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Roundhill Generative Ai & Technology Etf shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roundhill Generative Ai & Technology Etf by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $288k 2.9k 98.67

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Top funds holding Roundhill Generative Ai & Technology Etf

Mainstay Capital Management
LPL Financial
Gradient Investments
Susquehanna International
Commonwealth Equity Services
Old Mission Capital
Mirae Asset Global Investments
Janney Montgomery Scott
Berbice Capital Management
Summit Financial
Quadrature Capital
Gemmer Asset Management
Quadcap Wealth Management
Citadel Advisors
LaSalle St. Investment Advisors

View all funds holding Roundhill Generative Ai & Technology Etf