ROPE — Ea Series Trust Institutional Holders · Q2 2026
Who owns Ea Series Trust (ROPE)? 7 institutions reported holding $7.27M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Strategic Wealth Investment Group, LLC ($3.8M), Safe Harbor Fiduciary, LLC ($2.7M), Envestnet Portfolio Solutions, Inc. ($812,535).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | $3.8M | 126,408 | Added |
| 2 | Safe Harbor Fiduciary, LLC | $2.7M | 90,662 | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $812,535 | 27,333 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $8,413 | 283 | New |
| 5 | JPMORGAN CHASE & CO | $238 | 8 | New |
| 6 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 7 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30