BOXX EA SERIES TRUST
FollowALPHA ARCH 1-3 (fund)
212 managers (213 13F filers) reported a position in BOXX shares at 2024-12-31, 11,143,060 shares in all. 37 filers opened a position and 14 filers sold out during the quarter.
- Managers
- 212
- 13F filers
- 213
- New
- 37
- Added
- 84
- Reduced
- 43
- Sold out
- 14
- Shares held by filers
- 11,143,060
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HAZLETT, BURT & WATSON, INC. | 556 | $61K | 0.03% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 477 | $52.6K | <0.01% | +1 | 13F-HR/ATimelineGroup |
| Atlantic Private Wealth, LLC | 324 | $35.7K | 0.03% | +120 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 302 | $33.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| Kings Path Partners LLC | 217 | $24K | 0.01% | -250 | 13F-HRTimeline |
| AE Wealth Management LLC | 182 | $20.1K | <0.01% | new | 13F-HRTimeline |
| Cornerstone Planning Group LLC | 90 | $9.96K | <0.01% | new | 13F-HRTimeline |
| Avior Wealth Management, LLC | 39 | $4.3K | <0.01% | 0 | 13F-HRTimeline |
| Wells Financial Advisors INC | 33 | $3.64K | <0.01% | 0 | 13F-HRTimeline |
| SIGNATUREFD, LLC | 30 | $3.31K | <0.01% | new | 13F-HRTimeline |
| Continuum Advisory, LLC | 20 | $2.21K | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |