Who owns XDIV?
Roundhill S&P 500 Accumulating ETF · Roundhill
10 institutions reported holding XDIV, worth $6.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XDIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Composition Wealth, LLC | Los Angeles, CA | $1.8M | 60,039 | New position |
| Joel Isaacson & Co., LLC | New York, NY | $1.8M | 58,694 | No change |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $1.2M | 38,610 | New position |
| Harpswell Capital Advisors, LLC | Yarmouth, ME | $487K | 16,000 | New position |
| Code Waechter LLC | Tampa, FL | $408K | 13,390 | +157 shares |
| Focus Financial Network, Inc. | Minneapolis, MN | $276K | 9,067 | No change |
| Sageworth Trust Co of South Dakota | Sioux Falls, SD | $249K | 8,185 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $125K | 4,099 | New position |
| Arax Advisory Partners | New York, NY | $56K | 1,844 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $41K | 1,357 | +1 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 XDIV?
10 institutional managers reported holding XDIV in Form 13F filings for June 30, 2026, worth $6.4M in total. The largest reported position was held by Composition Wealth, LLC, at $1.8M.
Did institutions buy or sell XDIV last quarter?
Reported 13F value rose 194.6% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 0 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 XDIV 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.