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Disclosery

BOXX EA SERIES TRUST

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ALPHA ARCH 1-3 (fund)

297 managers (299 13F filers) reported a position in BOXX shares at 2025-12-31, 16,566,161 shares in all. 32 filers opened a position and 20 filers sold out during the quarter.

Managers
297
13F filers
299
New
32
Added
131
Reduced
85
Sold out
20
Shares held by filers
16,566,161

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Almanack Investment Partners, LLC.7,083$815K0.14%-1,81613F-HRTimeline
Capital Investment Advisory Services, L…7,080$815K0.06%+80013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,050$811K0.02%-1,20313F-HRTimeline
Cetera Investment Advisers6,954$800K<0.01%-13813F-HRTimeline
Independence Wealth Advisors, LLC6,796$782K0.44%13F-HRTimeline
Kane Co Wealth Management, Inc.6,552$754K0.67%13F-HRTimeline
Snowden Capital Advisors LLC6,496$748K0.02%+513F-HRTimeline
Optivise Advisory Services LLC6,423$739K0.43%-3113F-HRTimeline
Meridian Wealth Management, LLC6,404$737K0.03%new13F-HRTimeline
Fermata Advisors, LLC6,391$736K0.18%-1,34513F-HRTimeline
Detalus Advisors, LLC6,332$729K0.18%-7813F-HRTimeline
Orion Porfolio Solutions, LLC6,197$713K0.01%+2,64313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,195$713K<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC6,074$699K<0.01%new13F-HRTimeline
BIP Wealth, LLC5,548$639K0.02%+73913F-HRTimeline
Professional Financial Advisors, LLC5,512$634K0.13%+1,78913F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC5,451$627K1.9%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,425$624K0.1%-25013F-HRTimelineGroup
Nicholas Wealth, LLC.5,187$597K0.4%+3,16813F-HR/ATimeline
TME FINANCIAL, INC.5,108$588K0.41%-4013F-HRTimeline
Claro Advisors Inc.5,074$584K0.08%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,023$578K<0.01%+1,89013F-HRTimelineGroup
Formidable Asset Management, LLC4,825$549K0.08%+1,12113F-HRTimeline
Mattson Financial Services, LLC4,769$549K0.13%+1,01013F-HRTimeline
Safe Harbor Wealth Advisors, LLC4,732$547K0.53%13F-HRTimeline
E6 Portfolios, LLC4,558$525K0.6%13F-HRTimeline
Collaborative Wealth Managment Inc.4,402$507K0.18%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,364$502K<0.01%-23813F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC4,185$482K0.04%013F-HRTimeline
Luminist Capital LLC4,114$474K0.58%+3,58213F-HRTimeline
Cardinal Point Capital Management ULC4,045$466K0.03%013F-HRTimeline
Relyea Zuckerberg Hanson LLC4,043$465K0.05%+1,41713F-HRTimeline
Paladin Wealth, LLC3,962$456K0.31%+1,34813F-HRTimeline
SteelPeak Wealth, LLC3,897$449K0.01%-3,52913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,773$434K0.01%013F-HRTimelineGroup
Sovran Advisors, LLC3,655$421K0.04%-81213F-HRTimeline
McMill Wealth Management3,658$421K0.12%+2013F-HRTimeline
Creative Planningin group Creative Planning3,615$416K<0.01%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.3,604$415K0.21%+413F-HRTimeline
Yoder Wealth Management, Inc.3,600$414K0.19%new13F-HRTimeline
ZEGA Investments, LLC3,567$411K0.08%-39213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,529$406K0.03%+34913F-HRTimeline
Perigon Wealth Management, LLC3,511$404K0.01%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT3,267$376K0.03%013F-HRTimeline
Compound Planning, Inc.3,169$365K0.01%+83913F-HRTimeline
Lavaca Capital LLC3,112$358K0.06%-20913F-HRTimeline
KKM Financial LLC3,066$353K0.06%+40513F-HRTimeline
IPG Investment Advisors LLC3,037$350K0.06%-13013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,000$345K<0.01%013F-HRTimelineGroup
Range Advisory, LLC2,964$341K0.09%13F-HRTimeline
Fielder Capital Group LLC2,905$334K0.07%-47613F-HRTimeline
XY Planning Network, Inc.2,813$324K0.06%+55713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,800$322K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc2,682$309K0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.2,630$303K0.03%013F-HRTimeline
Quadrant Private Wealth Management, LLC2,616$301K0.05%new13F-HRTimeline
SeaCrest Wealth Management, LLC2,600$299K0.03%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,533$291K0.1%-32013F-HRTimeline
Astoria Portfolio Advisors LLC.2,500$289K0.07%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,501$288K0.01%-2,17313F-HRTimeline
MKT Advisors LLC2,493$287K0.1%013F-HRTimeline
MATHER GROUP, LLC.2,394$276K<0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.2,303$265K0.01%-613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,239$258K<0.01%new13F-HRTimeline
Hummer Financial Advisory Services Inc2,200$253K0.18%013F-HRTimeline
Brown Financial Advisors2,110$243K0.09%new13F-HRTimeline
Revolve Wealth Partners, LLC2,020$233K0.03%new13F-HRTimeline
Hutchens & Kramer Investment Management…2,000$230K0.08%-20613F-HRTimeline
T3 Companies, LLCin group T3 Companies, LLC2,000$230K0.29%13F-HRTimelineGroup
Atlantic Private Wealth, LLC1,984$228K0.15%+18813F-HRTimeline
Richard W. Paul & Associates, LLC1,949$224K0.07%013F-HRTimeline
Physician Wealth Advisors, Inc.1,910$220K0.03%-713F-HRTimeline
Eaton Financial Holdings Company, LLC1,900$219K0.06%new13F-HRTimeline
Bayshore Capital Advisors, LLC1,891$218K0.11%13F-HRTimeline
Accurate Wealth Management, LLC1,815$209K0.03%-4,41513F-HRTimeline
Berman McAleer LLC1,780$205K0.03%new13F-HRTimeline
Advisor Resource Council1,766$204K0.07%new13F-HRTimeline
INNEALTA CAPITAL, LLC1,768$203K0.11%-1,51613F-HRTimeline
Chicago Partners Investment Group LLC1,736$200K<0.01%new13F-HRTimeline
Allworth Financial LP1,650$190K<0.01%+7513F-HRTimeline
Smartleaf Asset Management LLC1,512$174K0.01%-10013F-HRTimeline
WealthCollab, LLC1,279$147K0.06%-11113F-HRTimeline
GoalVest Advisory LLC1,031$119K0.02%-41,44613F-HRTimeline
Medallion Wealth Advisors, LLC966$111K0.04%-18113F-HRTimeline
Westside Investment Management, Inc.900$104K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.892$103K0.03%+75213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.542$62.4K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC492$56.8K0.01%-3,77213F-HRTimeline
Federation des caisses Desjardins du Qu…254$29.2K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT253$29.1K<0.01%-4413F-HRTimeline
Estate Planners Group, LLC210$24.2K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC202$23.2K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC155$17.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC30$3.45K<0.01%013F-HRTimeline
Greenline Wealth Management LLC25$2.88K<0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc12$1.38K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp2$231<0.01%new13F-HR/ATimeline