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OZEM · Roundhill GLP-1 & Weight Loss ETF ETF

Alerts for OZEM
$33.37 -0.22 (-0.66%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 1
Total Value: $637,784
Total Shares: 19,600

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Jun 2024 → Jun 2026 · range 18.4% – 100.0%
+75.7 pts
Top 5
100.0%
Jun 2024 → Jun 2026 · range 64.2% – 100.0%
+35.8 pts
Top 10
100.0%
Jun 2024 → Jun 2026 · range 90.5% – 100.0%
+9.5 pts
HHI
10,000
Jun 2024 → Jun 2026 · range 1,155 – 10,000
Highly concentrated+8,845

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
25
Unchanged
0
Holder count: -24
Institutional value: -94.0%
Shares held: -94.3%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open