Latest Period
Q1 2026
Security Snapshot
EA SERIES TRUST - ALPHA ARCH 1-3 (BOXX) Institutional Ownership
CUSIP: 02072L565
13F Institutional Holders and Ownership History from Q4 2022 to Q1 2026
Institutions Reporting
327
Shares (Excl. Options)
17,656,987
Price
$116.29
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- Type / Class
- Equity / ALPHA ARCH 1-3
- Symbol
- BOXX
- Price per share
- $116.51
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 17,656,987
- Total reported value
- $2,053,341,780
- % of total 13F portfolios
- 0.04%
- Share change
- +1,828,866
- Value change
- +$213,103,086
- Number of holders
- 327
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- BOXX - EA SERIES TRUST - ALPHA ARCH 1-3 is tracked under CUSIP 02072L565.
- 327 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 293 to 327 between Q4 2025 and Q1 2026.
- Reported value moved from $1,817,292,235 to $2,053,341,780.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 327 institutions filings for Q1 2026.
Security key
02072L565
Latest holder period
Q1 2026
13F holders
327
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 02072L565:
As of 31 Mar 2026, 327 institutional investors reported holding 17,656,987 shares of EA SERIES TRUST - ALPHA ARCH 1-3 (BOXX).
Institutional Holders of EA SERIES TRUST - ALPHA ARCH 1-3 (BOXX) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 17,656,987 | $2,053,341,780 | +$213,103,086 | $116.29 | 327 |
| 2025 Q4 | 15,786,185 | $1,817,292,235 | +$309,645,790 | $115.10 | 293 |
| 2025 Q3 | 12,572,090 | $1,431,372,296 | +$137,274,386 | $113.86 | 259 |
| 2025 Q2 | 11,532,136 | $1,299,442,453 | -$77,855,951 | $112.68 | 240 |
| 2025 Q1 | 12,254,132 | $1,365,868,868 | +$138,226,173 | $111.49 | 222 |
| 2024 Q4 | 11,016,578 | $1,214,986,817 | +$76,078,908 | $110.28 | 207 |
| 2024 Q3 | 9,704,620 | $1,057,184,481 | +$82,229,392 | $108.93 | 169 |
| 2024 Q2 | 8,976,726 | $967,693,380 | +$368,097,750 | $107.82 | 153 |
| 2024 Q1 | 5,532,443 | $588,934,446 | +$319,971,131 | $106.46 | 107 |
| 2023 Q4 | 2,528,286 | $265,851,452 | +$67,106,092 | $105.15 | 41 |
| 2023 Q3 | 1,856,095 | $192,447,734 | +$25,950,556 | $103.68 | 28 |
| 2023 Q2 | 2,576,803 | $263,778,760 | +$30,098,355 | $102.36 | 17 |
| 2023 Q1 | 1,281,527 | $129,717,195 | +$111,526,139 | $101.22 | 7 |
| 2022 Q4 | 179,718 | $17,991,569 | +$17,991,569 | $100.11 | 1 |