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Roundhill GLP-1 & Weight Loss ETF (OZEM) Institutional Ownership

Roundhill GLP-1 & Weight Loss ETF logo
$31.22 0.00 (0.00%)
As of 05/22/2026 03:40 PM Eastern

Institutional Ownership Changes (13F Filings) for Roundhill GLP-1 & Weight Loss ETF (NASDAQ:OZEM)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$2.57M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.27M
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OZEM Institutional Buying and Selling by Quarter

Roundhill GLP-1 & Weight Loss ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/20/2026 Oak Family Advisors LLC28,137$878K0.2%-51.2%1.695%
2/13/2026 Kestra Advisory Services LLC2,000$68K0.0%N/A0.120%
2/12/2026 Jane Street Group LLC17,285$590K0.0%-23.6%1.035%
2/12/2026 Commonwealth Equity Services LLC35,768$1.22M0.0%-8.2%2.142%
2/3/2026 Oak Family Advisors LLC57,601$1.97M0.5%-28.6%3.534%
11/17/2025 National Bank of Canada FI84,152$2.29M0.0%+6.1%6.898%
10/23/2025 Oak Family Advisors LLC80,664$2.20M0.6%+55.3%6.402%
9/4/2025 Osaic Holdings Inc.1,397$35K0.0%+205.7%0.106%
8/13/2025 Flow Traders U.S. LLC10,024$253K0.0%-51.8%0.759%
7/22/2025 Relyea Zuckerberg Hanson LLC10,080$254K0.0%N/A0.764%
7/17/2025 Oak Family Advisors LLC51,929$1.31M0.4%N/A3.934%
5/19/2025Jane Street Group LLC73,545$1.74M0.0%+13.2%5.072%
5/15/2025OLD Mission Capital LLC53,879$1.28M0.0%+38.5%3.716%
5/14/2025Flow Traders U.S. LLC20,785$492K0.0%+18.2%1.433%
5/12/2025National Bank of Canada FI75,912$1.79M0.0%+13.3%5.235%
4/25/2025Lodestar Private Asset Management LLC10,531$249K0.0%N/A0.726%
2/14/2025Jane Street Group LLC64,966$1.58M0.0%+54.2%3.986%
2/12/2025OLD Mission Capital LLC38,898$948K0.0%N/A2.386%
2/12/2025National Bank of Canada FI66,997$1.63M0.0%N/A4.110%
2/10/2025Commonwealth Equity Services LLC36,842$897K0.0%+80.4%2.260%
1/21/2025Embree Financial Group10,874$265K0.0%+22.6%0.667%
1/15/2025Relyea Zuckerberg Hanson LLC11,343$276K0.0%N/A0.696%
1/14/2025Cox Capital Mgt LLC38,303$933K0.6%N/A2.350%
11/15/2024Jane Street Group LLC42,122$1.16M0.0%-57.6%2.407%
10/29/2024Farther Finance Advisors LLC1,127$31K0.0%N/A0.064%
10/18/2024Embree Financial Group8,869$245K0.0%+10.9%0.510%
8/1/2024Embree Financial Group8,000$213K0.0%N/A0.523%


OZEM Institutional Ownership - Frequently Asked Questions

During the previous two years, 13 institutional investors and hedge funds held shares of Roundhill GLP-1 & Weight Loss ETF. The most heavily invested institutionals were National Bank of Canada FI ($2.29M), OLD Mission Capital LLC ($1.28M), Commonwealth Equity Services LLC ($1.22M), Cox Capital Mgt LLC ($933K), Oak Family Advisors LLC ($878K), Jane Street Group LLC ($590K), and Embree Financial Group ($265K).Learn more on Roundhill GLP-1 & Weight Loss ETF's institutional investors.

Of the 13 institutional investors that purchased Roundhill GLP-1 & Weight Loss ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: National Bank of Canada FI ($80.72K), Oak Family Advisors LLC ($80.66K), OLD Mission Capital LLC ($53.88K), Cox Capital Mgt LLC ($38.30K), Jane Street Group LLC ($31.42K), Relyea Zuckerberg Hanson LLC ($21.42K), and Commonwealth Equity Services LLC ($16.42K).

Institutional investors have bought a total of 98,492 shares in the last 24 months. This purchase volume represents approximately $2.57M in transactions.

The following institutional investors have sold Roundhill GLP-1 & Weight Loss ETF stock in the last 24 months: Oak Family Advisors LLC ($52.53K), Flow Traders U.S. LLC ($10.76K), Jane Street Group LLC ($5.33K), and Commonwealth Equity Services LLC ($3.21K).

Institutional investors have sold a total of 71,825 shares in the last 24 months. This volume of shares sold represents approximately $2.27M in transactions.



This page (NASDAQ:OZEM) was last updated on 5/25/2026 by MarketBeat.com Staff.
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