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Disclosery

BOXX EA SERIES TRUST

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ALPHA ARCH 1-3 (fund)

263 managers (265 13F filers) reported a position in BOXX shares at 2025-09-30, 12,878,504 shares in all. 38 filers opened a position and 13 filers sold out during the quarter.

Managers
263
13F filers
265
New
38
Added
127
Reduced
68
Sold out
13
Shares held by filers
12,878,504

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Mattson Financial Services, LLC3,759$428K0.1%new13F-HRTimeline
Professional Financial Advisors, LLC3,723$424K0.09%new13F-HRTimeline
Formidable Asset Management, LLC3,704$417K0.07%new13F-HRTimeline
McMill Wealth Management3,638$414K0.12%new13F-HRTimeline
L.K. Benson & Company, P.C.3,600$410K0.22%+2613F-HRTimeline
&PARTNERS1,597$407K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC3,554$405K<0.01%-22913F-HRTimeline
Wedmont Private Capital3,523$401K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,465$395K0.06%new13F-HRTimeline
LifeGoal Investments, LLC3,465$395K0.33%-24913F-HRTimeline
Fielder Capital Group LLC3,381$385K0.09%new13F-HRTimeline
Lavaca Capital LLC3,321$378K0.07%+59813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,287$374K0.01%-85013F-HRTimelineGroup
INNEALTA CAPITAL, LLC3,284$374K0.19%-3,66013F-HRTimeline
CONDOR CAPITAL MANAGEMENT3,267$372K0.03%+1913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,180$362K0.03%+93813F-HRTimeline
IPG Investment Advisors LLC3,167$361K0.06%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,133$357K<0.01%+1,41913F-HRTimelineGroup
Valeo Financial Advisors, LLC3,122$355K0.01%-1,30013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,112$354K0.02%-4213F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,005$342K<0.01%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,000$342K<0.01%013F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC2,927$333K0.16%-7,99013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,853$325K0.11%-413F-HRTimeline
Strategic Financial Concepts, LLC2,850$325K0.05%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,800$319K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,682$305K0.01%013F-HR/ATimeline
KKM Financial LLC2,661$303K0.1%-4,71413F-HRTimeline
Per Stirling Capital Management, LLC.2,630$299K0.04%013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,626$299K0.03%new13F-HRTimeline
Paladin Wealth, LLC2,614$298K0.22%+49613F-HRTimeline
SeaCrest Wealth Management, LLC2,600$296K0.03%013F-HRTimeline
Astoria Portfolio Advisors LLC.2,500$285K0.07%new13F-HRTimeline
Larson Financial Group LLC2,500$285K0.01%-82013F-HRTimeline
MKT Advisors LLC2,493$284K0.11%-43713F-HRTimeline
Teamwork Financial Advisors, LLC2,369$270K0.03%-2,19013F-HRTimeline
Compound Planning, Inc.2,330$265K0.01%+12313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.2,309$263K0.01%+19713F-HRTimelineGroup
Private Advisory Group LLC2,242$255K0.02%-30,14213F-HRTimeline
XY Planning Network, Inc.2,256$254K0.09%013F-HRTimeline
Hutchens & Kramer Investment Management…2,206$251K0.1%-15413F-HRTimeline
Hummer Financial Advisory Services Inc2,200$250K0.18%013F-HRTimeline
Plan Group Financial, LLC2,161$246K0.07%new13F-HRTimeline
Leading Edge Financial Planning LLC2,138$243K0.06%new13F-HRTimeline
Nicholas Wealth, LLC.2,019$230K0.17%new13F-HR/ATimeline
Richard W. Paul & Associates, LLC1,949$222K0.08%013F-HRTimeline
Physician Wealth Advisors, Inc.1,917$218K0.03%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,900$216K<0.01%013F-HR/ATimelineGroup
Atlantic Private Wealth, LLC1,796$204K0.13%+18813F-HRTimeline
Smartleaf Asset Management LLC1,612$183K0.01%+72413F-HRTimeline
Allworth Financial LP1,575$179K<0.01%013F-HRTimeline
WealthCollab, LLC1,390$158K0.07%-86813F-HRTimeline
Medallion Wealth Advisors, LLC1,147$131K0.05%+5913F-HRTimeline
Westside Investment Management, Inc.900$102K0.02%-10013F-HRTimeline
Kings Path Partners LLC659$75.1K0.03%+44213F-HRTimeline
Luminist Capital LLC532$60.6K0.05%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC300$34.2K<0.01%-70013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT297$33.8K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC202$23K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC155$17.6K<0.01%-2713F-HRTimeline
HAZLETT, BURT & WATSON, INC.140$16K0.01%013F-HRTimeline
JPL Wealth Management, LLC36$4.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC30$3.42K<0.01%013F-HRTimeline