Institutional Ownership
Roundhill ETF Trust
CUSIP 77926X833S&P 500 NO DIVIDXDIVQ1 2026
Institutional Holders
4
13F filers
Shares Held
82.3K
Aggregate institutional
Institutional Value
$2.18M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased0
Sold out2
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Joel Isaacson & Co., LLC | 58.7K | $1.56M | 0 | Held |
| 2 | Code Waechter LLC | 13.2K | $351.1K | 0 | Held |
| 3 | Focus Financial Network, Inc. | 9.1K | $240.5K | +9.1K | New |
| 4 | Osaic Holdings, Inc. | 1.4K | $36.0K | +556 | Added |