Who Owns ROUNDHILL GENERATIVE AI AND TECH ETF (CHAT)? -- Institutional Holders (2026-06-30)

105 institutions reported holding $151.0M of ROUNDHILL GENERATIVE AI AND TECH ETF (CHAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($27.6M), COMMONWEALTH EQUITY SERVICES, LLC ($16.1M), Mirae Asset Global Investments Co., Ltd. ($9.9M), Berbice Capital Management LLC ($7.9M), Cambridge Investment Research Advisors, Inc. ($7.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Gradient Investments LLC$27.6M279,378Trimmed
2COMMONWEALTH EQUITY SERVICES, LLC$16.1M163,188Added
3Mirae Asset Global Investments Co., Ltd.$9.9M100,000Added
4Berbice Capital Management LLC$7.9M79,814Added
5Cambridge Investment Research Advisors, Inc.$7.4M75,084Added
6Gemmer Asset Management LLC$7.0M70,695Added
7Quadcap Wealth Management, LLC$6.8M69,330Trimmed
8Brookstone Capital Management$4.2M42,254Added
9MONEY CONCEPTS CAPITAL CORP$3.6M36,251Added
10MGO ONE SEVEN LLC$3.5M35,100Added
11Mattson Financial Services, LLC$3.4M40,631Trimmed
12ENVESTNET ASSET MANAGEMENT INC$3.0M30,656Trimmed
13UNIQUE WEALTH, LLC$2.9M29,516Added
14Concurrent Investment Advisors, LLC$2.4M23,852Added
15SEAVIEW INVESTMENT MANAGERS LLC$2.3M23,646Added
16Box Hill Private Wealth LLC$2.2M22,537Added
17Private Advisor Group, LLC$2.2M22,314Added
18Belvedere Trading LLC$2.1M21,159New
19Providence First Trust Co$2.1M21,031Added
20Venture Visionary Partners LLC$2.0M20,261Trimmed
21VALLEY NATIONAL ADVISERS INC$2.0M20,198Hold
22WealthPlan Investment Management, LLC$1.9M19,248Added
23Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.4M13,996New
24SeaCrest Wealth Management, LLC$1.4M13,687Trimmed
25HOWARD FINANCIAL SERVICES, LTD.$1.2M11,764New

Source: SEC Form 13F filings · as of 2026-06-30