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Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) Institutional Ownership

Roundhill S&P 500 0DTE Covered Call Strategy ETF logo
$38.31 -0.39 (-1.01%)
Closing price 04:10 PM Eastern
Extended Trading
$38.45 +0.14 (+0.37%)
As of 04:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for Roundhill S&P 500 0DTE Covered Call Strategy ETF (BATS:XDTE)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$4.27M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$437.60K
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XDTE Institutional Buying and Selling by Quarter

Roundhill S&P 500 0DTE Covered Call Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026RFG Advisory LLC31,951$1.25M0.0%+2.4%0.348%
9/2/2026Citadel Advisors LLC8,182$320K0.0%N/A0.089%
8/27/2026Tucker Asset Management LLC2,906$114K0.0%-26.8%0.032%
8/22/2026Strive Financial Group LLC1,590$62K0.0%-52.2%0.017%
8/20/2026Proficio Capital Partners LLC183,165$7.16M0.3%+26.7%1.997%
5/19/2026Centaurus Financial Inc.85,475$3.14M0.1%+3.0%0.932%
5/13/2026Cetera Investment Advisers15,729$578K0.0%+8.1%0.172%
5/13/2026NewEdge Wealth LLC9,620$353K0.0%N/A0.105%
4/20/2026RFG Advisory LLC31,201$1.15M0.0%+1.5%0.340%
2/18/2026Strive Financial Group LLC3,674$146K0.1%N/A0.039%
2/17/2026Cetera Investment Advisers14,549$577K0.0%+9.5%0.154%
2/12/2026HRT Financial LP11,762$466K0.0%N/A0.124%
2/12/2026Commonwealth Equity Services LLC30,225$1.20M0.0%+11.1%0.320%
2/12/2026Group One Trading LLC1,100$44K0.0%N/A0.012%
2/6/2026PNC Financial Services Group Inc.7,600$301K0.0%+35.7%0.080%
2/3/2026RFG Advisory LLC30,738$1.22M0.0%+8.3%0.325%
11/7/2025PNC Financial Services Group Inc.5,600$248K0.0%N/A0.065%
11/6/2025RFG Advisory LLC28,373$1.26M0.0%+84.9%0.328%
11/4/2025IMC Chicago LLC14,150$626K0.0%-34.4%0.164%
11/3/2025TD Waterhouse Canada Inc.3,000$133K0.0%+20.0%0.035%
9/4/2025Osaic Holdings Inc.700$31K0.0%+250.0%0.008%
8/26/2025Claris Financial LLC17,067$754K0.6%-21.4%0.184%
8/14/2025Jane Street Group LLC111,755$4.94M0.0%N/A1.204%
8/14/2025Napa Wealth Management55,952$2.47M1.2%+5.5%0.603%
8/11/2025TD Waterhouse Canada Inc.2,500$110K0.0%N/A0.027%
8/7/2025Allworth Financial LP1,359$60K0.0%N/A0.015%
8/5/2025Simplex Trading LLC7,555$333K0.0%+7,380.2%0.081%
7/28/2025RFG Advisory LLC15,341$678K0.0%N/A0.168%
7/18/2025Bartlett & CO. Wealth Management LLC10,600$469K0.0%+152.4%0.115%
5/15/2025OLD Mission Capital LLC45,603$2.06M0.0%+77.7%0.527%
5/14/2025Napa Wealth Management53,048$2.40M1.4%+117.3%0.613%
5/1/2025Reyes Financial Architecture Inc.1,710$77K0.1%N/A0.020%
4/24/2025Bartlett & CO. Wealth Management LLC4,200$190K0.0%N/A0.049%
4/22/2025Cambridge Investment Research Advisors Inc.18,876$853K0.0%+27.1%0.218%
2/17/2025Napa Wealth Management24,415$1.23M0.5%+45.2%21.230%
2/14/2025Jane Street Group LLC20,243$1.02M0.0%-45.1%17.603%
2/12/2025OLD Mission Capital LLC25,670$1.29M0.0%-10.1%22.322%
2/12/2025Tucker Asset Management LLC3,570$179K0.0%+298.4%3.104%
2/10/2025Commonwealth Equity Services LLC13,799$692K0.0%+75.9%11.999%
2/5/2025Anfield Capital Management LLC1,105$55K0.0%N/A0.961%
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11/15/2024Jane Street Group LLC36,852$1.94M0.0%N/A32.045%
11/14/2024RPg Family Wealth Advisory LLC600$32K0.0%N/A0.522%
11/7/2024Napa Wealth Management16,814$887K0.4%N/A14.621%


XDTE Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of Roundhill S&P 500 0DTE Covered Call Strategy ETF. The most heavily invested institutionals were Proficio Capital Partners LLC ($7.16M), Jane Street Group LLC ($4.94M), Centaurus Financial Inc. ($3.14M), Napa Wealth Management ($2.47M), OLD Mission Capital LLC ($2.06M), RFG Advisory LLC ($1.25M), and Commonwealth Equity Services LLC ($1.20M).Learn more on Roundhill S&P 500 0DTE Covered Call Strategy ETF's institutional investors.

Of the 24 institutional investors that purchased Roundhill S&P 500 0DTE Covered Call Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($148.61K), Napa Wealth Management ($55.95K), Proficio Capital Partners LLC ($38.55K), RFG Advisory LLC ($31.95K), OLD Mission Capital LLC ($19.93K), HRT Financial LP ($11.76K), and Bartlett & CO. Wealth Management LLC ($10.60K).

Institutional investors have bought a total of 105,574 shares in the last 24 months. This purchase volume represents approximately $4.27M in transactions.

The following institutional investors have sold Roundhill S&P 500 0DTE Covered Call Strategy ETF stock in the last 24 months: IMC Chicago LLC ($7.42K), Strive Financial Group LLC ($1.74K), and Tucker Asset Management LLC ($1.06K).

Institutional investors have sold a total of 10,225 shares in the last 24 months. This volume of shares sold represents approximately $437.60K in transactions.


Related Companies

Institutional ownership data for BATS:XDTE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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