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Roundhill Etf Trust shares owned by Oak Family Advisors

Quarter-by-quarter ownership of Roundhill Etf Trust (OZEM) shares owned by Oak Family Advisors from 13F filings

Historical chart of Oak Family Advisors investment in Roundhill Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Roundhill Etf Trust held by Oak Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Etf Trust by Oak Family Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 81k 27.32
2025-06-30 $1.3M 52k 25.22

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View all positions for Oak Family Advisors

Top funds holding Roundhill Etf Trust

National Bank Of Canada /fi/
Oak Family Advisors
Commonwealth Equity Services
Jane Street
UBS Group
Wolverine Trading
Lodestar Private Asset Management
Relyea Zuckerberg Hanson
Simplex Trading
Advisor Group Holdings
Morgan Stanley
Rockefeller Capital Management
CWM
Mather Group
UMA Financial Services

View all funds holding Roundhill Etf Trust