Who Owns Roundhill Investments - S&P 500 0DTE Covered Call Strategy ETF (XDTE)?Hedge Fund & Institutional Holders

$37.46-0.24 (-0.64%)Financial ServicesBATS

Institutional Holders

34

as of Q4 2025

Total Institutional Value

$2.5470001000000343e+81T

% of Float Held

QoQ Change in Holders

+15 / -6

Price History

$37.50$41.55$45.59$49.64$53.69Sep 24Jun 25Mar 26

XDTE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Proficio Capital Partners LLCNew Position+64K+$2.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+30K+$1.0B
STOCK YARDS BANK & TRUST CONew Position+7K+$265.0M
GROUP ONE TRADING LLCNew Position+1K+$43.0M
UBS Group AGNew Position+279+$11.0M
CoreCap Advisors, LLCNew Position+136+$5.0M
CENTAURUS FINANCIAL, INC.New Position+83K+$3.0M
TUCKER ASSET MANAGEMENT LLCNew Position+16K+$686K
Strive Financial Group ,LLCNew Position+4K+$145K
BNP PARIBAS FINANCIAL MARKETSNew Position+16+$0
HRT FINANCIAL LPNew Position+12K+$0
SIMPLEX TRADING, LLCNew Position+365+$0
Global Retirement Partners, LLCNew Position+9+$0
Global Wealth Strategies & AssociatesNew Position+8+$0
JPMORGAN CHASE & CONew Position+23+$0

XDTE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NAPA WEALTH MANAGEMENTClosed Position-57K-$2.5B
JANE STREET GROUP, LLCClosed Position-56K-$2.5B
OLD MISSION CAPITAL LLCClosed Position-45K-$2.0B
CITADEL ADVISORS LLCClosed Position-21K-$912.0M
Farther Finance Advisors, LLCClosed Position-338-$15.0M
WELLS FARGO & COMPANY/MNDecreased-1-$120K
BlackRock, Inc.Decreased-750-$73K
FMR LLCClosed Position-5-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Proficio Capital Partners LLC64,205$2.5B0.18%Share
2COMMONWEALTH EQUITY SERVICES, LLC30,225$1.0B0.00%Share
3CURA WEALTH ADVISORS, LLC8,622$342.0M0.13%Share
4STOCK YARDS BANK & TRUST CO6,700$265.0M0.01%Share
5GROUP ONE TRADING LLC1,100$43.0M0.00%Share
6Anfield Capital Management, LLC1,105$43.0M0.01%Share
7UBS Group AG279$11.0M0.00%Share
8CoreCap Advisors, LLC136$5.0M0.00%Share
9CENTAURUS FINANCIAL, INC.82,975$3.0M0.14%Share
10RFG Advisory, LLC30,738$1.2M0.02%Share
11BARTLETT & CO. WEALTH MANAGEMENT LLC10,600$442K0.01%Share
12TUCKER ASSET MANAGEMENT LLC4,122$182K0.06%Share
13TUCKER ASSET MANAGEMENT LLC4,084$180K0.05%Share
14TUCKER ASSET MANAGEMENT LLC3,749$169K0.05%Share
15TUCKER ASSET MANAGEMENT LLC3,930$155K0.05%Share
16Strive Financial Group ,LLC3,674$145K0.07%Share
17Allworth Financial LP1,599$63K0.00%Share
18HARBOUR INVESTMENTS, INC.294$11K0.00%Share
19Global Wealth Strategies & Associates8$00.00%Share
20OSAIC HOLDINGS, INC.731$00.00%Share
21WELLS FARGO & COMPANY/MN2$00.00%Share
22PNC FINANCIAL SERVICES GROUP, INC.3,400$00.00%Share
23PNC FINANCIAL SERVICES GROUP, INC.2,100$00.00%Share
24PNC FINANCIAL SERVICES GROUP, INC.2,100$00.00%Share
25Cambridge Investment Research Advisors, Inc.5,559$00.00%Share
26Global Retirement Partners, LLC9$00.00%Share
27BNP PARIBAS FINANCIAL MARKETS16$00.00%Share
28SIMPLEX TRADING, LLC365$00.00%Share
29Cetera Investment Advisers14,549$00.00%Share
30JPMORGAN CHASE & CO23$00.00%Share
31HRT FINANCIAL LP11,762$00.00%Share
32Legacy Wealth Managment, LLC/ID2$00.00%Share
33BlackRock, Inc.906$00.00%Share
34MORGAN STANLEY1$00.00%Share

XDTE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202529$4.3B+10
Q3 202519$10.5B-2
Q2 202521$23.5B+4
Q1 202517$8.3B+1
Q4 202416$4.7B+8
Q3 20248$3.5T+5
Q2 20243$73K+0
Q1 20243$780.7B

Similar Stocks by Institutional Ownership

As of Q4 2025, 34 institutional investors hold XDTE (Roundhill Investments - S&P 500 0DTE Covered Call Strategy ETF). The largest holder is Proficio Capital Partners LLC with $2.5B in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own XDTE?

As of Q4 2025, 34 institutional investors report holding XDTE (Roundhill Investments - S&P 500 0DTE Covered Call Strategy ETF) in their 13F filings.

Who is the largest institutional holder of XDTE?

The largest institutional holder of XDTE is Proficio Capital Partners LLC with $2.5B in shares.

Is institutional ownership of XDTE increasing or decreasing?

This quarter, 15 institutions opened new positions in XDTE and 6 closed their positions.