Skip to content
Disclosery

BOXX EA SERIES TRUST

Follow

ALPHA ARCH 1-3 (fund)

369 managers (372 13F filers) reported a position in BOXX shares at 2026-06-30, 19,349,084 shares in all. 58 filers opened a position and 18 filers sold out during the quarter.

Managers
369
13F filers
372
New
58
Added
166
Reduced
99
Sold out
18
Shares held by filers
19,349,084

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,383,612$162M0.27%-22,60513F-HRTimeline
Empowered Funds, LLC923,075$108M0.57%-35,95013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…695,000$81.4M0.12%+93,60913F-HRTimelineGroup
Cambridge Investment Research Advisors,…570,946$66.9M0.15%+111,71113F-HR/ATimeline
True Wealth Design, LLC486,131$56.9M13.54%-10,90013F-HRTimeline
Mariner, LLCin group Mariner, LLC455,745$53.4M0.06%+173,02013F-HRTimelineGroup
HighTower Advisors, LLC393,332$46.1M0.04%+20,32113F-HRTimeline
PENNINGTON PARTNERS & CO., LLC356,588$41.8M13.38%-72,09813F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC337,125$39.5M1.86%013F-HRTimelineGroup
Insight Advisors, LLC/ PA324,822$38M6.7%-12,85113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO306,987$36M<0.01%+299,09413F-HRTimelineGroup
Opus Capital Group, LLC305,968$35.8M3.47%+21,70213F-HRTimeline
MML INVESTORS SERVICES, LLC296,913$34.8M0.07%+111,06113F-HRTimeline
Whitcomb & Hess, Inc.273,047$32M6.91%-7,53513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV265,727$31.1M0.04%+263,02313F-HR/ATimeline
Pinion Investment Advisors, LLC248,506$29.1M5.52%+114,49213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC244,873$28.7M0.01%+139,96513F-HRTimelineGroup
Bravias Capital Group, LLC230,369$27M16.01%+7,32513F-HRTimeline
Amplius Wealth Advisors, LLC227,846$26.7M1.95%+15,83513F-HRTimeline
Kalehua Capital Management LLC226,188$26.5M15.22%+7,91013F-HR/ATimeline
Ethos Financial Group, LLC222,040$26.1M1.75%-182,51113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC206,411$24.2M1.63%-9013F-HRTimeline
Avondale Wealth Management195,037$22.8M9.31%+131,60613F-HRTimeline
Compass Ion Advisors, LLC186,055$21.8M1.88%-24,57213F-HRTimeline
Castellan Group174,989$20.5M2.25%-2,49213F-HRTimeline
Peterson Wealth Advisors, LLC167,468$19.6M2.32%+1,56013F-HRTimeline
Investment Planning Advisors, Inc.160,622$18.8M4.36%new13F-HRTimeline
Client First Investment Management LLC154,198$18.1M7.61%-252,66813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…153,499$18M3.81%+7,01013F-HRTimeline
Tortoise Investment Management, LLC152,407$17.8M1.33%+7,59113F-HRTimeline
Optimus Capital Advisors, LLC151,391$17.7M9.52%+10,05513F-HRTimeline
Commerce Advisors, LLC148,554$17.4M9.45%+50,14913F-HRTimeline
Spahn Wealth & Retirement LLC142,919$16.7M10.77%new13F-HRTimeline
Well Done, LLC141,915$16.6M2.24%+20,39513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.139,132$16.3M0.89%+41,96213F-HRTimelineGroup
OLD MISSION CAPITAL LLC138,152$16.2M0.41%+77,05113F-HRTimeline
Allen Capital Group, LLC135,833$15.9M1.3%+3,90013F-HRTimeline
Stillwater Private Wealth, LLC123,714$14.6M9.5%+1,92813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC117,052$13.7M0.19%+27,16513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding115,782$13.6M+65,160Timeline
Altiora Financial Group, LLC113,970$13.3M2.1%+18,99513F-HRTimeline
Farther Finance Advisors, LLC106,186$12.4M0.1%-8,17613F-HRTimeline
Teamwork Financial Advisors, LLC105,665$12.4M1.15%+19,57313F-HRTimeline
Lifeworks Advisors, LLC104,649$12.3M1.28%+68,34213F-HRTimeline
Quantinno Capital Management LP103,632$12.1M0.01%-8,03913F-HRTimeline
Kingsview Wealth Management, LLC103,165$12.1M0.15%+6,72713F-HRTimeline
Mutual Advisors, LLC100,790$11.8M0.22%+14,82513F-HRTimeline
Kathmere Capital Management, LLC100,341$11.7M0.62%-90,78013F-HRTimeline
WealthPlan Investment Management, LLC100,315$11.7M0.58%-9,36513F-HRTimeline
IHT Wealth Management, LLC98,917$11.6M0.25%-4,59613F-HRTimeline
Arete Wealth Advisors, LLC98,406$11.5M0.76%-23,07913F-HR/ATimeline
FISCHER INVESTMENT STRATEGIES, LLC97,552$11.4M5.45%+8,59213F-HRTimeline
Longview Financial Advisors, Inc.94,746$11.1M6.49%+13,81813F-HRTimeline
Innova Wealth Partners90,876$10.6M4.41%+9,70813F-HRTimeline
Aptus Capital Advisors, LLC85,693$10M0.07%+9,06413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd85,235$9.98M0.07%+73,63513F-HRTimelineGroup
Weaver Consulting Group84,762$9.92M2.03%-10,28213F-HRTimeline
BEACON FINANCIAL GROUP83,819$9.81M0.89%+14,76413F-HRTimeline
Almanack Investment Partners, LLC.82,999$9.72M1.24%+70,41113F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC80,000$9.37M2.7%-10,00013F-HRTimeline
Aspect Partners, LLC79,443$9.3M3.47%-37,73713F-HRTimeline
NWAM LLC79,155$9.27M0.46%+7,41013F-HRTimeline
Aerodigm Wealth, LLC75,996$8.9M3.01%+9,77713F-HRTimeline
Ferguson Shapiro LLC75,267$8.81M2.61%-8,84613F-HRTimeline
Stokes Family Office, LLC73,753$8.64M1.01%-16,42513F-HRTimeline
Able Wealth Management LLC71,163$8.33M1.91%-6,50513F-HRTimeline
Flatrock Wealth Partners LLC69,359$8.12M3.19%+5,64013F-HRTimeline
Norris Financial Group, LLC68,589$8.03M3.2%+5,02113F-HRTimeline
Commonwealth Financial Services, LLC66,708$7.81M1.05%+29,71913F-HRTimeline
Pallas Capital Advisors LLC66,525$7.79M0.24%+17,27313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC65,868$7.71M1.47%+22,76213F-HR/ATimeline
Integrated Wealth Concepts LLC65,770$7.7M0.04%+22,00513F-HRTimeline
OceanIQ Capital, LLC65,276$7.69M4.69%13F-HRTimeline
Quinn Opportunity Partners LLC65,644$7.69M0.36%new13F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC63,886$7.48M5.77%+4,84013F-HRTimeline
Black Swift Group, LLC63,700$7.46M1.08%+25,90013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding63,383$7.42M-43,203Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC61,358$7.18M0.41%+2,35113F-HRTimeline
Invst, LLC61,326$7.18M0.7%+21,70413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,359$7.17M<0.01%+10,70813F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT60,288$7.06M1.72%new13F-HRTimeline
Seed Wealth Management, Inc.59,735$6.99M4.43%+12,13013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,399$6.95M0.01%-6,84513F-HRTimeline
Apeiron RIA LLC57,951$6.79M1.74%-80813F-HRTimeline
Madison Wealth Partners, Inc57,519$6.73M0.86%+18,73313F-HRTimeline
QUARRY HILL ADVISORS, LLC57,345$6.71M2.58%+3,42513F-HRTimeline
D.A. DAVIDSON & CO.56,801$6.65M0.04%-2,80513F-HRTimeline
Janney Montgomery Scott LLC56,262$6.59M0.01%+1,58713F-HRTimeline
Kings Path Partners LLC55,758$6.53M1.74%+5,73813F-HRTimeline
Belpointe Asset Management LLC54,778$6.41M0.21%-40913F-HRTimeline
LifeGoal Investments, LLC54,112$6.34M2.9%+6,92313F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC53,990$6.32M1.04%+1,02513F-HRTimeline
Accurate Wealth Management, LLC53,675$6.3M0.6%+33,58013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management53,721$6.29M0.06%+1,66013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC53,170$6.23M0.61%+2,18713F-HRTimeline
Astra Wealth Partners LLC53,128$6.22M3.46%+1,66913F-HRTimeline
Vise Technologies, Inc.52,809$6.18M0.07%+25,29113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,605$6.16M0.01%+36,20013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…52,494$6.15M0.01%+10,60713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,022$5.97M0.01%+8,70513F-HRTimelineGroup
MATHER GROUP, LLC.50,392$5.9M0.05%-20,74413F-HRTimeline
ATLas Financial Planning LLC49,922$5.85M4.74%+5,43013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC49,857$5.84M1.6%+11,16613F-HRTimeline
ENZI WEALTH49,447$5.81M1.84%+6,95713F-HRTimeline
TopTier Wealth Management, LLC47,192$5.53M3.34%+1,81513F-HRTimeline
Beacon Pointe Advisors, LLC47,000$5.5M0.03%+2,75813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…46,877$5.49M0.11%new13F-HRTimelineGroup
World Investment Advisors45,253$5.26M0.09%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\43,358$5.08M0.01%+44313F-HRTimelineGroup
RHS Financial, LLC43,356$5.08M2.05%-3,44213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska42,150$4.95M0.44%+7,49513F-HRTimelineGroup
Chicago Partners Investment Group LLC41,026$4.82M0.1%new13F-HRTimeline
Pearl Planning LLC39,213$4.59M2.11%-10,79313F-HRTimeline
Freedom Day Solutions, LLC37,500$4.39M0.97%+8,67513F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC36,659$4.29M1.45%-1,19013F-HRTimelineGroup
Arcus Capital Partners, LLC35,600$4.17M1.72%+15,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,301$4.13M<0.01%-17,42313F-HRTimelineGroup
Prospera Financial Services Inc35,163$4.12M0.06%+4,08213F-HRTimeline
Empirical Finance, LLC34,302$4.02M0.17%+13,92013F-HRTimeline
Triad Wealth Partners, LLC33,906$3.99M0.24%+11,69413F-HRTimeline
SVRN Asset Management, LLC34,017$3.98M2.05%+20,57513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,768$3.95M0.01%-5,20013F-HRTimeline
Plan Group Financial, LLC33,549$3.93M0.81%+15,86813F-HRTimeline
Gotham Asset Management, LLC32,424$3.8M0.01%013F-HRTimeline
Main Street Group, LTD32,295$3.78M0.88%-57813F-HRTimeline
Rossby Financial, LCC32,130$3.76M0.69%+7,53113F-HRTimeline
BWM Planning, LLC31,588$3.7M0.86%+1,02513F-HRTimeline
Valley Financial Group, Inc.30,458$3.57M1.76%+2,46013F-HRTimeline
Greenwich Wealth Management LLC30,374$3.56M0.13%-10513F-HRTimeline
Altium Investment Strategies LLC29,670$3.48M5.02%+11,23813F-HRTimeline
Friedenthal Financial29,155$3.41M1.58%+3,95813F-HRTimeline
SFI Advisors, LLC29,078$3.4M2.94%+10,66813F-HRTimeline
GK Wealth Management LLC27,855$3.26M1.97%new13F-HRTimeline
&PARTNERS27,662$3.24M0.01%+18,09113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27,584$3.23M0.15%new13F-HRTimeline
Perigon Wealth Management, LLC26,236$3.07M0.05%+5,07513F-HRTimeline
Revolve Wealth Partners, LLC26,053$3.05M0.32%+1,16913F-HRTimeline
LPL Financial LLC26,020$3.05M<0.01%+8,11013F-HRTimeline
Waterloo Capital, L.P.25,579$3M0.17%-90313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,169$2.95M<0.01%new13F-HRTimelineGroup
BlackDiamond Wealth Management, LLC24,193$2.85M1.15%-88313F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC23,903$2.8M3.66%new13F-HRTimeline
MAI Capital Management23,600$2.76M0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC23,087$2.7M0.08%+1,38013F-HRTimeline
TORNO CAPITAL, LLC22,880$2.68M0.18%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hershey Financial Advisers, LLC22,597$2.65M1.9%-27513F-HRTimeline
RESOLUTE CAPITAL, LLC22,086$2.59M0.89%+8,05013F-HRTimeline
Focus Financial Network, Inc.21,890$2.56M0.08%+85913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.21,737$2.55M0.48%+5,80613F-HRTimeline
Elevated Financial Group LLC21,517$2.52M0.71%-1,74213F-HRTimeline
Dynamic Financial Group21,507$2.52M1.9%+2,51013F-HRTimeline
Atria Investments, Inc21,422$2.51M0.03%+2,51713F-HRTimeline
Nicholas Wealth, LLC.21,326$2.5M1.37%+5,44713F-HRTimeline
BXM Wealth LLC21,090$2.47M1.34%-7,40013F-HRTimeline
Arax Advisory Partners20,966$2.45M0.02%new13F-HRTimeline
Sherman Wealth Management LLC20,579$2.41M1.81%-6,01313F-HRTimeline
IPG Investment Advisors LLC20,460$2.4M0.34%+17,42313F-HRTimeline
XY Planning Network, Inc.20,258$2.37M0.3%+11313F-HRTimeline
TWO SIGMA SECURITIES, LLC20,034$2.35M0.2%new13F-HRTimeline
Hill Investment Group Partners, LLC19,850$2.32M0.24%013F-HRTimeline
WEDBUSH SECURITIES INC19,670$2.3M0.06%+1,79313F-HRTimeline
HB Wealth Management, LLC19,601$2.3M0.01%-5,68713F-HRTimeline
Journey Advisory Group, LLC19,577$2.29M0.18%+11,21713F-HRTimeline
MGO ONE SEVEN LLC19,482$2.28M0.04%+1,07713F-HRTimeline
Morse Asset Management, Inc19,393$2.27M0.38%+3,77113F-HRTimeline
Schiavi & Co LLC19,374$2.27M0.6%013F-HRTimeline
JPL Wealth Management, LLC19,353$2.27M0.45%+8,98213F-HRTimeline
Savvy Advisors, Inc.19,310$2.26M0.05%+5,89113F-HRTimeline
TD Waterhouse Canada Inc.18,741$2.2M0.01%+86813F-HRTimeline
January Capital Advisors LLC18,709$2.19M1.83%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding18,453$2.16M+373Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,403$2.15M0.04%+3,56213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP17,012$1.99M0.09%+5,57313F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC16,468$1.93M0.36%+1,29513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,325$1.91M0.02%+1,97313F-HRTimeline
Robertson Stephens Wealth Management, L…16,150$1.89M0.05%-1,00013F-HRTimeline
Fermata Advisors, LLC15,739$1.84M0.37%+9,14013F-HRTimeline
Meridian Wealth Management, LLC15,638$1.83M0.06%+5,96813F-HRTimeline
Sowell Financial Services LLC15,255$1.79M0.06%-1,41813F-HRTimeline
Frazier Financial Advisors, LLC15,237$1.78M0.9%+43013F-HRTimeline
Snowden Capital Advisors LLC15,122$1.77M0.04%-513F-HRTimeline
Integrity Investment Advisors, LLC14,718$1.72M0.75%-74513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC14,663$1.72M1.26%+12813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,362$1.68M0.03%new13F-HRTimeline
IFP Advisors, Inc14,197$1.66M0.03%+11,51513F-HRTimeline
Vestment Financial LLC13,864$1.63M0.73%-40513F-HRTimeline
Vestmark Advisory Solutions, Inc.13,495$1.58M0.01%new13F-HRTimeline
Wealthspire Advisors, LLC13,458$1.58M0.01%-5,89913F-HRTimeline
Creative Planningin group Creative Planning13,453$1.58M<0.01%new13F-HRTimelineGroup
Encompass More Asset Management13,364$1.56M0.23%-51,10413F-HRTimeline
Goldenstone Wealth Management LLC13,214$1.55M1.01%+10,13913F-HRTimeline
Redwood Family Wealth LLC12,458$1.46M1.29%-47813F-HRTimeline
Kesler, Norman & Wride, LLC12,444$1.46M0.23%+1,24813F-HRTimeline
BRIGHTON JONES LLC12,227$1.43M0.03%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.12,000$1.41M<0.01%013F-HRTimelineGroup
Revisor Wealth Management LLC11,954$1.4M0.34%-40013F-HRTimeline
IEQ CAPITAL, LLC11,589$1.36M0.01%-3,02813F-HRTimeline
Parkwoods Wealth Partners, LLC11,556$1.35M0.22%013F-HRTimeline
ETF Store, Inc.11,486$1.34M1.13%-20013F-HRTimeline
Cambria Investment Management, L.P.11,382$1.33M0.07%+37313F-HRTimeline