ROUNDHILL MAGNIFICENT SEVEN MAGS
$65.10
-1.1% 52w: $52.10 – $70.94
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data52.1061.5270.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
243
+2 QoQ
13F value
$1.58B
+1.2% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
3.9×
$214.7M calls / $54.7M puts
Institutional value by quarter
Number of holders
Who owns MAGS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | Other | 9.3M | $541.7M | 3.3% | +101.1% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 3.8M | $219.2M | 1.7% | -11.3% |
| Horizon Investments, LLC | Diversified mechanical | 2.3M | $131.0M | 1.5% | +6.2% |
| J.Safra Asset Management Corp | Wealth advisor | 1.6M | $91.1M | 4.9% | +4.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.2M | $70.1M | 0.1% | +51.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.1M | $64.8M | 0.0% | +2.9% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 653.7K | $37.9M | 2.1% | -44.6% |
| Marks Wealth, LLC | Wealth advisor | 531.5K | $30.8M | 8.1% | -19.6% |
| HighTower Advisors, LLC | Diversified mechanical | 406.9K | $23.6M | 0.0% | -6.5% |
| VISTA FINANCE, LLC | Wealth advisor | 346.2K | $20.1M | 15.9% | -31.0% |
| Presper Financial Architects, LLC | Wealth advisor | 340.2K | $19.7M | 11.7% | New |
| Qube Research & Technologies Ltd | Quant stat arb | 317.4K | $18.4M | 0.0% | +2.4% |
| Cerity Partners LLC | Diversified mechanical | 302.2K | $17.5M | 0.0% | -22.9% |
| OPPENHEIMER & CO INC | Diversified mechanical | 234.4K | $13.6M | 0.2% | +153.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 220.8K | $12.8M | 0.0% | +17.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 218.7K | $12.7M | 0.0% | +2223.4% |
| ROYAL BANK OF CANADA | Bank broker | 195.7K | $11.3M | 0.0% | +68.7% |
| LPL Financial LLC | Bank broker | 166.0K | $9.6M | 0.0% | -11.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 159.7K | $9.3M | 0.0% | -7.9% |
| IMZ Advisory Inc | Wealth advisor | 146.8K | $8.5M | 3.2% | +5.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 145.4K | $8.4M | 0.0% | Held |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 142.6K | $8.3M | 1.2% | New |
| MIDLAND WEALTH ADVISORS, LLC | Wealth advisor | 139.5K | $8.1M | 0.4% | +0.3% |
| MORGAN STANLEY | Bank broker | 125.6K | $7.3M | 0.0% | +46.1% |
| Quaker Wealth Management, LLC | Wealth advisor | 123.9K | $7.2M | 2.2% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 120.7K | $7.0M | 0.0% | +11.5% |
| Spire Wealth Management | Wealth advisor | 103.9K | $6.0M | 0.2% | -11.5% |
| RFG Advisory, LLC | Wealth advisor | 96.0K | $5.6M | 0.1% | +6.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 95.6K | $5.5M | 0.0% | -59.7% |
| UBS Group AG | Bank broker | 91.5K | $5.3M | 0.0% | +159.8% |
| Estate Planners Group, LLC | Wealth advisor | 83.7K | $4.8M | 2.3% | +4.6% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 81.3K | $4.7M | 0.2% | -2.1% |
| Advyzon Investment Management, LLC | Wealth advisor | 74.3K | $4.3M | 0.4% | -12.1% |
| Mariner, LLC | Diversified mechanical | 61.0K | $3.5M | 0.0% | -67.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 58.2K | $3.4M | 0.0% | -44.3% |
| Twelve Points Wealth Management LLC | Wealth advisor | 57.2K | $3.3M | 0.7% | +46.4% |
| Jackson Wealth Management, LLC | Other | 54.0K | $3.1M | 0.3% | +0.8% |
| HRT FINANCIAL LP | Diversified mechanical | 53.1K | $3.1M | 0.0% | +265.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 52.7K | $3.1M | 0.0% | +89.8% |
| VestGen Advisors, LLC | Wealth advisor | 43.8K | $3.0M | 0.1% | +4.4% |
| Paragon Private Wealth Management, LLC | Other | 51.9K | $3.0M | 0.9% | +6.6% |
| Integrity Wealth Partners, LLC | Wealth advisor | 47.3K | $2.7M | 2.5% | — |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 41.9K | $2.4M | 0.0% | +73.8% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 40.1K | $2.3M | 0.0% | +82.6% |
| FIFTH LANE CAPITAL, LP ★2 | Fundamental diversified | 40.0K | $2.3M | 2.8% | New |
| MARSHALL WACE, LLP | Quant stat arb | 39.4K | $2.3M | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 39.2K | $2.3M | 0.0% | -4.1% |
| Maridea Wealth Management LLC | Wealth advisor | 38.1K | $2.2M | 0.3% | -11.3% |
| Creative Planning | Wealth advisor | 34.2K | $2.0M | 0.0% | +75.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 34.0K | $2.0M | 0.0% | +5.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.