EA Series Trust - BOXX

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.262B

QoQ value delta ($000)

+$448.3M (+24.72%)

Implied price effect (QoQ)

-8.97%

Total shares

21,947,691

QoQ shares delta

+5,928,351 (+37.01%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 346 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	163,486	1,406,217	0.33%
Empowered Funds, LLC	111,525	959,025	0.71%
Cache Advisors, LLC	88,102	1,872,926	10.18%
Rockefeller Capital Management L.P.	69,935	601,391	0.12%
True Wealth Design, LLC	57,799	497,031	16.04%
Cambridge Investment Research Advisors, Inc.	53,404	459,235	0.14%
PENNINGTON PARTNERS & CO., LLC	49,851	428,686	17.07%
HighTower Advisors, LLC	47,478	456,811	0.05%
Client First Investment Management LLC	47,314	406,866	24.6%
Ethos Financial Group, LLC	47,044	404,551	3.44%
BLB&B Advisors, LLC	44,175	902,637	1.82%
Insight Advisors, LLC/ PA	39,267	337,673	7.47%
ADAR1 Capital Management, LLC	39,204	337,125	2.31%
Ashton Thomas Private Wealth, LLC	36,250	311,721	0.86%
Kathmere Capital Management, LLC	33,062	412,559	2.04%
Opus Capital Group, LLC	33,057	284,266	3.56%
Mariner, LLC	32,878	282,725	0.04%
Whitcomb & Hess, Inc.	32,628	280,582	7.61%
Bravias Capital Group, LLC	25,937	223,044	16.96%
Aviso Financial Inc.	25,843	222,229	0.92%
Cynosure Group, LLC	25,832	222,141	3.23%
Amplius Wealth Advisors, LLC	24,654	212,011	2.05%
Compass Ion Advisors, LLC	24,493	210,627	2.33%
TITLEIST ASSET MANAGEMENT, LLC	24,014	206,501	1.81%
CWM, LLC	22,827	196,295	0.06%