EA SERIES TRUST

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BOXX·02072L565·US·ETF

BOXX (EA SERIES TRUST) is held by 65 institutional investors as of Q2 2026. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($162.4M), Empowered Funds, LLC ($108.1M), Rockefeller Capital Management L.P. ($81.4M). Net institutional sentiment: Mixed.

65

Holders

(10 Elite)

$749.7M

Total Value

58% (64)

Consensus

37 buying - 27 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)69

Insider (Form 4)59

Activist (13D/13G)47

Congressional (STOCK Act)55

Holder Quality

28

★★★★★

Elite

50

★★★★

Strong

36

★★★

Solid

74

★★

Below

67

★

Weak

Held by 65 funds

10 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BOXX.

Top Holders

Top Holders (65)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.4M(-1.6%)	$162.4M	0.3%	+7.04%	0
Empowered Funds, LLC	Decreased	923,075(-3.8%)	$108.1M	0.6%	+3.14%	0
Rockefeller Capital Management L.P.	Increased	695,000(+15.6%)	$81.4M	0.1%	+6.79%	41
Mariner, LLC	Increased	455,745(+61.2%)	$53.4M	0.1%	+4.33%	42
HighTower Advisors, LLC	Increased	393,332(+5.5%)	$46.1M	0.0%	+4.43%	31
JPMORGAN CHASE & CO	Increased	306,987(+3789.4%)	$36M	0.0%	+1.36%	47
MML INVESTORS SERVICES, LLC	Increased	296,913(+59.8%)	$34.8M	0.1%	+3.83%	42
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	265,727(+9727.2%)	$31.1M	0.0%	+1.26%	47
AQR CAPITAL MANAGEMENT LLC	Increased	244,873(+133.4%)	$28.7M	0.0%	+3.27%	46
Farther Finance Advisors, LLC	Decreased	106,186(-7.2%)	$12.4M	0.1%	+2.53%	0
Quantinno Capital Management LP	Decreased	103,632(-7.2%)	$12.1M	0.0%	+2.69%	0
FWFocus Partners Wealth	Increased	101,064(+555.2%)	$11.8M	0.0%	+2.03%	45
Aptus Capital Advisors, LLC	Increased	85,693(+11.8%)	$10M	0.1%	+3.33%	31
Marex Group Ltd	Increased	85,235(+634.8%)	$10M	0.0%	+1.56%	45
IWIntegrated Wealth Concepts LLC	Increased	65,770(+50.3%)	$7.7M	0.1%	+5.35%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	61,359(+21.1%)	$7.2M	0.0%	+4.75%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	59,399(-10.3%)	$7M	0.0%	+5.75%	0
D.A. DAVIDSON & CO.	Decreased	56,801(-4.7%)	$6.7M	0.0%	+9.29%	0
STIFEL FINANCIAL CORP	Increased	52,605(+220.7%)	$6.2M	0.0%	+2.59%	44
OSAIC HOLDINGS, INC.	Increased	51,022(+20.6%)	$6M	0.0%	+5.27%	32

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BOXXEA SERIES TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer