Vault-13

EA SERIES TRUST BOXA

ALPHA ARCHITECT · ETP · CUSIP 02072Q408

8 institutional holders -2 vs Q1 2026
43,58743.6k shares reported held*
$4.6mreported value*
0 new 5 added 0 reduced 1 sold out net bought ≈ $151.1k (+1.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $105.85.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q4 24: 5Q1 25: 9Q2 25: 7Q3 25: 5Q4 25: 7Q1 26: 10Q2 26: 88Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20245
Q1 20259
Q2 20257
Q3 20255
Q4 20257
Q1 202610
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q1 25: 7 bought or addedQ1 25: 1 cut or sold outQ1 25Q2 25: 3 bought or addedQ2 25: 5 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 3 cut or sold outQ3 25Q4 25: 6 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 5 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202571
Q2 202535
Q3 202533
Q4 202563
Q1 202692
Q2 202651

Biggest buyers

RHS Financial, LLC Added +2,923+2.9k
Kestra Advisory Services, LLC Added +2,222+2.2k
FISCHER INVESTMENT STRATEGIES, LLC Added +880+880
E6 Portfolios, LLC Added +261+261
COMMONWEALTH EQUITY SERVICES, LLC Added +141+141

Biggest sellers

Empirical Finance, LLC Sold out -5,000-5.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RHS Financial, LLC 0.58% of their portfolio SAN FRANCISCO, CA 13,58013.6k $1.4m $1.4m 0.58% Added +2.9k +2,923
2 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,99412.0k $1.3m $1.3m 0.00% Added +2.2k +2,222
3 E6 Portfolios, LLC 0.39% of their portfolio MIDVALE, UT 4,6534.7k $492.7k $492.7k 0.39% Added +261 +261
4 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,3303.3k $352.6k $352.6k 0.00% Unchanged
5 FISCHER INVESTMENT STRATEGIES, LLC 0.16% of their portfolio Westlake Village, CA 3,1203.1k $330.4k $330.4k 0.16% Added +880 +880
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 2,4912.5k $263.8k $263.8k 0.00% Added +141 +141
7 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 2,3002.3k $242.0k $242.0k 0.00% Unchanged
8 55 North Private Wealth, LLC 0.04% of their portfolio WINTER PARK, FL 2,1192.1k $224.4k $224.4k 0.04% Unchanged