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Disclosery

BOXX EA SERIES TRUST

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ALPHA ARCH 1-3 (fund)

244 managers (245 13F filers) reported a position in BOXX shares at 2025-06-30, 11,602,760 shares in all. 30 filers opened a position and 13 filers sold out during the quarter.

Managers
244
13F filers
245
New
30
Added
106
Reduced
72
Sold out
13
Shares held by filers
11,602,760

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,000$338K<0.01%013F-HRTimelineGroup
MKT Advisors LLC2,930$330K0.13%-36113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,857$322K0.12%013F-HRTimeline
Strategic Financial Concepts, LLC2,850$321K0.05%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,800$316K<0.01%013F-HRTimelineGroup
Lavaca Capital LLC2,723$307K0.13%+12413F-HR/ATimeline
IFP Advisors, Inc2,682$302K0.01%-2,00013F-HRTimeline
Per Stirling Capital Management, LLC.2,630$296K0.04%013F-HRTimeline
SeaCrest Wealth Management, LLC2,600$293K0.03%013F-HRTimeline
Hutchens & Kramer Investment Management…2,360$266K0.12%-55013F-HRTimeline
Encompass More Asset Management2,344$264K0.06%new13F-HRTimeline
WealthCollab, LLC2,258$254K0.14%013F-HRTimeline
XY Planning Network, Inc.2,256$254K0.09%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,242$253K0.02%+29613F-HRTimeline
Compound Planning, Inc.2,207$249K0.01%013F-HRTimeline
Hummer Financial Advisory Services Inc2,200$248K0.19%013F-HRTimeline
Paladin Wealth, LLC2,118$239K0.19%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.2,112$238K0.01%-49813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,018$227K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC1,948$220K0.01%-86113F-HRTimeline
Richard W. Paul & Associates, LLC1,949$220K0.08%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,925$217K0.04%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,917$216K0.03%+1,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,900$214K<0.01%013F-HRTimelineGroup
Financial Alternatives, Inc1,896$214K0.14%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,782$201K0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,714$193K<0.01%-1,09213F-HRTimelineGroup
Atlantic Private Wealth, LLC1,608$181K0.12%+38413F-HRTimeline
Allworth Financial LP1,575$177K<0.01%+1,00013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,360$153K0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,088$123K0.05%-8713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$113K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,000$113K0.02%-20013F-HRTimeline
Smartleaf Asset Management LLC888$100K0.01%+62613F-HRTimeline
Cornerstone Planning Group LLC492$55.6K0.01%+31213F-HRTimeline
Kings Path Partners LLC217$24.5K0.01%013F-HRTimeline
Brooklyn Investment Group211$23.8K<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC202$22.8K<0.01%+7513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN184$20.7K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC182$20.5K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.140$16K0.01%013F-HRTimeline
Wells Financial Advisors INC33$3.72K0.01%013F-HRTimeline
SIGNATUREFD, LLC30$3.38K<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.