Who Owns EA SERIES TRUST (ORR)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $90.4M of EA SERIES TRUST (ORR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Leonard Rickey Investment Advisors P.L.L.C. ($16.2M), Militia Capital Management LLC ($14.7M), STAPP WEALTH MANAGEMENT, PLLC ($9.1M), SVRN Asset Management, LLC ($7.8M), CITADEL ADVISORS LLC ($6.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Leonard Rickey Investment Advisors P.L.L.C.$16.2M447,133New
2Militia Capital Management LLC$14.7M404,411Trimmed
3STAPP WEALTH MANAGEMENT, PLLC$9.1M251,732Added
4SVRN Asset Management, LLC$7.8M215,738Trimmed
5CITADEL ADVISORS LLC$6.8M185,873Added
6HighTower Advisors, LLC$6.0M164,657Added
7JANE STREET GROUP, LLC$5.1M141,452Added
8Arkadios Wealth Advisors$3.6M97,784New
9World Investment Advisors$3.0M81,259Hold
10GTS SECURITIES LLC$2.3M63,817Added
11NewEdge Advisors, LLC$2.1M57,572Trimmed
12Triton Wealth Management, PLLC$2.0M55,297Trimmed
13Accurate Wealth Management, LLC$1.8M48,573Added
14Quadrature Capital Ltd$1.7M47,504Trimmed
15Schonfeld Strategic Advisors LLC$1.1M31,421Added
16Dynamic Advisor Solutions LLC$940,83325,904Trimmed
17GWN SECURITIES INC.$650,85417,920Trimmed
18Janney Montgomery Scott LLC$592,00016,309Added
19SHP Wealth Management$570,00615,694Added
20GROUP ONE TRADING LLC$517,08814,237Trimmed
21Andina Capital Management, LLC$510,95014,068New
22Aspen Wealth Strategies, LLC$426,50611,743Added
23ENVESTNET ASSET MANAGEMENT INC$380,16110,467Trimmed
24Wealthcare Advisory Partners LLC$378,34510,417New
25Compound Planning, Inc.$331,5659,129Added

Source: SEC Form 13F filings · as of 2026-06-30