# EA SERIES TRUST (ROPE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ROPE/

- Reporting holders: 5
- Reported value: $8.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Strategic Wealth Investment Group, LLC](https://holderbook.com/funds/1802365-strategic-wealth-investment-group-llc/) | $3.8M | 126,408 | 0.5% | 3 |
| [Safe Harbor Fiduciary, LLC](https://holderbook.com/funds/2036114-safe-harbor-fiduciary-llc/) | $2.7M | 90,662 | 2.1% | 6 |
| [Envestnet Portfolio Solutions, Inc.](https://holderbook.com/funds/1998033-envestnet-portfolio-solutions-inc/) | $1.6M | 54,666 | 0.0% | 3 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $8.4K | 283 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $238 | 8 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $8.1M |
| Q1 2026 | 5 | $6.3M |
| Q4 2025 | 4 | $5.2M |
| Q3 2025 | 1 | $479.8K |
| Q2 2025 | 2 | $1.5M |
| Q1 2025 | 1 | $1.1M |
| Q4 2024 | 2 | $1.2M |