# EA SERIES TRUST (BOXA)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BOXA/

- Reporting holders: 8
- Reported value: $4.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RHS Financial, LLC](https://holderbook.com/funds/1766514-rhs-financial-llc/) | $1.4M | 13,580 | 0.6% | 5 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $1.3M | 11,994 | 0.0% | 3 |
| [E6 Portfolios, LLC](https://holderbook.com/funds/2110817-e6-portfolios-llc/) | $492.7K | 4,653 | 0.4% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $352.6K | 3,330 | 0.0% | 3 |
| [FISCHER INVESTMENT STRATEGIES, LLC](https://holderbook.com/funds/1977444-fischer-investment-strategies-llc/) | $330.4K | 3,120 | 0.2% | 2 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $263.8K | 2,491 | 0.0% | 2 |
| [World Investment Advisors](https://holderbook.com/funds/1652594-world-investment-advisors/) | $242.0K | 2,300 | 0.0% | 2 |
| [55 North Private Wealth, LLC](https://holderbook.com/funds/2106457-55-north-private-wealth-llc/) | $224.4K | 2,119 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $4.6M |
| Q1 2026 | 9 | $4.9M |
| Q4 2025 | 7 | $2.8M |
| Q3 2025 | 5 | $3.8M |
| Q2 2025 | 6 | $3.2M |
| Q1 2025 | 8 | $7.0M |
| Q4 2024 | 4 | $1.7M |