9 institutions reported holding $29.2M 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), STAPP WEALTH MANAGEMENT, PLLC ($9.1M), Accurate Wealth Management, LLC ($1.8M), Dynamic Advisor Solutions LLC ($940,833), ENVESTNET ASSET MANAGEMENT INC ($380,161). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Leonard Rickey Investment Advisors P.L.L.C. | $16.2M | 447,133 | New |
| 2 | STAPP WEALTH MANAGEMENT, PLLC | $9.1M | 251,732 | Added |
| 3 | Accurate Wealth Management, LLC | $1.8M | 48,573 | Added |
| 4 | Dynamic Advisor Solutions LLC | $940,833 | 25,904 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $380,161 | 10,467 | Trimmed |
| 6 | Wealthcare Advisory Partners LLC | $378,345 | 10,417 | New |
| 7 | Compound Planning, Inc. | $331,565 | 9,129 | Added |
| 8 | SBI Securities Co., Ltd. | $36 | 1 | New |
| 9 | MATHER GROUP, LLC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30