Who Owns ROUNDHILL GLP-1 & WEIGHT LOSS ETF (OZEM)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $10.4M of ROUNDHILL GLP-1 & WEIGHT LOSS ETF (OZEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.4M), Cox Capital Mgt LLC ($1.3M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), OAK FAMILY ADVISORS, LLC ($972,686), Perigon Wealth Management, LLC ($822,286). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 43,472 | Added |
| 2 | Cox Capital Mgt LLC | $1.3M | 40,392 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 36,666 | Added |
| 4 | OAK FAMILY ADVISORS, LLC | $972,686 | 29,892 | Added |
| 5 | Perigon Wealth Management, LLC | $822,286 | 25,270 | New |
| 6 | PRINCIPAL SECURITIES, INC. | $820,594 | 25,218 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $762,022 | 23,418 | Added |
| 8 | CITADEL ADVISORS LLC | $637,784 | 19,600 | New |
| 9 | Summit Financial, LLC | $572,509 | 17,594 | New |
| 10 | OSAIC HOLDINGS, INC. | $474,346 | 14,578 | Trimmed |
| 11 | UBS Group AG | $392,432 | 12,060 | Added |
| 12 | Arrowroot Family Office, LLC | $348,471 | 10,709 | Trimmed |
| 13 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $342,679 | 10,531 | Hold |
| 14 | TRUIST FINANCIAL CORP | $233,279 | 7,169 | New |
| 15 | BANK OF MONTREAL /CAN/ | $35,469 | 1,090 | New |
| 16 | MORGAN STANLEY | $33,809 | 1,039 | Trimmed |
| 17 | Rockefeller Capital Management L.P. | $16,270 | 500 | Hold |
| 18 | Farther Finance Advisors, LLC | $9,274 | 285 | Hold |
| 19 | HOLLENCREST CAPITAL MANAGEMENT | $4,425 | 136 | Hold |
| 20 | Royal Bank of Canada | $4,000 | 137 | Added |
| 21 | Federation des caisses Desjardins du Quebec | $3,254 | 100 | New |
| 22 | Fourth Dimension Wealth, LLC | $3,254 | 100 | New |
| 23 | AdvisorNet Financial, Inc | $2,761 | 85 | Hold |
| 24 | Physician Wealth Advisors, Inc. | $1,302 | 40 | Hold |
| 25 | Larson Financial Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30