EA Series Trust - BOXX

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.8B

QoQ value delta ($000)

+$386.5M (+27.35%)

Implied price effect (QoQ)

-0.65%

Total shares

15,903,941

QoQ shares delta

+3,495,975 (+28.18%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	278,462	2,418,045	0.38%
Rockefeller Capital Management L.P.	69,747	605,971	0.13%
Cambridge Investment Research Advisors, Inc.	57,659	500,947	0.15%
True Wealth Design, LLC	54,820	476,286	16.07%
PENNINGTON PARTNERS & CO., LLC	47,117	409,364	18.88%
Mariner, LLC	44,241	384,371	0.05%
HighTower Advisors, LLC	39,243	340,951	0.04%
ADAR1 Capital Management, LLC	38,803	337,125	2.85%
Ethos Financial Group, LLC	36,595	317,941	2.7%
Insight Advisors, LLC/ PA	36,576	317,775	5.54%
Cynosure Group, LLC	35,404	307,597	3.6%
Empowered Funds, LLC	33,588	291,818	0.57%
Opus Capital Group, LLC	30,573	265,621	3.31%
Whitcomb & Hess, Inc.	29,071	252,178	6.86%
Kalehua Capital Management LLC	26,563	230,787	26.27%
Bravias Capital Group, LLC	26,418	229,529	15.97%
CWM, LLC	25,848	224,571	0.07%
Compass Ion Advisors, LLC	23,782	206,622	2.27%
TITLEIST ASSET MANAGEMENT, LLC	23,779	206,595	1.92%
Amplius Wealth Advisors, LLC	22,080	191,833	1.85%
Kathmere Capital Management, LLC	21,240	184,540	1.43%
Jain Global LLC	20,885	181,455	0.1%
Sunbelt Securities, Inc.	19,761	171,687	1.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	16,729	145,348	3.94%
Peterson Wealth Advisors, LLC	16,381	142,324	2.18%