Who owns ROUNDHILL ETF TRUST?
- Ticker: OZEM
- CUSIP Number: 77926x882
Tip: Access positions for across all investors
Analyze quarterly positions in Roundhill Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Roundhill Etf Trust stock
Who bought or sold ROUNDHILL ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| National Bank Of Canada /fi/ | 96k | $3.3M | 14% | Dec 2025 |
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| Jane Street | 83k | $2.6M | 383% | Mar 2026 |
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| Commonwealth Equity Services | 36k | $1.1M | 0% | Mar 2026 |
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| Oak Family Advisors | 28k | $878k | -51% | Mar 2026 |
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| Flow Traders US | 21k | $642k | 100% | Mar 2026 |
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| Envestnet Asset Management | 18k | $574k | 100% | Mar 2026 |
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| Principal Securities | 18k | $558k | 100% | Mar 2026 |
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| Lodestar Private Asset Management | 11k | $329k | 0% | Mar 2026 |
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| UBS Group | 9.1k | $285k | 73% | Mar 2026 |
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| Morgan Stanley | 1.5k | $48k | 48% | Mar 2026 |
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| Advisor Group Holdings | 1.3k | $45k | 6% | Dec 2025 |
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| Rockefeller Capital Management | 500.00 | $16k | 0% | Mar 2026 |
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| CWM | 303.00 | $10k | 0% | Dec 2025 |
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| Farther Finance Advisors | 285.00 | $9.1k | 100% | Mar 2026 |
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| Hollencrest Securities | 136.00 | $4.2k | 0% | Mar 2026 |
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| AdvisorNet Financial | 85.00 | $2.6k | 100% | Mar 2026 |
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| Royal Bank of Canada | 80.00 | $2.0k | 100% | Mar 2026 |
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| UMA Financial Services | 40.00 | $1.2k | 0% | Mar 2026 |
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Who sold out of Roundhill Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Simplex Trading | Sep 2025 | 3.1k | $84k |
| Kestra Advisory Services | Dec 2025 | 2.0k | $68k |