Filing Research | ROUNDHILL ETF TRUST Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	Independent Wealth Network Inc.	Shares	12.7KSH	$209.4K
2	SIGNATUREFD, LLC	Shares	47SH	$784
3	LGT Financial Advisors LLC	Shares	20SH	$325

Manager changes2026-06-30 vs 2026-03-31

5 / 5 loaded

#		Instrument
1	Independent Wealth Network Inc. new	Shares	+12.7K	+$209.4K	$209.4K
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-1	-$21	$0
3	LGT Financial Advisors LLC unchanged	Shares	0	-$89	$325
4	SIGNATUREFD, LLC added	Shares	+4	-$130	$784
5	Sound Income Strategies, LLC exited	Shares	-51	-$1.1K	$0

Filing Research | ROUNDHILL ETF TRUST Institutional Holdings