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MAGY · Roundhill Magnificent Seven Covered Call ETF ETF

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$42.14 -0.47 (-1.10%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $7,948,826
Total Shares: 187,738

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
−0.0 pts
Top 5
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
9,996
Mar 2026 → Jun 2026 · range 9,996 – 10,000
Highly concentrated−4

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +1
Institutional value: +542482.0%
Shares held: +568803.0%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 187,705 $7,947,429

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co MAGY $7,947,429 99.98% 187,705
TUCKER ASSET MANAGEMENT LLC MAGY $1,397 0.02% 33