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Roundhill Magnificent Seven ETF (MAGS) Institutional Ownership

Roundhill Magnificent Seven ETF logo
$68.53 -0.93 (-1.34%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Roundhill Magnificent Seven ETF (BATS:MAGS)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$108.69M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.29M
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MAGS Institutional Buying and Selling by Quarter

Roundhill Magnificent Seven ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Mascagni Wealth Management Inc.11,889$689K0.5%-4.8%0.027%
5/7/2026 Parallel Advisors LLC439$25K0.0%+51.9%0.001%
4/30/2026 Cooksen Wealth LLC17,970$1.04M0.8%+3.2%0.041%
4/27/2026 Sound Income Strategies LLC1,994$117K0.0%+22.2%0.005%
4/22/2026 Janney Montgomery Scott LLC33,961$1.97M0.0%+5.7%0.078%
4/20/2026 Hilton Head Capital Partners LLC662$38K0.0%+59.5%0.002%
4/18/2026 Murphy & Mullick Capital Management Corp1,670$97K0.1%+36.9%0.004%
2/18/2026 Tudor Investment Corp ET AL26,709$1.76M0.0%N/A0.061%
2/17/2026 Advisory Services Network LLC40,912$2.70M0.0%+169.5%0.093%
2/17/2026 Captrust Financial Advisors9,415$621K0.0%+19.3%0.021%
2/12/2026 Wedbush Securities Inc.9,213$608K0.0%+50.1%0.021%
2/11/2026 Janney Montgomery Scott LLC32,115$2.12M0.0%+44.8%0.073%
2/11/2026 J.Safra Asset Management Corp1,510,220$99.61M5.2%+2.9%3.447%
2/11/2026 Hilton Head Capital Partners LLC415$27K0.0%N/A0.001%
2/11/2026Mascagni Wealth Management Inc.12,484$823K0.6%+25.7%0.028%
2/3/2026 SBI Securities Co. Ltd.1,479$98K0.0%+88.2%0.003%
1/30/2026 Strategic Blueprint LLC5,256$347K0.0%N/A0.012%
1/28/2026 Kingswood Wealth Advisors LLC6,895$455K0.0%N/A0.016%
1/23/2026 Farther Finance Advisors LLC14,670$968K0.0%+77.7%0.033%
1/20/2026 Cooksen Wealth LLC17,413$1.15M0.8%+1.8%0.040%
1/13/2026 CoreCap Advisors LLC20,631$1.36M0.0%-1.9%0.047%
1/1/2026 JPMorgan Chase & Co.45,354$2.94M0.0%-33.2%0.104%
11/19/2025Sunbelt Securities Inc.475$31K0.0%N/A0.001%
11/17/2025 Triumph Capital Management9,634$625K0.2%-46.2%0.022%
11/13/2025 Marshall Wace LLP519,712$33.71M0.0%+101.3%1.186%
11/7/2025 JPMorgan Chase & Co.45,354$2.94M0.0%-33.2%0.104%
11/6/2025 Wedbush Securities Inc.6,136$398K0.0%-16.2%0.014%
11/5/2025 SBI Securities Co. Ltd.786$51K0.0%N/A0.002%
10/29/2025 J.Safra Asset Management Corp1,467,479$95.18M5.8%+3.4%3.350%
10/22/2025 CoreCap Advisors LLC21,021$1.36M0.0%-58.2%0.048%
10/22/2025 GoalVest Advisory LLC505$33K0.0%N/A0.001%
10/15/2025Mascagni Wealth Management Inc.9,934$644K0.5%-7.1%0.023%
10/14/2025 Farther Finance Advisors LLC8,256$535K0.0%+103,100.0%0.019%
8/15/2025 Captrust Financial Advisors8,311$461K0.0%+28.4%0.019%
8/15/2025 Cooksen Wealth LLC17,096$948K0.8%N/A0.039%
8/13/2025 Marshall Wace LLP258,125$14.32M0.0%N/A0.589%
8/13/2025 Twin Peaks Wealth Advisors LLC929$56K0.0%N/A0.002%
8/12/2025 JPMorgan Chase & Co.67,924$3.77M0.0%N/A0.155%
8/8/2025 City of London Investment Management Co. Ltd.9,845$546K0.1%N/A0.022%
8/8/2025 Comprehensive Financial Planning Inc. PA35,790$1.99M1.6%+7.8%0.082%
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8/6/2025 Wedbush Securities Inc.7,326$406K0.0%N/A0.017%
8/6/2025Mascagni Wealth Management Inc.10,693$593K0.5%+70.5%0.024%
7/28/2025 J.Safra Asset Management Corp1,410,466$78.39M5.7%+80.9%3.220%
7/23/2025 Kingswood Wealth Advisors LLC6,800$377K0.0%-33.3%0.016%
7/21/2025 Ameriflex Group Inc.2,090$115K0.1%-25.9%0.005%
7/17/2025 Janney Montgomery Scott LLC14,966$830K0.0%-38.1%0.034%
7/15/2025Graypoint LLC419,571$23.27M1.3%N/A0.958%
7/14/2025 AdvisorNet Financial Inc685$38K0.0%N/A0.002%
7/1/2025 Harbor Investment Advisory LLC580$32K0.0%N/A0.001%
5/9/2025Comprehensive Financial Planning Inc. PA33,190$1.52M1.5%+106.0%0.080%
4/30/2025China Universal Asset Management Co. Ltd.800$37K0.0%-75.0%0.002%
4/25/2025J.Safra Asset Management Corp779,737$35.76M3.0%+86.8%1.889%
4/23/2025Mascagni Wealth Management Inc.6,272$288K0.3%-42.8%0.015%
4/21/2025Kingswood Wealth Advisors LLC10,200$476K0.0%+36.0%0.024%
4/17/2025Janney Montgomery Scott LLC24,182$1.11M0.0%-56.5%0.058%
4/16/2025BigSur Wealth Management LLC45,000$2.06M0.6%N/A0.108%
4/8/2025Parallel Advisors LLC735$34K0.0%N/A0.002%
3/24/2025Mascagni Wealth Management Inc.6,272$341K0.3%N/A0.017%
2/24/2025Ameriflex Group Inc.2,822$157K0.1%N/A0.008%
2/19/2025University of Texas Texas AM Investment Management Co.1,950$106K0.0%N/A0.005%
2/17/2025Strategic Wealth Partners Ltd.4,176$231K0.0%N/A0.011%
2/17/2025Captrust Financial Advisors4,728$257K0.0%N/A0.013%
2/11/2025Runnymede Capital Advisors Inc.9,364$510K0.4%N/A0.025%
2/11/2025Goodman Financial Corp4,135$225K0.0%N/A0.011%
2/6/2025J.Safra Asset Management Corp417,384$23.04M1.9%N/A1.109%
1/29/2025Comprehensive Financial Planning Inc. PA16,113$877K0.7%N/A0.044%
1/24/2025China Universal Asset Management Co. Ltd.3,201$175K0.0%N/A0.009%
1/22/2025Kingswood Wealth Advisors LLC7,500$408K0.0%N/A0.022%
10/11/2024VitalStone Financial LLC39,216$1.87M1.3%N/A0.238%
8/7/2024Ashton Thomas Private Wealth LLC11,392$514K0.0%N/A0.076%


MAGS Institutional Ownership - Frequently Asked Questions

During the previous two years, 37 institutional investors and hedge funds held shares of Roundhill Magnificent Seven ETF. The most heavily invested institutionals were J.Safra Asset Management Corp ($99.61M), Marshall Wace LLP ($33.71M), Graypoint LLC ($23.27M), JPMorgan Chase & Co. ($2.94M), Advisory Services Network LLC ($2.70M), BigSur Wealth Management LLC ($2.06M), and Comprehensive Financial Planning Inc. PA ($1.99M).Learn more on Roundhill Magnificent Seven ETF's institutional investors.

Of the 35 institutional investors that purchased Roundhill Magnificent Seven ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: J.Safra Asset Management Corp ($1.50M), Marshall Wace LLP ($519.71K), Graypoint LLC ($419.57K), JPMorgan Chase & Co. ($67.92K), BigSur Wealth Management LLC ($45K), VitalStone Financial LLC ($39.22K), and Comprehensive Financial Planning Inc. PA ($35.79K).

Institutional investors have bought a total of 1,876,827 shares in the last 24 months. This purchase volume represents approximately $108.69M in transactions.

The following institutional investors have sold Roundhill Magnificent Seven ETF stock in the last 24 months: JPMorgan Chase & Co. ($45.14K), CoreCap Advisors LLC ($29.69K), Janney Montgomery Scott LLC ($9.22K), Triumph Capital Management ($8.29K), Kingswood Wealth Advisors LLC ($3.40K), Mascagni Wealth Management Inc. ($1.35K), and Wedbush Securities Inc. ($1.19K).

Institutional investors have sold a total of 99,010 shares in the last 24 months. This volume of shares sold represents approximately $6.29M in transactions.



This page (BATS:MAGS) was last updated on 5/19/2026 by MarketBeat.com Staff.
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