BOXX — Ea Series Trust Institutional Holders · Q3 2026
Who owns Ea Series Trust (BOXX)? 19 institutions reported holding $169.36M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Whitcomb & Hess, Inc. ($34.2M), Peterson Wealth Advisors, LLC ($26.9M), Titleist Asset Management, LLC ($24.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Whitcomb & Hess, Inc. | $34.2M | 288,954 | Added |
| 2 | Peterson Wealth Advisors, LLC | $26.9M | 227,129 | Added |
| 3 | TITLEIST ASSET MANAGEMENT, LLC | $24.5M | 206,836 | Added |
| 4 | Gradient Investments LLC | $15.7M | 132,690 | Added |
| 5 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $13.2M | 111,199 | New |
| 6 | Longview Financial Advisors, Inc. | $12.0M | 101,500 | Added |
| 7 | Farther Finance Advisors, LLC | $11.5M | 97,312 | Trimmed |
| 8 | Weaver Consulting Group | $8.3M | 70,472 | Trimmed |
| 9 | Apeiron RIA LLC | $6.8M | 57,520 | Trimmed |
| 10 | Client First Investment Management LLC | $5.3M | 44,354 | Trimmed |
| 11 | LifeGoal Investments, LLC | $4.2M | 35,759 | Trimmed |
| 12 | GK Wealth Management LLC | $2.3M | 19,366 | Trimmed |
| 13 | Wedmont Private Capital | $1.5M | 13,001 | Added |
| 14 | Kure Advisory, LLC | $1.1M | 9,040 | Added |
| 15 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $561,480 | 4,743 | Added |
| 16 | Worth Asset Management, LLC | $425,506 | 3,594 | New |
| 17 | Sound Income Strategies, LLC | $309,233 | 2,610 | Hold |
| 18 | GoalVest Advisory LLC | $266,259 | 2,249 | Hold |
| 19 | Hummer Financial Advisory Services Inc | $260,458 | 2,200 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30