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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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,764,680$201M0.3%+85,06713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…604,752$68.9M0.13%+2,34213F-HRTimelineGroup
Cambridge Investment Research Advisors,…484,878$55.2M0.15%+8,57513F-HRTimeline
True Wealth Design, LLC459,362$52.3M15.98%+87,99413F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC337,125$38.4M3.8%013F-HRTimelineGroup
Insight Advisors, LLC/ PA316,722$36.1M5.53%-10,66413F-HRTimeline
Mariner, LLCin group Mariner, LLC316,643$36.1M0.05%+122,27613F-HRTimelineGroup
Ethos Financial Group, LLC304,540$34.7M2.72%+33,14313F-HRTimeline
HighTower Advisors, LLC256,742$29.2M0.03%+203,62613F-HRTimeline
CWM, LLCin group CWM, LLC241,910$27.5M0.08%+17,12013F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC239,395$27.3M12.92%-2,66913F-HRTimeline
Kathmere Capital Management, LLC236,786$27M1.92%+176,31613F-HRTimeline
Innovative Advisory Group, LLC234,952$26.8M17.56%+230,60713F-HRTimeline
Bravias Capital Group, LLC234,324$26.7M17.83%-24,59813F-HRTimeline
Whitcomb & Hess, Inc.228,126$26M6.68%+13,99213F-HRTimeline
Empowered Funds, LLC215,521$24.5M0.25%-215,37313F-HRTimeline
Compass Ion Advisors, LLC207,554$23.6M2.28%-17,01613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC206,595$23.5M2.07%-2513F-HRTimeline
Opus Capital Group, LLC199,161$22.7M2.55%+15,96713F-HRTimeline
Sunbelt Securities, Inc.184,400$21M1.45%+125,40013F-HRTimeline
Amplius Wealth Advisors, LLC178,222$20.3M1.75%+6,11013F-HRTimeline
Client First Investment Management LLC164,213$18.7M9.54%-73,90913F-HRTimeline
Peterson Wealth Advisors, LLC139,422$15.9M2.38%+125,94713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…137,960$15.7M3.86%+2,51813F-HRTimeline
Tortoise Investment Management, LLC136,456$15.5M1.38%-2,38013F-HRTimeline
MML INVESTORS SERVICES, LLC121,227$13.8M0.04%+55,96313F-HRTimeline
Stokes Family Office, LLC113,384$12.9M1.23%+10,69413F-HRTimeline
Arete Wealth Advisors, LLC110,565$12.6M0.79%+5,33913F-HRTimeline
Aspect Partners, LLC101,620$11.6M5.25%+6,52713F-HRTimeline
Private Advisor Group, LLC101,397$11.5M0.06%+64,15113F-HRTimeline
Ferguson Shapiro LLC101,076$11.5M3.73%+17,27913F-HRTimeline
Pinion Investment Advisors, LLC100,249$11.4M3.13%+16,64813F-HRTimeline
Integrated Wealth Concepts LLC95,508$10.9M0.1%+45,79313F-HRTimeline
IHT Wealth Management, LLC94,026$10.7M0.27%+2,54213F-HRTimeline
Mutual Advisors, LLC89,815$10.2M0.23%+26,95413F-HRTimeline
Allen Capital Group, LLC89,395$10.2M0.97%+18,43013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC82,620$9.41M5.64%+5,22713F-HRTimeline
Weaver Consulting Group79,560$9.06M2.3%-2,05013F-HRTimeline
Avondale Wealth Management77,055$8.77M4.67%+19,42513F-HRTimeline
Kingsview Wealth Management, LLC73,366$8.35M0.13%+7,06813F-HRTimeline
NWAM LLC72,242$8.24M0.45%+1,50813F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC70,673$8.05M0.01%+8,31813F-HRTimelineGroup
Innova Wealth Partners70,320$8.01M4.33%+3,05113F-HRTimeline
Longview Financial Advisors, Inc.68,859$7.84M5.59%+59,95413F-HRTimeline
NAPA WEALTH MANAGEMENT67,591$7.7M3.61%+11,03413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,603$6.67M<0.01%+34,03113F-HRTimelineGroup
Norris Financial Group, LLC57,775$6.58M2.4%+1,89213F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC57,566$6.55M5.32%+74413F-HRTimeline
Black Swift Group, LLC57,005$6.49M1.14%+19,76513F-HRTimeline
D.A. DAVIDSON & CO.55,931$6.37M0.04%-1,79813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,335$6.3M0.01%-3,50613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP53,223$6.06M0.01%+3,94413F-HRTimelineGroup
Janney Montgomery Scott LLC50,954$5.8M0.01%+7,69113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC48,932$5.57M0.09%+16,69913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,031$5.57M0.01%+3,72713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management47,563$5.42M0.06%+6,00913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding47,022$5.35M+16,447Timeline
World Investment Advisors46,498$5.29M0.11%-1,48713F-HRTimeline
Commonwealth Financial Services, LLC45,738$5.21M0.89%+17,76213F-HRTimeline
Aptus Capital Advisors, LLC44,789$5.1M0.05%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC43,831$4.99M2.56%-75013F-HRTimeline
Lifeworks Advisors, LLC43,227$4.92M0.66%-49,53113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC42,704$4.86M0.32%new13F-HRTimeline
GoalVest Advisory LLC42,477$4.84M1.03%-79913F-HRTimeline
WealthPlan Investment Management, LLC39,651$4.51M0.3%-5,41413F-HRTimeline
Hershey Financial Advisers, LLC39,217$4.47M3.83%+44213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC38,646$4.4M1.73%-1,86213F-HR/ATimelineGroup
HB Wealth Management, LLC35,745$4.07M0.03%new13F-HRTimeline
BEACON FINANCIAL GROUP34,799$3.96M0.39%+1,02613F-HRTimeline
RHS Financial, LLC34,607$3.94M2.04%-78913F-HRTimeline
Seed Wealth Management, Inc.34,045$3.88M2.68%-6013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…33,597$3.83M0.25%+32,23713F-HRTimelineGroup
Invst, LLC33,310$3.79M0.43%-5,60713F-HRTimeline
BlackDiamond Wealth Management, LLC32,589$3.71M2.02%+13,76413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC32,391$3.69M1.34%+17,10413F-HRTimeline
Prospera Financial Services Inc31,542$3.59M0.06%+1,13513F-HRTimeline
ENZI WEALTH31,128$3.55M1.25%+13,58013F-HRTimeline
Madison Wealth Partners, Inc30,936$3.52M0.7%+8,98413F-HRTimeline
Astra Wealth Partners LLC30,710$3.5M2.43%+4,60013F-HR/ATimeline
BWM Planning, LLC30,494$3.47M1.03%-1,09713F-HRTimeline
WOLVERINE TRADING, LLC28,620$3.26M0.07%+21,91213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska28,383$3.23M0.39%+1,44813F-HRTimelineGroup
GK Wealth Management LLC28,157$3.21M2.38%+6,46213F-HRTimeline
Main Street Group, LTD26,892$3.06M0.9%new13F-HRTimeline
Focus Financial Network, Inc.25,536$2.91M0.1%+3,74713F-HRTimeline
Journey Advisory Group, LLC24,328$2.77M0.21%-29,77013F-HRTimeline
Atria Investments, Inc24,045$2.74M0.03%+1013F-HRTimeline
Greenwich Wealth Management LLC23,523$2.68M0.13%+19,84213F-HRTimeline
Dynamic Advisor Solutions LLC23,450$2.67M0.08%-3,51913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,309$2.65M0.01%+18,15613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,187$2.64M<0.01%+3,18313F-HRTimelineGroup
LPL Financial LLC23,124$2.63M<0.01%+2,95613F-HRTimeline
Hill Investment Group Partners, LLC22,598$2.57M0.31%-1,90813F-HRTimeline
Pallas Capital Advisors LLC22,092$2.52M0.09%+2,15613F-HRTimeline
Able Wealth Management LLC21,815$2.48M0.93%+6,10713F-HRTimeline
Wealthspire Advisors, LLC21,766$2.48M0.01%+6,56313F-HRTimeline
Well Done, LLC21,171$2.41M0.41%+3,76313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,575$2.34M<0.01%-46613F-HRTimelineGroup
Empirical Finance, LLC20,427$2.33M0.11%+18013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC20,376$2.32M0.27%+17,18113F-HRTimeline
Farther Finance Advisors, LLC20,052$2.28M0.03%+3,64113F-HRTimeline
Freedom Day Solutions, LLC19,000$2.16M0.59%+2,00013F-HRTimeline
Apeiron RIA LLC18,117$2.06M0.46%+1,24413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,769$2.02M<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP17,702$2.02M0.01%new13F-HRTimeline
Sippican Capital Advisors17,638$2.01M1.33%+14,44913F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,587$2M0.05%+1,00713F-HRTimeline
Belpointe Asset Management LLC16,879$1.92M0.07%-6,37313F-HRTimeline
Triad Wealth Partners, LLC16,800$1.91M0.25%+3,20513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,681$1.9M<0.01%+4,32013F-HRTimelineGroup
TD Waterhouse Canada Inc.16,673$1.9M0.01%+55013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,354$1.86M0.04%+2,77713F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC16,062$1.83M0.05%-1,36613F-HRTimeline
Integrity Investment Advisors, LLC14,887$1.7M1.12%+3,34313F-HRTimeline
MGO ONE SEVEN LLC14,792$1.68M0.04%-5,56313F-HRTimeline
Cambria Investment Management, L.P.14,290$1.63M0.1%-4,86113F-HR/ATimeline
Valley Financial Group, Inc.13,557$1.54M0.88%-1,26313F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC13,540$1.54M0.28%+3,98013F-HRTimeline
Frazier Financial Advisors, LLC13,503$1.54M0.94%013F-HRTimeline
Advisory Services Network, LLC13,448$1.53M0.02%-8613F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC13,108$1.49M0.34%-65213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC12,833$1.46M1.02%+12613F-HRTimeline
SFI Advisors, LLC12,777$1.45M0.93%+8,95413F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC12,700$1.45M0.06%+2,20013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS12,337$1.4M<0.01%-18,87313F-HRTimeline
SEEDS INVESTOR LLC12,297$1.4M0.3%+8,92113F-HRTimeline
BRIGHTON JONES LLC12,227$1.39M0.03%013F-HRTimeline
ETF Store, Inc.12,210$1.39M1.47%+1,04113F-HRTimeline
Morse Asset Management, Inc12,000$1.37M0.27%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11,429$1.3M<0.01%+6,79413F-HR/ATimelineGroup
Smart Money Group LLC11,229$1.28M0.38%-38913F-HRTimeline
RIA Advisory Group LLC10,967$1.25M0.32%new13F-HRTimeline
Cornerstone Planning Group LLC4,264$1.2M0.19%+3,77213F-HRTimeline
United Advisor Group, LLC10,541$1.2M0.16%+1,82213F-HRTimeline
Landing Point Financial Group, LLC10,452$1.19M0.62%+18013F-HRTimeline
Transcendent Capital Group LLC10,323$1.18M0.53%-5813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,224$1.16M0.3%+4,97413F-HRTimeline
DCF Advisers, LLC10,000$1.14M0.43%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,658$1.1M0.03%+35013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC9,633$1.1M0.47%+11913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,605$1.09M0.01%+20013F-HRTimelineGroup
Busey Bank9,600$1.09M0.03%013F-HRTimeline
Root Financial Partners, LLC9,308$1.06M0.07%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,300$1.06M<0.01%-7,53913F-HR/ATimelineGroup
RFG Advisory, LLC9,293$1.06M0.02%-66613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,087$1.03M0.01%new13F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding9,034$1.03M+5,239Timeline
LGL PARTNERS, LLC9,000$1.02M0.44%013F-HRTimeline
Schiavi & Co LLC9,000$1.02M0.34%013F-HRTimeline
Magnolia Private Wealth, LLC8,964$1.02M0.75%+5013F-HRTimeline
Almanack Investment Partners, LLC.8,899$1.01M0.16%-151,62613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,873$1.01M0.06%-1,15013F-HRTimeline
Parkwoods Wealth Partners, LLC8,825$1M0.34%+4,42913F-HRTimeline
Castellan Group8,500$968K0.14%-35,90013F-HRTimeline
Kilter Group LLC8,326$948K0.45%+4,50113F-HRTimeline
HARBOUR INVESTMENTS, INC.8,253$940K0.02%+3,47313F-HRTimeline
Canvas Wealth Advisors, LLC8,100$923K0.17%-91613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,170$921K0.11%013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,862$895K0.05%-1113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,800$888K0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC7,736$881K0.22%+2,17313F-HRTimeline
Jessup Wealth Management, Inc7,675$874K0.33%013F-HRTimeline
Northern Financial Advisors Inc7,653$871K0.46%new13F-HRTimeline
Kesler, Norman & Wride, LLC7,687$848K0.17%+40313F-HRTimeline
SteelPeak Wealth, LLC7,426$846K0.03%013F-HRTimeline
CLG LLC7,294$830K0.23%-62013F-HRTimeline
Vestment Financial LLC7,121$811K0.46%+2,46713F-HRTimeline
Cetera Investment Advisers7,092$807K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC6,852$780K0.03%+4,90413F-HRTimeline
Fortress Wealth Management, Inc.6,685$761K0.34%+44113F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC6,669$759K0.64%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,542$745K0.18%new13F-HRTimeline
Snowden Capital Advisors LLC6,491$739K0.02%013F-HRTimeline
Optivise Advisory Services LLC6,454$735K0.44%-26,11013F-HRTimeline
Detalus Advisors, LLC6,410$730K0.19%new13F-HRTimeline
Straight Path Wealth Management6,384$727K0.2%+2,91513F-HRTimeline
CENTAURUS FINANCIAL, INC.6,296$717K0.03%+1,60413F-HRTimeline
Capital Investment Advisory Services, L…6,280$715K0.06%+25013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.6,257$712K0.16%new13F-HRTimeline
Accurate Wealth Management, LLC6,230$710K0.09%new13F-HRTimeline
Revisor Wealth Management LLC5,918$674K0.23%+85613F-HRTimeline
TORNO CAPITAL, LLC5,680$647K0.09%-11,67013F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,675$646K0.11%+3,75013F-HRTimelineGroup
BXM Wealth LLC7,495$609K0.58%+90513F-HRTimeline
Vise Technologies, Inc.5,258$599K0.02%+1,31013F-HRTimeline
TME FINANCIAL, INC.5,148$586K0.44%-10013F-HRTimeline
Encompass More Asset Management4,881$556K0.11%+2,53713F-HRTimeline
SIMON QUICK ADVISORS, LLC4,860$553K0.03%-6,44313F-HRTimeline
BIP Wealth, LLC4,809$548K0.03%+1213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,807$547K<0.01%-4,50713F-HRTimelineGroup
Howard Capital Management, LLC4,729$538K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,674$532K0.03%+2,89213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,602$524K<0.01%-8,00313F-HRTimelineGroup
Sovran Advisors, LLC4,467$510K0.05%new13F-HRTimeline
Collaborative Wealth Managment Inc.4,402$501K0.2%new13F-HRTimeline
CFS Investment Advisory Services, LLC4,185$478K0.04%013F-HRTimeline
Cardinal Point Capital Management ULC4,045$461K0.03%new13F-HRTimeline
ZEGA Investments, LLC3,959$451K0.1%new13F-HRTimeline
Arcus Capital Partners, LLC3,800$433K0.19%-3,40013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,773$430K0.01%013F-HRTimelineGroup