Who owns ROPE?
Coastal Compass 100 ETF
5 institutions reported holding ROPE, worth $7.3M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of ROPE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Strategic Wealth Investment Group, LLC | Louisville, KY | $3.8M | 126,408 | +32,824 shares |
| Safe Harbor Fiduciary, LLC | Pensacola, FL | $2.7M | 90,662 | +13,736 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $813K | 27,333 | −14,713 shares |
| Wells Fargo & Company | San Francisco, CA | $8K | 283 | New position |
| JPMorgan Chase & Co | New York, NY | $238 | 8 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ROPE?
5 institutional managers reported holding ROPE in Form 13F filings for June 30, 2026, worth $7.3M in total. The largest reported position was held by Strategic Wealth Investment Group, LLC, at $3.8M.
Did institutions buy or sell ROPE last quarter?
Reported 13F value rose 16.3% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ROPE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.