Who Owns EA SERIES TRUST (BOXX)? -- Institutional Holders (2026-03-31)

348 institutions reported holding $2.08B of EA SERIES TRUST (BOXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($163.5M), Empowered Funds, LLC ($111.5M), Rockefeller Capital Management L.P. ($69.9M), True Wealth Design, LLC ($57.8M), Cambridge Investment Research Advisors, Inc. ($53.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$163.5M1.4MTrimmed
2Empowered Funds, LLC$111.5M959,025Added
3Rockefeller Capital Management L.P.$69.9M601,391Trimmed
4True Wealth Design, LLC$57.8M497,031Added
5Cambridge Investment Research Advisors, Inc.$53.4M459,235Trimmed
6PENNINGTON PARTNERS & CO., LLC$49.9M428,686Added
7Client First Investment Management LLC$47.3M406,866Added
8Ethos Financial Group, LLC$47.0M404,551Added
9HighTower Advisors, LLC$43.4M373,011Added
10Insight Advisors, LLC/ PA$39.3M337,673Added
11ADAR1 Capital Management, LLC$39.2M337,125Hold
12Kalehua Capital Management LLC$39.2M336,700Added
13Ashton Thomas Private Wealth, LLC$36.3M311,721New
14Opus Capital Group, LLC$33.1M284,266Added
15Mariner, LLC$32.9M282,725Trimmed
16Whitcomb & Hess, Inc.$32.6M280,582Added
17Bravias Capital Group, LLC$25.9M223,044Trimmed
18Aviso Financial Inc.$25.8M222,229New
19Cynosure Group, LLC$25.8M222,141Trimmed
20Amplius Wealth Advisors, LLC$24.7M212,011Added
21Compass Ion Advisors, LLC$24.5M210,627Added
22TITLEIST ASSET MANAGEMENT, LLC$24.0M206,501Trimmed
23CWM, LLC$22.8M196,295Trimmed
24Kathmere Capital Management, LLC$22.2M191,121Added
25MML INVESTORS SERVICES, LLC$21.6M185,852Added

Source: SEC Form 13F filings · as of 2026-03-31