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Roundhill Generative AI & Technology ETF

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