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Disclosery

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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,613,964$180M0.34%+171,23813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,028,500$115M0.17%+200,80013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…612,486$68.3M0.17%-60,76713F-HRTimelineGroup
True Wealth Design, LLC572,712$63.9M24.32%+8,23313F-HRTimeline
Cambridge Investment Research Advisors,…491,679$54.8M0.18%+88,89013F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC337,125$37.6M7.23%+11,67513F-HRTimelineGroup
Ethos Financial Group, LLC325,997$36M3.44%-513F-HRTimeline
Client First Investment Management LLC318,785$35.5M24.1%+262,73113F-HRTimeline
CWM, LLCin group CWM, LLC291,325$32.5M0.13%+4,60213F-HRTimelineGroup
Bravias Capital Group, LLC274,945$30.7M24.85%+75,93213F-HRTimeline
Insight Advisors, LLC/ PA263,565$29.4M5.15%-1,58913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC256,196$28.6M16.37%-49,83513F-HRTimeline
Compass Ion Advisors, LLC252,564$28.2M3.32%-16,39513F-HRTimeline
Empowered Funds, LLC248,737$27.7M0.39%+179,45513F-HRTimeline
Whitcomb & Hess, Inc.205,767$22.9M6.95%-18,45213F-HRTimeline
Mariner, LLCin group Mariner, LLC188,600$21M0.03%-148,66913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC181,901$20.3M0.03%+153,77713F-HRTimeline
Opus Capital Group, LLC162,702$18.1M2.33%+17,32113F-HRTimeline
Pinion Investment Advisors, LLC149,576$16.7M3.68%+119,13913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY145,728$16.2M<0.01%+145,25113F-HRTimelineGroup
Amplius Wealth Advisors, LLC132,995$14.8M1.54%+14,65513F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…130,485$14.5M4.46%+3,29813F-HRTimeline
Tortoise Investment Management, LLC125,481$14M1.46%+29,61513F-HR/ATimeline
Stokes Family Office, LLC125,116$13.9M1.57%-15,28913F-HRTimeline
Sunbelt Securities, Inc.111,150$12.4M1.11%+52,15013F-HRTimeline
TORNO CAPITAL, LLC94,000$10.5M10.86%new13F-HRTimeline
Arete Wealth Advisors, LLC87,894$9.8M0.75%+71,04313F-HRTimeline
Ferguson Shapiro LLC85,703$9.56M3.56%-51,37813F-HRTimeline
MML INVESTORS SERVICES, LLC84,767$9.45M0.03%+15,86713F-HRTimeline
Weaver Consulting Group79,465$8.86M2.67%+19,40513F-HRTimeline
Advisory Services Network, LLC69,175$7.71M0.15%new13F-HRTimeline
Allen Capital Group, LLC68,893$7.68M0.88%+9,41713F-HRTimeline
ACAS, LLC68,184$7.63M5.81%+43,71413F-HRTimeline
Kathmere Capital Management, LLC65,198$7.27M0.62%+1,13213F-HRTimeline
IFG Advisors, LLC64,327$7.17M1.38%+2,70013F-HRTimeline
Hill Investment Group Partners, LLC63,926$7.13M0.98%-40,89613F-HRTimeline
Innova Wealth Partners62,964$7.02M4.35%+6,66513F-HRTimeline
IHT Wealth Management, LLC60,405$6.75M0.21%+5,81213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,285$6.72M0.02%-13613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC59,188$6.6M0.01%-67,48413F-HRTimelineGroup
Invst, LLC57,203$6.38M0.87%-3,28313F-HRTimeline
Journey Advisory Group, LLC54,488$6.07M0.5%new13F-HRTimeline
Mutual Advisors, LLC52,266$5.85M0.17%+10,24413F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC52,065$5.8M4.72%+9,62013F-HRTimeline
Kingsview Wealth Management, LLC51,899$5.79M0.11%+28,35013F-HRTimeline
NWAM LLC51,245$5.71M0.49%+17,90213F-HRTimeline
HighTower Advisors, LLC51,241$5.71M0.01%-2313F-HRTimeline
D.A. DAVIDSON & CO.50,349$5.61M0.05%+4,52013F-HRTimeline
Transcendent Capital Group LLC48,652$5.42M3.05%+91213F-HRTimeline
Integrated Wealth Concepts LLC48,183$5.37M0.06%-6,61113F-HRTimeline
Norris Financial Group, LLC47,246$5.27M2.46%+10,19713F-HRTimeline
Aspect Partners, LLC46,433$5.18M2.96%+9,50413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,616$5.09M0.01%+1,03813F-HRTimelineGroup
WealthPlan Investment Management, LLC45,614$5.09M0.5%+8,76313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd44,800$4.99M0.1%-22,10013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,695$4.76M<0.01%+17,76213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,541$4.74M0.01%+23,71813F-HRTimelineGroup
GoalVest Advisory LLC42,117$4.7M1.29%+94813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding41,929$4.67M+21,186Timeline
Brookstone Capital Managementin group Brookstone Capital Management41,281$4.6M0.07%+37,68113F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC41,213$4.59M2.31%+10013F-HRTimelineGroup
Avondale Wealth Management40,927$4.56M2.87%+2,59113F-HRTimeline
World Investment Advisors37,031$4.13M0.11%+7,21713F-HRTimeline
QUARRY HILL ADVISORS, LLC36,861$4.11M2.67%-54413F-HRTimeline
BWM Planning, LLC34,439$3.84M1.62%+4,22813F-HRTimeline
Virtue Capital Management, LLC33,162$3.7M0.43%new13F-HRTimeline
RHS Financial, LLC32,797$3.66M2.05%-2,28513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,791$3.66M0.01%-29713F-HR/ATimelineGroup
Commonwealth Financial Services, LLC32,729$3.65M0.75%-8,41013F-HRTimeline
Private Advisor Group, LLC31,499$3.51M0.02%+11,29813F-HRTimeline
Seed Wealth Management, Inc.30,845$3.44M2.8%+2,36513F-HRTimeline
SIMON QUICK ADVISORS, LLC29,681$3.31M0.19%+19,24813F-HRTimeline
Lifeworks Advisors, LLC29,651$3.31M0.55%+1,69813F-HRTimeline
BEACON FINANCIAL GROUP28,694$3.2M0.35%+4,22513F-HRTimeline
Prospera Financial Services Inc28,390$3.17M0.07%+5,14013F-HRTimeline
Moser Wealth Advisors, LLC27,880$3.11M1.63%+10,12013F-HRTimeline
NAPA WEALTH MANAGEMENT27,809$3.1M1.74%new13F-HRTimeline
WOLVERINE TRADING, LLC27,754$3.09M0.1%+2,70913F-HRTimeline
LPL Financial LLC27,291$3.04M<0.01%+13,08613F-HRTimeline
Stephens Consulting, LLC26,622$2.97M0.75%-1,69513F-HRTimeline
MGO ONE SEVEN LLC26,596$2.97M0.12%+68613F-HRTimeline
Janney Montgomery Scott LLC26,515$2.96M0.01%+22,07213F-HRTimeline
Well Done, LLC26,095$2.88M0.52%+1,88313F-HRTimeline
Astra Wealth Partners LLC25,409$2.83M2.71%+4,08313F-HRTimeline
Black Swift Group, LLC23,000$2.56M0.58%+4,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,074$2.46M<0.01%-39013F-HR/ATimelineGroup
Optivise Advisory Services LLC21,183$2.36M1.33%-2,26313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,045$2.35M<0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC20,915$2.33M0.08%+2,26513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,483$2.28M<0.01%+3,04513F-HRTimelineGroup
Focus Financial Network, Inc.20,270$2.26M0.09%+1,19313F-HRTimeline
Empirical Finance, LLC20,247$2.26M0.14%013F-HRTimeline
Cambria Investment Management, L.P.19,692$2.2M0.15%-36613F-HRTimeline
Pallas Capital Advisors LLC19,140$2.13M0.09%new13F-HRTimeline
Sippican Capital Advisors18,683$2.08M1.57%+4,53713F-HRTimeline
Apeiron RIA LLC18,503$2.06M0.62%+2,55013F-HRTimeline
ENZI WEALTH17,404$1.95M0.79%-2,91813F-HRTimeline
BlackDiamond Wealth Management, LLC17,067$1.91M1.29%-4,52513F-HRTimeline
Farther Finance Advisors, LLC17,004$1.9M0.05%+22213F-HRTimeline
Valley Financial Group, Inc.16,942$1.89M1.25%+60613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC16,891$1.88M0.04%-70,44613F-HRTimelineGroup
Belpointe Asset Management LLC16,843$1.88M0.1%new13F-HRTimeline
Madison Wealth Partners, Inc16,778$1.87M0.46%+8,57613F-HRTimeline
Dynamic Advisor Solutions LLC16,054$1.79M0.06%+1,15913F-HRTimeline
Freedom Day Solutions, LLC16,000$1.78M0.55%+2,00013F-HRTimeline
Magnolia Private Wealth, LLC15,675$1.75M1.48%-9,24513F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC14,682$1.64M0.48%+1,76813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC14,499$1.62M0.9%-7,60013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC14,467$1.61M0.88%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC13,952$1.56M1.28%new13F-HRTimeline
Frazier Financial Advisors, LLC13,503$1.51M1.16%new13F-HRTimeline
TD Waterhouse Canada Inc.13,400$1.49M0.01%+8,00013F-HRTimeline
SteelPeak Wealth, LLC13,205$1.47M0.06%-73813F-HRTimeline
BRIGHTON JONES LLC12,227$1.36M0.04%new13F-HRTimeline
CLG LLC11,339$1.26M0.44%+18013F-HRTimeline
Revolve Wealth Partners, LLC11,090$1.24M0.18%-4713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,964$1.22M<0.01%new13F-HRTimelineGroup
Almanack Investment Partners, LLC.10,929$1.22M0.24%+3,61013F-HRTimeline
BXM Wealth LLC10,335$1.15M1.39%+7513F-HRTimeline
DCF Advisers, LLC10,000$1.11M0.6%+12513F-HRTimeline
Smart Money Group LLC9,842$1.1M0.37%013F-HR/ATimeline
Wealthspire Advisors, LLC9,726$1.08M0.01%+4,56313F-HRTimeline
Busey Bank9,600$1.07M0.04%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC9,500$1.06M0.31%013F-HRTimeline
Adero Partners, LLC9,466$1.06M0.07%+4613F-HRTimeline
RFG Advisory, LLC9,407$1.05M0.03%-5613F-HRTimeline
ETF Store, Inc.9,355$1.04M1.28%+1,51113F-HRTimeline
Triad Wealth Partners, LLC9,295$1.04M0.32%+3,24413F-HRTimeline
Kesler, Norman & Wride, LLC9,284$1.04M0.2%+1,59713F-HRTimeline
United Advisor Group, LLC9,096$1.01M0.21%+1,23713F-HRTimeline
LGL PARTNERS, LLC9,000$1M0.48%-375,68713F-HRTimeline
Landing Point Financial Group, LLC8,785$979K0.74%+4,47913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC8,617$961K0.49%-16,04813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,408$937K0.03%-1,92813F-HRTimeline
Root Financial Partners, LLC8,275$923K0.1%+1,54013F-HRTimeline
UBS Group AGin group UBS Group AG8,227$917K<0.01%-5,14713F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC8,170$911K0.14%-36513F-HRTimeline
Atria Investments, Inc8,025$895K0.01%-12113F-HRTimeline
Able Wealth Management LLC7,909$882K0.52%new13F-HRTimeline
OLD MISSION CAPITAL LLC7,717$860K0.02%-95,06713F-HRTimeline
Jessup Wealth Management, Inc7,675$856K0.36%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,005$781K0.01%013F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska6,649$741K0.11%+27213F-HRTimelineGroup
Snowden Capital Advisors LLC6,491$724K0.02%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,374$711K0.02%-24013F-HRTimeline
Canvas Wealth Advisors, LLC6,016$672K0.17%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,027$672K0.02%-59113F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC6,000$669K0.03%new13F-HRTimelineGroup
Peterson Wealth Advisors, LLC5,876$655K0.13%+6113F-HRTimeline
Orion Porfolio Solutions, LLC5,726$638K0.01%-2,73313F-HRTimeline
Orion Portfolio Solutions, LLC5,726$638K0.01%-2,73313F-HR/ATimeline
Waverly Advisors, LLC5,649$630K0.01%+89313F-HRTimeline
TME FINANCIAL, INC.5,475$610K0.53%+72513F-HRTimeline
Kilter Group LLC5,294$590K0.39%new13F-HRTimeline
Larson Financial Group LLC4,960$553K0.03%+96013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,918$548K<0.01%-91313F-HRTimelineGroup
BIP Wealth, LLC4,756$530K0.03%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,750$530K0.14%013F-HRTimeline
IFP Advisors, Inc4,682$522K0.02%+2,68213F-HRTimeline
LifeGoal Investments, LLC4,676$521K0.56%+34213F-HRTimeline
Vestment Financial LLC4,567$509K0.37%+3813F-HRTimeline
Teamwork Financial Advisors, LLC4,559$508K0.07%013F-HRTimeline
Straight Path Wealth Management4,448$496K0.2%+43613F-HRTimeline
SEEDS INVESTOR LLC4,432$494K0.14%+1,26613F-HRTimeline
Innovative Advisory Group, LLC4,345$484K0.46%new13F-HRTimeline
Fortress Wealth Management, Inc.4,244$473K0.25%new13F-HRTimeline
CFS Investment Advisory Services, LLC4,185$467K0.04%-1,79613F-HRTimeline
HARBOUR INVESTMENTS, INC.3,950$440K0.01%+45013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,773$421K0.01%013F-HRTimelineGroup
Fermata Advisors, LLC3,763$420K0.08%013F-HRTimeline
Longview Financial Advisors, Inc.3,687$411K0.35%-4,04013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,597$401K0.21%+92313F-HRTimeline
Greenwich Wealth Management LLC3,494$390K0.03%-20013F-HRTimeline
L.K. Benson & Company, P.C.3,481$388K0.27%+88113F-HRTimeline
MKT Advisors LLC3,291$367K0.17%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT3,249$362K0.03%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC3,195$356K0.05%-3013F-HRTimeline
Marcum Wealth, LLC3,185$355K0.03%013F-HRTimeline
Parkwoods Wealth Partners, LLC3,148$351K0.24%new13F-HRTimeline
Valeo Financial Advisors, LLC3,122$348K0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,159$346K<0.01%-3,22713F-HR/ATimelineGroup
XTX Topco Ltdin group XTX Topco Ltd3,024$337K0.02%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,005$335K<0.01%+1,00013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,000$334K<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,954$329K0.02%-21813F-HRTimeline
Hutchens & Kramer Investment Management…2,910$324K0.18%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,857$318K0.13%013F-HRTimeline
Strategic Financial Concepts, LLC2,850$318K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC2,809$313K0.01%-95013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,806$313K<0.01%+70013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,800$312K<0.01%013F-HR/ATimelineGroup
Creative Planningin group Creative Planning2,765$308K<0.01%+45813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,650$295K<0.01%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.2,630$293K0.04%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.2,610$291K0.02%-1,61413F-HRTimelineGroup
SeaCrest Wealth Management, LLC2,600$290K0.03%013F-HRTimeline
Lavaca Capital LLC2,599$290K0.13%-3,26713F-HRTimeline
Arcus Capital Partners, LLC2,300$256K0.1%new13F-HRTimeline
WealthCollab, LLC2,258$252K0.16%new13F-HRTimeline
GK Wealth Management LLC2,258$252K0.31%new13F-HR/ATimeline