Who owns ROPE?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ROPE from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 244,694 shares of ROPE worth $7.3M; the largest disclosed holder is Strategic Wealth Investment Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$7.3M
value, 2026 filers
244,694
shares disclosed
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ROPE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | 126,408 | $3.8M | 0.5% | — | +35.1% |
| 2 | Safe Harbor Fiduciary, LLC | 90,662 | $2.7M | 2.1% | — | +17.9% |
| 3 | Envestnet Portfolio Solutions, Inc. | 27,333 | $812,535 | 0.0% | — | -35.0% |
| 4 | WELLS FARGO & COMPANY/MNNEW | 283 | $8,413 | 0.0% | — | new |
| 5 | JPMORGAN CHASE & CONEW | 8 | $238 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.