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Roundhill Generative AI & Technology ETF
CHAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Stifel Financial
26
Stifel Financial
Missouri
USD 2.89 M +USD 905 k +10,583 +57%
HRT Financial
27
HRT Financial
New York
USD 2.41 M +USD 2.09 M +24,435 Nuevas
Concurrent Investment Advisors
28
Concurrent Investment Advisors
Florida
USD 2.35 M +USD 630 k +7,360 +45%
SIM
29
Seaview Investment Managers
Florida
USD 2.33 M +USD 150 k +1,756 +8%
Visionary Wealth Advisors
30
Visionary Wealth Advisors
Illinois
USD 2.32 M +USD 151 k +1,761 +8%
BHPW
31
Box Hill Private Wealth
Arizona
USD 2.22 M +USD 237 k +2,775 +14%
Equitable Holdings
32
Equitable Holdings
New York
USD 2.22 M +USD 729 k +8,522 +61%
Private Advisor Group
33
Private Advisor Group
New Jersey
USD 2.2 M +USD 1.16 M +13,532 +154%
Elequin Capital
34
Elequin Capital
New York
USD 2.12 M +USD 1.83 M +21,439 Nuevas
PFT
35
Providence First Trust
Arizona
USD 2.08 M +USD 264 k +3,090 +17%
Venture Visionary Partners
36
Venture Visionary Partners
Ohio
USD 2 M -USD 941 -11 -0.1%
Valley National Advisers
37
Valley National Advisers
Pennsylvania
USD 1.99 M – – –
Belvedere Trading
38
Belvedere Trading
Illinois
USD 1.94 M +USD 1.68 M +19,659 Nuevas
WealthPlan Investment Management
39
WealthPlan Investment Management
Nebraska
USD 1.9 M +USD 246 k +2,881 +18%
Harbour Investments
40
Harbour Investments
Wisconsin
USD 1.54 M +USD 1.16 M +13,531 +658%
HighTower Advisors
41
HighTower Advisors
Illinois
USD 1.45 M +USD 1.26 M +14,736 Nuevas
Allworth Financial
42
Allworth Financial
California
USD 1.45 M +USD 228 k +2,671 +22%
Creative Planning
43
Creative Planning
Kansas
USD 1.4 M +USD 175 k +2,050 +17%
Empirical Wealth Management
44
Empirical Wealth Management
Washington
USD 1.38 M +USD 1.2 M +13,996 Nuevas
SeaCrest Wealth Management
45
SeaCrest Wealth Management
New York
USD 1.35 M -USD 40.2 k -470 -3%
OneDigital Investment Advisors
46
OneDigital Investment Advisors
Kansas
USD 1.33 M +USD 267 k +3,122 +30%
Stratos Wealth Partners
47
Stratos Wealth Partners
Ohio
USD 1.26 M +USD 157 k +1,839 +17%
Howard Financial Services
48
Howard Financial Services
Texas
USD 1.16 M +USD 1.01 M +11,764 Nuevas
EWM
49
Endowment Wealth Management
Wisconsin
USD 1.13 M +USD 64 k +748 +7%
IAIM
50
International Assets Investment Management
Florida
USD 1.1 M +USD 154 k +1,805 +18%
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