EA SERIES TRUST (ROPE)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
5
Reporting holders
$7.3M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Strategic Wealth Investment Group, LLC | $3.8M | 126,408 | 0.46% | 3q | +35.1%+$975.8K |
| Safe Harbor Fiduciary, LLC | $2.7M | 90,662 | 2.10% | 6q | +17.9%+$408.3K |
| Envestnet Portfolio Solutions, Inc. | $812.5K | 27,333 | 0.00% | 3q | -35.0%-$437.4K |
| WELLS FARGO & COMPANY/MN | $8.4K | 283 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $238 | 8 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $7.3M | 244,694 | 2 | 2 | 1 | 0.0% |
| Q1 2026 | 5 | $6.3M | 221,766 | 2 | 3 | 0 | 0.0% |
| Q4 2025 | 4 | $5.2M | 193,056 | 2 | 1 | 1 | 0.0% |
| Q3 2025 | 1 | $479.8K | 18,283 | 0 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $1.5M | 60,457 | 1 | 1 | 0 | 0.0% |
| Q1 2025 | 1 | $1.1M | 43,816 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $1.2M | 49,837 | 2 | 0 | 0 | 0.0% |