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Roundhill Generative AI & Technology ETF
CHAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IMC Chicago
51
IMC Chicago
Illinois
USD 1.07 M +USD 929 k +10,861 Nuevas
Beacon Financial Advisory
52
Beacon Financial Advisory
Ohio
USD 1.04 M +USD 62 k +725 +7%
VestGen Advisors
53
VestGen Advisors
Illinois
USD 958 k +USD 17.1 k +200 +2%
AE Wealth Management
54
AE Wealth Management
Kansas
USD 925 k +USD 45.6 k +533 +6%
Regatta Research & Money Management
55
Regatta Research & Money Management
Louisiana
USD 923 k +USD 800 k +9,354 Nuevas
Morgan Stanley
56
Morgan Stanley
New York
USD 899 k +USD 418 k +4,882 +115%
Cary Street Partners
57
Cary Street Partners
Virginia
USD 896 k – – –
Mariner
58
Mariner
Kansas
USD 891 k +USD 87.3 k +1,021 +13%
Brookwood Investment Group
59
Brookwood Investment Group
Arizona
USD 878 k -USD 81.7 k -955 -10%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
USD 789 k +USD 125 k +1,467 +21%
United Capital Financial Advisors
61
United Capital Financial Advisors
Texas
USD 769 k +USD 51.8 k +605 +8%
MCF Advisors
62
MCF Advisors
Kentucky
USD 723 k +USD 3.85 k +45 +0.6%
Sivia Capital Partners
63
Sivia Capital Partners
California
USD 710 k – – –
Kovack Advisors
64
Kovack Advisors
Florida
USD 686 k +USD 598 k +6,996 Nuevas
Valeo Financial Advisors
65
Valeo Financial Advisors
Indiana
USD 673 k – – –
Redhawk Wealth Advisors
66
Redhawk Wealth Advisors
Minnesota
USD 662 k +USD 166 k +1,946 +41%
McAdam LLC
67
McAdam LLC
Pennsylvania
USD 661 k +USD 224 k +2,614 +64%
Raymond James Financial
68
Raymond James Financial
Florida
USD 657 k – – –
Sigma Planning Corp
69
Sigma Planning Corp
Michigan
USD 649 k +USD 563 k +6,576 Nuevas
Belpointe Asset Management
70
Belpointe Asset Management
Nevada
USD 646 k +USD 560 k +6,550 Nuevas
Ashton Thomas Private Wealth
71
Ashton Thomas Private Wealth
Arizona
USD 638 k -USD 4.62 k -54 -0.8%
Savvy Advisors Inc
72
Savvy Advisors Inc
New York
USD 636 k +USD 68.6 k +802 +14%
Wealthcare Advisory Partners
73
Wealthcare Advisory Partners
Pennsylvania
USD 627 k – – –
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
USD 619 k -USD 106 k -1,238 -16%
Armstrong Advisory Group
75
Armstrong Advisory Group
Massachusetts
USD 615 k -USD 93.9 k -1,098 -15%
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