EA SERIES TRUST (BOXX)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
360
Reporting holders
$2.2B
Reported value
0.2%
Held as options
+39
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $162.4M | 1,383,612 | 0.27% | 12q | -1.6%-$2.7M |
| Empowered Funds, LLC | $108.1M | 923,075 | 0.57% | 14q | -3.7%-$4.2M |
| Rockefeller Capital Management L.P. | $81.4M | 695,000 | 0.12% | 10q | +15.6%+$11.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $62.2M | 531,454 | 0.04% | 3q | +19554.4%+$61.9M |
| True Wealth Design, LLC | $56.9M | 486,131 | 13.54% | 14q | -2.2%-$1.3M |
| Mariner, LLC | $53.4M | 455,745 | 0.06% | 10q | +61.2%+$20.3M |
| HighTower Advisors, LLC | $46.1M | 393,332 | 0.04% | 12q | +5.4%+$2.4M |
| PENNINGTON PARTNERS & CO., LLC | $41.8M | 356,588 | 13.38% | 7q | -16.8%-$8.4M |
| ADAR1 Capital Management, LLC | $39.5M | 337,125 | 1.81% | 10q | HELD |
| Insight Advisors, LLC/ PA | $38.0M | 324,822 | 6.70% | 15q | -3.8%-$1.5M |
| JPMORGAN CHASE & CO | $36.0M | 306,987 | 0.00% | 7q | +3789.4%+$35.0M |
| MML INVESTORS SERVICES, LLC | $34.8M | 296,913 | 0.07% | 10q | +59.8%+$13.0M |
| Whitcomb & Hess, Inc. | $32.0M | 273,047 | 6.91% | 9q | -2.7%-$882.3K |
| Pinion Investment Advisors, LLC | $29.1M | 248,506 | 5.52% | 9q | +85.4%+$13.4M |
| AQR CAPITAL MANAGEMENT LLC | $28.7M | 244,873 | 0.01% | 11q | +133.4%+$16.4M |
| Bravias Capital Group, LLC | $27.0M | 230,369 | 16.01% | 7q | +3.3%+$857.7K |
| Amplius Wealth Advisors, LLC | $26.7M | 227,846 | 1.95% | 9q | +7.5%+$1.9M |
| Kalehua Capital Management LLC | $26.5M | 226,188 | 8.45% | 3q | -32.8%-$12.9M |
| Ethos Financial Group, LLC | $26.1M | 222,040 | 1.75% | 10q | -45.1%-$21.5M |
| TITLEIST ASSET MANAGEMENT, LLC | $24.2M | 206,411 | 1.63% | 5q | HELD |
| Arete Wealth Advisors, LLC | $23.0M | 196,812 | 0.50% | 9q | +62.0%+$8.8M |
| Avondale Wealth Management | $22.8M | 195,037 | 9.31% | 9q | +207.5%+$15.4M |
| Compass Ion Advisors, LLC | $21.8M | 186,055 | 1.88% | 10q | -11.7%-$2.9M |
| Castellan Group | $20.5M | 174,989 | 2.25% | 5q | -1.4%-$291.8K |
| Peterson Wealth Advisors, LLC | $19.6M | 167,468 | 2.32% | 8q | +0.9%+$182.7K |
| Investment Planning Advisors, Inc. | $18.8M | 160,622 | 4.36% | new | NEW |
| Client First Investment Management LLC | $18.1M | 154,198 | 7.61% | 10q | -62.1%-$29.6M |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $18.0M | 153,499 | 3.81% | 10q | +4.8%+$820.8K |
| Tortoise Investment Management, LLC | $17.8M | 152,407 | 1.33% | 10q | +5.2%+$888.8K |
| Optimus Capital Advisors, LLC | $17.7M | 151,391 | 9.52% | new | FIRST |
| Commerce Advisors, LLC | $17.4M | 148,554 | 9.45% | 2q | +51.0%+$5.9M |
| Spahn Wealth & Retirement LLC | $16.7M | 142,919 | 10.77% | new | NEW |
| Well Done, LLC | $16.6M | 141,915 | 2.24% | 10q | +16.8%+$2.4M |
| Stratos Wealth Advisors, LLC | $16.3M | 139,132 | 0.89% | 9q | +43.2%+$4.9M |
| OLD MISSION CAPITAL LLC | $16.2M | 138,152 | 0.26% | 2q | +126.1%+$9.0M |
| Allen Capital Group, LLC | $15.9M | 135,833 | 1.29% | 11q | +3.0%+$456.7K |
| Gradient Investments LLC | $13.7M | 117,052 | 0.19% | 7q | +30.2%+$3.2M |
| Altiora Financial Group, LLC | $13.3M | 113,970 | 2.10% | 3q | +20.0%+$2.2M |
| WEST MICHIGAN ADVISORS, LLC | $12.7M | 108,974 | 1.30% | 4q | +152.8%+$7.7M |
| Farther Finance Advisors, LLC | $12.4M | 106,186 | 0.10% | 9q | -7.1%-$957.3K |
| Teamwork Financial Advisors, LLC | $12.4M | 105,665 | 1.12% | 7q | +22.7%+$2.3M |
| Lifeworks Advisors, LLC | $12.3M | 104,649 | 1.28% | 9q | +188.2%+$8.0M |
| Quantinno Capital Management LP | $12.1M | 103,632 | 0.01% | 4q | -7.2%-$941.3K |
| Kingsview Wealth Management, LLC | $12.1M | 103,165 | 0.15% | 9q | +7.0%+$787.7K |
| Focus Partners Wealth | $11.8M | 101,064 | 0.01% | 7q | +555.2%+$10.0M |
| Mutual Advisors, LLC | $11.8M | 100,790 | 0.22% | 9q | +17.2%+$1.7M |
| Kathmere Capital Management, LLC | $11.7M | 100,341 | 0.62% | 7q | -47.5%-$10.6M |
| WealthPlan Investment Management, LLC | $11.7M | 100,315 | 0.58% | 8q | -8.5%-$1.1M |
| IHT Wealth Management, LLC | $11.6M | 98,917 | 0.25% | 10q | -4.4%-$538.1K |
| FISCHER INVESTMENT STRATEGIES, LLC | $11.4M | 97,552 | 5.45% | 4q | +114.4%+$6.1M |
| Longview Financial Advisors, Inc. | $11.1M | 94,746 | 6.49% | 10q | +17.1%+$1.6M |
| Innova Wealth Partners | $10.6M | 90,876 | 4.35% | 7q | +12.0%+$1.1M |
| Aptus Capital Advisors, LLC | $10.0M | 85,693 | 0.07% | 4q | +11.8%+$1.1M |
| Marex Group Ltd | $10.0M | 85,235 | 0.04% | 4q | +634.8%+$8.6M |
| Weaver Consulting Group | $9.9M | 84,762 | 2.03% | 9q | -10.8%-$1.2M |
| BEACON FINANCIAL GROUP | $9.8M | 83,819 | 0.89% | 10q | +21.4%+$1.7M |
| Almanack Investment Partners, LLC. | $9.7M | 82,999 | 1.24% | 10q | +559.4%+$8.2M |
| BLUEFIN CAPITAL MANAGEMENT, LLC | $9.4M | 80,000 | 2.35% | 2q | -11.1%-$1.2M |
| Aspect Partners, LLC | $9.3M | 79,443 | 3.47% | 11q | -32.2%-$4.4M |
| NWAM LLC | $9.3M | 79,155 | 0.46% | 8q | +10.3%+$867.6K |
| Aerodigm Wealth, LLC | $8.9M | 75,996 | 3.01% | 2q | +14.8%+$1.1M |
| Ferguson Shapiro LLC | $8.8M | 75,267 | 2.58% | 10q | -10.5%-$1.0M |
| Stokes Family Office, LLC | $8.6M | 73,753 | 1.01% | 13q | -18.2%-$1.9M |
| Able Wealth Management LLC | $8.3M | 71,163 | 1.91% | 6q | -8.4%-$761.7K |
| Flatrock Wealth Partners LLC | $8.1M | 69,359 | 3.19% | 3q | +8.9%+$660.4K |
| Norris Financial Group, LLC | $8.0M | 68,589 | 3.20% | 11q | +7.9%+$587.9K |
| Commonwealth Financial Services, LLC | $7.8M | 66,708 | 1.05% | 12q | +80.3%+$3.5M |
| Pallas Capital Advisors LLC | $7.8M | 66,525 | 0.24% | 6q | +35.1%+$2.0M |
| Integrated Wealth Concepts LLC | $7.7M | 65,770 | 0.04% | 12q | +50.3%+$2.6M |
| OceanIQ Capital, LLC | $7.7M | 65,276 | 4.65% | new | FIRST |
| Quinn Opportunity Partners LLC | $7.7M | 65,644 | 0.36% | new | NEW |
| EPACRIA CAPITAL PARTNERS, LLC | $7.5M | 63,886 | 5.77% | 12q | +8.2%+$566.7K |
| CITADEL ADVISORS LLC | $7.5M | 25,169 | 0.00% | new | NEW |
| Black Swift Group, LLC | $7.5M | 63,700 | 1.08% | 8q | +68.5%+$3.0M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $7.2M | 61,358 | 0.40% | 4q | +4.0%+$275.3K |
| Invst, LLC | $7.2M | 61,326 | 0.70% | 10q | +54.8%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $7.2M | 61,359 | 0.00% | 10q | +21.1%+$1.3M |
| ELEVATUS WELATH MANAGEMENT | $7.1M | 60,288 | 1.72% | new | NEW |
| Seed Wealth Management, Inc. | $7.0M | 59,735 | 4.43% | 13q | +25.5%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 59,399 | 0.01% | 10q | -10.3%-$801.5K |
| Apeiron RIA LLC | $6.8M | 57,951 | 1.74% | 10q | -1.4%-$94.6K |
| Madison Wealth Partners, Inc | $6.7M | 57,519 | 0.86% | 9q | +48.3%+$2.2M |
| QUARRY HILL ADVISORS, LLC | $6.7M | 57,345 | 2.58% | 10q | +6.4%+$401.0K |
| D.A. DAVIDSON & CO. | $6.7M | 56,801 | 0.04% | 10q | -4.7%-$328.4K |
| Kings Path Partners LLC | $6.5M | 55,758 | 1.74% | 9q | -20.2%-$1.7M |
| Belpointe Asset Management LLC | $6.4M | 54,778 | 0.21% | 6q | -0.7%-$47.9K |
| LifeGoal Investments, LLC | $6.3M | 54,112 | 2.90% | 7q | +14.7%+$810.6K |
| CHILDRESS CAPITAL ADVISORS, LLC | $6.3M | 53,990 | 1.04% | 10q | +1.9%+$120.0K |
| Accurate Wealth Management, LLC | $6.3M | 53,675 | 0.60% | 4q | +167.1%+$3.9M |
| Brookstone Capital Management | $6.3M | 53,721 | 0.06% | 7q | +3.2%+$194.4K |
| Moisand Fitzgerald Tamayo, LLC | $6.2M | 53,170 | 0.61% | 10q | +4.3%+$256.1K |
| Astra Wealth Partners LLC | $6.2M | 53,128 | 3.31% | 7q | +3.2%+$195.4K |
| Vise Technologies, Inc. | $6.2M | 52,809 | 0.07% | 5q | +91.9%+$3.0M |
| STIFEL FINANCIAL CORP | $6.2M | 52,605 | 0.01% | 6q | +220.7%+$4.2M |
| OSAIC HOLDINGS, INC. | $6.0M | 51,022 | 0.01% | 12q | +20.6%+$1.0M |
| MATHER GROUP, LLC. | $5.9M | 50,392 | 0.05% | 3q | -29.2%-$2.4M |
| ATLas Financial Planning LLC | $5.8M | 49,922 | 4.74% | 3q | +12.2%+$635.8K |
| FORTRESS PRIVATE LEDGER, LLC | $5.8M | 49,857 | 1.59% | 7q | +28.9%+$1.3M |
| ENZI WEALTH | $5.8M | 49,447 | 1.84% | 9q | +16.4%+$816.9K |
| TopTier Wealth Management, LLC | $5.5M | 47,192 | 3.34% | 3q | +4.0%+$212.5K |
Showing the largest 100 of 372 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 360 | $2.2B | 18,554,901 | 60 | 154 | 94 | 0.2% |
| Q1 2026 | 321 | $2.0B | 17,087,721 | 54 | 134 | 81 | 0.0% |
| Q4 2025 | 284 | $1.7B | 14,789,147 | 32 | 118 | 72 | 0.0% |
| Q3 2025 | 252 | $1.3B | 11,453,341 | 38 | 114 | 63 | 0.0% |
| Q2 2025 | 227 | $1.2B | 11,040,955 | 30 | 102 | 63 | 0.0% |
| Q1 2025 | 213 | $1.2B | 11,020,696 | 33 | 96 | 47 | 0.0% |
| Q4 2024 | 196 | $1.1B | 10,168,951 | 35 | 72 | 38 | 0.0% |
| Q3 2024 | 158 | $984.7M | 9,039,188 | 30 | 67 | 32 | 0.0% |
| Q2 2024 | 138 | $874.5M | 8,112,161 | 44 | 62 | 13 | 0.0% |
| Q1 2024 | 95 | $608.8M | 5,718,832 | 62 | 24 | 7 | 0.0% |
| Q4 2023 | 39 | $253.6M | 2,411,411 | 13 | 19 | 4 | 0.0% |
| Q3 2023 | 26 | $186.6M | 1,799,852 | 11 | 11 | 2 | 0.0% |
| Q2 2023 | 16 | $263.8M | 2,576,611 | 9 | 4 | 1 | 0.0% |
| Q1 2023 | 6 | $129.3M | 1,277,355 | 5 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $18.0M | 179,718 | 1 | 0 | 0 | 0.0% |