Who owns ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF?
- Ticker: CHAT
- CUSIP Number: 88636j600
Tip: Access positions for across all investors
Analyze quarterly positions in Roundhill Generative Ai & Technology Etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 997k | $62M | 4% | Mar 2026 |
|
| LPL Financial | 538k | $33M | 3% | Mar 2026 |
|
| Gradient Investments | 368k | $23M | 3% | Mar 2026 |
|
| Susquehanna International | 247k | $15M | 62% | Dec 2025 |
|
| Citadel Advisors | 183k | $11M | 2% | Mar 2026 |
|
| Old Mission Capital | 100k | $5.9M | 100% | Dec 2025 |
|
| Mirae Asset Global Investments | 94k | $5.8M | 100% | Mar 2026 |
|
| Simplex Trading | 78k | $4.6M | -8% | Dec 2025 |
|
| NRI Wealth Management LC | 77k | $4.5M | 6% | Dec 2025 |
|
| Janney Montgomery Scott | 73k | $4.5M | 15% | Mar 2026 |
|
| Quadcap Wealth Management | 70k | $4.3M | 7% | Mar 2026 |
|
| Jane Street | 69k | $4.3M | -79% | Mar 2026 |
|
| Advisor Group Holdings | 60k | $3.5M | 57% | Dec 2025 |
|
| Mattson Financial Services | 57k | $3.5M | 2% | Mar 2026 |
|
| Summit Financial | 54k | $3.3M | -2% | Mar 2026 |
|
| LaSalle St. Investment Advisors | 53k | $3.3M | 100% | Mar 2026 |
|
| Gemmer Asset Management | 44k | $2.7M | -36% | Mar 2026 |
|
| Commonwealth Equity Services | 38k | $2.4M | -59% | Mar 2026 |
|
| Envestnet Asset Management | 31k | $1.9M | -47% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 30k | $1.8M | 42% | Mar 2026 |
|
| Flow Traders US | 29k | $1.8M | 100% | Mar 2026 |
|
| Berbice Capital Management | 27k | $1.7M | 151% | Mar 2026 |
|
| Unique Wealth | 26k | $1.6M | 9% | Mar 2026 |
|
| Claudia M.p. Batlle, Crp | 22k | $1.4M | 8% | Mar 2026 |
|
| Visionary Wealth Advisors | 22k | $1.3M | 0% | Mar 2026 |
|
| Venture Visionary Partners | 20k | $1.3M | -5% | Mar 2026 |
|
| Valley National Advisers | 20k | $1.2M | 0% | Mar 2026 |
|
| Box Hill Private Wealth | 20k | $1.2M | 4% | Mar 2026 |
|
| Stifel Financial | 19k | $1.2M | 55% | Mar 2026 |
|
| We Are One Seven | 18k | $1.1M | 100% | Dec 2025 |
|
| Providence First Trust | 18k | $1.1M | -12% | Mar 2026 |
|
| Money Concepts Capital Corp | 18k | $1.1M | 100% | Mar 2026 |
|
| Concurrent Investment Advisors | 17k | $1.0M | -10% | Mar 2026 |
|
| WealthPlan Investment Management | 16k | $1.0M | 100% | Mar 2026 |
|
| SeaCrest Wealth Management | 14k | $876k | 12% | Mar 2026 |
|
| Equitable Holdings | 14k | $826k | 17% | Mar 2026 |
|
| UBS Group | 14k | $842k | 103% | Mar 2026 |
|
| Kestra Private Wealth Services | 13k | $803k | -2% | Mar 2026 |
|
| Integrated Advisors Network | 12k | $762k | -16% | Mar 2026 |
|
| Creative Planning | 12k | $750k | 6% | Mar 2026 |
|
| Stratos Wealth Partners | 11k | $678k | 17% | Mar 2026 |
|
| Endowment Wealth Management | 11k | $663k | 14% | Mar 2026 |
|
| Resources Investment Advisors | 10k | $638k | 100% | Mar 2026 |
|
| Hanson McClain Advisors | 10k | $594k | 52% | Dec 2025 |
|
| International Assets Investment Management | 9.9k | $639k | -14% | Mar 2026 |
|
| Brookwood Investment Group | 9.9k | $609k | 100% | Mar 2026 |
|
| Beacon Financial Advisory | 9.8k | $608k | 0% | Mar 2026 |
|
| VestGen Advisors | 9.5k | $801k | 39% | Mar 2026 |
|
| Cary Street Partners Financial | 9.1k | $562k | 0% | Mar 2026 |
|
| AE Wealth Management | 8.8k | $547k | 15% | Mar 2026 |
|
| Private Advisor | 8.8k | $543k | -2% | Mar 2026 |
|
| Mariner Wealth Advisors | 8.0k | $495k | 83% | Mar 2026 |
|
| GFS Advisors | 8.0k | $1.0M | 100% | Mar 2026 |
|
| Armstrong Advisory Group | 7.3k | $453k | 80% | Mar 2026 |
|
| MCF Advisors | 7.3k | $450k | 728100% | Mar 2026 |
|
| Sivia Capital Partners | 7.2k | $445k | 0% | Mar 2026 |
|
| United Capital Financial Advisers | 7.2k | $445k | 34% | Mar 2026 |
|
| Valeo Financial Advisors | 6.8k | $422k | -43% | Mar 2026 |
|
| Brookstone Capital Management | 6.6k | $409k | 15% | Mar 2026 |
|
| Ashton Thomas Private Wealth | 6.5k | $403k | -9% | Mar 2026 |
|
| Wealthcare Advisory Partners | 6.4k | $393k | 1% | Mar 2026 |
|
| Colony | 6.3k | $372k | 2% | Dec 2025 |
|
| Comprehensive Portfolio Management | 6.1k | $380k | 100% | Mar 2026 |
|
| Atomi Financial Group | 6.1k | $362k | 100% | Dec 2025 |
|
| Kestra Advisory Services | 6.1k | $375k | 13% | Mar 2026 |
|
| Gladstone Institutional Advisory | 5.9k | $362k | -1% | Mar 2026 |
|
| Paladin Wealth | 5.8k | $358k | 29% | Mar 2026 |
|
| Savvy Advisors | 5.6k | $349k | 100% | Mar 2026 |
|
| Farther Finance Advisors | 5.5k | $355k | 1% | Mar 2026 |
|
| Quadrature Capital | 5.5k | $325k | 100% | Dec 2025 |
|
| Raymond James Financial | 5.5k | $323k | 100% | Dec 2025 |
|
| Gts Securities | 5.5k | $322k | 27% | Dec 2025 |
|
| Stephens | 5.2k | $323k | 24% | Mar 2026 |
|
| Vestia Personal Wealth Advisors | 5.1k | $319k | 100% | Mar 2026 |
|
| Rockefeller Capital Management | 4.9k | $304k | 41% | Mar 2026 |
|
| KCM Investment Advisors | 4.8k | $297k | 2% | Mar 2026 |
|
| Redhawk Wealth Advisors | 4.8k | $294k | 100% | Mar 2026 |
|
| Integrated Wealth Concepts | 4.6k | $282k | 24% | Mar 2026 |
|
| Evergreen Wealth Solutions | 4.5k | $279k | -73% | Mar 2026 |
|
| Jackson Wealth Management | 4.5k | $279k | 0% | Mar 2026 |
|
| Moors & Cabot | 4.4k | $272k | -3% | Mar 2026 |
|
| Brown Wealth Management | 4.3k | $265k | 10% | Mar 2026 |
|
| Morgan Stanley | 4.2k | $262k | 96% | Mar 2026 |
|
| McAdam | 4.1k | $253k | 100% | Mar 2026 |
|
| Brown Financial Advisors | 4.0k | $246k | -3% | Mar 2026 |
|
| Tempus Wealth Planning | 3.8k | $236k | 0% | Mar 2026 |
|
| Allen Mooney & Barnes Investment Advisors | 3.7k | $229k | 0% | Mar 2026 |
|
| Trexquant Investment | 3.6k | $221k | -17% | Mar 2026 |
|
| Rollins Financial Advisors | 3.5k | $215k | 100% | Mar 2026 |
|
| PFG Investments | 3.4k | $209k | 100% | Mar 2026 |
|
| Gill Capital Partners | 2.9k | $177k | 100% | Mar 2026 |
|
| Noble Wealth Management PBC | 2.8k | $175k | 927% | Mar 2026 |
|
| Wells Fargo & Company | 2.8k | $173k | 179% | Mar 2026 |
|
| Jackson, Grant Investment Advisers | 2.3k | $141k | 0% | Mar 2026 |
|
| Harbour Investments | 2.1k | $127k | -37% | Mar 2026 |
|
| Beaird Harris Wealth Management | 1.8k | $104k | 100% | Dec 2025 |
|
| Barclays | 1.6k | $94k | -98% | Dec 2025 |
|
| Group One Trading | 1.5k | $92k | -84% | Mar 2026 |
|
| Evolution Wealth Management | 1.4k | $85k | 0% | Mar 2026 |
|
| Vestor Capital Corp | 1.3k | $77k | 7712% | Mar 2026 |
|
| Ronald Blue Trust | 1.2k | $77k | 164% | Mar 2026 |
|
| Spire Wealth Management | 1.2k | $76k | 23% | Mar 2026 |
|
| Royal Bank of Canada | 1.2k | $72k | 0% | Mar 2026 |
|
| Global Retirement Partners | 1.1k | $65k | 2063% | Dec 2025 |
|
| IFP Advisors | 1.0k | $63k | 0% | Mar 2026 |
|
| Geneos Wealth Management | 922.00 | $57k | -39% | Mar 2026 |
|
| Legacy Wealth Managment | 918.00 | $57k | 0% | Mar 2026 |
|
| Hartland & Co | 640.00 | $40k | 15% | Mar 2026 |
|
| Parallel Advisors | 633.00 | $39k | 0% | Mar 2026 |
|
| Federation des caisses Desjardins du Quebec | 622.00 | $39k | 335% | Mar 2026 |
|
| Private Trust Co Na | 543.00 | $34k | 100% | Mar 2026 |
|
| Bank Of Montreal | 506.00 | $31k | 100% | Mar 2026 |
|
| CNB Bank | 486.00 | $30k | 100% | Mar 2026 |
|
| Glass Jacobson Investment Advisors | 442.00 | $27k | 0% | Mar 2026 |
|
| Morse Asset Management | 430.00 | $25k | 0% | Dec 2025 |
|
| Huntington National Bank | 351.00 | $21k | 40% | Dec 2025 |
|
| Larson Financial Group | 333.00 | $20k | 0% | Dec 2025 |
|
| EverSource Wealth Advisors | 300.00 | $19k | 0% | Mar 2026 |
|
| Assetmark | 299.00 | $19k | 0% | Mar 2026 |
|
| Aptus Capital Advisors | 288.00 | $18k | 21% | Mar 2026 |
|
| Vision Financial Markets | 274.00 | $17k | 0% | Mar 2026 |
|
| Financial Consulate | 248.00 | $15k | 0% | Mar 2026 |
|
| CWM | 228.00 | $13k | 25% | Dec 2025 |
|
| Roble, Belko & Company | 216.00 | $13k | 0% | Mar 2026 |
|
| Gen-Wealth Partners | 204.00 | $13k | 0% | Mar 2026 |
|
| Triumph Capital Management | 203.00 | $13k | 0% | Mar 2026 |
|
| Innovative Asset Advisors Group | 200.00 | $12k | 100% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 167.00 | $10k | 100% | Mar 2026 |
|
| Financial Freedom | 161.00 | $10k | 100% | Mar 2026 |
|
| Ritter Daniher Financial Advisory LLC / DE | 161.00 | $10k | 347% | Mar 2026 |
|
| Sunbelt Securities | 161.00 | $10k | 0% | Mar 2026 |
|
| ROSS\JOHNSON & Associates | 150.00 | $9.3k | 0% | Mar 2026 |
|
| ORG Partners | 140.00 | $8.3k | 100% | Dec 2025 |
|
| Strategic Advocates | 126.00 | $7.8k | 0% | Mar 2026 |
|
| Us Bancorp | 100.00 | $5.9k | 0% | Dec 2025 |
|
| Mcguire Capital Advisors | 83.00 | $4.9k | 100% | Dec 2025 |
|
| Root Financial Partners | 81.00 | $5.0k | -76% | Mar 2026 |
|
| Adirondack Trust | 78.00 | $4.8k | 100% | Mar 2026 |
|
| Silicon Valley Capital Partners | 77.00 | $4.8k | 100% | Mar 2026 |
|
| Rossby Financial, LCC | 65.00 | $4.2k | 0% | Mar 2026 |
|
| Napier Financial | 64.00 | $4.0k | 100% | Mar 2026 |
|
| Hantz Financial Services | 51.00 | $3.0k | 100% | Mar 2026 |
|
| Pnc Financial Services | 34.00 | $2.1k | 0% | Mar 2026 |
|
| Elevated Capital Advisors | 31.00 | $1.9k | 0% | Mar 2026 |
|
| Ancora Advisors | 21.00 | $1.3k | 75% | Mar 2026 |
|
| Truvestments Capital | 20.00 | $1.2k | 100% | Mar 2026 |
|
| Strategic Wealth Partners | 18.00 | $1.1k | 0% | Mar 2026 |
|
| Signature | 16.00 | $984.000000 | 0% | Mar 2026 |
|
| McIlrath & Eck | 16.00 | $990.000000 | 100% | Mar 2026 |
|
| Horizon Investments | 8.00 | $472.000000 | 0% | Dec 2025 |
|
Who sold out of Roundhill Generative Ai & Technology Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kingsview Wealth Management | Dec 2025 | 109k | $6.4M |
| Belvedere Trading | Dec 2025 | 17k | $989k |
| Cetera Investment Advisers | Dec 2025 | 14k | $844k |
| Wealth Enhancement Advisory Services | Dec 2025 | 14k | $827k |
| Hrt Financial | Dec 2025 | 12k | $699k |
| Toroso Investments | Dec 2025 | 6.6k | $388k |
| Marshall Wace | Sep 2025 | 4.6k | $285k |
| Sontag Advisory | Dec 2025 | 4.2k | $247k |
| Custom Index Systems | Dec 2025 | 3.9k | $233k |
| Goss Wealth Management | Dec 2025 | 3.9k | $230k |
| Advyzon Investment Management | Dec 2025 | 3.6k | $209k |
| Oxinas Partners Wealth Management | Dec 2025 | 3.5k | $204k |
| Price Capital Management | Dec 2025 | 3.3k | $199k |
| Cranbrook Wealth Management | Dec 2025 | 2.5k | $150k |
| Creative Financial Designs | Dec 2025 | 1.7k | $99k |
| Flagship Harbor Advisors | Dec 2025 | 1.3k | $77k |
| Jpmorgan Chase & Co | Sep 2025 | 1.3k | $80k |
| Advisory Services Network | Sep 2025 | 1.2k | $73k |
| SRS Capital Advisors | Dec 2025 | 69.00 | $4.1k |