Who owns ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF?
- Ticker: CHAT
- CUSIP Number: 88636j600
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Analyze quarterly positions in Roundhill Generative Ai & Technology Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Roundhill Generative Ai & Technology Etf stock
Who bought or sold ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mainstay Capital Management | 993k | $98M | 0% | Jun 2026 |
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| LPL Financial | 668k | $66M | 24% | Jun 2026 |
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| Susquehanna International | 241k | $24M | 505% | Jun 2026 |
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| Gradient Investments | 214k | $20M | -23% | Sep 2026 |
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| Commonwealth Equity Services | 162k | $15M | -1% | Sep 2026 |
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| Old Mission Capital | 143k | $14M | 1097% | Jun 2026 |
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| Janney Montgomery Scott | 83k | $8.2M | 14% | Jun 2026 |
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| Berbice Capital Management | 82k | $7.5M | 2% | Sep 2026 |
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| Summit Financial | 78k | $7.7M | 46% | Jun 2026 |
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| Quadrature Capital | 77k | $7.6M | 100% | Jun 2026 |
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| Quadcap Wealth Management | 71k | $6.5M | 2% | Sep 2026 |
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| Gemmer Asset Management | 69k | $6.4M | -2% | Sep 2026 |
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| Citadel Advisors | 68k | $6.7M | -63% | Jun 2026 |
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| LaSalle St. Investment Advisors | 65k | $6.4M | 23% | Jun 2026 |
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| Advisor Group Holdings | 61k | $6.0M | -5% | Jun 2026 |
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| Moneta Group Investment Advisors | 56k | $5.5M | 100% | Jun 2026 |
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| Insigneo Advisory Services | 50k | $4.9M | 100% | Jun 2026 |
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| Mattson Financial Services | 41k | $3.4M | -29% | Jun 2026 |
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| Cambridge Investment Research Advisors | 40k | $3.7M | 6% | Sep 2026 |
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| We Are One Seven | 39k | $3.6M | 11% | Sep 2026 |
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| Money Concepts Capital Corp | 36k | $3.6M | 105% | Jun 2026 |
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| UBS Group | 35k | $3.4M | 154% | Jun 2026 |
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| Envestnet Asset Management | 31k | $3.0M | -2% | Jun 2026 |
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| Stifel Financial | 29k | $2.9M | 57% | Jun 2026 |
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| Unique Wealth | 29k | $2.6M | -2% | Sep 2026 |
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| J.Safra Asset Management | 25k | $2.3M | 100% | Sep 2026 |
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| Concurrent Investment Advisors | 25k | $2.3M | 6% | Sep 2026 |
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| Hrt Financial | 24k | $2.4M | 100% | Jun 2026 |
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| Claudia M.p. Batlle, Crp | 24k | $2.3M | 8% | Jun 2026 |
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| Visionary Wealth Advisors | 24k | $2.3M | 8% | Jun 2026 |
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| Box Hill Private Wealth | 23k | $2.2M | 4% | Sep 2026 |
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| Equitable Holdings | 23k | $2.2M | 61% | Jun 2026 |
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| Private Advisor | 22k | $2.2M | 154% | Jun 2026 |
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| Elequin Capital | 21k | $2.1M | 100% | Jun 2026 |
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| Jane Street | 21k | $2.1M | -69% | Jun 2026 |
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| Belvedere Trading | 21k | $2.1M | 100% | Jun 2026 |
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| Valley National Advisers | 20k | $1.9M | 0% | Sep 2026 |
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| Venture Visionary Partners | 20k | $1.9M | -1% | Sep 2026 |
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| WealthPlan Investment Management | 20k | $1.8M | 2% | Sep 2026 |
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| Providence First Trust | 18k | $1.7M | -14% | Sep 2026 |
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| Creative Planning | 18k | $1.6M | 25% | Sep 2026 |
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| Harbour Investments | 16k | $1.5M | 658% | Jun 2026 |
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| HighTower Advisors | 15k | $1.5M | 100% | Jun 2026 |
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| Hanson McClain Advisors | 15k | $1.5M | 22% | Jun 2026 |
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| Resources Investment Advisors | 13k | $1.3M | 30% | Jun 2026 |
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| VestGen Advisors | 13k | $1.2M | 34% | Sep 2026 |
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| Stratos Wealth Partners | 13k | $1.3M | 17% | Jun 2026 |
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| Noble Wealth Management PBC | 12k | $1.1M | 160% | Sep 2026 |
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| Howard Financial Services | 12k | $1.1M | 0% | Sep 2026 |
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| Endowment Wealth Management | 11k | $1.1M | 0% | Sep 2026 |
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| International Assets Investment Management | 11k | $1.1M | -3% | Sep 2026 |
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| IMC-Chicago | 11k | $1.1M | 100% | Jun 2026 |
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| Beacon Financial Advisory | 10k | $952k | -2% | Sep 2026 |
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| Brookstone Capital Management | 9.6k | $882k | -77% | Sep 2026 |
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| Wealthcare Advisory Partners | 9.4k | $868k | 49% | Sep 2026 |
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| AE Wealth Management | 9.4k | $925k | 6% | Jun 2026 |
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| Independent Financial Group | 9.3k | $859k | 100% | Sep 2026 |
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| Cary Street Partners Financial | 9.1k | $896k | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 9.0k | $891k | 13% | Jun 2026 |
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| Brookwood Investment Group | 8.9k | $878k | -10% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 8.2k | $748k | -5% | Sep 2026 |
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| SeaCrest Wealth Management | 8.0k | $739k | -41% | Sep 2026 |
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| United Capital Financial Advisers | 7.8k | $769k | 8% | Jun 2026 |
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| Frank. Day | 7.6k | $608k | 100% | Sep 2026 |
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| McAdam | 7.2k | $664k | 8% | Sep 2026 |
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| Sivia Capital Partners | 7.2k | $710k | 0% | Jun 2026 |
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| MCF Advisors | 7.1k | $654k | -3% | Sep 2026 |
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| Kovack Advisors | 7.0k | $686k | 100% | Jun 2026 |
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| Valeo Financial Advisors | 6.8k | $628k | 0% | Sep 2026 |
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| Raymond James Financial | 6.7k | $657k | 0% | Jun 2026 |
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| Belpointe Asset Management | 6.6k | $646k | 100% | Jun 2026 |
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| Savvy Advisors | 6.4k | $636k | 14% | Jun 2026 |
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| Ashton Thomas Private Wealth | 6.4k | $592k | 0% | Sep 2026 |
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| Colony | 6.3k | $619k | -16% | Jun 2026 |
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| Armstrong Advisory Group | 6.0k | $554k | -3% | Sep 2026 |
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| Gladstone Institutional Advisory | 5.9k | $581k | 0% | Jun 2026 |
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| Farther Finance Advisors | 5.8k | $532k | 5% | Sep 2026 |
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| KCM Investment Advisors | 5.6k | $511k | 9% | Sep 2026 |
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| PFG Investments | 5.5k | $547k | 64% | Jun 2026 |
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| Total Clarity Wealth Management | 5.4k | $501k | 100% | Sep 2026 |
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| Cetera Investment Advisers | 5.3k | $522k | 100% | Jun 2026 |
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| Comprehensive Portfolio Management | 5.3k | $520k | -14% | Jun 2026 |
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| Stephens | 5.3k | $519k | 1% | Jun 2026 |
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| Wells Fargo & Company | 5.2k | $515k | 87% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 5.1k | $474k | 0% | Sep 2026 |
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| Group One Trading | 5.0k | $498k | 238% | Jun 2026 |
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| Integrated Advisors Network | 4.9k | $454k | -17% | Sep 2026 |
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| Paladin Wealth | 4.9k | $451k | -5% | Sep 2026 |
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| Moors & Cabot | 4.9k | $482k | 11% | Jun 2026 |
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| Integrated Wealth Concepts | 4.8k | $473k | 5% | Jun 2026 |
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| Kestra Advisory Services | 4.7k | $435k | 6% | Sep 2026 |
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| Allen Mooney & Barnes Investment Advisors | 4.7k | $432k | 0% | Sep 2026 |
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| Evergreen Wealth Solutions | 4.5k | $422k | 0% | Jun 2026 |
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| Cranbrook Wealth Management | 4.5k | $413k | 41% | Sep 2026 |
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| Rollins Financial Advisors | 4.5k | $441k | 29% | Jun 2026 |
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| Rockefeller Capital Management | 4.3k | $425k | -13% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.3k | $395k | -69% | Sep 2026 |
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| Gill Capital Partners | 4.2k | $389k | 0% | Sep 2026 |
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| Bright Futures Wealth Management | 3.9k | $358k | -13% | Sep 2026 |
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| Strategic Financial Concepts | 3.9k | $384k | 100% | Jun 2026 |
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| Tempus Wealth Planning | 3.8k | $351k | 0% | Sep 2026 |
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| Goss Wealth Management | 3.7k | $362k | 27% | Jun 2026 |
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| Ausdal Financial Partners | 3.6k | $356k | 100% | Jun 2026 |
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| Goldman Sachs Group | 3.4k | $336k | 100% | Jun 2026 |
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| Berkeley Capital Partners | 3.3k | $327k | 100% | Jun 2026 |
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| Advyzon Investment Management | 3.3k | $325k | 100% | Jun 2026 |
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| Kmt Wealth Management | 3.2k | $312k | 100% | Jun 2026 |
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| Arkadios Wealth Advisors | 3.2k | $311k | 100% | Jun 2026 |
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| Fortis Capital Advisors | 3.1k | $309k | 100% | Jun 2026 |
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| Betterment | 3.1k | $307k | 100% | Jun 2026 |
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| IAM Advisory | 3.1k | $304k | 100% | Jun 2026 |
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| Oxinas Partners Wealth Management | 3.1k | $304k | 100% | Jun 2026 |
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| Merit Financial Group | 3.0k | $301k | 100% | Jun 2026 |
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| Brown Financial Advisors | 3.0k | $300k | -24% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 3.0k | $296k | 100% | Jun 2026 |
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| Benjamin Edwards | 3.0k | $296k | 100% | Jun 2026 |
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| Sunpointe | 3.0k | $275k | -3% | Sep 2026 |
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| Mml Investors Services | 2.9k | $290k | 100% | Jun 2026 |
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| 3Chopt Investment Partners | 2.9k | $270k | -5% | Sep 2026 |
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| Redhawk Wealth Advisors | 2.9k | $269k | -56% | Sep 2026 |
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| Captrust Financial Advisors | 2.9k | $288k | 100% | Jun 2026 |
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| Sanctuary Advisors | 2.9k | $286k | 100% | Jun 2026 |
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| Columbia Advisory Partners | 2.9k | $265k | 0% | Sep 2026 |
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| Diversified Portfolios | 2.9k | $283k | 100% | Jun 2026 |
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| Sentinel Pension Advisors | 2.9k | $262k | 100% | Sep 2026 |
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| Chris Bulman | 2.8k | $262k | 100% | Sep 2026 |
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| Kingsbury Capital Investment Advisors | 2.8k | $256k | -12% | Sep 2026 |
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| JT Stratford | 2.8k | $274k | 100% | Jun 2026 |
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| TCG Advisory Services | 2.8k | $253k | 20% | Sep 2026 |
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| Simplex Trading | 2.7k | $270k | -17% | Jun 2026 |
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| Integrity Alliance | 2.7k | $244k | 100% | Sep 2026 |
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| HPM Partners | 2.6k | $257k | 100% | Jun 2026 |
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| ValMark Advisers | 2.6k | $256k | 100% | Jun 2026 |
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| Intl Fcstone | 2.6k | $227k | -19% | Sep 2026 |
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| Sigma Planning | 2.4k | $222k | -63% | Sep 2026 |
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| Venturi Wealth Management | 2.4k | $237k | 100% | Jun 2026 |
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| Capital Investment Advisors | 2.4k | $221k | 0% | Sep 2026 |
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| Foundations Investment Advisors | 2.4k | $234k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 2.3k | $230k | 100% | Jun 2026 |
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| Valley Brook Capital Group | 2.3k | $210k | 3% | Sep 2026 |
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| Jackson, Grant Investment Advisers | 2.3k | $225k | 0% | Jun 2026 |
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| Independent Wealth Advisors | 2.3k | $208k | 0% | Sep 2026 |
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| Meitav Dash Investments | 2.2k | $203k | 0% | Sep 2026 |
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| Global Retirement Partners | 2.2k | $218k | 100% | Jun 2026 |
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| Royal Bank of Canada | 2.1k | $0 | 81% | Jun 2026 |
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| PCG Wealth Advisors | 2.1k | $208k | 100% | Jun 2026 |
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| ZEGA Investments | 2.1k | $206k | 100% | Jun 2026 |
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| Mach-1 Financial Group | 2.1k | $203k | 100% | Jun 2026 |
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| Vestor Capital Corp | 1.9k | $355k | 0% | Sep 2026 |
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| IFP Advisors | 1.5k | $140k | 29% | Sep 2026 |
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| Evolution Wealth Management | 1.4k | $126k | 0% | Sep 2026 |
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| Jpmorgan Chase & Co | 1.3k | $126k | 100% | Jun 2026 |
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Who sold out of Roundhill Generative Ai & Technology Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mirae Asset Global Investments | Mar 2026 | 94k | $5.8M |
| Gts Securities | Mar 2026 | 34k | $2.1M |
| Flow Traders US | Mar 2026 | 29k | $1.8M |
| Jackson Wealth Management | Mar 2026 | 4.5k | $279k |
| Brown Wealth Management | Jun 2026 | 4.3k | $421k |
| Sowell Financial Services | Jun 2026 | 4.0k | $397k |
| Trexquant Investment | Mar 2026 | 3.6k | $221k |
| Berman McAleer | Jun 2026 | 2.6k | $257k |
| Fusion Capital | Jun 2026 | 2.3k | $231k |
| Certior Financial Group | Jun 2026 | 2.1k | $210k |
| Sun Group Wealth Partners | Jun 2026 | 2.1k | $209k |
| Streettalk Advisors | Jun 2026 | 2.1k | $207k |
| Beacon Capital Management | Jun 2026 | 2.1k | $205k |