Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Roundhill ETF Trust (XDTE)

33 + Investors. Track Smart Money conviction in XDTE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
8Q ▲
Buyers last Q
58%

Smart Money Signals — XDTE

Based on 33 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added XDTE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
33 hedge funds hold XDTE right now — the highest count in 2.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

19 buying14 selling
Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 12 → 7 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 42% entered in last year

■ 3% conviction (2yr+) ■ 55% medium ■ 42% new
Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~10 new funds/quarter

8 → 7 → 12 → 7 → 10 new funds/Q
New funds entering each quarter: 7 → 12 → 7 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 61% of holders entered in last year

■ 3% veterans ■ 36% 1-2yr ■ 61% new
Of 33 current holders: 20 (61%) entered in the past year, only 1 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
9 of 33 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XDTE

In 2026 Q2, 19 hedge funds were net buyers of XDTE (10 opened a new position, 9 added to an existing one), while 14 reduced or exited (6 trimmed, 8 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: XDTE

How many hedge funds hold XDTE — quarterly history vs. share price
Quarterly hedge fund ownership of XDTE vs. share price

Market Analysis: XDTE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XDTE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: XDTE
33 + Investors

Track Smart Money conviction in XDTE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 33 31 6.45%
13F Shares 573K 422K 36.02%
Total Value $22M $15M 45.09%
New Positions 10 7 +3
Increased Positions 9 11 -2
Closed Positions 8 4 +4
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XDTE

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Institutional Holders (2026 Q2)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XDTE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XDTE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navis Wealth Advisors, LLC 1.27% 85,443 $3.3M
2 Proficio Capital Partners LLC 0.26% 183,165 $7.2M
3 Cura Wealth Advisors, LLC 0.14% 8,622 $337K
4 Centaurus Financial, INC. 0.13% 86,584 $3.4M
5 Tucker Asset Management LLC 0.04% 3,968 $146K
6 Strive Financial Group ,LLC 0.03% 1,590 $62K
7 RFG Advisory, LLC 0.02% 31,951 $1.2M
8 Mather Group, LLC. 0.01% 26,364 $1.0M
9 Bartlett & CO. Wealth Management LLC 0.01% 10,600 $414K
10 NewEdge Wealth, LLC 0.00% 9,620 $376K
11 Community Financial Services Group, LLC 0.00% 568 $22K
12 SHP Wealth Management 0.00% 798 $31K
13 LifeSteps Financial, Inc. 0.00% 100 $4K
14 Commonwealth Equity Services, LLC 0.00% 30,808 $1.2M
15 Cetera Investment Advisers 0.00% 16,094 $629K
16 Allworth Financial LP 0.00% 1,849 $72K
17 CoreCap Advisors, LLC 0.00% 164 $6K
18 Harbour Investments, INC. 0.00% 340 $13K
19 Jane Street Group, LLC 0.00% 53,927 $2.1M
20 PNC Financial Services Group, INC. 0.00% 7,600 $297K
21 Citadel Advisors LLC 0.00% 8,182 $320K
22 Tower Research Capital LLC (TRC) 0.00% 30 $1K
23 Simplex Trading, LLC 0.00% 912 $36K
24 Global Retirement Partners, LLC 0.00% 9 —
25 Osaic Holdings, INC. 0.00% 100 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Roundhill ETF Trust (XDTE)

What does the Smart Money Trend signal show for XDTE?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added XDTE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XDTE?

Slight buying edge — 58% buying: Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XDTE holders?

Smaller funds dominant — 3% AUM from top-100: 9 of 33 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XDTE?

Mostly new holders — 42% entered in last year: Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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