Coastal Compass 100 ETF (ROPE) institutional ownership
COASTAL COMPASS 100 ETF · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 244,694 |
| Reported value | $7.3m |
| Quarter flows | 2 new, 2 added, 1 trimmed, 2 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Strategic Wealth Investment Group, LLC | 126,408 | $3.8m | 0.5% |
| Safe Harbor Fiduciary, LLC | 90,662 | $2.7m | 2.1% |
| Envestnet Portfolio Solutions, Inc. | 27,333 | $812,535 | 0.0% |
| WELLS FARGO & COMPANY/MN | 283 | $8,413 | 0.0% |
| JPMORGAN CHASE & CO | 8 | $238 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ROPE"). ROPE price history · All 13F data