IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Roundhill Glp-1 & WGT LS ETF (OZEM)

CUSIP: 77926X882 | NYSE | 49 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Perigon Wealth Management, LLC44,170
0.0% of portfolio›$1.4M
Commonwealth Equity Services, LLC36,042
0.0% of portfolio›$1.1M
OAK Family Advisors, LLC29,992
0.2% of portfolio›$923.5K
Lodestar Private Asset Management LLC10,531
0.0% of portfolio›$324.2K
Cambridge Investment Research Advisors, Inc.7,651
0.0% of portfolio›$236
Harbour Investments, Inc.1,325
0.0% of portfolio›$40.8K
Bank of Montreal1,090
0.0% of portfolio›$33.6K
Physician Wealth Advisors, Inc.479
0.0% of portfolio›$14.7K
Farther Finance Advisors, LLC285
0.0% of portfolio›$8.8K
Allworth Financial LP136
0.0% of portfolio›$4.4K
Blue Trust, Inc.2
0.0% of portfolio›$61
StyleTurnoverLocationFiled
Perigon Wealth Management, LLC
44,170$1.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Commonwealth Equity Services, LLC
36,042$1.1M0.0%ETFLowWaltham, MA2026-11-02
OAK Family Advisors, LLC
29,992$923.5K0.2%CoreMediumChicago, IL2026-10-19
Lodestar Private Asset Management LLC
10,531$324.2K0.0%ETFLowAlamo, CA2026-10-26
Cambridge Investment Research Advisors, Inc.
7,651$2360.0%ETFLowFairfield, IA2026-11-02
Harbour Investments, Inc.
1,325$40.8K0.0%ETFLowMadison, WI2026-11-09
Bank of Montreal
1,090$33.6K0.0%CoreMediumToronto, Australia2026-11-09
Physician Wealth Advisors, Inc.
479$14.7K0.0%ETFMediumMidvale, UT2026-10-20
Farther Finance Advisors, LLC
285$8.8K0.0%IndexLowSan Francisco, CA2026-10-08
Allworth Financial LP
136$4.4K0.0%ETFLowFolsom, CA2026-11-06
Blue Trust, Inc.
2$610.0%ETFLowBrentwood, TN2026-10-15