ROPE Institutional Ownership
EA Series Trust - Coastal Compass 100 ETF
1W: -1.6%
1M: -4.4%
YTD: -4.7%
$28.98
+0.08 (+0.28%)
Weekly Expected Move ±1.0%
$28
$29
$29
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ROPE
7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
2
New Positions
2
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | 126,408 | 4M | +32,824 | +35.1% | 3Q | SEC ↗ |
| 2 | Safe Harbor Fiduciary, LLC | 90,662 | 3M | +13,736 | +17.9% | 3Q | SEC ↗ |
| 3 | Envestnet Portfolio Solutions, Inc. | 27,333 | 792K | -14,713 | -35.0% | 3Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN NEW | 283 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO NEW | 8 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 6 | UBS Group AG | 0 | 0K | -214 | -100.0% | 1Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 0 | 0K | -8,996 | -100.0% | 1Q | SEC ↗ |
| 8 | MIRAE ASSET SECURITIES (USA) INC. | 0 | 0K | -16,377 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 283 | 8K |
| JPMORGAN CHASE & CO | 8 | 0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MIRAE ASSET SECURITIES (USA) INC. | 16,377 | 475K |
| CITADEL ADVISORS LLC | 8,996 | 261K |
| UBS Group AG | 214 | 6K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Strategic Wealth Investment Group, | +32,824 | +35.1% | 126,408 |
| Safe Harbor Fiduciary, LLC | +13,736 | +17.9% | 90,662 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | -14,713 | -35.0% | 27,333 |