6 institutions reported holding $6.3M of EA SERIES TRUST (ROPE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Strategic Wealth Investment Group, LLC ($2.6M), Safe Harbor Fiduciary, LLC ($2.2M), Envestnet Portfolio Solutions, Inc. ($1.2M), CITADEL ADVISORS LLC ($253,620), UBS Group AG ($6,033). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | $2.6M | 93,584 | Added |
| 2 | Safe Harbor Fiduciary, LLC | $2.2M | 76,926 | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $1.2M | 42,046 | Added |
| 4 | CITADEL ADVISORS LLC | $253,620 | 8,996 | New |
| 5 | UBS Group AG | $6,033 | 214 | New |
| 6 | MIRAE ASSET SECURITIES (USA) INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31