XDIV Institutional Ownership
Roundhill Investments - S&P 500 No Dividend Target ETF
1W: -0.4%
1M: +0.8%
3M: +2.6%
YTD: +13.5%
1Y: +16.1%
$31.44
+0.19 (+0.62%)
Weekly Expected Move ±1.5%
$31
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XDIV
10
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
6
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Composition Wealth, LLC NEW | 60,039 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Joel Isaacson & Co., LLC | 58,694 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 3 | Kingsview Wealth Management, LLC NEW | 38,610 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Harpswell Capital Advisors, LLC NEW | 16,000 | 503K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Code Waechter LLC | 13,390 | 421K | +157 | +1.2% | 4Q | SEC ↗ |
| 6 | Focus Financial Network, Inc. | 9,067 | 285K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Sageworth Trust Co of South Dakota NEW | 8,185 | 257K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Farther Finance Advisors, LLC NEW | 4,099 | 129K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Arax Advisory Partners NEW | 1,844 | 58K | — | +0.0% | 1Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 1,357 | 43K | +1 | +0.1% | 4Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 0 | 0K | -33,938 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Composition Wealth, LLC | 60,039 | 2M |
| Kingsview Wealth Management, LLC | 38,610 | 1M |
| Harpswell Capital Advisors, LLC | 16,000 | 503K |
| Sageworth Trust Co of South Dakota | 8,185 | 257K |
| Farther Finance Advisors, LLC | 4,099 | 129K |
| Arax Advisory Partners | 1,844 | 58K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 33,938 | 1M |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Code Waechter LLC | +157 | +1.2% | 13,390 |
| OSAIC HOLDINGS, INC. | +1 | +0.1% | 1,357 |
Biggest Decreases (0)
None.