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Disclosery

BOXX EA SERIES TRUST

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ALPHA ARCH 1-3 (fund)

334 managers (338 13F filers) reported a position in BOXX shares at 2026-03-31, 18,294,402 shares in all. 55 filers opened a position and 20 filers sold out during the quarter.

Managers
334
13F filers
338
New
55
Added
147
Reduced
91
Sold out
20
Shares held by filers
18,294,402

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
THOROUGHBRED FINANCIAL SERVICES, LLC9,665$1.12M0.07%+1,75013F-HRTimeline
Busey Bank9,600$1.12M0.03%013F-HRTimeline
Thompson David Blair9,449$1.1M0.63%new13F-HRTimeline
Root Financial Partners, LLC9,308$1.08M0.05%013F-HRTimeline
Cetera Investment Advisers9,255$1.08M<0.01%+2,30113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,076$1.06M0.01%-41013F-HRTimelineGroup
Independence Wealth Advisors, LLC8,918$1.04M0.55%+2,12213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,705$1.01M0.01%013F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC8,651$1.01M0.12%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,533$992K0.1%+36313F-HRTimeline
Nicholas Hoffman & Company, LLC.8,529$992K0.02%new13F-HRTimeline
Journey Advisory Group, LLC8,360$972K0.08%-14,96813F-HRTimeline
RFG Advisory, LLC8,302$965K0.02%-29813F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC8,300$965K0.05%-2,50013F-HRTimelineGroup
NewEdge Advisors, LLC8,166$950K<0.01%+2,09213F-HR/ATimeline
Cadia Private Client LLC8,061$937K0.76%013F-HRTimeline
Composition Wealth, LLC8,009$931K0.01%013F-HRTimeline
Claro Advisors Inc.7,897$918K0.11%+2,82313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,893$917K<0.01%-96613F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.7,866$915K0.01%+81613F-HRTimeline
CLG LLC7,839$912K0.23%+26713F-HRTimeline
Jessup Wealth Management, Inc7,675$893K0.33%013F-HRTimeline
Straight Path Wealth Management7,620$886K0.24%-89413F-HRTimeline
CENTAURUS FINANCIAL, INC.7,551$878K0.04%-1,03713F-HRTimeline
INNEALTA CAPITAL, LLC7,197$837K0.52%+5,42913F-HRTimeline
SAX WEALTH ADVISORS, LLC7,188$827K0.04%013F-HRTimeline
Luminist Capital LLC7,099$826K1.1%+2,98513F-HRTimeline
Kilter Group LLC7,083$824K0.35%013F-HRTimeline
SIMON QUICK ADVISORS, LLC6,977$811K0.04%new13F-HRTimeline
Optivise Advisory Services LLC6,950$808K0.49%+52713F-HRTimeline
Parcion Private Wealth LLC6,945$808K0.05%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,631$771K0.06%+3,36413F-HRTimeline
Fermata Advisors, LLC6,599$767K0.17%+20813F-HRTimeline
PEAK FINANCIAL ADVISORS LLC6,545$761K0.34%new13F-HRTimeline
Kane Co Wealth Management, Inc.6,427$747K0.63%-12513F-HRTimeline
RIA Advisory Group LLC6,410$745K0.18%-2,15613F-HRTimeline
Detalus Advisors, LLC6,283$731K0.17%-4913F-HRTimeline
55 North Private Wealth, LLC5,724$666K0.17%-3,20013F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC5,451$634K1.98%013F-HRTimeline
SEEDS INVESTOR LLC5,414$630K0.09%-5,33413F-HRTimeline
TME FINANCIAL, INC.5,099$593K0.41%-913F-HRTimeline
Paladin Wealth, LLC5,073$590K0.41%+1,11113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,039$586K<0.01%+1613F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC4,842$563K0.06%+79913F-HRTimeline
Mattson Financial Services, LLC4,762$554K0.13%-713F-HRTimeline
Sequent Planning LLC4,743$552K0.13%new13F-HRTimeline
Larson Financial Group LLC4,723$549K0.02%new13F-HRTimeline
Fielder Capital Group LLC4,720$549K0.12%+1,81513F-HRTimeline
Formidable Asset Management, LLC4,726$544K0.08%-9913F-HRTimeline
Betterment LLC4,669$543K<0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC4,615$537K0.03%+57013F-HRTimeline
E6 Portfolios, LLC4,495$523K0.54%-6313F-HRTimeline
Orion Porfolio Solutions, LLC4,402$512K<0.01%-1,79513F-HRTimeline
Argent Advisors, Inc.4,324$503K0.14%new13F-HRTimeline
CFS Investment Advisory Services, LLC4,185$487K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,092$476K<0.01%-44,02313F-HRTimelineGroup
CoreCap Advisors, LLC3,993$464K0.02%new13F-HRTimeline
SteelPeak Wealth, LLC3,897$453K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,837$446K0.03%+30813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,773$439K0.01%013F-HRTimelineGroup
Compound Planning, Inc.3,724$433K0.01%+55513F-HRTimeline
ZEGA Investments, LLC3,666$426K0.08%+9913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,649$424K0.01%new13F-HRTimelineGroup
BIP Wealth, LLC3,605$419K0.02%-1,94313F-HRTimeline
L.K. Benson & Company, P.C.3,605$419K0.14%+113F-HRTimeline
Waverly Advisors, LLC3,592$418K<0.01%new13F-HRTimeline
Lavaca Capital LLC3,418$397K0.07%+30613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,273$381K<0.01%-1,09113F-HRTimelineGroup
Balance Wealth Partners LLC3,142$365K0.11%new13F-HRTimeline
Goldenstone Wealth Management LLC3,075$358K0.26%new13F-HRTimeline
Brown Financial Advisors3,074$357K0.14%+96413F-HRTimeline
Yoder Wealth Management, Inc.3,070$357K0.16%-53013F-HRTimeline
IPG Investment Advisors LLC3,037$353K0.06%013F-HRTimeline
KKM Financial LLC3,066$353K0.06%013F-HRTimeline
Sequoia Financial Advisors, LLC2,980$347K<0.01%new13F-HRTimeline
Leading Edge Financial Planning LLC2,920$340K0.07%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,902$337K0.02%+40113F-HRTimeline
HC Advisors, LLC2,809$327K0.22%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,800$326K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,704$314K<0.01%+46513F-HRTimeline
Range Advisory, LLC2,682$312K0.06%-28213F-HRTimeline
IFP Advisors, Inc2,682$312K0.01%013F-HRTimeline
Kelman-Lazarov, Inc.2,659$309K0.04%new13F-HRTimeline
Per Stirling Capital Management, LLC.2,630$306K0.03%013F-HRTimeline
SeaCrest Wealth Management, LLC2,600$302K0.03%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,533$295K0.09%013F-HRTimeline
MKT Advisors LLC2,493$290K0.1%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,203$256K<0.01%-8,92513F-HRTimelineGroup
Hummer Financial Advisory Services Inc2,200$256K0.18%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,155$251K0.02%new13F-HRTimeline
Advisor Resource Council2,090$243K0.1%+32413F-HRTimeline
Hutchens & Kramer Investment Management…2,000$233K0.07%013F-HRTimeline
T3 Companies, LLCin group T3 Companies, LLC2,000$233K0.32%013F-HRTimelineGroup
Atlantic Private Wealth, LLC1,984$231K0.15%013F-HRTimeline
Centric Wealth Management1,900$222K0.04%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,900$221K<0.01%-10,12513F-HRTimelineGroup
Jacobs Equity LLC1,900$221K0.2%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,849$215K<0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC1,846$215K0.05%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,814$211K0.02%new13F-HRTimeline
Marble Wealth, LLC1,800$209K0.04%new13F-HRTimeline
Copia Wealth Management1,799$209K0.14%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,794$209K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,794$209K<0.01%new13F-HR/ATimeline
Berman McAleer LLC1,780$207K0.03%013F-HRTimeline
Fiduciary Alliance LLC1,758$205K0.01%new13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC1,723$200K0.06%new13F-HRTimeline
Allworth Financial LP1,650$192K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC1,539$179K0.06%-41013F-HRTimeline
AE Wealth Management LLC1,404$163K<0.01%+1,24913F-HRTimeline
Westside Investment Management, Inc.1,400$163K0.02%+50013F-HRTimeline
SHP Wealth Management1,313$153K0.01%-6,23313F-HRTimeline
WealthCollab, LLC1,279$149K0.06%013F-HRTimeline
Cornerstone Planning Group LLC1,139$133K0.02%+64713F-HRTimeline
Smartleaf Asset Management LLC1,090$127K<0.01%-42213F-HRTimeline
Medallion Wealth Advisors, LLC1,031$120K0.04%+6513F-HRTimeline
Physician Wealth Advisors, Inc.1,000$116K0.02%-91013F-HRTimeline
HAZLETT, BURT & WATSON, INC.892$104K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.542$63K0.01%013F-HRTimeline
Sound Income Strategies, LLC500$58.1K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.450$52.3K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/281$32.7K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…254$29.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT253$29.4K<0.01%013F-HRTimeline
Magnolia Wealth Management, LLC215$25K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC152$17.7K<0.01%-5013F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.150$17.6K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42$4.88K<0.01%new13F-HR/ATimelineGroup
SIGNATUREFD, LLC30$3.49K<0.01%013F-HRTimeline
GoalVest Advisory LLC23$2.67K<0.01%-1,00813F-HRTimeline
Advisory Services Network, LLC19$2.21K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc12$1.4K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp3$349<0.01%+113F-HR/ATimeline
First Command Advisory Services, Inc.2$233<0.01%new13F-HRTimeline