EA SERIES TRUST

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BOXX·02072L565·US·etf·Unknown - Unknown

ALPHA ARCH 1-3

BOXX (EA SERIES TRUST) is held by 59 institutional investors as of Q1 2026. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($163.5M), Empowered Funds, LLC ($111.5M), Rockefeller Capital Management L.P. ($69.9M). Net institutional sentiment: Mixed.

59

Holders

Avg rating(13 Elite)

$609.5M

Total Value

57% (64)

Fund Consensus

34 buying - 26 selling

Smart Money Verdict

View all

49Weak MomentumSingle Source

Institutional (13F)49

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how BOXX's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

22

★★★★

Strong

16

★★★

Solid

11

★★

Below

2

★

Weak

Held by 59 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (59)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.4M(-41.8%)	$163.5M	0.3%	+5.40%	0
Empowered Funds, LLC	Increased	959,025(+228.6%)	$111.5M	0.7%	+1.89%	68
Rockefeller Capital Management L.P.	Decreased	601,391(-0.8%)	$69.9M	0.1%	+8.50%	0
HighTower Advisors, LLC	Increased	373,011(+9.4%)	$43.4M	0.0%	+3.00%	32
Mariner, LLC	Decreased	282,725(-26.4%)	$32.9M	0.0%	+4.67%	0
MML INVESTORS SERVICES, LLC	Increased	185,852(+31.9%)	$21.6M	0.1%	+3.81%	36
Private Advisor Group, LLC	Increased	157,190(+90.0%)	$18.3M	0.1%	+2.41%	45
Farther Finance Advisors, LLC	Increased	114,362(+4.2%)	$13.3M	0.1%	+2.23%	35
Quantinno Capital Management LP	Increased	111,671(+262.5%)	$13M	0.0%	+1.11%	45
AQR CAPITAL MANAGEMENT LLC	Increased	104,908(+23.9%)	$12.2M	0.0%	+4.47%	34
Aptus Capital Advisors, LLC	Increased	76,629(+17.2%)	$8.9M	0.1%	+1.99%	32
MAMATHER GROUP, LLC.	Increased	71,136(+2871.4%)	$8.3M	0.1%	+0.77%	44
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	66,244(-9.7%)	$7.7M	0.0%	+4.12%	0
D.A. DAVIDSON & CO.	Unchanged	59,606	$6.9M	0.0%	+7.61%	0
ROYAL BANK OF CANADA	Decreased	52,724(-51.8%)	$6.1M	0.0%	+2.29%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	50,651(-22.5%)	$5.9M	0.0%	+3.90%	0
HORIZON KINETICS ASSET MANAGEMENT LLC	New	47,475	$5.5M	0.1%	+0.74%	37
Beacon Pointe Advisors, LLC	Decreased	44,242(-4.1%)	$5.1M	0.0%	+1.83%	0
IWIntegrated Wealth Concepts LLC	Increased	43,765(+10.4%)	$5.1M	0.0%	+5.90%	30
US BANCORP \DE\	New	42,915	$5M	0.0%	+0.74%	37

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer