Who owns ROUNDHILL ETF TRUST?
- Ticker: OZEM
- CUSIP Number: 77926x882
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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 |
|---|---|---|---|---|---|
| Perigon Wealth Management | 44k | $1.4M | 75% | Sep 2026 |
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| Susquehanna International | 44k | $1.4M | 28% | Jun 2026 |
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| Commonwealth Equity Services | 36k | $1.1M | -2% | Sep 2026 |
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| Oak Family Advisors | 30k | $924k | 0% | Sep 2026 |
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| Principal Securities | 25k | $821k | 41% | Jun 2026 |
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| Envestnet Asset Management | 23k | $762k | 27% | Jun 2026 |
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| Citadel Advisors | 20k | $638k | 100% | Jun 2026 |
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| Summit Financial | 18k | $573k | 100% | Jun 2026 |
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| Advisor Group Holdings | 15k | $474k | -1% | Jun 2026 |
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| UBS Group | 12k | $392k | 32% | Jun 2026 |
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| Arrowroot Family Office | 11k | $349k | -73% | Jun 2026 |
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| Lodestar Private Asset Management | 11k | $324k | 0% | Sep 2026 |
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| Cambridge Investment Research Advisors | 7.7k | $236k | 100% | Sep 2026 |
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| Rockefeller Capital Management | 500.00 | $16k | 0% | Jun 2026 |
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| UMA Financial Services | 479.00 | $15k | 1098% | Sep 2026 |
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| Farther Finance Advisors | 285.00 | $8.8k | 0% | Sep 2026 |
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| Royal Bank of Canada | 137.00 | $4.0k | 71% | Jun 2026 |
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| Hollencrest Securities | 136.00 | $4.4k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 136.00 | $4.4k | 100% | Sep 2026 |
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| Fourth Dimension Wealth | 100.00 | $3.3k | 100% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 100.00 | $3.3k | 100% | Jun 2026 |
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| Ronald Blue Trust | 2.00 | $61.000000 | 100% | Sep 2026 |
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Who sold out of Roundhill Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 83k | $2.6M |
| Cox Capital | Jun 2026 | 40k | $1.3M |
| Flow Traders US | Mar 2026 | 21k | $642k |
| Old Mission Capital | Mar 2026 | 19k | $577k |
| Branch Banking & Trust Company | Jun 2026 | 7.2k | $233k |
| Gts Securities | Mar 2026 | 6.9k | $215k |
| National Bank Of Canada /fi/ | Mar 2026 | 2.6k | $82k |
| AdvisorNet Financial | Jun 2026 | 85.00 | $2.8k |