ROUNDHILL ETF TRUST

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QDTE·77926X304·US·etf·Unknown - Unknown

INNOVATION 100 O

QDTE (ROUNDHILL ETF TRUST) is held by 8 institutional investors as of Q1 2026. Largest holders: MML INVESTORS SERVICES, LLC ($2.9M), ENVESTNET ASSET MANAGEMENT INC ($2.9M), MATHER GROUP, LLC. ($1.3M). Net institutional sentiment: Bullish.

8

Holders

Avg rating(6 Elite)

$8M

Total Value

71% (9)

Fund Consensus

5 buying - 2 selling

Smart Money Verdict

View all

58Mixed MomentumSingle Source

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how QDTE's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

8

★★★★

Strong

8

★★★

Solid

3

★★

Below

0

★

Weak

Held by 8 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (25)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MML INVESTORS SERVICES, LLC	Increased	107,322(+284.8%)	$2.9M	0.0%	-7.24%	42
ENVESTNET ASSET MANAGEMENT INC	Increased	107,064(+36.1%)	$2.9M	0.0%	-5.93%	34
MATHER GROUP, LLC.	New	46,219	$1.3M	0.0%	-7.00%	35
Quadrature Capital Ltd	Increased	41,545(+347.6%)	$1.1M	0.0%	—	41
OSAIC HOLDINGS, INC.	Increased	37,633(+23.4%)	$1M	0.0%	—	30
JOHNSON INVESTMENT COUNSEL INC	Unchanged	28,650	$785,583	0.0%	+4.55%	0
Cetera Investment Advisers	Decreased	13,530(-3.3%)	$370,988	0.0%	—	0
NewEdge Wealth, LLC	New	8,850	$242,667	0.0%	—	32
Allworth Financial LP	Increased	4,604(+17.6%)	$126,242	0.0%	—	26
GROUP ONE TRADING LLC	Decreased	3,600(-82.1%)	$98,712	0.0%	—	0
UBS Group AG	New	1,338	$36,688	0.0%	-7.00%	31
BlackRock, Inc.	Unchanged	920	$25,213	0.0%	—	0
Farther Finance Advisors, LLC	Decreased	181(-58.0%)	$5,006	0.0%	-4.90%	0
Steward Partners Investment Advisory, LLC	Unchanged	100	$2,742	0.0%	+4.55%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	65(+712.5%)	$1,782	0.0%	-7.35%	12
FMR LLC	New	34	$932	0.0%	—	17
HRT FINANCIAL LP	New	12,373	$339	0.0%	—	15
WELLS FARGO & COMPANY/MN	Unchanged	2	$67	0.0%	—	0
MORGAN STANLEY	Exited	0(-100.0%)	$40	0.0%	—	0
BNP PARIBAS FINANCIAL MARKETS	Exited	0(-100.0%)	$617	0.0%	—	0
STIFEL FINANCIAL CORP	Exited	0(-100.0%)	$279,134	0.0%	—	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$37M	0.0%	—	0
LPL Financial LLC	Exited	0(-100.0%)	$232,842	0.0%	-3.00%	0
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$802	0.0%	—	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$1.2M	0.0%	—	0