METV Institutional Ownership & Shareholders
ROUNDHILL BALL METAVERSE ETF (METV) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $71.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Evanson Asset Management, Llc is currently the largest disclosed institutional shareholder of METV tracked by InsiderSet, reporting ownership valued at approximately $21.04M in its March 31, 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 $730,806.025, representing an estimated loss of -96.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed METV value among the investors covered in this analysis. Major shareholders include Evanson Asset Management, Llc, Corient Private Wealth Llc, Client First Investment Management Llc, and several other long-term asset managers with concentrated positions in ROUNDHILL BALL METAVERSE ETF (METV).
This page ranks the largest institutional METV 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
70
Total Reported Value
$71.08M
Largest Holder
Evanson Asset Management, Llc
Largest Position
$21.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Evanson Asset Management, Llc | 1.13% | 36,774 | $21,039,622 | $730,806 | -$20,308,816 | -96.53% | |
| Corient Private Wealth Llc | 0.03% | 37,357 | $20,542,581 | $742,392 | -$19,800,189 | -96.39% | |
| Client First Investment Management Llc | 3.09% | 310,917 | $6,501,272 | $6,178,822 | -$322,450 | -4.96% | |
| Gemmer Asset Management Llc | 0.42% | 8,819 | $6,395,128 | $175,259 | -$6,219,869 | -97.26% | |
| Wealthspire Advisors, Llc | 0.02% | 152,924 | $2,821,446 | $3,039,043 | +$217,597 | +7.71% | |
| Gm Advisory Group, Llc | 0.10% | 167,647 | $2,670,615 | $3,331,632 | +$661,017 | +24.75% | |
| Lpl Financial Llc | 0.00% | 110,786 | $2,044,007 | $2,201,639 | +$157,632 | +7.71% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 57,500 | $1,202,325 | $1,142,692 | -$59,633 | -4.96% | |
| Merit Financial Group, Llc | 0.01% | 51,609 | $952,186 | $1,025,620 | +$73,434 | +7.71% | |
| Morgan Stanley | 0.00% | 51,075 | $942,345 | $1,015,008 | +$72,663 | +7.71% | |
| Beaird Harris Wealth Management, Llc | 0.05% | 1,293 | $728,143 | $25,696 | -$702,447 | -96.47% | |
| Bank Of America Corp | 0.00% | 26,606 | $490,881 | $528,738 | +$37,857 | +7.71% | |
| Leavell Investment Management, Inc. | 0.02% | 24,975 | $460,789 | $496,326 | +$35,537 | +7.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,396 | $376,310 | $405,328 | +$29,018 | +7.71% | |
| Susquehanna International Group, Llp | 0.00% | 19,355 | $357,100 | $384,640 | +$27,540 | +7.71% | |
| Wealthfront Advisers Llc | 0.00% | 18,297 | $337,580 | $363,614 | +$26,034 | +7.71% | |
| Stifel Financial Corp | 0.00% | 15,562 | $287,119 | $309,262 | +$22,143 | +7.71% | |
| Aqr Capital Management Llc | 0.00% | 14,910 | $275,090 | $296,305 | +$21,215 | +7.71% | |
| Mml Investors Services, Llc | 0.00% | 13,166 | $242,906 | $261,647 | +$18,741 | +7.72% | |
| Forum Finance Group S.A. | 0.08% | 15,830 | $236,000 | $314,588 | +$78,588 | +33.30% | |
| Itau Unibanco Holding S.A. | 0.00% | 12,250 | $226,013 | $243,443 | +$17,430 | +7.71% | |
| Aaron Wealth Advisors Llc | 0.01% | 10,563 | $220,872 | $209,917 | -$10,955 | -4.96% | |
| Goelzer Investment Management, Inc. | 0.01% | 10,530 | $220,183 | $209,262 | -$10,921 | -4.96% | |
| Cetera Investment Advisers | 0.00% | 11,248 | $207,535 | $223,530 | +$15,995 | +7.71% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 10,666 | $196,797 | $211,964 | +$15,167 | +7.71% | |
| Regions Financial Corp | 0.00% | 10,029 | $185,035 | $199,305 | +$14,270 | +7.71% | |
| Independent Investors Inc | 0.04% | 10,000 | $184,500 | $198,729 | +$14,229 | +7.71% | |
| Royal Bank Of Canada | 0.00% | 4,407 | $81,000 | $87,580 | +$6,580 | +8.12% | |
| Fmr Llc | 0.00% | 3,456 | $63,766 | $68,681 | +$4,915 | +7.71% | |
| Bank Of Montreal | 0.00% | 2,453 | $45,258 | $48,748 | +$3,490 | +7.71% | |
| Wells Fargo & Company/Mn | 0.00% | 2,360 | $43,542 | $46,900 | +$3,358 | +7.71% | |
| Valley National Advisers Inc | 0.00% | 1,862 | $38,935 | $37,003 | -$1,932 | -4.96% | |
| Qube Research & Technologies Ltd | 0.00% | 1,982 | $36,568 | $39,388 | +$2,820 | +7.71% | |
| Farther Finance Advisors, Llc | 0.00% | 1,734 | $36,255 | $34,460 | -$1,795 | -4.95% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,955 | $33,802 | $38,852 | +$5,050 | +14.94% | |
| Activest Wealth Management | 0.01% | 1,495 | $31,260 | $29,710 | -$1,550 | -4.96% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,475 | $27,223 | $29,313 | +$2,090 | +7.68% | |
| Downshift Financial, Llc | 0.01% | 1,225 | $25,615 | $24,344 | -$1,271 | -4.96% | |
| Provenance Wealth Advisors, Llc | 0.00% | 1,200 | $22,140 | $23,847 | +$1,707 | +7.71% | |
| Whipplewood Advisors, Llc | 0.01% | 1,000 | $20,910 | $19,873 | -$1,037 | -4.96% | |
| Osaic Holdings, Inc. | 0.00% | 1,010 | $18,634 | $20,072 | +$1,438 | +7.72% | |
| Allworth Financial Lp | 0.00% | 1,004 | $18,531 | $19,952 | +$1,421 | +7.67% | |
| National Bank Of Canada | 0.00% | 997 | $17,238 | $19,813 | +$2,575 | +14.94% | |
| Larson Financial Group Llc | 0.00% | 932 | $17,200 | $18,522 | +$1,322 | +7.68% | |
| Caldwell Sutter Capital, Inc. | 0.01% | 790 | $14,576 | $15,700 | +$1,124 | +7.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 715 | $13,192 | $14,209 | +$1,017 | +7.71% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 648 | $11,952 | $12,878 | +$926 | +7.74% | |
| Evolution Advisers, Inc. | 0.00% | 600 | $11,000 | $11,924 | +$924 | +8.40% | |
| Atlantic Union Bankshares Corp | 0.00% | 500 | $9,225 | $9,936 | +$711 | +7.71% | |
| Us Bancorp \De\ | 0.00% | 500 | $9,225 | $9,936 | +$711 | +7.71% |
Frequently asked questions about METV
Who are the largest institutional holders of METV?
The largest institutional holders of METV reported in the latest SEC Form 13F filings include Evanson Asset Management, Llc, Corient Private Wealth Llc, Client First Investment Management Llc, Gemmer Asset Management Llc, and Wealthspire Advisors, Llc. InsiderSet ranks institutional holders by their latest reported METV position.
What is METV institutional ownership?
This page tracks METV positions reported by institutional investment managers through SEC Form 13F. ROUNDHILL BALL METAVERSE ETF (METV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own METV?
InsiderSet currently tracks 70 institutional managers reporting METV 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 METV shareholders.
How much METV stock do institutions own?
Institutional investment managers disclosed approximately $71.08M in METV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was METV institutional ownership last updated?
The latest METV 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 METV 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 METV position after the reporting date.
Are institutions buying or selling METV?
Institutional buying and selling can be analyzed by comparing METV positions across consecutive 13F reporting periods. InsiderSet's METV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View METV ownership changes.
How has METV institutional ownership changed over time?
InsiderSet tracks METV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.