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Coastal Compass 100 ETF (ROPE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Strategic Wealth Investment Group, LLC
INCREASED
Shares444,904 from 126,408
Change+318,496 (+252%)
Value$12.9M (+$9.2M)
Filed 2026-10-29
Safe Harbor Fiduciary, LLC
N/A
Shares— from 90,662
Change-90,662 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 27,333
Change-27,333 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 283
Change-283 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Strategic Wealth Investment Group, LLC
INCREASED444,904126,408+318,496+252%$3.8M$12.9M+$9.2M2026-10-29
Safe Harbor Fiduciary, LLC
N/A—90,662-90,662-100%$2.7M———
Envestnet Portfolio Solutions, Inc.
N/A—27,333-27,333-100%$812.5K———
Wells Fargo & Company
N/A—283-283-100%$8.4K———
JPMorgan Chase & Co
N/A—8-8-100%$238———
Showing 5 of 5 institutions