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Who holds BOXX

EA SERIES TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.4M$162.4M0.3%
Empowered Funds, LLC923.1K$108.1M0.6%
Rockefeller Capital Management L.P.695.0K$81.4M0.1%
Cambridge Investment Research Advisors, Inc.570.9K$66.9M0.1%
True Wealth Design, LLC486.1K$56.9M13.5%
Mariner, LLC455.7K$53.4M0.1%
PENNINGTON PARTNERS & CO., LLC356.6K$41.8M13.4%
ADAR1 Capital Management, LLC337.1K$39.5M1.8%
Insight Advisors, LLC/ PA324.8K$38.0M6.7%
JPMORGAN CHASE & CO307.0K$36.0M0.0%
Opus Capital Group, LLC306.0K$35.8M3.5%
MML INVESTORS SERVICES, LLC296.9K$34.8M0.1%
Whitcomb & Hess, Inc.273.0K$32.0M6.9%
MERCER GLOBAL ADVISORS INC /ADV265.7K$31.1M0.0%
Pinion Investment Advisors, LLC248.5K$29.1M5.5%
AQR CAPITAL MANAGEMENT LLC244.9K$28.7M0.0%
Bravias Capital Group, LLC230.4K$27.0M16.0%
Amplius Wealth Advisors, LLC227.8K$26.7M2.0%
Kalehua Capital Management LLC226.2K$26.5M15.2%
Ethos Financial Group, LLC222.0K$26.1M1.7%
TITLEIST ASSET MANAGEMENT, LLC206.4K$24.2M1.6%
Innovative Advisory Group, LLC202.4K$23.3M14.8%
Avondale Wealth Management195.0K$22.8M9.3%
Compass Ion Advisors, LLC186.1K$21.8M1.9%
Castellan Group175.0K$20.5M2.2%
Peterson Wealth Advisors, LLC167.5K$19.6M2.3%
Investment Planning Advisors, Inc.160.6K$18.8M4.4%
Client First Investment Management LLC154.2K$18.1M7.6%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.153.5K$18.0M3.8%
Tortoise Investment Management, LLC152.4K$17.8M1.3%
Optimus Capital Advisors, LLC151.4K$17.7M9.5%
Commerce Advisors, LLC148.6K$17.4M9.5%
Spahn Wealth & Retirement LLC142.9K$16.7M10.8%
Well Done, LLC141.9K$16.6M2.2%
Stratos Wealth Advisors, LLC139.1K$16.3M0.9%
OLD MISSION CAPITAL LLC138.2K$16.2M0.3%
Allen Capital Group, LLC135.8K$15.9M1.3%
Stillwater Private Wealth, LLC123.7K$14.6M9.5%
Gradient Investments LLC117.1K$13.7M0.2%
Altiora Financial Group, LLC114.0K$13.3M2.1%
Farther Finance Advisors, LLC106.2K$12.4M0.1%
Teamwork Financial Advisors, LLC105.7K$12.4M1.1%
Lifeworks Advisors, LLC104.6K$12.3M1.3%
Quantinno Capital Management LP103.6K$12.1M0.0%
Kingsview Wealth Management, LLC103.2K$12.1M0.1%
Focus Partners Wealth101.1K$11.8M0.0%
Mutual Advisors, LLC100.8K$11.8M0.2%
Kathmere Capital Management, LLC100.3K$11.7M0.6%
WealthPlan Investment Management, LLC100.3K$11.7M0.6%
IHT Wealth Management, LLC98.9K$11.6M0.2%
Arete Wealth Advisors, LLC98.4K$11.5M0.8%
FISCHER INVESTMENT STRATEGIES, LLC97.6K$11.4M5.5%
Longview Financial Advisors, Inc.94.7K$11.1M6.5%
Innova Wealth Partners90.9K$10.6M4.4%
Aptus Capital Advisors, LLC85.7K$10.0M0.1%
Marex Group Ltd85.2K$10.0M0.0%
Weaver Consulting Group84.8K$9.9M2.0%
BEACON FINANCIAL GROUP83.8K$9.8M0.9%
Almanack Investment Partners, LLC.83.0K$9.7M1.2%
BLUEFIN CAPITAL MANAGEMENT, LLC80.0K$9.4M2.3%
Top Fund Holdings
13F
Top Fund Holdings

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