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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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,418,045$278M0.38%+653,36513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…605,971$69.7M0.13%+1,21913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…500,947$57.7M0.15%+16,06913F-HRTimeline
True Wealth Design, LLC476,286$54.8M16.07%+16,92413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC409,364$47.1M18.88%+169,96913F-HRTimeline
Mariner, LLCin group Mariner, LLC384,371$44.2M0.05%+67,72813F-HRTimelineGroup
HighTower Advisors, LLC340,951$39.2M0.04%+84,20913F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC337,125$38.8M2.9%013F-HR/ATimelineGroup
Ethos Financial Group, LLC317,941$36.6M2.7%+13,40113F-HRTimeline
Insight Advisors, LLC/ PA317,775$36.6M5.54%+1,05313F-HRTimeline
Cynosure Group, LLC307,597$35.4M3.6%new13F-HRTimeline
Empowered Funds, LLC291,818$33.6M0.57%+76,29713F-HR/ATimeline
Opus Capital Group, LLC265,621$30.6M3.31%+66,46013F-HRTimeline
Whitcomb & Hess, Inc.252,178$29.1M6.86%+24,05213F-HRTimeline
Kalehua Capital Management LLC230,787$26.6M26.27%13F-HRTimeline
Bravias Capital Group, LLC229,529$26.4M15.97%-4,79513F-HRTimeline
CWM, LLCin group CWM, LLC224,571$25.8M0.07%-17,33913F-HRTimelineGroup
Compass Ion Advisors, LLC206,622$23.8M2.27%-93213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC206,595$23.8M1.92%013F-HRTimeline
Innovative Advisory Group, LLC202,414$23.3M15.28%-32,53813F-HRTimeline
Amplius Wealth Advisors, LLC191,833$22.1M1.85%+13,61113F-HRTimeline
Kathmere Capital Management, LLC184,540$21.2M1.43%-52,24613F-HRTimeline
Jain Global LLC181,455$20.9M0.2%new13F-HRTimeline
Sunbelt Securities, Inc.171,687$19.8M1.32%-12,71313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…145,348$16.7M3.94%+7,38813F-HRTimeline
Peterson Wealth Advisors, LLC142,324$16.4M2.18%+2,90213F-HRTimeline
MML INVESTORS SERVICES, LLC140,957$16.2M0.04%+19,73013F-HRTimeline
Client First Investment Management LLC139,757$16.1M8.44%-24,45613F-HRTimeline
Optimus Capital Advisors, LLC137,141$15.8M9.24%13F-HRTimeline
Pinion Investment Advisors, LLC127,757$14.7M3.59%+27,50813F-HRTimeline
Tortoise Investment Management, LLC125,336$14.4M1.27%-11,12013F-HRTimeline
Deeter Investments LLP122,956$14.2M3.06%13F-HRTimeline
IHT Wealth Management, LLC115,168$13.3M0.32%+21,14213F-HRTimeline
Farther Finance Advisors, LLC109,765$12.6M0.14%+89,71313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA109,398$12.6M<0.01%+86,21113F-HRTimelineGroup
Arete Wealth Advisors, LLC108,069$12.4M0.86%-2,49613F-HR/ATimeline
Stokes Family Office, LLC107,842$12.4M1.14%-5,54213F-HRTimeline
Private Advisory Group LLC107,150$12.3M0.97%+104,90813F-HRTimeline
Allen Capital Group, LLC103,633$11.9M1.1%+14,23813F-HRTimeline
Aspect Partners, LLC103,155$11.9M5.2%+1,53513F-HRTimeline
Kingsview Wealth Management, LLC96,749$11.1M0.16%+23,38313F-HRTimeline
Castellan Group96,076$11.1M1.4%+87,57613F-HRTimeline
Ferguson Shapiro LLC88,437$10.2M3.13%-12,63913F-HRTimeline
Mutual Advisors, LLC85,217$9.81M0.21%-4,59813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC84,648$9.74M0.01%+13,97513F-HRTimelineGroup
Private Advisor Group, LLC82,722$9.52M0.04%-18,67513F-HRTimeline
Teamwork Financial Advisors, LLC77,752$8.95M0.95%+75,38313F-HRTimeline
Longview Financial Advisors, Inc.74,751$8.6M5.85%+5,89213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,352$8.44M0.01%+18,01713F-HRTimeline
NWAM LLC71,984$8.31M0.46%-25813F-HRTimeline
Avondale Wealth Management69,649$8.02M4.12%-7,40613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC69,295$7.98M0.13%+20,36313F-HRTimelineGroup
Innova Wealth Partners68,535$7.89M3.98%-1,78513F-HRTimeline
Weaver Consulting Group67,794$7.8M1.91%-11,76613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding67,578$7.78M+20,556Timeline
Aptus Capital Advisors, LLC65,396$7.53M0.06%+20,60713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,359$7.52M<0.01%+6,75613F-HRTimelineGroup
Flatrock Wealth Partners LLC61,512$7.08M3.4%13F-HR/ATimeline
Norris Financial Group, LLC61,474$7.08M2.4%+3,69913F-HRTimeline
Black Swift Group, LLC60,025$6.91M1.15%+3,02013F-HRTimeline
D.A. DAVIDSON & CO.59,606$6.86M0.04%+3,67513F-HRTimeline
Altiora Financial Group, LLC57,645$6.63M1.14%new13F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC57,630$6.63M5.25%+6413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC56,120$6.46M2.13%+23,72913F-HRTimeline
Janney Montgomery Scott LLC53,915$6.21M0.01%+2,96113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management52,124$6M0.07%+4,56113F-HRTimelineGroup
Astra Wealth Partners LLC51,881$5.97M3.65%+21,17113F-HRTimeline
QUARRY HILL ADVISORS, LLC50,598$5.82M2.71%+6,76713F-HRTimeline
Pearl Planning LLC49,163$5.66M3.46%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,479$5.58M0.01%+36,14213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,115$5.54M0.01%-5,10813F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC47,793$5.5M0.35%+5,08913F-HRTimeline
TopTier Wealth Management, LLC46,529$5.36M3.64%13F-HRTimeline
Beacon Pointe Advisors, LLC46,155$5.31M0.04%+43,15013F-HRTimeline
Apeiron RIA LLC45,812$5.29M1.07%+27,69513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC45,510$5.24M3.05%-37,11013F-HRTimeline
World Investment Advisors44,429$5.11M0.08%-2,06913F-HR/ATimeline
ATLas Financial Planning LLC43,761$5.04M4.94%13F-HRTimeline
Transcendent Capital Group LLC43,579$5.02M2.27%+33,25613F-HRTimeline
Able Wealth Management LLC43,510$5.01M1.58%+21,69513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC42,588$4.9M0.55%+22,21213F-HRTimeline
RHS Financial, LLC41,244$4.75M2.32%+6,63713F-HRTimeline
WealthPlan Investment Management, LLC39,861$4.59M0.29%+21013F-HRTimeline
Main Street Group, LTD39,664$4.57M1.57%+12,77213F-HRTimeline
Integrated Wealth Concepts LLC39,633$4.56M0.05%-55,87513F-HRTimeline
Invst, LLC38,715$4.46M0.48%+5,40513F-HRTimeline
Sippican Capital Advisors38,628$4.45M2.86%+20,99013F-HRTimeline
Commonwealth Financial Services, LLC38,186$4.4M0.72%-7,55213F-HRTimeline
Lifeworks Advisors, LLC38,007$4.37M0.57%-5,22013F-HRTimeline
Hershey Financial Advisers, LLC37,950$4.37M3.69%-1,26713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…37,964$4.37M0.01%+14,65513F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC37,614$4.33M1.69%-1,03213F-HRTimelineGroup
Triad Wealth Partners, LLC36,868$4.24M0.4%+20,06813F-HRTimeline
Seed Wealth Management, Inc.36,556$4.21M2.9%+2,51113F-HRTimeline
Madison Wealth Partners, Inc35,764$4.12M0.75%+4,82813F-HRTimeline
ENZI WEALTH34,903$4.02M1.42%+3,77513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,433$3.96M0.01%-14,59813F-HRTimelineGroup
Atria Investments, Inc33,734$3.88M0.04%+9,68913F-HRTimeline
Arcus Capital Partners, LLC33,525$3.86M1.39%+29,72513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC32,845$3.78M0.61%+19,30513F-HRTimeline
U.S. Capital Wealth Advisors, LLC31,840$3.66M0.1%+14,25313F-HRTimeline
Hill Investment Group Partners, LLC31,341$3.61M0.43%+8,74313F-HRTimeline
Prospera Financial Services Inc31,327$3.61M0.06%-21513F-HRTimeline
BEACON FINANCIAL GROUP31,242$3.6M0.36%-3,55713F-HRTimeline
Quantinno Capital Management LP30,806$3.55M0.01%+13,10413F-HRTimeline
BWM Planning, LLC30,520$3.51M0.94%+2613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska30,322$3.49M0.4%+1,93913F-HRTimelineGroup
BXM Wealth LLC294,667$3.25M2.51%+287,17213F-HRTimeline
GK Wealth Management LLC27,967$3.22M2.36%-19013F-HRTimeline
Vise Technologies, Inc.27,518$3.17M0.06%+22,26013F-HRTimeline
Well Done, LLC27,449$3.16M0.47%+6,27813F-HRTimeline
Belpointe Asset Management LLC27,348$3.15M0.11%+10,46913F-HRTimeline
HB Wealth Management, LLC27,151$3.13M0.02%-8,59413F-HRTimeline
BlackDiamond Wealth Management, LLC26,284$3.04M1.48%-6,30513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,655$2.95M<0.01%+5,08013F-HRTimelineGroup
IEQ CAPITAL, LLC25,599$2.95M0.01%new13F-HRTimeline
Focus Financial Network, Inc.25,529$2.94M0.1%-713F-HRTimeline
Journey Advisory Group, LLC23,328$2.69M0.23%-1,00013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,135$2.66M0.03%new13F-HRTimeline
Dynamic Advisor Solutions LLC23,012$2.65M0.08%-43813F-HRTimeline
LifeGoal Investments, LLC21,551$2.51M1.67%+18,08613F-HRTimeline
Kings Path Partners LLC19,834$2.28M0.8%+19,17513F-HRTimeline
Schiavi & Co LLC19,374$2.23M0.72%+10,37413F-HRTimeline
Pallas Capital Advisors LLC19,350$2.23M0.07%-2,74213F-HRTimeline
Freedom Day Solutions, LLC19,000$2.19M0.59%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,931$2.18M0.04%+2,57713F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding18,681$2.15M+9,647Timeline
MGO ONE SEVEN LLC18,599$2.14M0.04%+3,80713F-HRTimeline
Elevated Financial Group LLC18,329$2.11M0.73%13F-HRTimeline
Friedenthal Financial18,169$2.09M1.08%new13F-HRTimeline
TD Waterhouse Canada Inc.18,118$2.09M0.01%+1,44513F-HRTimeline
Wealthspire Advisors, LLC18,052$2.08M0.02%-3,71413F-HRTimeline
LPL Financial LLC17,892$2.06M<0.01%-5,23213F-HRTimeline
Sowell Financial Services LLC17,503$2.01M0.07%new13F-HRTimeline
UBS Group AGin group UBS Group AG17,400$2M<0.01%new13F-HRTimelineGroup
Greenwich Wealth Management LLC17,299$1.99M0.09%-6,22413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC17,098$1.97M0.45%+10,55613F-HRTimeline
Morse Asset Management, Inc17,072$1.96M0.39%+5,07213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,944$1.95M<0.01%+26313F-HRTimelineGroup
Sherman Wealth Management LLC16,460$1.89M1.65%13F-HR/ATimeline
RESOLUTE CAPITAL, LLC15,755$1.81M0.76%13F-HRTimeline
Integrity Investment Advisors, LLC15,621$1.8M0.99%+73413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,033$1.73M<0.01%+10,22613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC15,000$1.73M0.01%new13F-HRTimeline
Wedmont Private Capital14,864$1.71M0.06%+11,34113F-HRTimeline
Frazier Financial Advisors, LLC14,807$1.7M1.01%+1,30413F-HRTimeline
Robertson Stephens Wealth Management, L…14,650$1.69M0.05%new13F-HRTimeline
Cambria Investment Management, L.P.14,444$1.66M0.1%+15413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC14,080$1.62M0.04%-1,98213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC13,589$1.56M1.28%+6,92013F-HRTimeline
WEDBUSH SECURITIES INC13,426$1.54M0.05%+6,57413F-HRTimeline
Redwood Family Wealth LLC13,019$1.5M1.48%13F-HRTimeline
SFI Advisors, LLC12,760$1.47M0.94%-1713F-HRTimeline
Valley Financial Group, Inc.12,757$1.47M0.82%-80013F-HRTimeline
Revisor Wealth Management LLC12,493$1.44M0.39%+6,57513F-HRTimeline
Dynamic Financial Group12,433$1.43M1.22%new13F-HRTimeline
ETF Store, Inc.12,086$1.39M1.42%-12413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,025$1.38M<0.01%+10,12513F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC11,543$1.33M0.28%+1,31913F-HRTimeline
Smart Money Group LLC11,196$1.29M0.38%-3313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,163$1.28M0.03%+1,50513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11,128$1.28M<0.01%-30113F-HR/ATimelineGroup
CONTINUUM WEALTH ADVISORS, LLC11,038$1.27M0.49%+1,40513F-HRTimeline
United Advisor Group, LLC10,972$1.26M0.16%+43113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC10,880$1.25M0.3%-2,22813F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC10,800$1.24M0.06%-1,90013F-HRTimelineGroup
SEEDS INVESTOR LLC10,748$1.24M0.24%-1,54913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.10,629$1.22M0.26%+4,37213F-HRTimeline
SVRN Asset Management, LLC10,541$1.21M1%13F-HRTimeline
Parkwoods Wealth Partners, LLC9,731$1.12M0.33%+90613F-HRTimeline
Busey Bank9,600$1.1M0.03%013F-HRTimeline
Landing Point Financial Group, LLC9,588$1.1M0.55%-86413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,486$1.09M0.01%+6,19913F-HRTimelineGroup
Kesler, Norman & Wride, LLC9,482$1.09M0.19%+1,79513F-HRTimeline
Root Financial Partners, LLC9,308$1.07M0.06%013F-HRTimeline
Encompass More Asset Management9,172$1.06M0.2%+4,29113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,087$1.05M0.01%013F-HRTimelineGroup
55 North Private Wealth, LLC8,924$1.03M0.27%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,859$1.02M<0.01%-44113F-HRTimelineGroup
Canvas Wealth Advisors, LLC8,850$1.02M0.17%+75013F-HRTimeline
&PARTNERS8,764$1.01M0.01%+7,16713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,705$1M0.01%-90013F-HRTimelineGroup
RFG Advisory, LLC8,600$990K0.02%-69313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd8,600$990K0.01%+80013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.8,588$988K0.05%+2,29213F-HRTimeline
RIA Advisory Group LLC8,566$986K0.24%-2,40113F-HRTimeline
Straight Path Wealth Management8,514$980K0.26%+2,13013F-HRTimeline
Plan Group Financial, LLC8,350$961K0.25%+6,18913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,170$940K0.1%013F-HRTimeline
Cadia Private Client LLC8,061$928K0.74%13F-HRTimeline
Composition Wealth, LLC8,009$922K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,915$911K0.05%-95813F-HRTimeline
Jessup Wealth Management, Inc7,675$883K0.29%013F-HRTimeline
Magnolia Private Wealth, LLC7,658$881K0.62%-1,30613F-HRTimeline
CLG LLC7,572$872K0.22%+27813F-HRTimeline
SHP Wealth Management7,546$869K0.07%13F-HRTimeline
Vestment Financial LLC7,465$860K0.45%+34413F-HRTimeline
SAX WEALTH ADVISORS, LLC7,188$827K0.04%-67413F-HRTimeline
JPL Wealth Management, LLC7,126$820K0.2%+7,09013F-HRTimeline
Kilter Group LLC7,083$815K0.36%-1,24313F-HRTimeline