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Public ownership evidence

Roundhill S&P 500 Target 20 Managed Distribution ETF (XPAY) Ownership Disclosures

Read XPAY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2015,373$821,533None
OLD MISSION CAPITAL LLC2026-06-302026-08-1543,511$2,325,227None
CITADEL ADVISORS LLC2026-06-302026-08-156,322$337,848None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$32None
Integrated Wealth Concepts LLC2026-06-302026-08-131,497$80,024None
JPMORGAN CHASE & CO2026-06-302026-08-134$212None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12200$10,688None
PLANNING DIRECTIONS INC2026-06-302026-08-116,077$324,775None
Geneos Wealth Management Inc.2026-06-302026-08-071,900$101,536None
Global Retirement Partners, LLC2026-06-302026-08-078$432None
Clearstead Advisors, LLC2026-06-302026-08-0720$1,069None
AE Wealth Management LLC2026-06-302026-08-041$31None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-316,668$356,000None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-286,668$356,000None
Farther Finance Advisors, LLC2026-06-302026-07-1823$1,222None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗OLD MISSION CAPITAL LLC ↗CITADEL ADVISORS LLC ↗WELLS FARGO & COMPANY/MN ↗Integrated Wealth Concepts LLC ↗JPMORGAN CHASE & CO ↗MERCER GLOBAL ADVISORS INC /ADV ↗PLANNING DIRECTIONS INC ↗Geneos Wealth Management Inc. ↗Global Retirement Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.