# EA SERIES TRUST (BOXX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BOXX/

- Reporting holders: 19
- Reported value: $169.4M
- 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 |
|---|---|---|---|---|
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $34.2M | 288,954 | 7.3% | 10 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $26.9M | 227,129 | 3.1% | 9 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $24.5M | 206,836 | 1.6% | 6 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $15.7M | 132,690 | 0.2% | 8 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $13.2M | 111,199 | 1.9% | 1 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $12.0M | 101,500 | 6.9% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.5M | 97,312 | 0.1% | 10 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $8.3M | 70,472 | 1.6% | 10 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $6.8M | 57,520 | 1.5% | 11 |
| [Client First Investment Management LLC](https://holderbook.com/funds/2018284-client-first-investment-management-llc/) | $5.3M | 44,354 | 2.5% | 11 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $4.2M | 35,759 | 1.3% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.3M | 19,366 | 1.3% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.5M | 13,001 | 0.0% | 5 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $1.1M | 9,040 | 0.5% | 2 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $561.5K | 4,743 | 0.3% | 2 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $425.5K | 3,594 | 0.1% | 1 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $309.2K | 2,610 | 0.0% | 3 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $266.3K | 2,249 | 0.0% | 10 |
| [Hummer Financial Advisory Services Inc](https://holderbook.com/funds/1802279-hummer-financial-advisory-services-inc/) | $260.5K | 2,200 | 0.2% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $169.4M |
| Q2 2026 | 374 | $2.5B |
| Q1 2026 | 335 | $2.1B |
| Q4 2025 | 297 | $1.9B |
| Q3 2025 | 265 | $1.5B |
| Q2 2025 | 244 | $1.4B |
| Q1 2025 | 227 | $1.4B |
| Q4 2024 | 211 | $1.2B |
| Q3 2024 | 171 | $1.1B |
| Q2 2024 | 154 | $969.9M |
| Q1 2024 | 108 | $711.9M |
| Q4 2023 | 42 | $266.2M |