Public ownership evidence

Roundhill Metaverse ETF (METV) Ownership Disclosures

Read METV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Roundhill Metaverse ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
37,357
Value (USD)
$20,542,581
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read METV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read METV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2837,357$20,542,581None
Copia Wealth Management2026-06-302026-08-195$92None
Strive Financial Group ,LLC2026-06-302026-08-1825$463None
Forum Finance Group S.A.2026-06-302026-08-1515,830$236,000None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,955$33,802None
Ameritas Advisory Services, LLC2026-06-302026-08-15105$1,937None
NFSG Corp2026-06-302026-08-155$92None
Qube Research & Technologies Ltd2026-06-302026-08-151,982$36,568None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,010$18,634None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1519,355$357,100None
Itau Unibanco Holding S.A.2026-06-302026-08-1512,250$226,013None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1514,910$275,090None
ROYAL BANK OF CANADA2026-06-302026-08-152,207$41,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,190$40,000None
Larson Financial Group LLC2026-06-302026-08-15932$17,200None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,360$43,542None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1526,606$490,881None
Downshift Financial, LLC2026-06-302026-08-141,225$22,601None
Rockefeller Capital Management L.P.2026-06-302026-08-14715$13,192None
Morse Asset Management, Inc2026-06-302026-08-14100$1,845None
Creative Planning2026-06-302026-08-1422,685$418,536None
Creative Planning2026-06-302026-08-1423,182$427,708None
MORGAN STANLEY2026-06-302026-08-141$30None
MORGAN STANLEY2026-06-302026-08-146,162$113,689None
MORGAN STANLEY2026-06-302026-08-1444,912$828,626None
FMR LLC2026-06-302026-08-143,456$63,766None
Integrated Wealth Concepts LLC2026-06-302026-08-134,705$86,808None
Cetera Investment Advisers2026-06-302026-08-1311,248$207,535None
NewEdge Advisors, LLC2026-06-302026-08-13240$4,428None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1375,649$1,395,724None
BANK OF MONTREAL /CAN/2026-06-302026-08-132,408$44,428None
BANK OF MONTREAL /CAN/2026-06-302026-08-1345$830None
STIFEL FINANCIAL CORP2026-06-302026-08-1315,562$287,119None
US BANCORP \DE\2026-06-302026-08-13500$9,225None
JPMORGAN CHASE & CO2026-06-302026-08-13282$5,148None
JPMORGAN CHASE & CO2026-06-302026-08-130$3None
Wealthspire Advisors, LLC2026-06-302026-08-12152,924$2,821,446None
HORIZON KINETICS ASSET MANAGEMENT LLC2026-06-302026-08-12155$2,860None
Allworth Financial LP2026-06-302026-08-121,004$18,531None
Atlantic Union Bankshares Corp2026-06-302026-08-12500$9,225None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-123,502$64,607None
REGIONS FINANCIAL CORP2026-06-302026-08-1110,029$185,035None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11997$17,238None
Wealthfront Advisers LLC2026-06-302026-08-0818,297$337,580None
LPL Financial LLC2026-06-302026-08-08110,786$2,044,007None
PNC Financial Services Group, Inc.2026-06-302026-08-080$9None
PNC Financial Services Group, Inc.2026-06-302026-08-081,475$27,214None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0813,166$242,906None
Geneos Wealth Management Inc.2026-06-302026-08-0775$1,390None
Plante Moran Financial Advisors, LLC2026-06-302026-08-07648$11,952None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Copia Wealth Management ↗Strive Financial Group ,LLC ↗Forum Finance Group S.A. ↗Federation des caisses Desjardins du Quebec ↗Ameritas Advisory Services, LLC ↗NFSG Corp ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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