16 institutions reported holding $4.3M of RODH S&P 500 TAR 20 M DI ETF (XPAY) in SEC 13F filings for 2026-06-30. Largest institutional holders: OLD MISSION CAPITAL LLC ($2.3M), Kingsview Wealth Management, LLC ($821,533), Cambridge Investment Research Advisors, Inc. ($356,000), CITADEL ADVISORS LLC ($337,848), PLANNING DIRECTIONS INC ($324,775). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OLD MISSION CAPITAL LLC | $2.3M | 43,511 | Added |
| 2 | Kingsview Wealth Management, LLC | $821,533 | 15,373 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $356,000 | 6,668 | Trimmed |
| 4 | CITADEL ADVISORS LLC | $337,848 | 6,322 | New |
| 5 | PLANNING DIRECTIONS INC | $324,775 | 6,077 | Added |
| 6 | Geneos Wealth Management Inc. | $101,536 | 1,900 | Added |
| 7 | Farther Finance Advisors, LLC | $1,222 | 23 | Hold |
| 8 | Clearstead Advisors, LLC | $1,069 | 20 | Hold |
| 9 | Global Retirement Partners, LLC | $432 | 8 | Added |
| 10 | JPMORGAN CHASE & CO | $212 | 4 | New |
| 11 | WELLS FARGO & COMPANY/MN | $32 | 1 | Hold |
| 12 | AE Wealth Management LLC | $31 | 1 | New |
| 13 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 14 | UBS Group AG | $0 | 0 | Exited |
| 15 | ENTREWEALTH, LLC | $0 | 0 | Exited |
| 16 | CENTAURUS FINANCIAL, INC. | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30