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Roundhill Generative Ai & Technology Etf shares owned by Valley National Advisers

Quarter-by-quarter ownership of Roundhill Generative Ai & Technology Etf (CHAT) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers investment in Roundhill Generative Ai & Technology Etf

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All positions including Roundhill Generative Ai & Technology Etf held by Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 19k 61.47
2025-06-30 $660k 14k 48.72
2025-03-31 $488k 14k 34.82
2024-12-31 $563k 14k 40.46
2024-09-30 $522k 14k 37.38
2024-06-30 $477k 13k 37.26
2024-03-31 $205k 5.8k 35.50

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View all positions for Valley National Advisers

Top funds holding Roundhill Generative Ai & Technology Etf

Jane Street
LPL Financial
Gradient Investments
Susquehanna International
Price Capital Management
Citadel Advisors
Commonwealth Equity Services
Simplex Trading
Gemmer Asset Management
Barclays
Quadcap Wealth Management
Summit Financial
Mattson Financial Services
Envestnet Asset Management
Janney Montgomery Scott

View all funds holding Roundhill Generative Ai & Technology Etf