Who owns Roundhill Generative AI & Technology ETF?
Institutional ownership of CHAT from SEC Form 13F filings across 158 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
158
13F holders
$243.6M
value, 2026 filers
12.7%
of shares outstanding (2.7M sh)
59
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CHAT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 667,470 | $65.9M | 0.0% | 3.2% | +24.0% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 163,188 | $16.1M | 0.0% | 0.8% | +326.6% |
| 3 | OLD MISSION CAPITAL LLC | 143,248 | $14.1M | 0.2% | 0.7% | +1097.1% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 101,534 | $10.0M | 0.0% | 0.5% | new |
| 5 | Mirae Asset Global Investments Co., Ltd. | 100,000 | $9.9M | 0.0% | 0.5% | +6.4% |
| 6 | Janney Montgomery Scott LLC | 82,761 | $8,167 | 0.0% | 0.4% | +13.9% |
| 7 | Berbice Capital Management LLC | 79,814 | $7.9M | 4.1% | 0.4% | +194.0% |
| 8 | Summit Financial, LLC | 78,162 | $7.7M | 0.1% | 0.4% | +46.2% |
| 9 | Cambridge Investment Research Advisors, Inc. | 75,084 | $7,410 | 0.0% | 0.4% | +152.2% |
| 10 | Gemmer Asset Management LLC | 70,695 | $7.0M | 0.5% | 0.3% | +60.3% |
| 11 | Quadcap Wealth Management, LLC | 69,330 | $6.8M | 0.7% | 0.3% | -1.0% |
| 12 | OSAIC HOLDINGS, INC. | 60,777 | $6.0M | 0.0% | 0.3% | -4.8% |
| 13 | MONETA GROUP INVESTMENT ADVISORS LLCNEW | 55,467 | $5.5M | 0.0% | 0.3% | new |
| 14 | INSIGNEO ADVISORY SERVICES, LLCNEW | 49,719 | $4.9M | 0.2% | 0.2% | new |
| 15 | Brookstone Capital Management | 42,254 | $4.2M | 0.0% | 0.2% | +539.4% |
| 16 | MONEY CONCEPTS CAPITAL CORP | 36,251 | $3.6M | 0.2% | 0.2% | +105.0% |
| 17 | MGO ONE SEVEN LLC | 35,100 | $3.5M | 0.1% | 0.2% | +87.6% |
| 18 | UBS Group AG | 34,551 | $3.4M | 0.0% | 0.2% | +154.0% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 30,656 | $3.0M | 0.0% | 0.1% | -1.9% |
| 20 | STIFEL FINANCIAL CORP | 29,250 | $2.9M | 0.0% | 0.1% | +56.7% |
| 21 | HRT FINANCIAL LPNEW | 24,435 | $2,411 | 0.0% | 0.1% | new |
| 22 | Concurrent Investment Advisors, LLC | 23,852 | $2.4M | 0.0% | 0.1% | +44.6% |
| 23 | SEAVIEW INVESTMENT MANAGERS LLC | 23,646 | $2.3M | 0.7% | 0.1% | +8.0% |
| 24 | Elequin Capital, LPNEW | 21,439 | $2.1M | 0.1% | 0.1% | new |
| 25 | Venture Visionary Partners LLC | 20,261 | $2.0M | 0.1% | 0.1% | -0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.