Who Owns ROUNDHILL (CHAT)? -- Institutional Holders (2026-06-30)

229 institutions reported holding $452.6M of ROUNDHILL (CHAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MAINSTAY CAPITAL MANAGEMENT LLC /ADV ($98.0M), LPL Financial LLC ($65.9M), Gradient Investments LLC ($27.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($23.8M), COMMONWEALTH EQUITY SERVICES, LLC ($16.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$98.0M	992,705	Trimmed
2	LPL Financial LLC	$65.9M	667,470	Added
3	Gradient Investments LLC	$27.6M	279,378	Trimmed
4	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$23.8M	241,234	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$16.1M	163,188	Added
6	OLD MISSION CAPITAL LLC	$14.1M	143,248	Added
7	Mirae Asset Global Investments Co., Ltd.	$9.9M	100,000	Added
8	Janney Montgomery Scott LLC	$8.2M	82,761	Added
9	Berbice Capital Management LLC	$7.9M	79,814	Added
10	Summit Financial, LLC	$7.7M	78,162	Added
11	Quadrature Capital Ltd	$7.6M	76,986	New
12	Gemmer Asset Management LLC	$7.0M	70,695	Added
13	Quadcap Wealth Management, LLC	$6.8M	69,330	Trimmed
14	CITADEL ADVISORS LLC	$6.7M	67,674	Trimmed
15	LaSalle St. Investment Advisors, LLC	$6.4M	64,968	Added
16	OSAIC HOLDINGS, INC.	$6.0M	60,777	Trimmed
17	MONETA GROUP INVESTMENT ADVISORS LLC	$5.5M	55,467	New
18	INSIGNEO ADVISORY SERVICES, LLC	$4.9M	49,719	New
19	Brookstone Capital Management	$4.2M	42,254	Added
20	Cambridge Investment Research Advisors, Inc.	$3.7M	37,542	Added
21	MONEY CONCEPTS CAPITAL CORP	$3.6M	36,251	Added
22	MGO ONE SEVEN LLC	$3.5M	35,100	Added
23	UBS Group AG	$3.4M	34,551	Added
24	Mattson Financial Services, LLC	$3.4M	40,631	Trimmed
25	ENVESTNET ASSET MANAGEMENT INC	$3.0M	30,656	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30