ROUNDHI S&P 500 0DTE CCS ETF (XDTE) Institutional Ownership Changes & 13F Activity
ROUNDHI S&P 500 0DTE CCS ETF (XDTE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Navis Wealth Advisors, Llc, Jane Street Group, Llc, Proficio Capital Partners Llc, Mather Group, Llc., and Hrt Financial Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +8,182 | — | 8,182 | $319.75K | Q2 2026 | Sep 02, 2026 |
| Proficio Capital Partners Llc | Buy | +38,550 | +26.7% | 183,165 | $7.16M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -1,739 | -52.2% | 1,590 | $62.14K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +1,109 | +1.3% | 86,584 | $3.38M | Q2 2026 | Aug 17, 2026 |
| Navis Wealth Advisors, Llc | Buy | +85,443 | — | 85,443 | $3.34M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +53,927 | — | 53,927 | $2.11M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -408 | -80.3% | 100 | $3.91K | Q2 2026 | Aug 14, 2026 |
| Hantz Financial Services, Inc. | Buy | +23 | +460.0% | 28 | $1.00K | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +15 | +1500.0% | 16 | $625.00 | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -15 | -88.2% | 2 | $78.00 | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1 | -50.0% | 1 | $65.00 | Q2 2026 | Aug 13, 2026 |
| Simplex Trading, Llc | Sell | -1,243 | -57.7% | 912 | $35.64K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +365 | +2.3% | 16,094 | $628.93K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +22 | — | 22 | $856.00 | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +18 | +5.6% | 340 | $13.27K | Q2 2026 | Aug 12, 2026 |
| Shp Wealth Management | Buy | +798 | — | 798 | $31.17K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +95 | +5.4% | 1,849 | $72.27K | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +30 | — | 30 | $1.17K | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +270 | +4.0% | 6,969 | $272.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +787 | +2.6% | 30,808 | $1.20M | Q2 2026 | Jul 29, 2026 |
| Mather Group, Llc. | Sell | -9,525 | -26.5% | 26,364 | $1.03M | Q2 2026 | Jul 27, 2026 |
| Lifesteps Financial, Inc. | Buy | +100 | — | 100 | $3.91K | Q2 2026 | Jul 17, 2026 |
| Rfg Advisory, Llc | Buy | +750 | +2.4% | 31,951 | $1.25M | Q2 2026 | Jul 15, 2026 |
| Quadrature Capital Ltd | Sell | -8,700 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -135 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Hrt Financial Lp | Sell | -9,106 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Anfield Capital Management, Llc | Sell | -1,105 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Legacy Wealth Managment, Llc/Id | Sell | -3 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Ubs Group Ag | Sell | -19 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Stock Yards Bank & Trust Co | Sell | -6,700 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 24, 2026 |
Frequently asked questions about XDTE activity
Which institutional owners are buying XDTE?
Institutional owners buying XDTE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XDTE activity?
"Buy" means an investor increased their reported position in XDTE compared to the prior reporting period. This reflects growing exposure to ROUNDHI S&P 500 0DTE CCS ETF (XDTE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XDTE increasing?
Institutional interest in XDTE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.