Who Owns EA Series Trust Alpha Architect 1-3 Month Box ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in EA Series Trust Alpha Architect 1-3 Month Box ETF.
Who crossed 5% of BOXX →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Whitcomb & Hess, Inc.ALPHA ARCH 1-3289K shadded | $34.2M |
| Peterson Wealth Advisors, LLCALPHA ARCH 1-3227.1K shadded | $26.9M |
| TITLEIST ASSET MANAGEMENT, LLCALPHA ARCH 1-3206.8K shadded | $24.5M |
| Gradient Investments LLCALPHA ARCH 1-3132.7K shadded | $15.7M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCALPHA ARCH 1-3111.2K sh— | $13.2M |
| Longview Financial Advisors, Inc.ETF101.5K shadded | $12M |
| Farther Finance Advisors, LLCETF97.3K shtrimmed | $11.5M |
| Weaver Consulting GroupALPHA ARCH 1-370.5K shtrimmed | $8.3M |
| Apeiron RIA LLCALPHA ARCH 1-357.5K shtrimmed | $6.8M |
| Client First Investment Management LLCALPHA ARCH 1-344.4K shtrimmed | $5.3M |
| LifeGoal Investments, LLCALPHA ARCH 1-335.8K shtrimmed | $4.2M |
| GK Wealth Management LLCALPHA ARCH 1-319.4K shtrimmed | $2.3M |
| Wedmont Private CapitalALPHA ARCH 1-313K shadded | $1.5M |
| Kure Advisory, LLCALPHA ARCH 1-39K shadded | $1.1M |
| FIG FINANCIAL ADVISORY SERVICES INC /ADVALPHA ARCH 1-34.7K shadded | $561.5K |
| Worth Asset Management, LLCETF3.6K sh— | $425.5K |
| Sound Income Strategies, LLCALPHA ARCH 1-32.6K shheld | $309.2K |
| Hummer Financial Advisory Services IncALPHA ARCH 1-32.2K shheld | $260.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on BOXX
Follow EA Series Trust Alpha Architect 1-3 Month Box ETF (BOXX) by email
New trades in EA Series Trust Alpha Architect 1-3 Month Box ETF (BOXX) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.