Who Owns ROUNDHILL ETF TRUST (XDTE)? -- Institutional Holders (2026-06-30)
39 institutions reported holding $22.4M of ROUNDHILL ETF TRUST (XDTE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Proficio Capital Partners LLC ($7.2M), CENTAURUS FINANCIAL, INC. ($3.4M), Navis Wealth Advisors, LLC ($3.3M), JANE STREET GROUP, LLC ($2.1M), RFG Advisory, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Proficio Capital Partners LLC | $7.2M | 183,165 | Added |
| 2 | CENTAURUS FINANCIAL, INC. | $3.4M | 86,584 | Added |
| 3 | Navis Wealth Advisors, LLC | $3.3M | 85,443 | New |
| 4 | JANE STREET GROUP, LLC | $2.1M | 53,927 | New |
| 5 | RFG Advisory, LLC | $1.2M | 31,951 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 30,808 | Added |
| 7 | MATHER GROUP, LLC. | $1.0M | 26,364 | Trimmed |
| 8 | Cetera Investment Advisers | $628,935 | 16,094 | Added |
| 9 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $414,248 | 10,600 | Hold |
| 10 | NewEdge Wealth, LLC | $375,950 | 9,620 | Hold |
| 11 | CURA WEALTH ADVISORS, LLC | $336,948 | 8,622 | Hold |
| 12 | CITADEL ADVISORS LLC | $319,753 | 8,182 | New |
| 13 | PNC Financial Services Group, Inc. | $297,008 | 7,600 | Hold |
| 14 | Cambridge Investment Research Advisors, Inc. | $272,000 | 6,969 | Added |
| 15 | Allworth Financial LP | $72,274 | 1,849 | Added |
| 16 | Strive Financial Group ,LLC | $62,137 | 1,590 | Trimmed |
| 17 | SIMPLEX TRADING, LLC | $35,640 | 912 | Trimmed |
| 18 | BlackRock, Inc. | $35,406 | 906 | Hold |
| 19 | SHP Wealth Management | $31,172 | 798 | New |
| 20 | Community Financial Services Group, LLC | $22,072 | 568 | Hold |
| 21 | HARBOUR INVESTMENTS, INC. | $13,273 | 340 | Added |
| 22 | CoreCap Advisors, LLC | $6,417 | 164 | Hold |
| 23 | OSAIC HOLDINGS, INC. | $3,908 | 100 | Trimmed |
| 24 | LifeSteps Financial, Inc. | $3,908 | 100 | New |
| 25 | Tower Research Capital LLC (TRC) | $1,172 | 30 | New |
Source: SEC Form 13F filings · as of 2026-06-30