Arrowroot Family Office’s Roundhill GLP-1 & Weight Loss ETF OZEM Stock Holding History

Arrowroot Family Office’s Portfolio OZEM Stock Details OZEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Buy	+39,051	New	+$1.32M	0.4%	57

Other funds holding OZEM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Arrowroot Family Office's OZEM Position: Q1 2026 in Review

Arrowroot Family Office opened a new position in Roundhill GLP-1 & Weight Loss ETF (OZEM) in Q1 2026: 39,051 shares worth $1.22M. The stake represents 0.4% of the portfolio and ranks #57 among its holdings.

25 funds tracked by Wall St. Rank hold OZEM as of Q1 2026.

Arrowroot Family Office held 39,051 shares of Roundhill GLP-1 & Weight Loss ETF worth $1.22M as of Q1 2026.
Roundhill GLP-1 & Weight Loss ETF was a new Arrowroot Family Office position in Q1 2026.
Roundhill GLP-1 & Weight Loss ETF made up 0.4% of Arrowroot Family Office's portfolio in Q1 2026, its #57 holding.
25 funds tracked by Wall St. Rank held Roundhill GLP-1 & Weight Loss ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.