Who Owns ROUNDHI S&P 500 0DTE CCS ETF (XDTE)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $22.5M of ROUNDHI S&P 500 0DTE CCS ETF (XDTE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Proficio Capital Partners LLC ($7.2M), CENTAURUS FINANCIAL, INC. ($3.4M), Navis Wealth Advisors, LLC ($3.3M), JANE STREET GROUP, LLC ($2.1M), RFG Advisory, LLC ($1.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Proficio Capital Partners LLC	$7.2M	183,165	Added
2	CENTAURUS FINANCIAL, INC.	$3.4M	86,584	Added
3	Navis Wealth Advisors, LLC	$3.3M	85,443	New
4	JANE STREET GROUP, LLC	$2.1M	53,927	New
5	RFG Advisory, LLC	$1.2M	31,951	Added
6	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	30,808	Added
7	MATHER GROUP, LLC.	$1.0M	26,364	Trimmed
8	Cetera Investment Advisers	$628,935	16,094	Added
9	BARTLETT & CO. WEALTH MANAGEMENT LLC	$414,248	10,600	Hold
10	NewEdge Wealth, LLC	$375,950	9,620	Hold
11	CURA WEALTH ADVISORS, LLC	$336,948	8,622	Hold
12	CITADEL ADVISORS LLC	$319,753	8,182	New
13	PNC Financial Services Group, Inc.	$297,008	7,600	Hold
14	Cambridge Investment Research Advisors, Inc.	$272,000	6,969	Added
15	TUCKER ASSET MANAGEMENT LLC	$113,564	2,906	Trimmed
16	Allworth Financial LP	$72,274	1,849	Added
17	Strive Financial Group ,LLC	$62,137	1,590	Trimmed
18	SIMPLEX TRADING, LLC	$35,640	912	Trimmed
19	BlackRock, Inc.	$35,406	906	Hold
20	SHP Wealth Management	$31,172	798	New
21	Community Financial Services Group, LLC	$22,072	568	Hold
22	HARBOUR INVESTMENTS, INC.	$13,273	340	Added
23	CoreCap Advisors, LLC	$6,417	164	Hold
24	OSAIC HOLDINGS, INC.	$3,908	100	Trimmed
25	LifeSteps Financial, Inc.	$3,908	100	New

Source: SEC Form 13F filings · as of 2026-06-30