Who Owns Roundhill Investments - S&P 500 No Dividend Target ETF (XDIV)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$1629.0T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
XDIV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Joel Isaacson & Co., LLC | New Position | +59K | +$1.6B |
| Code Waechter LLC | New Position | +13K | +$367K |
| Arax Advisory Partners | New Position | +2K | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +650 | +$-4.0M |
| JANE STREET GROUP, LLC | Increased | +20K | +$-382.6M |
XDIV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | Closed Position | -8K | -$221.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Joel Isaacson & Co., LLC | 58,694 | $1.6B | 0.05% | Share |
| 2 | Code Waechter LLC | 13,233 | $367K | 0.24% | Share |
| 3 | JANE STREET GROUP, LLC | 33,938 | $0 | 0.00% | Share |
| 4 | Arax Advisory Partners | 1,844 | $0 | 0.00% | Share |
| 5 | OSAIC HOLDINGS, INC. | 800 | $0 | 0.00% | Share |
XDIV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $1.6B | +2 |
| Q3 2025 | 3 | $608.1M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold XDIV (Roundhill Investments - S&P 500 No Dividend Target ETF). The largest holder is Joel Isaacson & Co., LLC with $1.6B in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own XDIV?
As of Q4 2025, 5 institutional investors report holding XDIV (Roundhill Investments - S&P 500 No Dividend Target ETF) in their 13F filings.
Who is the largest institutional holder of XDIV?
The largest institutional holder of XDIV is Joel Isaacson & Co., LLC with $1.6B in shares.
Is institutional ownership of XDIV increasing or decreasing?
This quarter, 3 institutions opened new positions in XDIV and 1 closed their positions.