SEC 13F Intelligence

XDIVROUNDHILL ETF TRUST

CUSIP 77926X833 · Yahoo Finance ↗ · Google Finance ↗

Roundhill Etf Trust (XDIV) has 4 institutional holders in Filings Flow’s 13F database, together reporting 82.3K shares worth $2M as of Q1 2026. The largest reported holders are Joel Isaacson & Co., LLC, Jane Street Group, LLC, and Code Waechter LLC.

Institutional Holders
4
Q1 2026
Reported Value
$2M
Ticker
XDIV
Quarters Tracked
3

Ownership Trend

Institutional holders
Q3 ’25: 4Q3 ’25Q4 ’25: 5Q4 ’25Q1 ’26: 4Q1 ’26filingsflow.com
Total reported value
Q3 ’25: $809,259Q3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Code Waechter LLC$168M AUM0.21%$351,07113.2KQ1 2026
Joel Isaacson & Co., LLC$3.0B AUM0.05%$2M58.7KQ1 2026
Focus Financial Network, Inc.$3.2B AUM0.01%$240,5489.1KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$221,4838.2KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$51,1901.8KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$942,11933.9KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$35,9731.4KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.