ROUNDHI S&P 500 0DTE CCS ETF (XDTE) Institutional Shareholders
ROUNDHI S&P 500 0DTE CCS ETF (XDTE) 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 $22.09M in XDTE holdings during the latest filing period.
Proficio Capital Partners Llc is currently the largest disclosed institutional shareholder of XDTE tracked by InsiderSet, reporting ownership valued at approximately $7.16M 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 $7.03M, representing an estimated loss of -1.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed XDTE value among the investors covered in this analysis. Major shareholders include Proficio Capital Partners Llc, Centaurus Financial, Inc., Navis Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in ROUNDHI S&P 500 0DTE CCS ETF (XDTE).
This page ranks the largest institutional XDTE 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
32
Total Reported Value
$22.09M
Largest Holder
Proficio Capital Partners Llc
Largest Position
$7.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Proficio Capital Partners Llc | 0.26% | 183,165 | $7,158,088 | $7,026,209 | -$131,879 | -1.84% | |
| Centaurus Financial, Inc. | 0.13% | 86,584 | $3,384,000 | $3,321,362 | -$62,638 | -1.85% | |
| Navis Wealth Advisors, Llc | 1.27% | 85,443 | $3,339,112 | $3,277,593 | -$61,519 | -1.84% | |
| Jane Street Group, Llc | 0.00% | 53,927 | $2,107,467 | $2,068,640 | -$38,827 | -1.84% | |
| Rfg Advisory, Llc | 0.02% | 31,951 | $1,248,646 | $1,225,640 | -$23,006 | -1.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,808 | $1,203,990 | $1,181,795 | -$22,195 | -1.84% | |
| Mather Group, Llc. | 0.01% | 26,364 | $1,030,305 | $1,011,323 | -$18,982 | -1.84% | |
| Cetera Investment Advisers | 0.00% | 16,094 | $628,935 | $617,366 | -$11,569 | -1.84% | |
| Bartlett & Co. Wealth Management Llc | 0.01% | 10,600 | $414,248 | $406,616 | -$7,632 | -1.84% | |
| Newedge Wealth, Llc | 0.00% | 9,620 | $375,950 | $369,023 | -$6,927 | -1.84% | |
| Cura Wealth Advisors, Llc | 0.14% | 8,622 | $336,948 | $330,740 | -$6,208 | -1.84% | |
| Citadel Advisors Llc | 0.00% | 8,182 | $319,753 | $313,862 | -$5,891 | -1.84% | |
| Pnc Financial Services Group, Inc. | 0.00% | 5,500 | $214,940 | $210,980 | -$3,960 | -1.84% | |
| Allworth Financial Lp | 0.00% | 1,849 | $72,274 | $70,928 | -$1,346 | -1.86% | |
| Strive Financial Group ,Llc | 0.03% | 1,590 | $62,137 | $60,992 | -$1,145 | -1.84% | |
| Anfield Capital Management, Llc | 0.01% | 1,105 | $40,576 | $42,388 | +$1,812 | +4.47% | |
| Simplex Trading, Llc | 0.00% | 912 | $35,640 | $34,984 | -$656 | -1.84% | |
| Blackrock, Inc. | 0.00% | 906 | $35,406 | $34,754 | -$652 | -1.84% | |
| Shp Wealth Management | 0.00% | 798 | $31,172 | $30,611 | -$561 | -1.80% | |
| Community Financial Services Group, Llc | 0.00% | 568 | $22,072 | $21,788 | -$284 | -1.28% | |
| Harbour Investments, Inc. | 0.00% | 340 | $13,273 | $13,042 | -$231 | -1.74% | |
| Corecap Advisors, Llc | 0.00% | 164 | $6,417 | $6,291 | -$126 | -1.96% | |
| Lifesteps Financial, Inc. | 0.00% | 100 | $3,908 | $3,836 | -$72 | -1.84% | |
| Osaic Holdings, Inc. | 0.00% | 100 | $3,908 | $3,836 | -$72 | -1.84% | |
| Tower Research Capital Llc (Trc) | 0.00% | 30 | $1,172 | $1,151 | -$21 | -1.81% | |
| Hantz Financial Services, Inc. | 0.00% | 28 | $1,000 | $1,074 | +$74 | +7.41% | |
| Jpmorgan Chase & Co | 0.00% | 22 | $856 | $844 | -$12 | -1.41% | |
| Bnp Paribas Financial Markets | 0.00% | 16 | $625 | $614 | -$11 | -1.80% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,969 | $272 | $267,331 | +$267,059 | +98183.40% | |
| Fmr Llc | 0.00% | 2 | $78 | $77 | -$1 | -1.64% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $77 | $77 | -$0 | -0.36% | |
| Morgan Stanley | 0.00% | 1 | $65 | $38 | -$27 | -40.98% |
Frequently asked questions about XDTE
Who owns the most XDTE stock?
The largest holders of XDTE 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 ROUNDHI S&P 500 0DTE CCS ETF (XDTE).
Is XDTE widely held by superinvestors?
Many widely followed stocks like XDTE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XDTE 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.