EA SERIES TRUST

Watch

Share

BOXX·02072L565·US·ETF·Unknown - Unknown

BOXX (EA SERIES TRUST) is held by 63 institutional investors as of Q2 2026. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($162.4M), Rockefeller Capital Management L.P. ($81.4M), Mariner, LLC ($53.4M). Net institutional sentiment: Mixed.

63

Holders

(13 Elite)

$636.1M

Total Value

58% (62)

Consensus

36 buying - 26 selling

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

Smart Money Verdict

View all

Loading verdict

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 63 funds

13 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (63)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.4M(-1.6%)	$162.4M	0.3%	+6.53%	0
Rockefeller Capital Management L.P.	Increased	695,000(+15.6%)	$81.4M	0.1%	+6.29%	41
Mariner, LLC	Increased	455,745(+61.2%)	$53.4M	0.1%	+3.83%	42
HighTower Advisors, LLC	Increased	393,332(+5.5%)	$46.1M	0.0%	+3.93%	31
JPMORGAN CHASE & CO	Increased	306,987(+3789.4%)	$36M	0.0%	+0.88%	47
MML INVESTORS SERVICES, LLC	Increased	296,913(+59.8%)	$34.8M	0.1%	+3.34%	42
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	265,727(+9727.2%)	$31.1M	0.0%	+0.79%	47
AQR CAPITAL MANAGEMENT LLC	Increased	244,873(+133.4%)	$28.7M	0.0%	+2.78%	46
Farther Finance Advisors, LLC	Decreased	106,186(-7.2%)	$12.4M	0.1%	+3.33%	0
Quantinno Capital Management LP	Decreased	103,632(-7.2%)	$12.1M	0.0%	+2.20%	0
FWFocus Partners Wealth	Increased	101,064(+555.2%)	$11.8M	0.0%	+1.55%	45
Aptus Capital Advisors, LLC	Increased	85,693(+11.8%)	$10M	0.1%	+2.84%	31
Marex Group Ltd	Increased	85,235(+634.8%)	$10M	0.0%	+1.08%	45
IWIntegrated Wealth Concepts LLC	Increased	65,770(+50.3%)	$7.7M	0.0%	+4.86%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	61,359(+21.1%)	$7.2M	0.0%	+4.25%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	59,399(-10.3%)	$7M	0.0%	+5.25%	0
D.A. DAVIDSON & CO.	Decreased	56,801(-4.7%)	$6.7M	0.0%	+8.78%	0
STIFEL FINANCIAL CORP	Increased	52,605(+220.7%)	$6.2M	0.0%	+2.11%	44
OSAIC HOLDINGS, INC.	Increased	51,022(+20.6%)	$6M	0.0%	+4.77%	32
MAMATHER GROUP, LLC.	Decreased	50,392(-29.2%)	$5.9M	0.1%	+1.85%	0

Showing 1-20 of 70

Per page:

1 / 4

BOXXEA SERIES TRUST

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

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