -82.6% | 1,313 | $153K |
| WealthCollab, LLC | 0.06% | No change | 1,279 | $149K |
| Cornerstone Planning Group LLC | 0.02% | Add +131.5% | 1,139 | $133K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -27.9% | 1,090 | $127K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +6.7% | 1,031 | $120K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -47.6% | 1,000 | $116K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 892 | $104K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 542 | $63K |
| Sound Income Strategies, LLC | 0.00% | New | 500 | $58K |
| BlackRock, Inc. | 0.00% | New | 450 | $52K |
| Bank of Montreal | 0.00% | New | 281 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 254 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 253 | $29K |
| Magnolia Wealth Management, LLC | 0.01% | New | 215 | $25K |
| Assetmark, Inc. | 0.00% | Reduce -24.8% | 152 | $18K |
| Wellington-Altus USA Inc. | 0.01% | New | 150 | $18K |
| Wells Fargo & Company | 0.00% | New | 42 | $5K |
| Signaturefd, LLC | 0.00% | No change | 30 | $3K |
| GoalVest Advisory LLC | 0.00% | Reduce -97.8% | 23 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 19 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 12 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +50.0% | 3 | $349 |
| First Command Advisory Services, Inc. | 0.00% | New | 2 | $233 |
"% 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.