Who Owns EA SERIES TRUST (ROPE)?Hedge Fund & Institutional Holders
$28.16+0.10 (+0.37%)NYSE_ARCA
Institutional Holders
4
as of Q4 2025
Total Institutional Value
$207.8T
% of Float Held
—
QoQ Change in Holders
+4 / -0
Price History
ROPE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Strategic Wealth Investment Group, LLC | New Position | +77K | +$2.1M |
| Safe Harbor Fiduciary, LLC | New Position | +73K | +$2.0M |
| MIRAE ASSET SECURITIES (USA) INC. | New Position | +16K | +$442K |
| Envestnet Portfolio Solutions, Inc. | New Position | +26K | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | 76,891 | $2.1M | 0.26% | Share |
| 2 | Safe Harbor Fiduciary, LLC | 73,394 | $2.0M | 1.75% | Share |
| 3 | MIRAE ASSET SECURITIES (USA) INC. | 16,377 | $442K | 0.01% | Share |
| 4 | Envestnet Portfolio Solutions, Inc. | 26,394 | $0 | 0.00% | Share |
ROPE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 4 | $4.5M | +2 |
| Q2 2025 | 2 | $408.3M | +1 |
| Q1 2025 | 1 | $1.1B | -2 |
| Q4 2024 | 3 | $1.2B | — |
As of Q4 2025, 4 institutional investors hold ROPE (EA SERIES TRUST). The largest holder is Strategic Wealth Investment Group, LLC with $2.1M in shares. This quarter, 4 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own ROPE?
As of Q4 2025, 4 institutional investors report holding ROPE (EA SERIES TRUST) in their 13F filings.
Who is the largest institutional holder of ROPE?
The largest institutional holder of ROPE is Strategic Wealth Investment Group, LLC with $2.1M in shares.
Is institutional ownership of ROPE increasing or decreasing?
This quarter, 4 institutions opened new positions in ROPE and 0 closed their positions.