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Disclosery

BOXX EA SERIES TRUST

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ALPHA ARCH 1-3 (fund)

372 managers (375 13F filers) reported a position in BOXX shares at 2026-06-30, 19,852,848 shares in all. 59 filers opened a position and 19 filers sold out during the quarter.

Managers
372
13F filers
375
New
59
Added
168
Reduced
99
Sold out
19
Shares held by filers
19,852,848

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
Cambria Investment Management, L.P.11,382$1.33M0.07%+37313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,201$1.31M0.02%+3813F-HRTimeline
Smart Money Group LLC11,160$1.31M0.34%-3613F-HRTimeline
United Advisor Group, LLC11,027$1.29M0.14%-20513F-HRTimeline
Thompson David Blair11,008$1.29M0.64%+1,55913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC10,864$1.27M0.43%-25813F-HRTimeline
SCOTIA CAPITAL INC.10,611$1.24M<0.01%new13F-HRTimeline
Independence Wealth Advisors, LLC10,505$1.23M0.62%+1,58713F-HRTimeline
Canvas Wealth Advisors, LLC10,250$1.2M0.17%-69013F-HRTimeline
Transcendent Capital Group LLC10,249$1.2M0.47%-48,92113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,250$1.2M0.06%+58513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,186$1.19M<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC9,998$1.17M<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC9,949$1.16M0.02%+1,64713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,809$1.15M0.01%-1,97513F-HRTimeline
HARBOUR INVESTMENTS, INC.9,341$1.09M0.01%+1,47513F-HRTimeline
Oasis Advisors, LLC9,334$1.09M0.71%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,243$1.08M0.19%-95013F-HRTimeline
Landing Point Financial Group, LLC9,175$1.07M0.37%-51913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,104$1.07M0.01%+39913F-HRTimelineGroup
Cetera Investment Advisers9,043$1.06M<0.01%-21213F-HRTimeline
Waverly Advisors, LLC8,819$1.03M0.01%+5,22713F-HRTimeline
Wedmont Private Capital8,628$1.01M0.03%-14,86413F-HRTimeline
ZEGA Investments, LLC8,627$1.01M0.17%+4,96113F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,546$1M0.51%new13F-HRTimeline
CPR Investments Inc.8,542$1M0.77%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,533$999K0.09%013F-HRTimeline
INNEALTA CAPITAL, LLC8,461$991K0.53%+1,26413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8,401$984K0.58%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…8,332$976K0.4%new13F-HRTimelineGroup
Root Financial Partners, LLC8,275$969K0.04%-1,03313F-HRTimeline
Claro Advisors Inc.8,225$963K0.1%+32813F-HRTimeline
Cadia Private Client LLC8,061$944K0.68%013F-HRTimeline
Composition Wealth, LLC8,009$938K0.01%013F-HRTimeline
Kilter Group LLC7,940$930K0.34%+85713F-HRTimeline
Professional Financial Advisors, LLC7,912$926K0.16%-2,84113F-HRTimeline
McMill Wealth Management7,837$918K0.22%new13F-HR/ATimeline
CLG LLC7,759$909K0.2%-8013F-HRTimeline
Jessup Wealth Management, Inc7,675$899K0.27%013F-HRTimeline
Arkadios Wealth Advisors7,629$893K0.01%new13F-HRTimeline
SEEDS INVESTOR LLC7,622$892K0.09%+2,20813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,588$888K<0.01%+5,38513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.7,583$888K0.03%+3213F-HRTimeline
Straight Path Wealth Management7,574$887K0.21%-4613F-HRTimeline
Optivise Advisory Services LLC7,429$870K0.44%+47913F-HRTimeline
Magnolia Private Wealth, LLC7,221$846K0.46%-8,21813F-HRTimeline
Mattson Financial Services, LLC7,102$834K0.17%+2,34013F-HRTimeline
Parcion Private Wealth LLC6,945$813K0.05%013F-HRTimeline
NewEdge Advisors, LLC6,808$797K<0.01%-1,35813F-HRTimeline
Kane Co Wealth Management, Inc.6,802$796K0.6%+37513F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,672$781K0.06%+4113F-HRTimeline
Strategic Financial Concepts, LLC6,656$779K0.23%+4,81013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC6,545$766K0.32%013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC6,500$761K0.03%-1,80013F-HRTimelineGroup
Tradition Wealth Management, LLC6,479$759K0.05%new13F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC6,451$755K2.13%+1,00013F-HRTimeline
Detalus Advisors, LLC6,274$735K0.14%-913F-HRTimeline
Paladin Wealth, LLC6,270$734K0.43%+1,19713F-HRTimeline
Balance Wealth Partners LLC5,514$646K0.17%+2,37213F-HRTimeline
Private Advisory Group LLC5,497$644K0.04%-62,42813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,492$643K<0.01%+2,21913F-HRTimelineGroup
Luminist Capital LLC5,436$632K0.71%-1,66313F-HRTimeline
46 Peaks LLC5,254$615K0.39%new13F-HRTimeline
Cardinal Point Capital Management ULC4,875$571K0.03%+26013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,861$569K<0.01%-17813F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC4,842$567K0.05%013F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED4,841$567K0.03%+1,00413F-HRTimeline
Nicholas Hoffman & Company, LLC.4,808$563K0.01%-3,72113F-HRTimeline
Sequent Planning LLC4,743$555K0.12%013F-HRTimeline
Formidable Asset Management, LLC4,759$553K0.09%+3313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,705$551K0.02%+1,80313F-HRTimeline
TME FINANCIAL, INC.4,668$547K0.34%-43113F-HRTimeline
Betterment LLC4,647$544K<0.01%-2213F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV4,602$539K0.32%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,515$529K0.1%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,325$506K0.05%-4,32613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,302$504K<0.01%new13F-HRTimelineGroup
MOTIVE WEALTH ADVISORS4,285$502K0.21%new13F-HRTimeline
Trademark Financial Management, LLC4,251$498K0.2%new13F-HRTimeline
SteelPeak Wealth, LLC4,240$496K0.01%+34313F-HRTimeline
CFS Investment Advisory Services, LLC4,185$491K0.03%013F-HRTimeline
E6 Portfolios, LLC4,144$485K0.39%-35113F-HRTimeline
Abacus Wealth Partners, LLC4,099$480K0.05%new13F-HRTimeline
Hamrick Investment Counsel, llc4,042$473K0.31%new13F-HRTimeline
Marble Wealth, LLC3,975$465K0.07%+2,17513F-HRTimeline
Compound Planning, Inc.3,915$458K0.01%+19113F-HRTimeline
55 North Private Wealth, LLC3,884$455K0.09%-1,84013F-HRTimeline
Fielder Capital Group LLC3,856$451K0.1%-86413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,779$442K<0.01%-31313F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP3,773$442K0.01%013F-HRTimelineGroup
RIA Advisory Group LLC3,771$442K0.1%-2,63913F-HRTimeline
Bauman Advisory Group, LLC3,758$440K0.23%new13F-HRTimeline
BIP Wealth, LLC3,738$438K0.01%+13313F-HRTimeline
Cushing Capital Partners, LLC3,738$438K0.3%new13F-HRTimeline
Brown Financial Advisors3,641$426K0.15%+56713F-HRTimeline
L.K. Benson & Company, P.C.3,628$425K0.13%+2313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,542$415K<0.01%-5,53413F-HRTimelineGroup
Range Advisory, LLC3,539$414K0.05%+85713F-HRTimeline
KKM Financial LLC3,519$412K0.06%+45313F-HRTimeline
Copia Wealth Management3,337$391K0.23%+1,53813F-HRTimeline
Lavaca Capital LLC3,332$390K0.04%-8613F-HRTimeline
Krilogy Financial LLC3,291$385K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,268$383K0.01%-308,45313F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,239$379K0.12%new13F-HRTimeline
Sovran Advisors, LLC3,132$368K0.03%new13F-HRTimeline
Leading Edge Financial Planning LLC3,115$365K0.06%+19513F-HRTimeline
Fiduciary Alliance LLC2,914$341K0.02%+1,15613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,861$335K<0.01%new13F-HRTimelineGroup
Oxford Wealth Group, LLC2,860$335K0.15%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,846$333K0.02%+69113F-HRTimeline
HC Advisors, LLC2,810$329K0.2%+113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,800$328K<0.01%013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC2,771$324K0.07%new13F-HRTimeline
New Perspectives, Inc2,761$323K0.1%new13F-HRTimeline
Kelman-Lazarov, Inc.2,659$311K0.04%013F-HRTimeline
Per Stirling Capital Management, LLC.2,630$308K0.03%013F-HRTimeline
Sound Income Strategies, LLC2,610$306K0.01%+2,11013F-HRTimeline
SeaCrest Wealth Management, LLC2,600$304K0.03%013F-HRTimeline
Advisor Resource Council2,551$299K0.1%+46113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,533$297K0.08%013F-HRTimeline
MKT Advisors LLC2,493$292K0.09%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,477$290K<0.01%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,468$289K<0.01%new13F-HRTimelineGroup
OFS Enterprise LLC2,391$280K0.07%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,354$276K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.2,291$268K0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.2,284$267K<0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,276$266K<0.01%-1,37313F-HRTimelineGroup
GoalVest Advisory LLC2,249$263K0.05%+2,22613F-HRTimeline
Hummer Financial Advisory Services Inc2,200$258K0.17%013F-HRTimeline
Kure Advisory, LLC2,063$242K0.11%new13F-HRTimeline
Atlantic Private Wealth, LLC2,036$238K0.15%+5213F-HRTimeline
Global Retirement Partners, LLC2,032$238K<0.01%13F-HRTimeline
T3 Companies, LLCin group T3 Companies, LLC2,000$234K0.27%013F-HRTimelineGroup
Panoramic Capital Partners, LLC1,973$231K0.11%new13F-HRTimeline
Code Waechter LLC1,933$226K0.12%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,900$222K<0.01%013F-HRTimelineGroup
Jacobs Equity LLC1,900$222K0.15%013F-HRTimeline
Centric Wealth Management1,900$222K0.03%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,814$212K0.01%013F-HRTimeline
Hutchens & Kramer Investment Management…1,800$211K0.06%-20013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,794$210K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,794$210K<0.01%013F-HRTimeline
Berman McAleer LLC1,780$208K0.02%013F-HRTimeline
Innovative Advisory Group, LLC1,744$204K0.16%new13F-HRTimeline
Argent Advisors, Inc.1,729$202K0.05%-2,59513F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC1,723$202K0.05%013F-HRTimeline
Westside Investment Management, Inc.1,400$164K0.02%013F-HRTimeline
SHP Wealth Management1,313$154K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,311$154K<0.01%new13F-HRTimelineGroup
WealthCollab, LLC1,279$150K0.05%013F-HRTimeline
Allworth Financial LP1,275$149K<0.01%-37513F-HRTimeline
AE Wealth Management LLC1,159$136K<0.01%-24513F-HRTimeline
Cornerstone Planning Group LLC1,100$129K0.02%-3913F-HRTimeline
Smartleaf Asset Management LLC1,090$128K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,077$126K0.04%+4613F-HRTimeline
Physician Wealth Advisors, Inc.1,000$117K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.963$113K<0.01%+51313F-HRTimelineGroup
Richard W. Paul & Associates, LLC949$111K0.03%-59013F-HRTimeline
HAZLETT, BURT & WATSON, INC.802$94K0.02%-9013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.542$63.5K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…400$46.8K0.13%-16,72513F-HR/ATimelineGroup
Tidemark, LLC395$46.3K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…267$31.3K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…254$29.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT253$29.6K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp161$18.9K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC152$17.8K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42$4.92K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC30$3.51K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc12$1.41K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp2$235<0.01%-113F-HRTimeline