ROUNDHILL ETF TRUST

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OZEM·77926X882·US·ETF·Unknown - Unknown

OZEM (ROUNDHILL ETF TRUST) is held by 12 institutional investors as of Q2 2026. Largest holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), ENVESTNET ASSET MANAGEMENT INC ($762,022). Net institutional sentiment: Mixed.

12

Holders

(2 Elite)

$4.6M

Total Value

57% (14)

Consensus

8 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)82

Activist (13D/13G)54

Congressional (STOCK Act)28

Holder Quality

54

★★★★★

Elite

88

★★★★

Strong

62

★★★

Solid

20

★★

Below

57

★

Weak

Held by 12 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OZEM.

Top Holders

Top Holders (12)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	43,472(+28.1%)	$1.4M	0.0%	+5.15%	32
COMMONWEALTH EQUITY SERVICES, LLC	Increased	36,666(+2.1%)	$1.2M	0.0%	+31.69%	26
ENVESTNET ASSET MANAGEMENT INC	Increased	23,418(+27.3%)	$762,022	0.0%	+5.15%	31
OSAIC HOLDINGS, INC.	Decreased	14,578(-1.3%)	$474,346	0.0%	+7.01%	0
UBS Group AG	Increased	12,060(+31.9%)	$392,432	0.0%	+16.24%	21
TRUIST FINANCIAL CORP	New	7,169	$233,279	0.0%	+5.00%	32
BANK OF MONTREAL /CAN/	New	1,090	$35,469	0.0%	+5.00%	30
MORGAN STANLEY	Decreased	1,039(-32.5%)	$33,809	0.0%	+20.65%	0
Rockefeller Capital Management L.P.	Unchanged	500	$16,270	0.0%	+29.18%	0
Farther Finance Advisors, LLC	Unchanged	285	$9,274	0.0%	+5.19%	0
ROYAL BANK OF CANADA	Increased	137(+71.3%)	$4,000	0.0%	+1.47%	14
Federation des caisses Desjardins du Quebec	New	100	$3,254	0.0%	+5.00%	21
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$2.6M	0.0%	+4.19%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$6,739	0.0%	+0.18%	0
NATIONAL BANK OF CANADA /FI/	Exited	0(-100.0%)	$81,639	0.0%	+28.52%	0
Allworth Financial LP	Exited	0(-100.0%)	$4,244	0.0%	+0.18%	0

OZEMROUNDHILL ETF TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer