BOXX institutional holders

EA SERIES TRUST · 13F, 2026Q2

Managers holding372
Shares held19,920,030
Reported value$2.3bn
Quarter flows60 new, 165 added, 100 trimmed, 23 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,383,612$162.4m0.3%
Cambridge Investment Research Advisors, Inc.1,141,892$133.7m0.2%
Empowered Funds, LLC923,075$108.1m0.6%
Rockefeller Capital Management L.P.695,000$81.4m0.1%
True Wealth Design, LLC486,131$56.9m13.5%
Mariner, LLC455,745$53.4m0.1%
HighTower Advisors, LLC393,332$46.1m0.0%
PENNINGTON PARTNERS & CO., LLC356,588$41.8m13.4%
ADAR1 Capital Management, LLC337,125$39.5m1.8%
Insight Advisors, LLC/ PA324,822$38.0m6.7%
JPMORGAN CHASE & CO306,987$36.0m0.0%
Opus Capital Group, LLC305,968$35.8m3.5%
MML INVESTORS SERVICES, LLC296,913$34.8m0.1%
Whitcomb & Hess, Inc.273,047$32.0m6.9%
MERCER GLOBAL ADVISORS INC /ADV265,727$31.1m0.0%
Pinion Investment Advisors, LLC248,506$29.1m5.5%
AQR CAPITAL MANAGEMENT LLC244,873$28.7m0.0%
Bravias Capital Group, LLC230,369$27.0m16.0%
Amplius Wealth Advisors, LLC227,846$26.7m2.0%
Kalehua Capital Management LLC226,188$26.5m8.4%
Ethos Financial Group, LLC222,040$26.1m1.7%
TITLEIST ASSET MANAGEMENT, LLC206,411$24.2m1.6%
Avondale Wealth Management195,037$22.8m9.3%
Compass Ion Advisors, LLC186,055$21.8m1.9%
Castellan Group174,989$20.5m2.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BOXX"). BOXX price history · All 13F data

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