BOXA Institutional Ownership
EA Series Trust- Alpha Architect Aggregate Bond ETF
1W: -0.8%
1M: -2.6%
YTD: -3.5%
$101.61
-0.38 (-0.37%)
Weekly Expected Move ±0.7%
$100
$101
$102
$102
$103
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BOXA
9
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
0
New Positions
5
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RHS Financial, LLC | 13,580 | $1M | +2,923 | +27.4% | 5Q | SEC ↗ |
| 2 | Kestra Advisory Services, LLC | 11,994 | $1M | +2,222 | +22.7% | 3Q | SEC ↗ |
| 3 | CWM, LLC | 6,964 | $708K | +5,739 | +468.5% | 2Q | SEC ↗ |
| 4 | E6 Portfolios, LLC | 4,653 | $473K | +261 | +5.9% | 3Q | SEC ↗ |
| 5 | HARBOUR INVESTMENTS, INC. | 3,330 | $338K | — | +0.0% | 3Q | SEC ↗ |
| 6 | FISCHER INVESTMENT STRATEGIES, LLC | 3,120 | $317K | +880 | +39.3% | 3Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 2,491 | $253K | +141 | +6.0% | 2Q | SEC ↗ |
| 8 | World Investment Advisors | 2,300 | $234K | — | +0.0% | 2Q | SEC ↗ |
| 9 | 55 North Private Wealth, LLC | 2,119 | $215K | — | +0.0% | 2Q | SEC ↗ |
| 10 | Empirical Finance, LLC | 0 | $0K | -5,000 | -100.0% | 1Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 0 | $0K | -7,961 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 7,961 | $809K |
| Empirical Finance, LLC | 5,000 | $508K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +5,739 | +468.5% | 6,964 |
| RHS Financial, LLC | +2,923 | +27.4% | 13,580 |
| Kestra Advisory Services, LLC | +2,222 | +22.7% | 11,994 |
| FISCHER INVESTMENT STRATEGIES, LLC | +880 | +39.3% | 3,120 |
| E6 Portfolios, LLC | +261 | +5.9% | 4,653 |
| COMMONWEALTH EQUITY SERVICES, LLC | +141 | +6.0% | 2,491 |
Biggest Decreases (0)
None.