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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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,406,217$163M0.36%-1,011,82813F-HRTimeline
Empowered Funds, LLC959,025$112M0.71%+667,20713F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…601,391$69.9M0.12%-4,58013F-HRTimelineGroup
True Wealth Design, LLC497,031$57.8M16.04%+20,74513F-HRTimeline
Cambridge Investment Research Advisors,…459,235$53.4M0.14%-41,71213F-HRTimeline
PENNINGTON PARTNERS & CO., LLC428,686$49.9M17.07%+19,32213F-HRTimeline
Client First Investment Management LLC406,866$47.3M24.6%+267,10913F-HRTimeline
Ethos Financial Group, LLC404,551$47M3.44%+86,61013F-HRTimeline
HighTower Advisors, LLC373,011$43.4M0.05%+32,06013F-HRTimeline
Insight Advisors, LLC/ PA337,673$39.3M7.47%+19,89813F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC337,125$39.2M2.36%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC311,721$36.3M0.86%new13F-HRTimeline
Opus Capital Group, LLC284,266$33.1M3.56%+18,64513F-HRTimeline
Mariner, LLCin group Mariner, LLC282,725$32.9M0.04%-101,64613F-HRTimelineGroup
Whitcomb & Hess, Inc.280,582$32.6M7.61%+28,40413F-HRTimeline
Bravias Capital Group, LLC223,044$25.9M16.96%-6,48513F-HRTimeline
Aviso Financial Inc.222,229$25.8M0.92%new13F-HRTimeline
Cynosure Group, LLC222,141$25.8M3.23%-85,45613F-HRTimeline
Kalehua Capital Management LLC218,278$25.4M17.96%-12,50913F-HR/ATimeline
Amplius Wealth Advisors, LLC212,011$24.7M2.06%+20,17813F-HRTimeline
Compass Ion Advisors, LLC210,627$24.5M2.33%+4,00513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC206,501$24M1.81%-9413F-HRTimeline
CWM, LLCin group CWM, LLC196,295$22.8M0.06%-28,27613F-HRTimelineGroup
Kathmere Capital Management, LLC191,121$22.2M1.38%+6,58113F-HRTimeline
MML INVESTORS SERVICES, LLC185,852$21.6M0.06%+44,89513F-HRTimeline
Castellan Group177,481$20.6M2.86%+81,40513F-HRTimeline
Peterson Wealth Advisors, LLC165,908$19.3M2.57%+23,58413F-HRTimeline
Sunbelt Securities, Inc.165,049$19.2M1.21%-6,63813F-HRTimeline
Private Advisor Group, LLC157,190$18.3M0.09%+74,46813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…146,489$17M4.06%+1,14113F-HRTimeline
Tortoise Investment Management, LLC144,816$16.8M1.39%+19,48013F-HRTimeline
Optimus Capital Advisors, LLC141,336$16.4M9.72%+4,19513F-HRTimeline
Pinion Investment Advisors, LLC134,014$15.6M3.64%+6,25713F-HRTimeline
Allen Capital Group, LLC131,933$15.3M1.38%+28,30013F-HRTimeline
Stillwater Private Wealth, LLC121,786$14.2M11.98%13F-HRTimeline
Well Done, LLC121,520$14.1M2.08%+94,07113F-HRTimeline
Arete Wealth Advisors, LLC121,485$14.1M1.06%+13,41613F-HR/ATimeline
Aspect Partners, LLC117,180$13.6M5.57%+14,02513F-HRTimeline
Farther Finance Advisors, LLC114,362$13.3M0.13%+4,59713F-HRTimeline
Quantinno Capital Management LP111,671$13M0.02%+80,86513F-HRTimeline
WealthPlan Investment Management, LLC109,680$12.8M0.71%+69,81913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding106,586$12.4M+39,008Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC104,908$12.2M0.01%+20,26013F-HRTimelineGroup
IHT Wealth Management, LLC103,513$12M0.28%-11,65513F-HRTimeline
Commerce Advisors, LLC98,405$11.4M9.62%13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.97,170$11.3M0.69%+94,86713F-HRTimelineGroup
Kingsview Wealth Management, LLC96,438$11.2M0.15%-31113F-HRTimeline
Weaver Consulting Group95,044$11.1M2.63%+27,25013F-HRTimeline
Altiora Financial Group, LLC94,975$11M1.82%+37,33013F-HRTimeline
Stokes Family Office, LLC90,178$10.5M1.08%-17,66413F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC90,000$10.5M10.14%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC89,887$10.5M0.16%+20,59213F-HRTimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC88,960$10.3M6.04%+43,45013F-HRTimeline
Teamwork Financial Advisors, LLC86,092$10M1.11%+8,34013F-HRTimeline
Mutual Advisors, LLC85,965$10M0.21%+74813F-HRTimeline
Ferguson Shapiro LLC84,113$9.78M2.98%-4,32413F-HRTimeline
Innova Wealth Partners81,168$9.44M4.49%+12,63313F-HRTimeline
Longview Financial Advisors, Inc.80,928$9.41M5.75%+6,17713F-HRTimeline
Able Wealth Management LLC77,668$9.03M2.41%+34,15813F-HRTimeline
Aptus Capital Advisors, LLC76,629$8.91M0.07%+11,23313F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding75,698$8.8M+38,084Timeline
NWAM LLC71,745$8.34M0.48%-23913F-HRTimeline
MATHER GROUP, LLC.71,136$8.27M0.08%+68,74213F-HRTimeline
Deeter Investments LLP70,706$8.22M1.44%-52,25013F-HRTimeline
AdvisorShares Investments LLC70,000$8.14M1.48%new13F-HRTimeline
BEACON FINANCIAL GROUP69,055$8.03M0.8%+37,81313F-HRTimeline
Private Advisory Group LLC67,925$7.9M0.55%-39,22513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,244$7.7M0.01%-7,10813F-HRTimeline
Aerodigm Wealth, LLC66,219$7.7M2.9%new13F-HRTimeline
Encompass More Asset Management64,468$7.5M1.27%+55,29613F-HRTimeline
Flatrock Wealth Partners LLC63,719$7.41M3.33%+2,20713F-HRTimeline
Norris Financial Group, LLC63,568$7.39M2.41%+2,09413F-HRTimeline
Avondale Wealth Management63,431$7.38M3.63%-6,21813F-HRTimeline
OLD MISSION CAPITAL LLC61,101$7.11M0.17%new13F-HRTimeline
D.A. DAVIDSON & CO.59,606$6.93M0.04%013F-HRTimeline
Transcendent Capital Group LLC59,170$6.88M3.14%+15,59113F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC59,046$6.87M5.32%+1,41613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC59,007$6.86M0.44%+11,21413F-HRTimeline
Apeiron RIA LLC58,759$6.83M1.58%+12,94713F-HRTimeline
Belpointe Asset Management LLC55,187$6.42M0.23%+27,83913F-HRTimeline
Janney Montgomery Scott LLC54,675$6.36M0.02%+76013F-HRTimeline
QUARRY HILL ADVISORS, LLC53,920$6.28M2.58%+3,32213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC52,965$6.16M1.11%+20,12013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,724$6.13M<0.01%-56,67413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management52,061$6.05M0.07%-6313F-HRTimelineGroup
Astra Wealth Partners LLC51,459$5.98M3.78%-42213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC50,983$5.93M0.64%+8,39513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,651$5.89M<0.01%-14,70813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding50,622$5.89M+33,678Timeline
Kings Path Partners LLC50,020$5.82M2%+30,18613F-HR/ATimeline
Pearl Planning LLC50,006$5.82M3.11%+84313F-HRTimeline
Pallas Capital Advisors LLC49,252$5.73M0.22%+29,90213F-HRTimeline
Seed Wealth Management, Inc.47,605$5.54M3.81%+11,04913F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC47,475$5.52M0.06%new13F-HRTimeline
LifeGoal Investments, LLC47,189$5.48M3.14%+25,63813F-HRTimeline
RHS Financial, LLC46,798$5.44M2.58%+5,55413F-HRTimeline
TopTier Wealth Management, LLC45,377$5.28M3.24%-1,15213F-HRTimeline
World Investment Advisors45,253$5.26M0.08%+82413F-HRTimeline
ATLas Financial Planning LLC44,492$5.17M4.64%+73113F-HRTimeline
Beacon Pointe Advisors, LLC44,242$5.14M0.03%-1,91313F-HRTimeline
Integrated Wealth Concepts LLC43,765$5.09M0.04%+4,13213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC43,106$5.01M1.1%+26,00813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\42,915$4.99M0.01%new13F-HRTimelineGroup
ENZI WEALTH42,490$4.94M1.72%+7,58713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,317$4.92M0.01%+7,88413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,887$4.87M0.01%+3,92313F-HRTimelineGroup
Invst, LLC39,622$4.61M0.52%+90713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,968$4.53M0.01%-9,51113F-HRTimeline
Madison Wealth Partners, Inc38,786$4.51M0.72%+3,02213F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC38,691$4.5M1.41%-17,42913F-HRTimeline
Black Swift Group, LLC37,800$4.4M0.77%-22,22513F-HRTimeline
Commonwealth Financial Services, LLC36,989$4.3M0.68%-1,19713F-HRTimeline
Lifeworks Advisors, LLC36,307$4.22M0.54%-1,70013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska34,655$4.03M0.41%+4,33313F-HRTimelineGroup
Main Street Group, LTD32,873$3.82M1.12%-6,79113F-HRTimeline
Gotham Asset Management, LLC32,424$3.77M0.01%new13F-HRTimeline
Prospera Financial Services Inc31,081$3.61M0.06%-24613F-HRTimeline
BWM Planning, LLC30,563$3.55M0.94%+4313F-HRTimeline
Greenwich Wealth Management LLC30,479$3.54M0.14%+13,18013F-HRTimeline
Freedom Day Solutions, LLC28,825$3.35M0.9%+9,82513F-HRTimeline
BXM Wealth LLC28,490$3.31M2.55%-266,17713F-HRTimeline
Valley Financial Group, Inc.27,998$3.26M1.76%+15,24113F-HRTimeline
Vise Technologies, Inc.27,518$3.17M0.06%013F-HRTimeline
Sherman Wealth Management LLC26,592$3.09M2.66%+10,13213F-HRTimeline
Waterloo Capital, L.P.26,482$3.08M0.22%new13F-HRTimeline
HB Wealth Management, LLC25,288$2.94M0.02%-1,86313F-HRTimeline
Friedenthal Financial25,197$2.93M1.47%+7,02813F-HRTimeline
BlackDiamond Wealth Management, LLC25,076$2.92M1.41%-1,20813F-HRTimeline
Revolve Wealth Partners, LLC24,884$2.89M0.38%+22,86413F-HRTimeline
Rossby Financial, LCC24,599$2.86M0.6%new13F-HRTimeline
Wedmont Private Capital23,492$2.73M0.09%+8,62813F-HRTimeline
Elevated Financial Group LLC23,259$2.7M0.9%+4,93013F-HRTimeline
Hershey Financial Advisers, LLC22,872$2.66M2.3%-15,07813F-HRTimeline
Triad Wealth Partners, LLC22,212$2.58M0.2%-14,65613F-HRTimeline
Dynamic Advisor Solutions LLC21,707$2.52M0.08%-1,30513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC21,656$2.52M0.06%+7,57613F-HRTimeline
Perigon Wealth Management, LLC21,161$2.46M0.04%+17,65013F-HRTimeline
Focus Financial Network, Inc.21,031$2.45M0.09%-4,49813F-HRTimeline
Arcus Capital Partners, LLC20,600$2.4M0.86%-12,92513F-HRTimeline
Empirical Finance, LLC20,382$2.37M0.11%new13F-HR/ATimeline
XY Planning Network, Inc.20,145$2.34M0.37%+17,33213F-HRTimeline
Accurate Wealth Management, LLC20,095$2.34M0.28%+18,28013F-HRTimeline
Hill Investment Group Partners, LLC19,850$2.31M0.25%-11,49113F-HRTimeline
Schiavi & Co LLC19,374$2.25M0.67%013F-HRTimeline
Wealthspire Advisors, LLC19,357$2.25M0.02%+1,30513F-HRTimeline
Dynamic Financial Group18,997$2.21M1.81%+6,56413F-HRTimeline
Atria Investments, Inc18,905$2.2M0.02%-14,82913F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,884$2.2M0.06%-12,95613F-HRTimeline
January Capital Advisors LLC18,709$2.18M2.93%13F-HRTimeline
Altium Investment Strategies LLC18,432$2.14M6.3%13F-HRTimeline
SFI Advisors, LLC18,410$2.14M2.25%+5,65013F-HRTimeline
MGO ONE SEVEN LLC18,405$2.14M0.04%-19413F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding18,080$2.1M-601Timeline
LPL Financial LLC17,910$2.08M<0.01%+1813F-HRTimeline
WEDBUSH SECURITIES INC17,877$2.08M0.06%+4,45113F-HRTimeline
TD Waterhouse Canada Inc.17,873$2.08M0.01%-24513F-HRTimeline
Plan Group Financial, LLC17,681$2.06M0.48%+9,33113F-HRTimeline
Robertson Stephens Wealth Management, L…17,150$1.99M0.06%+2,50013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17,125$1.99M0.15%+11,70013F-HRTimelineGroup
Sowell Financial Services LLC16,673$1.94M0.07%-83013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,405$1.91M<0.01%-9,25013F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.15,931$1.85M0.4%+5,30213F-HRTimeline
Nicholas Wealth, LLC.15,879$1.85M1.27%+10,69213F-HRTimeline
Morse Asset Management, Inc15,622$1.82M0.38%-1,45013F-HRTimeline
Integrity Investment Advisors, LLC15,463$1.8M0.98%-15813F-HRTimeline
Magnolia Private Wealth, LLC15,439$1.8M1.2%+7,78113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC15,173$1.76M0.4%+4,29313F-HRTimeline
Snowden Capital Advisors LLC15,127$1.76M0.05%+8,63113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,841$1.73M0.03%-4,09013F-HRTimelineGroup
Frazier Financial Advisors, LLC14,807$1.72M0.95%013F-HRTimeline
IEQ CAPITAL, LLC14,617$1.7M0.01%-10,98213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC14,535$1.69M1.39%+94613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,352$1.67M0.02%-8,78313F-HRTimeline
Vestment Financial LLC14,269$1.66M0.78%+6,80413F-HRTimeline
RESOLUTE CAPITAL, LLC14,036$1.63M0.66%-1,71913F-HRTimeline
SVRN Asset Management, LLC13,442$1.56M1.51%+2,90113F-HRTimeline
Savvy Advisors, Inc.13,419$1.56M0.04%new13F-HRTimeline
Redwood Family Wealth LLC12,936$1.5M1.48%-8313F-HRTimeline
Almanack Investment Partners, LLC.12,588$1.46M0.25%+5,50513F-HRTimeline
Revisor Wealth Management LLC12,354$1.44M0.4%-13913F-HRTimeline
BRIGHTON JONES LLC12,227$1.42M0.03%new13F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.12,000$1.39M<0.01%+9,00013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,784$1.37M0.01%-3,21613F-HRTimeline
ETF Store, Inc.11,686$1.36M1.32%-40013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd11,600$1.35M0.01%+3,00013F-HRTimelineGroup
Parkwoods Wealth Partners, LLC11,556$1.34M0.33%+1,82513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,439$1.33M0.07%new13F-HRTimeline
United Advisor Group, LLC11,232$1.31M0.16%+26013F-HRTimeline
Smart Money Group LLC11,196$1.3M0.38%013F-HRTimeline
Kesler, Norman & Wride, LLC11,196$1.3M0.22%+1,71413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,163$1.3M0.03%013F-HR/ATimeline
CONTINUUM WEALTH ADVISORS, LLC11,122$1.29M0.54%+8413F-HRTimeline
Cambria Investment Management, L.P.11,009$1.28M0.07%-3,43513F-HRTimeline
Canvas Wealth Advisors, LLC10,940$1.27M0.22%+2,09013F-HRTimeline
Professional Financial Advisors, LLC10,753$1.25M0.25%+5,24113F-HRTimeline
&PARTNERS9,571$1.24M0.01%+80713F-HRTimeline
JPL Wealth Management, LLC10,371$1.21M0.28%+3,24513F-HR/ATimeline
MAGNOLIA CAPITAL ADVISORS LLC10,193$1.19M0.23%-1,35013F-HRTimeline
Landing Point Financial Group, LLC9,694$1.13M0.55%+10613F-HRTimeline
Meridian Wealth Management, LLC9,670$1.12M0.04%+3,26613F-HRTimeline