MAGS Institutional Ownership & Shareholders

ROUNDHILL MAGNIFICENT SEVEN (MAGS) is currently held by 295 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.66B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Signature Estate & Investment Advisors Llc is currently the largest disclosed institutional shareholder of MAGS tracked by InsiderSet, reporting ownership valued at approximately $210.11M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $200.70M, representing an estimated loss of -4.48% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed MAGS value among the investors covered in this analysis. Major shareholders include Signature Estate & Investment Advisors Llc, Exchange Traded Concepts, Llc, Horizon Investments, Llc, and several other long-term asset managers with concentrated positions in ROUNDHILL MAGNIFICENT SEVEN (MAGS).

This page ranks the largest institutional MAGS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

295

Total Reported Value

$1.66B

Largest Holder

Signature Estate & Investment Advisors Llc

Largest Position

$210.11M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

80

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Signature Estate & Investment Advisors Llc3.70%2,930,754$210,105,746$200,698,034-$9,407,712-4.48%
Exchange Traded Concepts, Llc0.83%2,604,139$186,690,725$178,331,439-$8,359,286-4.48%
Horizon Investments, Llc1.79%2,535,713$163,046,346$173,645,626+$10,599,280+6.50%
Clal Insurance Enterprises Holdings Ltd0.52%1,790,000$115,097,000$122,579,200+$7,482,200+6.50%
Phoenix Financial Ltd.0.71%1,627,000$104,575,425$111,416,960+$6,841,535+6.54%
J.Safra Asset Management Corp4.57%1,541,741$99,133,962$105,578,424+$6,444,462+6.50%
Goldman Sachs Group Inc0.01%1,068,312$68,692,462$73,158,006+$4,465,544+6.50%
Mirae Asset Global Investments Co., Ltd.0.11%884,290$63,394,750$60,556,179-$2,838,571-4.48%
Two Sigma Investments, Lp0.04%892,600$57,394,180$61,125,248+$3,731,068+6.50%
Cordatus Wealth Management Llc7.72%485,516$34,806,495$33,248,136-$1,558,359-4.48%
Ubs Group Ag0.01%490,117$31,514,523$33,563,212+$2,048,689+6.50%
Vista Finance, Llc16.68%436,839$31,316,987$29,914,735-$1,402,252-4.48%
Cerity Partners Llc0.03%421,598$27,108,775$28,871,031+$1,762,256+6.50%
Morgan Stanley0.00%374,828$24,101,453$25,668,221+$1,566,768+6.50%
Presper Financial Architects, Llc11.41%340,161$21,872,352$23,294,225+$1,421,873+6.50%
Ifp Advisors, Inc0.34%281,636$20,190,485$19,286,433-$904,052-4.48%
Oppenheimer & Co Inc0.20%261,980$18,781,346$17,940,390-$840,956-4.48%
Royal Bank Of Canada0.00%279,845$17,994,000$19,163,786+$1,169,786+6.50%
Osaic Holdings, Inc.0.02%240,865$15,489,424$16,494,435+$1,005,011+6.49%
Rockefeller Capital Management L.P.0.02%235,756$15,159,118$16,144,571+$985,453+6.50%
Envestnet Asset Management Inc0.00%207,973$13,372,676$14,241,991+$869,315+6.50%
Millennium Management Llc0.01%181,773$11,688,004$12,447,815+$759,811+6.50%
Midland Wealth Advisors, Llc0.49%147,922$10,604,528$10,129,699-$474,829-4.48%
Lpl Financial Llc0.00%157,058$10,098,829$10,755,332+$656,503+6.50%
Imz Advisory Inc3.16%154,990$9,965,875$10,613,715+$647,840+6.50%
Thrivent Financial For Lutherans0.02%145,400$9,349,000$9,956,992+$607,992+6.50%
Quaker Wealth Management, Llc2.73%129,898$9,312,376$8,895,415-$416,961-4.48%
Lasalle St. Investment Advisors, Llc1.12%142,809$9,182,619$9,779,560+$596,941+6.50%
Lmr Partners Llp0.07%138,000$8,873,400$9,450,240+$576,840+6.50%
Cooper Capital Advisors Llc3.54%121,294$8,695,564$8,306,213-$389,351-4.48%
Bank Of America Corp0.00%132,370$8,511,392$9,064,698+$553,306+6.50%
Group One Trading Llc0.23%126,424$8,129,063$8,657,516+$528,453+6.50%
Qube Research & Technologies Ltd0.01%125,958$8,099,099$8,625,604+$526,505+6.50%
Concurrent Investment Advisors, Llc0.06%112,379$8,056,480$7,695,714-$360,766-4.48%
Spire Wealth Management0.21%97,069$6,958,903$6,647,285-$311,618-4.48%
Concentric Capital Strategies, Lp0.41%104,555$6,722,887$7,159,926+$437,039+6.50%
Lee Johnson Capital Management, Llc2.04%101,392$6,519,506$6,943,324+$423,818+6.50%
Genesee Capital Advisors, Llc1.81%80,153$5,746,184$5,488,877-$257,307-4.48%
Tower Research Capital Llc (Trc)0.14%87,868$5,649,912$6,017,201+$367,289+6.50%
Estate Planners Group, Llc2.19%75,459$4,851,993$5,167,432+$315,439+6.50%
Susquehanna International Group, Llp0.00%71,165$4,575,910$4,873,379+$297,469+6.50%
Itau Unibanco Holding S.A.0.09%69,603$4,475,473$4,766,413+$290,940+6.50%
Mariner, Llc0.00%68,904$4,430,324$4,718,546+$288,222+6.51%
Twelve Points Wealth Management Llc0.87%67,860$4,363,417$4,647,053+$283,636+6.50%
Ausdal Financial Partners, Inc.0.16%63,717$4,097,009$4,363,340+$266,331+6.50%
Strategic Blueprint, Llc0.18%51,908$3,721,319$3,554,660-$166,659-4.48%
Advyzon Investment Management, Llc0.26%55,677$3,580,057$3,812,761+$232,704+6.50%
Maven Securities Ltd0.24%54,979$3,539,273$3,764,962+$225,689+6.38%
Integrity Wealth Partners, Llc2.68%48,247$3,458,799$3,303,955-$154,844-4.48%
Commonwealth Equity Services, Llc0.00%47,708$3,420,217$3,267,044-$153,173-4.48%
Showing 50 of 291

Frequently asked questions about MAGS

  • Who are the largest institutional holders of MAGS?

    The largest institutional holders of MAGS reported in the latest SEC Form 13F filings include Signature Estate & Investment Advisors Llc, Exchange Traded Concepts, Llc, Horizon Investments, Llc, Clal Insurance Enterprises Holdings Ltd, and Phoenix Financial Ltd.. InsiderSet ranks institutional holders by their latest reported MAGS position.

  • What is MAGS institutional ownership?

    This page tracks MAGS positions reported by institutional investment managers through SEC Form 13F. ROUNDHILL MAGNIFICENT SEVEN (MAGS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own MAGS?

    InsiderSet currently tracks 295 institutional managers reporting MAGS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MAGS shareholders.

  • How much MAGS stock do institutions own?

    Institutional investment managers disclosed approximately $1.66B in MAGS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was MAGS institutional ownership last updated?

    The latest MAGS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional MAGS holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MAGS position after the reporting date.

  • Are institutions buying or selling MAGS?

    Institutional buying and selling can be analyzed by comparing MAGS positions across consecutive 13F reporting periods. InsiderSet's MAGS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MAGS ownership changes.

  • How has MAGS institutional ownership changed over time?

    InsiderSet tracks MAGS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.