ROUNDHILL ETF TRUST

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

OZEM (ROUNDHILL ETF TRUST) is held by 13 institutional investors as of Q1 2026. Largest holders: JANE STREET GROUP, LLC ($2.6M), COMMONWEALTH EQUITY SERVICES, LLC ($1.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.1M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (13)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JANE STREET GROUP, LLC	Increased	83,410(+382.6%)	$2.6M	0.0%	+6.05%	42
COMMONWEALTH EQUITY SERVICES, LLC	Increased	35,910(+0.4%)	$1.1M	0.0%	+28.34%	25
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	33,929	$1.1M	0.0%	+1.97%	35
ENVESTNET ASSET MANAGEMENT INC	New	18,402	$574,142	0.0%	+1.97%	34
OSAIC HOLDINGS, INC.	Increased	14,772(+1047.8%)	$460,873	0.0%	+3.73%	39
UBS Group AG	Increased	9,145(+73.1%)	$285,324	0.0%	+16.66%	24
NATIONAL BANK OF CANADA /FI/	Decreased	2,620(-97.3%)	$81,639	0.0%	+30.81%	0
MORGAN STANLEY	Increased	1,539(+48.1%)	$48,017	0.0%	+16.95%	19
Rockefeller Capital Management L.P.	Unchanged	500	$15,600	0.0%	+25.22%	0
Farther Finance Advisors, LLC	Increased	285	$9,092	0.0%	+1.97%	17
SIMPLEX TRADING, LLC	New	216	$6,739	0.0%	+1.97%	24
Allworth Financial LP	New	136	$4,244	0.0%	+1.97%	22
ROYAL BANK OF CANADA	Decreased	80(-66.7%)	$2,000	0.0%	-3.94%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$68,314	0.0%	-5.80%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer