Institutional Ownership
Roundhill ETF Trust
CUSIP 77926X205S&P 500 ODTE COVXDTEQ1 2026
Institutional Holders
32
13F filers
Shares Held
421.6K
Aggregate institutional
Institutional Value
$11.79M
Q1 2026
Net New Holders
+5
8 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased11
Decreased6
Sold out3
Institutional Holders
32 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Proficio Capital Partners LLC | 144.6K | $5.31M | +80.4K | Added |
| 2 | Mather Group, LLC. | 35.9K | $1.32M | +35.9K | New |
| 3 | Rfg Advisory, LLC | 31.2K | $1.15M | +463 | Added |
| 4 | Commonwealth Equity Services, LLC | 30.0K | $1.10M | −204 | Reduced |
| 5 | Cetera Investment Advisers | 15.7K | $577.6K | +1.2K | Added |
| 6 | Bartlett & Co. Wealth Management LLC | 10.6K | $412.3K | 0 | Held |
| 7 | Newedge Wealth, LLC | 9.6K | $353.2K | +9.6K | New |
| 8 | Quadrature Capital Ltd | 8.7K | $319.5K | +8.7K | New |
| 9 | Cura Wealth Advisors, LLC | 8.6K | $316.6K | 0 | Held |
| 10 | Pnc Financial Services Group, Inc. | 7.6K | $279.1K | 0 | Held |
22 more institutional holders on Premium
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