13FBOX
ROUNDHILL ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
R

ROUNDHILL ETF TRUST

XDIV
Institutions
9
Combined AUM (Q2 2026)
$5.3M
Combined Shares (Q2 2026)
172,675
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+90,325
7 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+90,325
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.3M
Institutions
9
New Buys
5
Adds
2
Reduces
0
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Composition Wealth, LLC
0.02%#5$1.8M60,039$00+60,039New Buy
Joel Isaacson & Co., LLC
0.05%0.05%#4$1.8M58,694$1.6M58,69400.00%Unchanged
Harpswell Capital Advisors, LLC
0.31%#1$487,36016,000$00+16,000New Buy
Code Waechter LLC
0.21%0.21%#2$407,85913,390$351,07113,233+157+1.19%Add
Focus Financial Network, Inc.
0.01%0.01%#6$276,1819,067$240,5489,06700.00%Unchanged
Sageworth Trust Co of South Dakota
0.15%#3$249,3158,185$00+8,185New Buy
Farther Finance Advisors, LLC
<0.01%#7$124,8564,099$00+4,099New Buy
Arax Advisory Partners
<0.01%#8$56,1691,844$00+1,844New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$41,3341,357$35,9731,356+1+0.07%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow