Position in LOPE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,302
+$7,602 QoQ
Shares Held
65
+550.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 443 holders
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOPE Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Clearstead Advisors, LLC holds $90,127 across 15 Education & Training Services names. LOPE ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
3,803 | $36,394 | |
| 2 | EDU |
New Oriental Education & Technology Group Inc.
|
274 | $12,579 | |
| 3 | COUR |
Coursera, Inc.
|
1,835 | $10,349 | |
| 4 | LOPE |
Grand Canyon Education, Inc.
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|
65 | $9,302 | |
| 5 | CVSA |
Covista Inc.
|
68 | $8,476 | |
| 6 | LAUR |
Laureate Education, Inc.
|
142 | $5,157 | |
| 7 | CHGG |
Chegg, Inc
|
3,061 | $3,091 | |
| 8 | STRA |
Strategic Education, Inc.
|
31 | $2,375 |
All Filings in LOPE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,302 | 65 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,700 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $107,436 | 646 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $53,123 | 242 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $46,872 | 248 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,211 | 7 | Shares | Sole | 2025-05-13 | |
| 2021-09-30 | $19,878 | 226 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||