Who owns RDTE?
Roundhill Russell 2000 0DTE Covered Call Strategy ETF · Roundhill
15 institutions reported holding RDTE, worth $11.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RDTE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Navis Wealth Advisors, LLC | Rye Brook, NY | $5.0M | 168,184 | New position |
| Centaurus Financial, Inc. | Anaheim, CA | $3.2M | 108,676 | +34,990 shares |
| Old Mission Capital LLC | Chicago, IL | $1.5M | 50,137 | +36,772 shares |
| Mather Group, LLC. | Chicago, IL | $1.1M | 36,421 | −13,109 shares |
| Citadel Advisors LLC | Miami, FL | $282K | 9,552 | −4,911 shares |
| NewEdge Wealth, LLC | Stamford, CT | $245K | 8,280 | No change |
| Claro Advisors Inc. | Boston, MA | $226K | 7,638 | −2,467 shares |
| Tucker Asset Management LLC | Littleton, CO | $100K | 3,390 | New position |
| Belvedere Trading LLC | Chicago, IL | $85K | 2,883 | −42 shares |
| Group One Trading LLC | Chicago, IL | $6K | 200 | −100 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RDTE?
15 institutional managers reported holding RDTE in Form 13F filings for June 30, 2026, worth $11.7M in total. The largest reported position was held by Navis Wealth Advisors, LLC, at $5.0M.
Did institutions buy or sell RDTE last quarter?
Reported 13F value rose 71.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RDTE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.