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Roundhill Generative AI & Technology ETF
CHAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Beacon Capital Management LLC (Tennessee)
151
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 205 k +USD 178 k +2,079 Nuevas
Mach-1 Financial Group
152
Mach-1 Financial Group
Arkansas
USD 203 k +USD 176 k +2,055 Nuevas
Evolution Wealth Management
153
Evolution Wealth Management
Florida
USD 135 k – – –
JP Morgan Chase
154
JP Morgan Chase
New York
USD 126 k – – –
Blue Trust Inc
155
Blue Trust Inc
Georgia
USD 123 k – – –
Spire Wealth Management
156
Spire Wealth Management
Virginia
USD 121 k – – –
IFP Advisors
157
IFP Advisors
Florida
USD 117 k +USD 13.9 k +163 +16%
Cassaday & Co Wealth Management
158
Cassaday & Co Wealth Management
Virginia
USD 116 k +USD 101 k +1,178 Nuevas
Geneos Wealth Management
159
Geneos Wealth Management
Colorado
USD 80.2 k -USD 9.32 k -109 -12%
Barclays
160
Barclays
United Kingdom
USD 78.9 k – – –
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
USD 65.1 k +USD 13.2 k +154 +30%
Clearstead Advisors
162
Clearstead Advisors
Ohio
USD 64.6 k +USD 1.28 k +15 +2%
SEP
163
Signature Equity Partners
Ohio
USD 62.7 k +USD 54.3 k +635 Nuevas
Parallel Advisors
164
Parallel Advisors
California
USD 62.5 k – – –
EverSource Wealth Advisors
165
EverSource Wealth Advisors
Alabama
USD 56.1 k +USD 23 k +269 +90%
Evermay Wealth Management
166
Evermay Wealth Management
Virginia
USD 53.8 k +USD 46.6 k +545 Nuevas
MPWM Advisory Solutions
167
MPWM Advisory Solutions
Georgia
USD 49.3 k +USD 42.8 k +500 Nuevas
Private Trust Company
168
Private Trust Company
Ohio
USD 46.3 k -USD 6.33 k -74 -14%
Federation des caisses Desjardins du Quebec
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 45.6 k -USD 13.7 k -160 -26%
Glass Jacobson Investment Advisors
170
Glass Jacobson Investment Advisors
Maryland
USD 43.6 k – – –
MAM
171
Morse Asset Management
Connecticut
USD 42.4 k – – –
Aptus Capital Advisors
172
Aptus Capital Advisors
Alabama
USD 41.2 k +USD 11.1 k +130 +45%
Huntington National Bank
173
Huntington National Bank
Ohio
USD 34.6 k – – –
Larson Financial Group
174
Larson Financial Group
Missouri
USD 32.9 k – – –
CNB Bank
175
CNB Bank
Pennsylvania
USD 31.5 k -USD 14.3 k -167 -34%
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