EA Series Trust - BOXA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RHS Financial, LLC | History | Added to | 14,096 | 1,434 | 0.49% | 0.58% | 1 | +516 | 3.8% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 11,994 | 1,270 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| E6 Portfolios, LLC | History | No change | 4,653 | 492 | 0.39% | 0.39% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,330 | 352 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 3,120 | 330 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,491 | 263 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 2,300 | 241 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 55 North Private Wealth, LLC | History | No change | 2,119 | 224 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |