ROPE

Coastal Compass 100 ETFETF$29.85 1.11%
UnclassifiedCUSIP 02072L169· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Safe Harbor Fiduciary, LLC (+18%).

Tracked 13F holders
4
3 in Q2 2026 filings
13F value (tracked)
$7.3M
13F moves · latest Q
1 added
0 reduced

Price & smart-money activity

$29.85 1.11%2Y +23.3%
$21.72$24.16$26.60$29.04$31.48Dec 2024Apr 2025AugDecMay 2026Sep22
Hover for who · click for detailEnd-of-day closing prices52w $25.58 – $30.81

Who owns ROPE?

4 tracked 13F filers · ranked by shares held

4 tracked 13F filers disclose a position in ROPE as of the latest SEC 13F filings, a combined $7.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Strategic Wealth Investment Group, LLC126K
$3.8M
+35%
Added · +33K sh
Q2 2026
2Safe Harbor Fiduciary, LLC91K
$2.7M
+18%
Added · +14K sh
Q2 2026
3Envestnet Portfolio Solutions, Inc.27K
$813K
−35%
Reduced · −15K sh
Q2 2026
4UBS Group AG214
$6K
New
+214 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ROPE being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in ROPE, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ROPE also own

CompanyCo-held byTheir position there
SS SPDR S&P 500 ETF Trust-USSPY1 funds$15.8M
Invesco QQQ Trust Series 1QQQ1 funds$10.0M
Apple IncAAPL1 funds$6.8M
Seagate Technology HoldingsSTX1 funds$6.1M
Ishares 0-3 Month Treasury BSGOV1 funds$5.2M
Ishares Russell 2000 ETFIWM1 funds$5.1M
JPMorgan Equity Premium IncoJEPI1 funds$4.9M
Pacer Met US LRG Cap DVD 400QDPL1 funds$4.7M
Invesco S&P 500 Equal WeightRSP1 funds$4.4M
Ishares US Financials ETFIYF1 funds$3.6M
Amazon.com IncAMZN1 funds$3.1M
Vanguard Growth ETFVUG1 funds$3.0M

Ranked by how many of ROPE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ROPE.

Institutional ownership over time

3 tracked filers in Q2 2026 filingsstill filing
035Q4 2024Q2 2025Q4 2025Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $7.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BOXXmc343 funds$1.9B
FRDMmc289 funds$2.2B
BSVOFUND123 funds$2.1B
STRVmc123 funds$381.3M
DRLLmc91 funds$35.5M
QMOMmc65 funds$196.3M
BBLUmc64 funds$135.6M
BUXXSTRIVE ENHANCED63 funds$280.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for ROPE

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Ask your agent what changed in ROPE

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ROPE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ROPE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ROPE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.