ROUNDHILL NASDAQ-100 0DTE CO (QDTE) Institutional Shareholders

ROUNDHILL NASDAQ-100 0DTE CO (QDTE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $31.38M in QDTE holdings during the latest filing period.

Mml Investors Services, Llc is currently the largest disclosed institutional shareholder of QDTE tracked by InsiderSet, reporting ownership valued at approximately $6.36M in its June 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 $5.88M, representing an estimated loss of -7.48% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed QDTE value among the investors covered in this analysis. Major shareholders include Mml Investors Services, Llc, Proficio Capital Partners Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ROUNDHILL NASDAQ-100 0DTE CO (QDTE).

This page ranks the largest institutional QDTE 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

40

Total Reported Value

$31.38M

Largest Holder

Mml Investors Services, Llc

Largest Position

$6.36M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

57

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Mml Investors Services, Llc0.01%204,304$6,359,985$5,883,955-$476,030-7.48%
Proficio Capital Partners Llc0.22%196,865$6,128,407$5,669,712-$458,695-7.48%
Envestnet Asset Management Inc0.00%119,044$3,705,825$3,428,467-$277,358-7.48%
Quadrature Capital Ltd0.03%104,917$3,266,066$3,021,610-$244,456-7.48%
Navis Wealth Advisors, Llc1.22%103,209$3,212,896$2,972,419-$240,477-7.48%
Osaic Holdings, Inc.0.00%46,372$1,443,753$1,335,514-$108,239-7.50%
Johnson Investment Counsel Inc0.01%28,650$891,874$825,120-$66,754-7.48%
Renaissance Technologies LLCJim Simons0.00%28,500$887,205$820,800-$66,405-7.48%
International Assets Investment Management, Llc0.04%21,832$664,122$628,762-$35,360-5.32%
Hub Investment Partners, Llc0.01%20,639$642,478$594,403-$48,075-7.48%
Ducere Wealth Management Llc0.16%17,105$532,487$492,624-$39,863-7.49%
Centaurus Financial, Inc.0.02%14,836$462,000$427,277-$34,723-7.52%
Cetera Investment Advisers0.00%13,797$429,493$397,354-$32,139-7.48%
Mcadam, Llc0.02%12,905$401,736$371,664-$30,072-7.49%
Pfg Investments, Llc0.02%12,711$395,692$366,077-$29,615-7.48%
Ubs Group Ag0.00%10,843$337,543$312,278-$25,265-7.48%
Group One Trading Llc0.01%10,404$323,877$299,635-$24,242-7.48%
Newedge Wealth, Llc0.00%8,850$275,501$254,880-$20,621-7.48%
Mather Group, Llc.0.00%6,002$186,842$172,858-$13,984-7.48%
Ameritas Advisory Services, Llc0.00%5,638$175,510$162,374-$13,136-7.48%
Ifp Advisors, Inc0.00%5,530$172,149$159,264-$12,885-7.48%
Allworth Financial Lp0.00%5,062$157,581$145,786-$11,795-7.49%
Noble Wealth Management Pbc0.06%4,000$124,520$115,200-$9,320-7.48%
Nfsg Corp0.01%1,390$43,268$40,032-$3,236-7.48%
Anfield Capital Management, Llc0.01%1,377$37,757$39,658+$1,901+5.03%
Harbour Investments, Inc.0.00%1,156$35,997$33,293-$2,704-7.51%
Blackrock, Inc.0.00%920$28,624$26,496-$2,128-7.43%
Bank Of Montreal0.00%500$21,230$14,400-$6,830-32.17%
Morgan Stanley0.00%500$15,574$14,400-$1,174-7.54%
Avion Wealth0.00%300$9,000$8,640-$360-4.00%
Farther Finance Advisors, Llc0.00%181$5,632$5,213-$419-7.44%
Swan Capital Llc0.00%135$4,203$3,888-$315-7.49%
Fmr Llc0.00%63$1,961$1,814-$147-7.48%
Corecap Advisors, Llc0.00%33$1,020$950-$70-6.82%
Jpmorgan Chase & Co0.00%26$800$749-$51-6.40%
Steward Partners Investment Advisory, Llc0.00%23$728$662-$66-9.01%
Cambridge Investment Research Advisors, Inc.0.00%11,808$368$340,070+$339,702+92310.43%
Simplex Trading, Llc0.00%8$249$230-$19-7.47%
Dhjj Financial Advisors, Ltd.0.00%2$63$58-$5-8.57%
Wells Fargo & Company/Mn0.00%2$61$58-$3-5.57%
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Frequently asked questions about QDTE

  • Who owns the most QDTE stock?

    The largest holders of QDTE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ROUNDHILL NASDAQ-100 0DTE CO (QDTE).

  • Is QDTE widely held by superinvestors?

    Many widely followed stocks like QDTE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly QDTE is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.