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Roundhill S&P 500 NO DIV ETF (XDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Joel Isaacson & Co., LLC
UNCHANGED
Shares58,694 from 58,694
Change0 (0%)
Value$1.8M (+$44.0K)
Filed 2026-11-05
DDD Partners, LLC
NEW
Shares57,862
Change+57,862
Value$1.8M
Filed 2026-11-02
RHS Financial, LLC
NEW
Shares28,602
Change+28,602
Value$892.7K
Filed 2026-10-13
Lido Advisors, LLC
NEW
Shares16,612
Change+16,612
Value$518.5K
Filed 2026-11-04
Code Waechter LLC
INCREASED
Shares13,552 from 13,390
Change+162 (+1%)
Value$423.0K (+$15.1K)
Filed 2026-10-23
Focus Financial Network, Inc.
UNCHANGED
Shares9,067 from 9,067
Change0 (0%)
Value$283.0K (+$6.8K)
Filed 2026-10-14
Sageworth Trust Co of South Dakota
UNCHANGED
Shares8,185 from 8,185
Change0 (0%)
Value$255.5K (+$6.1K)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares4,099 from 4,099
Change0 (0%)
Value$127.9K (+$3.1K)
Filed 2026-10-08
Harpswell Capital Advisors, LLC
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$487.4K)
Filed 2026-10-09
Composition Wealth, LLC
N/A
Shares— from 60,039
Change-60,039 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,610
Change-38,610 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Status
Joel Isaacson & Co., LLC
UNCHANGED58,69458,69400%$1.8M$1.8M+$44.0K2026-11-05
DDD Partners, LLC
NEW57,862—+57,862——$1.8M—2026-11-02
RHS Financial, LLC
NEW28,602—+28,602——$892.7K—2026-10-13
Lido Advisors, LLC
NEW16,612—+16,612——$518.5K—2026-11-04
Code Waechter LLC
INCREASED13,55213,390+162+1%$407.9K$423.0K+$15.1K2026-10-23
Focus Financial Network, Inc.
UNCHANGED9,0679,06700%$276.2K$283.0K+$6.8K2026-10-14
Sageworth Trust Co of South Dakota
UNCHANGED8,1858,18500%$249.3K$255.5K+$6.1K2026-10-30
Farther Finance Advisors, LLC
UNCHANGED4,0994,09900%$124.9K$127.9K+$3.1K2026-10-08
Harpswell Capital Advisors, LLC
CLOSED016,000-16,000-100%$487.4K$0-$487.4K2026-10-09
Composition Wealth, LLC
N/A—60,039-60,039-100%$1.8M———
Kingsview Wealth Management, LLC
N/A—38,610-38,610-100%$1.2M———
Arax Advisory Partners
N/A—1,844-1,844-100%$56.2K———
Osaic Holdings, Inc.
N/A—1,357-1,357-100%$41.3K———
Showing 13 of 13 institutions