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BOXX EA SERIES TRUST

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ALPHA ARCH 1-3 (fund)

227 managers (228 13F filers) reported a position in BOXX shares at 2025-03-31, 12,360,106 shares in all. 34 filers opened a position and 18 filers sold out during the quarter.

Managers
227
13F filers
228
New
34
Added
104
Reduced
59
Sold out
18
Shares held by filers
12,360,106

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Atria Wealth Solutions, Inc.2,235$249K<0.01%new13F-HRTimeline
Compound Planning, Inc.2,207$246K0.01%-1,64213F-HRTimeline
Hummer Financial Advisory Services Inc2,200$245K0.2%new13F-HRTimeline
Capital Investment Advisory Services, L…2,150$240K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,967$219K<0.01%-6,44713F-HRTimelineGroup
Richard W. Paul & Associates, LLC1,949$217K0.09%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,946$217K0.02%new13F-HR/ATimeline
TOWNSQUARE CAPITAL LLC1,915$214K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,900$212K<0.01%-8,57513F-HRTimelineGroup
New Perspectives, Inc1,800$201K0.11%new13F-HRTimeline
Atlantic Private Wealth, LLC1,224$136K0.1%+90013F-HRTimeline
Westside Investment Management, Inc.1,200$134K0.03%+10013F-HRTimeline
Medallion Wealth Advisors, LLC1,175$131K0.06%+813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$110K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.917$102K0.02%-1813F-HRTimeline
Allworth Financial LP575$64.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC262$29.2K<0.01%new13F-HRTimeline
Kings Path Partners LLC217$24.2K0.01%013F-HRTimeline
AE Wealth Management LLC182$20.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC180$20.1K<0.01%+9013F-HRTimeline
HAZLETT, BURT & WATSON, INC.140$16K0.01%-41613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC127$14.2K<0.01%-17513F-HRTimelineGroup
Mattson Financial Services, LLC83$9.25K<0.01%new13F-HRTimeline
Wells Financial Advisors INC33$3.68K0.01%013F-HRTimeline
SIGNATUREFD, LLC30$3.35K<0.01%013F-HRTimeline
Continuum Advisory, LLC20$2.23K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.