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 | 997k | $62M | 4% | Mar 2026 |
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| LPL Financial | 538k | $33M | 3% | Mar 2026 |
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| Gradient Investments | 279k | $28M | -24% | Jun 2026 |
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| Citadel Advisors | 183k | $11M | 2% | Mar 2026 |
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| Commonwealth Equity Services | 163k | $16M | 327% | Jun 2026 |
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| Mirae Asset Global Investments | 94k | $5.8M | 100% | Mar 2026 |
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| Berbice Capital Management | 80k | $7.9M | 194% | Jun 2026 |
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| Janney Montgomery Scott | 73k | $4.5M | 15% | Mar 2026 |
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| Quadcap Wealth Management | 69k | $6.8M | -1% | Jun 2026 |
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| Jane Street | 69k | $4.3M | -79% | Mar 2026 |
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| Advisor Group Holdings | 64k | $3.9M | 6% | Mar 2026 |
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| Mattson Financial Services | 57k | $3.5M | 2% | Mar 2026 |
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| Summit Financial | 54k | $3.3M | -2% | Mar 2026 |
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| LaSalle St. Investment Advisors | 53k | $3.3M | 100% | Mar 2026 |
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| Gemmer Asset Management | 44k | $2.7M | -36% | Mar 2026 |
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| Susquehanna International | 40k | $2.5M | -84% | Mar 2026 |
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| Cambridge Investment Research Advisors | 38k | $3.7M | 26% | Jun 2026 |
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| We Are One Seven | 35k | $3.5M | 88% | Jun 2026 |
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| Gts Securities | 34k | $2.1M | 531% | Mar 2026 |
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| Envestnet Asset Management | 31k | $1.9M | -47% | Mar 2026 |
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| Flow Traders US | 29k | $1.8M | 100% | Mar 2026 |
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| Unique Wealth | 26k | $1.6M | 9% | Mar 2026 |
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| VectorGlobal I | 24k | $1.5M | 100% | Mar 2026 |
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| Box Hill Private Wealth | 23k | $2.2M | 14% | Jun 2026 |
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| Claudia M.p. Batlle, Crp | 22k | $1.4M | 8% | Mar 2026 |
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| Visionary Wealth Advisors | 22k | $1.3M | 0% | Mar 2026 |
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| Belvedere Trading | 21k | $2.1M | 100% | Jun 2026 |
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| Providence First Trust | 21k | $2.1M | 17% | Jun 2026 |
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| Venture Visionary Partners | 20k | $1.3M | -5% | Mar 2026 |
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| Valley National Advisers | 20k | $2.0M | 0% | Jun 2026 |
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| WealthPlan Investment Management | 19k | $1.9M | 18% | Jun 2026 |
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| Stifel Financial | 19k | $1.2M | 55% | Mar 2026 |
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| Money Concepts Capital Corp | 18k | $1.1M | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 17k | $1.0M | -10% | Mar 2026 |
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| Equitable Holdings | 14k | $826k | 17% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 14k | $1.4M | 100% | Jun 2026 |
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| SeaCrest Wealth Management | 14k | $1.4M | -3% | Jun 2026 |
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| UBS Group | 14k | $842k | 103% | Mar 2026 |
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| Integrated Advisors Network | 12k | $762k | -16% | Mar 2026 |
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| Creative Planning | 12k | $750k | 6% | Mar 2026 |
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| Hanson McClain Advisors | 12k | $745k | 19% | Mar 2026 |
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| Old Mission Capital | 12k | $740k | -88% | Mar 2026 |
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| Howard Financial Services | 12k | $1.2M | 100% | Jun 2026 |
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| Stratos Wealth Partners | 11k | $678k | 17% | Mar 2026 |
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| Endowment Wealth Management | 11k | $663k | 14% | Mar 2026 |
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| Resources Investment Advisors | 10k | $638k | 100% | Mar 2026 |
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| International Assets Investment Management | 9.9k | $639k | -14% | Mar 2026 |
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| Beacon Financial Advisory | 9.8k | $608k | 0% | Mar 2026 |
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| VestGen Advisors | 9.5k | $801k | 39% | Mar 2026 |
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| Cary Street Partners Financial | 9.1k | $896k | 0% | Jun 2026 |
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| Brookwood Investment Group | 8.9k | $878k | -10% | Jun 2026 |
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| AE Wealth Management | 8.8k | $547k | 15% | Mar 2026 |
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| Private Advisor | 8.8k | $543k | -2% | Mar 2026 |
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| Mariner Wealth Advisors | 8.0k | $495k | 83% | Mar 2026 |
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| GFS Advisors | 8.0k | $1.0M | 100% | Mar 2026 |
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| Colony | 7.5k | $464k | 19% | Mar 2026 |
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| MCF Advisors | 7.3k | $450k | 728100% | Mar 2026 |
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| Sivia Capital Partners | 7.2k | $710k | 0% | Jun 2026 |
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| United Capital Financial Advisers | 7.2k | $445k | 34% | Mar 2026 |
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| Kovack Advisors | 7.0k | $686k | 100% | Jun 2026 |
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| Valeo Financial Advisors | 6.8k | $673k | 0% | Jun 2026 |
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| Redhawk Wealth Advisors | 6.7k | $662k | 41% | Jun 2026 |
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| Raymond James Financial | 6.7k | $412k | 22% | Mar 2026 |
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| Brookstone Capital Management | 6.6k | $409k | 15% | Mar 2026 |
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| Belpointe Asset Management | 6.6k | $646k | 100% | Jun 2026 |
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| Ashton Thomas Private Wealth | 6.5k | $638k | -1% | Jun 2026 |
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| Wealthcare Advisory Partners | 6.4k | $627k | 0% | Jun 2026 |
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| Armstrong Advisory Group | 6.2k | $615k | -15% | Jun 2026 |
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| Comprehensive Portfolio Management | 6.1k | $380k | 100% | Mar 2026 |
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| Gladstone Institutional Advisory | 5.9k | $581k | 0% | Jun 2026 |
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| Savvy Advisors | 5.6k | $349k | 100% | Mar 2026 |
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| PFG Investments | 5.5k | $547k | 64% | Jun 2026 |
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| Farther Finance Advisors | 5.5k | $543k | 0% | Jun 2026 |
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| Stephens | 5.3k | $519k | 1% | Jun 2026 |
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| Paladin Wealth | 5.2k | $510k | -11% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 5.1k | $319k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 4.9k | $304k | 41% | Mar 2026 |
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| KCM Investment Advisors | 4.8k | $297k | 2% | Mar 2026 |
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| Noble Wealth Management PBC | 4.8k | $472k | 69% | Jun 2026 |
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| Allen Mooney & Barnes Investment Advisors | 4.7k | $464k | 27% | Jun 2026 |
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| Integrated Wealth Concepts | 4.6k | $282k | 24% | Mar 2026 |
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| Evergreen Wealth Solutions | 4.5k | $279k | -73% | Mar 2026 |
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| Jackson Wealth Management | 4.5k | $279k | 0% | Mar 2026 |
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| Kestra Advisory Services | 4.5k | $442k | -26% | Jun 2026 |
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| Bright Futures Wealth Management | 4.5k | $440k | 100% | Jun 2026 |
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| Moors & Cabot | 4.4k | $272k | -3% | Mar 2026 |
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| Brown Wealth Management | 4.3k | $265k | 10% | Mar 2026 |
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| Morgan Stanley | 4.2k | $262k | 96% | Mar 2026 |
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| McAdam | 4.1k | $253k | 100% | Mar 2026 |
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| Brown Financial Advisors | 4.0k | $246k | -3% | Mar 2026 |
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| Strategic Financial Concepts | 3.9k | $384k | 100% | Jun 2026 |
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| Tempus Wealth Planning | 3.8k | $236k | 0% | Mar 2026 |
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| Trexquant Investment | 3.6k | $221k | -17% | Mar 2026 |
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| Rollins Financial Advisors | 3.5k | $215k | 100% | Mar 2026 |
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| Simplex Trading | 3.3k | $205k | -96% | Mar 2026 |
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| Fortis Capital Advisors | 3.1k | $309k | 100% | Jun 2026 |
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| Sunpointe | 3.1k | $306k | 100% | Jun 2026 |
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| 3Chopt Investment Partners | 3.1k | $305k | 100% | Jun 2026 |
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| Merit Financial Group | 3.0k | $301k | 100% | Jun 2026 |
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| Benjamin Edwards | 3.0k | $296k | 100% | Jun 2026 |
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| Goss Wealth Management | 2.9k | $179k | -26% | Mar 2026 |
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| Columbia Advisory Partners | 2.9k | $285k | 100% | Jun 2026 |
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| Gill Capital Partners | 2.9k | $177k | 100% | Mar 2026 |
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| Wells Fargo & Company | 2.8k | $173k | 179% | Mar 2026 |
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| Berman McAleer | 2.6k | $257k | 100% | Jun 2026 |
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| TCG Advisory Services | 2.3k | $225k | 100% | Jun 2026 |
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| Jackson, Grant Investment Advisers | 2.3k | $225k | 0% | Jun 2026 |
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| Independent Wealth Advisors | 2.3k | $223k | 100% | Jun 2026 |
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| Valley Brook Capital Group | 2.2k | $218k | 100% | Jun 2026 |
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| Sun Group Wealth Partners | 2.1k | $209k | 100% | Jun 2026 |
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| Streettalk Advisors | 2.1k | $207k | 100% | Jun 2026 |
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| ZEGA Investments | 2.1k | $206k | 100% | Jun 2026 |
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| Beacon Capital Management | 2.1k | $205k | 100% | Jun 2026 |
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| Harbour Investments | 2.1k | $127k | -37% | Mar 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 | 50% | Jun 2026 |
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| Group One Trading | 1.5k | $92k | -84% | Mar 2026 |
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| Evolution Wealth Management | 1.4k | $85k | 0% | Mar 2026 |
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| Ronald Blue Trust | 1.2k | $77k | 164% | Mar 2026 |
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| Spire Wealth Management | 1.2k | $76k | 23% | Mar 2026 |
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| Royal Bank of Canada | 1.2k | $72k | 100% | Mar 2026 |
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| IFP Advisors | 1.0k | $63k | 0% | Mar 2026 |
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| Advisory Services Network | 945.00 | $58k | 100% | Mar 2026 |
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| Geneos Wealth Management | 922.00 | $57k | -39% | Mar 2026 |
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| Legacy Wealth Managment | 918.00 | $57k | 0% | Mar 2026 |
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| Barclays | 800.00 | $50k | -50% | Mar 2026 |
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| Hartland & Co | 640.00 | $40k | 15% | Mar 2026 |
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| Signature Equity Partners | 635.00 | $63k | 100% | Jun 2026 |
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| Parallel Advisors | 633.00 | $39k | 0% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 622.00 | $39k | 335% | Mar 2026 |
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| EverSource Wealth Advisors | 569.00 | $56k | 90% | Jun 2026 |
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| Evermay Wealth Management | 545.00 | $54k | 100% | Jun 2026 |
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| Bank Of Montreal | 506.00 | $31k | 100% | Mar 2026 |
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| CNB Bank | 486.00 | $30k | 100% | Mar 2026 |
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| Private Trust Co Na | 469.00 | $46k | -14% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 442.00 | $44k | 0% | Jun 2026 |
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| Morse Asset Management | 430.00 | $27k | 0% | Mar 2026 |
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| Huntington National Bank | 351.00 | $22k | 0% | Mar 2026 |
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| Larson Financial Group | 333.00 | $21k | 0% | Mar 2026 |
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| Assetmark | 299.00 | $30k | 0% | Jun 2026 |
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| Synergy Investment Management | 290.00 | $18k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 288.00 | $18k | 21% | Mar 2026 |
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| Vision Financial Markets | 274.00 | $26k | 0% | Jun 2026 |
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| Financial Consulate | 248.00 | $25k | 0% | Jun 2026 |
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| Roble, Belko & Company | 216.00 | $21k | 0% | Jun 2026 |
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| Gen-Wealth Partners | 204.00 | $13k | 0% | Mar 2026 |
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| Triumph Capital Management | 203.00 | $13k | 0% | Mar 2026 |
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| Innovative Asset Advisors Group | 200.00 | $12k | 100% | Mar 2026 |
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| CWM | 189.00 | $12k | -17% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 167.00 | $10k | 100% | Mar 2026 |
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| Financial Freedom | 161.00 | $10k | 100% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 161.00 | $10k | 347% | Mar 2026 |
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| Sunbelt Securities | 161.00 | $10k | 0% | Mar 2026 |
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| ROSS\JOHNSON & Associates | 150.00 | $9.3k | 0% | Mar 2026 |
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| Strategic Advocates | 126.00 | $7.8k | 0% | Mar 2026 |
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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 |
| Cetera Investment Advisers | Dec 2025 | 14k | $844k |
| Wealth Enhancement Advisory Services | Dec 2025 | 14k | $827k |
| Kestra Private Wealth Services | Mar 2026 | 13k | $803k |
| Hrt Financial | Dec 2025 | 12k | $699k |
| Toroso Investments | Dec 2025 | 6.6k | $388k |
| Atomi Financial Group | Dec 2025 | 6.1k | $362k |
| Quadrature Capital | Dec 2025 | 5.5k | $325k |
| Sontag Advisory | Dec 2025 | 4.2k | $247k |
| Custom Index Systems | Dec 2025 | 3.9k | $233k |
| 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 |
| Flagship Harbor Advisors | Dec 2025 | 1.3k | $77k |