Institutional Ownership
Listed Fds Tr
CUSIP 53656F417ROUNDHILL BALLMETVQ1 2026
Institutional Holders
77
13F filers
Shares Held
1.66M
Aggregate institutional
Institutional Value
$82.97M
Q1 2026
Net New Holders
-1
11 new · 12 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased12
Decreased25
Sold out12
Institutional Holders
77 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Corient Private Wealth LLC | 54.7K | $31.01M | +54.7K | New |
| 2 | Evanson Asset Management, LLC | 36.8K | $21.04M | −1.3K | Reduced |
| 3 | Northwestern Mutual Wealth Management Co | 459.5K | $7.32M | +45.5K | Added |
| 4 | Gemmer Asset Management LLC | 12.2K | $6.96M | −29 | Reduced |
| 5 | Gm Advisory Group, LLC | 167.6K | $2.67M | +1.0K | Added |
| 6 | Family Office Research LLC | 3.7K | $2.09M | +2.5K | Added |
| 7 | Lpl Financial LLC | 127.3K | $2.03M | −63.3K | Reduced |
| 8 | Two Sigma Investments, LP | 57.5K | $916.0K | −8.4K | Reduced |
| 9 | Merit Financial Group, LLC | 55.2K | $878.9K | −2.4K | Reduced |
| 10 | Morgan Stanley | 52.0K | $828.7K | +2.9K | Added |
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