XDIV

Roundhill S&P 500 No Div ETFETF$31.45 0.74%
UnclassifiedUSCUSIP 77926X833· EOD Aug 27, 2026◍ Confluence graph
Tracked 13F Holders
9
+3 QoQ
13F Value (tracked)
$6.3M
13F Moves · latest Q
4 added
0 trimmed
Recent Filings
0

Price & smart-money activity

$31.45 0.74%1Y +24.5%
$24.55$26.47$28.40$30.33$32.25Jul 2025SepDecMar 2026JunAug233
Hover for who · click for detailEnd-of-day closing prices52w $25.69 – $31.72

Who owns XDIV?

9 tracked 13F filers

9 tracked 13F filers disclose a position in XDIV as of the latest SEC 13F filings, a combined $6.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Composition Wealth, LLC
$1.8M
60K
New
+60K sh
Q2 2026
2Joel Isaacson & Co., LLC
$1.8M
59K
Held
Q2 2026
3Kingsview Wealth Management, LLC
$1.2M
39K
New
+39K sh
Q2 2026
4Harpswell Capital Advisors, LLC
$487K
16K
New
+16K sh
Q2 2026
5Code Waechter LLC
$408K
13K
+1.2%
Added · +157 sh
Q2 2026
6Focus Financial Network, Inc.
$241K
9K
New
+9K sh
Q1 2026
7Sageworth Trust Co of South Dakota
$249K
8K
New
+8K sh
Q2 2026
8Arax Advisory Partners
$56K
2K
Added
Added · +2K sh
Q2 2026
9OSAIC HOLDINGS, INC.
$36K
1K
+70%
Added · +556 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XDIV being bought or sold by institutions?

Last quarter, 2 funds opened a new position in XDIV and 2 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
2
funds
Reduced
0
funds
Exited
0
funds

Funds that own XDIV also own

CompanyCo-held byCombined value
APPLE INCAAPL5 funds$624.4M
ALPHABET INC-CL CGOOG5 funds$309.5M
VANGUARD MID-CAP ETFVO5 funds$255.3M
VANGUARD VALUE ETFVTV5 funds$200.4M
BERKSHIRE HATHAWAY INC-CL BBRK/B5 funds$104.8M
ISHARES CORE S&P MIDCAP ETFIJH5 funds$28.9M
ISHARES SELECT DIVIDEND ETFDVY5 funds$16.4M
NVIDIA CORPNVDA4 funds$616.8M
SS SPDR S&P 500 ETF TRUST-USSPY4 funds$541.3M
ISHARES CORE S&P 500 ETFIVV4 funds$412.1M
INVESCO QQQ TRUST SERIES 1QQQ4 funds$400.6M
VANGUARD TOTAL STOCK MKT ETFVTI4 funds$379.8M

Ranked by how many of XDIV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

7 funds+3 since Q3 2025
047Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $6.0M

Share classes

Class13F holdersValue held
77926X320mc230 funds$2.0B
QDTEmc33 funds$27.3M
XDTEUIT EXCHANGE TRADED28 funds$16.6M
OZEMMF Closed and MF Open28 funds$12.3M
MAGYmc15 funds$15.8M
YBTCETF14 funds$14.9M
RDTERUSSELL 2000 0DT14 funds$8.0M
TOPWWEEKLYPAY UNIVRS12 funds$5.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XDIV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XDIV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XDIV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.