EA SERIES TRUST (BOXX) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling BOXX?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for EA SERIES TRUST, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on BOXX?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for EA SERIES TRUST.

Is institutional money flowing into BOXX?

52 institutional investors hold EA SERIES TRUST (BOXX). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about BOXX?

Track institutional sentiment and conviction scores for EA SERIES TRUST (BOXX) including Smart Money Verdict and position changes on HoldingsIntel.

EA SERIES TRUST

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

ALPHA ARCH 1-3

BOXX (EA SERIES TRUST) is held by 52 institutional investors as of Q4 2025. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($278.5M), Rockefeller Capital Management L.P. ($69.7M), Mariner, LLC ($44.2M). Net institutional sentiment: Bullish.

Holders

Avg rating(8 Elite)

$644M

Total Value

74% (54)

Fund Consensus

34 buying - 13 selling

Smart Money Verdict- Q4 2025View all

66Positive Momentum (Unconfirmed)Single Source

Held by 52 funds

8 elite

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

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	2.4M(+37.0%)	$278.5M	0.4%	+4.62%	48
Rockefeller Capital Management L.P.	Increased	605,971(+0.2%)	$69.7M	0.1%	+7.70%	35
Mariner, LLC	Increased	384,371(+21.4%)	$44.2M	0.1%	+3.90%	35
HighTower Advisors, LLC	Increased	340,951(+32.8%)	$39.2M	0.0%	+2.46%	37
Empowered Funds, LLC	Increased	291,818(+35.4%)	$33.6M	0.3%	+3.84%	45
Jain Global LLC	New	181,455	$20.9M	0.1%	+0.72%	47
MML INVESTORS SERVICES, LLC	Increased	140,957(+16.3%)	$16.2M	0.0%	+4.06%	33
Farther Finance Advisors, LLC	Increased	109,765(+447.4%)	$12.6M	0.1%	+1.54%	54
ROYAL BANK OF CANADA	Increased	109,398(+371.8%)	$12.6M	0.0%	+1.53%	45
AQR CAPITAL MANAGEMENT LLC	Increased	84,648(+19.8%)	$9.7M	0.0%	+4.62%	33
Private Advisor Group, LLC	Decreased	82,722(-18.4%)	$9.5M	0.0%	+3.19%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	73,352(+32.6%)	$8.4M	0.0%	+3.36%	35
Aptus Capital Advisors, LLC	Increased	65,396(+46.0%)	$7.5M	0.1%	+1.46%	37
ENVESTNET ASSET MANAGEMENT INC	Increased	65,359(+11.5%)	$7.5M	0.0%	+3.13%	31
D.A. DAVIDSON & CO.	Increased	59,606(+6.6%)	$6.9M	0.0%	+6.82%	29
CAPTRUST FINANCIAL ADVISORS	Increased	48,479(+293.0%)	$5.6M	0.0%	+2.41%	44
TRUIST FINANCIAL CORP	Decreased	48,115(-9.6%)	$5.5M	0.0%	+8.19%	0
Beacon Pointe Advisors, LLC	Increased	46,155(+1435.9%)	$5.3M	0.0%	+1.08%	44
Integrated Wealth Concepts LLC	Decreased	39,633(-58.5%)	$4.6M	0.1%	+5.68%	0
Kestra Advisory Services, LLC	Increased	34,781(+14.2%)	$4M	0.0%	+3.45%	30
OSAIC HOLDINGS, INC.	Decreased	34,433(-29.8%)	$4M	0.0%	+4.63%	0
Quantinno Capital Management LP	Increased	30,806(+74.0%)	$3.5M	0.0%	+1.34%	40
HB Wealth Management, LLC	Decreased	27,151(-24.0%)	$3.1M	0.0%	+1.80%	0
STIFEL FINANCIAL CORP	Increased	25,655(+24.7%)	$3M	0.0%	+3.30%	32
IEQ CAPITAL, LLC	New	25,599	$2.9M	0.0%	+0.72%	36
TD Waterhouse Canada Inc.	Increased	18,118(+8.7%)	$2.1M	0.0%	+3.80%	28
Wealthspire Advisors, LLC	Decreased	18,052(-17.1%)	$2.1M	0.0%	+3.40%	0
LPL Financial LLC	Decreased	17,892(-22.6%)	$2.1M	0.0%	+5.51%	0
UBS Group AG	New	17,400	$2M	0.0%	+0.72%	36
Focus Partners Wealth	Increased	16,944(+1.6%)	$2M	0.0%	+4.19%	26
CITADEL ADVISORS LLC	Increased	15,033(+212.7%)	$1.7M	0.0%	+1.94%	41
MONETA GROUP INVESTMENT ADVISORS LLC	New	15,000	$1.7M	0.0%	+0.72%	36
BANK OF AMERICA CORP /DE/	Increased	12,025(+532.9%)	$1.4M	0.0%	+1.39%	41
MORGAN STANLEY	Decreased	11,128(-2.6%)	$1.3M	0.0%	+2.67%	0
JPMORGAN CHASE & CO	Decreased	8,859(-4.7%)	$1M	0.0%	+3.51%	0
&PARTNERS	Increased	8,764(+448.8%)	$1M	0.0%	+0.92%	40
Marex Group plc	Increased	8,600(+10.3%)	$989,860	0.0%	+1.70%	28
Cetera Investment Advisers	Decreased	6,954(-1.9%)	$800,406	0.0%	+1.80%	0
Orion Porfolio Solutions, LLC	Increased	6,197(+74.4%)	$713,275	0.0%	+3.21%	37
Corient Private Wealth LLC	New	6,195	$713,045	0.0%	+0.72%	34
NewEdge Advisors, LLC	New	6,074	$699,117	0.0%	+0.72%	34
RAYMOND JAMES FINANCIAL INC	Increased	5,023(+60.3%)	$578,147	0.0%	+2.40%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	4,364(-5.2%)	$502,296	0.0%	+3.81%	0
Creative Planning	New	3,615	$416,087	0.0%	+0.72%	33
Vontobel Holding Ltd.	Unchanged	3,000	$345,300	0.0%	+9.14%	0
GOLDMAN SACHS GROUP INC	Unchanged	2,800	$322,280	0.0%	+5.14%	0
MATHER GROUP, LLC.	New	2,394	$275,549	0.0%	+0.72%	32
MERCER GLOBAL ADVISORS INC /ADV	New	2,239	$257,709	0.0%	+0.72%	32
Allworth Financial LP	Increased	1,650(+4.8%)	$189,915	0.0%	+4.41%	24
Federation des caisses Desjardins du Quebec	New	254	$29,230	0.0%	+0.72%	27
ASSETMARK, INC	Unchanged	202	$23,250	0.0%	+6.72%	0
AE Wealth Management LLC	Unchanged	155	$17,841	0.0%	+5.14%	0
XTX Topco Ltd	Exited	0(-100.0%)	$354,332	0.0%	+3.17%	0
US BANCORP \DE\	Exited	0(-100.0%)	$2M	0.0%	+2.12%	0

EA SERIES TRUST

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