Who owns XPAY?
Roundhill S&P 500 Target 20 Managed Distribution ETF · Roundhill
13 institutions reported holding XPAY, worth $4.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XPAY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Old Mission Capital LLC | Chicago, IL | $2.3M | 43,511 | +28,515 shares |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $822K | 15,373 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $712K | 13,336 | +5,748 shares |
| Citadel Advisors LLC | Miami, FL | $338K | 6,322 | New position |
| Planning Directions Inc. | Glen Mills, PA | $325K | 6,077 | +325 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $102K | 1,900 | +560 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $80K | 1,497 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $1K | 23 | No change |
| Clearstead Advisors, LLC | Cleveland, OH | $1K | 20 | No change |
| Global Retirement Partners, LLC | San Rafael, CA | $432 | 8 | New position |
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.
Similar ETFs
Compare what they hold: XPAY vs FFLV, XPAY vs TLTP, XPAY vs TIME, XPAY vs CLCV.
Frequently asked questions
Who owns XPAY?
13 institutional managers reported holding XPAY in Form 13F filings for June 30, 2026, worth $4.7M in total. The largest reported position was held by Old Mission Capital LLC, at $2.3M.
Did institutions buy or sell XPAY last quarter?
Reported 13F value fell 13.0% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 4 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 XPAY 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.