Free Trial
→ The Iran War Isn’t Chaos. It’s Strategy. (From Behind the Markets) (Ad)tc pixel Free CHAT Stock Alerts

Roundhill Generative AI & Technology ETF (CHAT) Institutional Ownership

Roundhill Generative AI & Technology ETF logo
$89.17 -0.53 (-0.59%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$88.50 -0.67 (-0.75%)
As of 10/13/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$14.99M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$7.46M
Get CHAT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Roundhill Generative AI & Technology ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CHAT Institutional Buying and Selling by Quarter

Roundhill Generative AI & Technology ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC5,788$532K0.0%+5.2%0.028%
10/1/2026 Noble Wealth Management PBC12,430$1.14M0.5%+160.0%0.060%
9/9/2026NewEdge Advisors LLC3,666$362K0.0%+26.9%0.017%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC4,700$464K0.1%+27.0%0.022%
8/20/2026Gill Capital Partners LLC4,232$418K0.1%+47.9%0.020%
7/1/2026 Noble Wealth Management PBC4,780$472K0.2%+69.2%0.026%
6/3/2026NewEdge Advisors LLC2,889$179K0.0%-25.9%0.016%
5/21/2026Vestor Capital LLC1,250$77K0.0%+7,712.5%0.007%
4/22/2026Janney Montgomery Scott LLC72,650$4.49M0.0%+15.1%0.422%
2/18/2026NewEdge Advisors LLC3,897$230K0.0%+14.7%0.023%
2/13/2026Integrated Wealth Concepts LLC3,666$216K0.0%-11.6%0.022%
2/11/2026Janney Montgomery Scott LLC63,098$3.72M0.0%+41.4%0.377%
2/6/2026Berbice Capital Management LLC10,806$637K0.4%+89.1%0.065%
2/4/2026Valeo Financial Advisors LLC11,973$706K0.0%+37.1%0.072%
2/3/2026Price Capital Management Inc.3,300$199K1.5%-97.4%0.020%
2/3/2026Providence First Trust Co20,386$1.20M0.4%N/A0.122%
1/23/2026Farther Finance Advisors LLC5,449$321K0.0%N/A0.033%
1/21/2026Flagship Harbor Advisors LLC1,301$77K0.0%N/A0.008%
1/21/2026Allen Mooney & Barnes Investment Advisors LLC3,700$218K0.0%N/A0.022%
1/20/2026Jackson Wealth Management LLC4,506$266K0.0%+29.4%0.027%
12/2/2025IFP Advisors Inc828$51K0.0%+29.4%0.005%
11/17/2025NewEdge Advisors LLC3,397$209K0.0%+693.7%0.020%
11/17/2025Morse Asset Management Inc430$26K0.0%N/A0.003%
11/17/2025Integrated Wealth Concepts LLC4,145$255K0.0%N/A0.025%
11/13/2025Parallel Advisors LLC617$38K0.0%N/A0.004%
11/12/2025Creative Financial Designs Inc. ADV1,635$101K0.0%N/A0.010%
11/10/2025Cary Street Partners Financial LLC9,080$558K0.0%N/A0.055%
11/10/2025Price Capital Management Inc.128,280$7.89M9.3%N/A0.773%
11/3/2025Valeo Financial Advisors LLC8,736$537K0.0%N/A0.053%
10/3/2025Jackson Wealth Management LLC3,482$214K0.0%N/A0.025%
8/13/2025Marshall Wace LLP6,400$312K0.0%N/A0.080%
8/12/2025JPMorgan Chase & Co.1,300$63K0.0%N/A0.016%
7/17/2025Janney Montgomery Scott LLC23,876$1.17M0.0%+284.0%0.324%
5/16/2025NewEdge Advisors LLC6,338$221K0.0%+2,875.6%0.096%
5/15/2025OLD Mission Capital LLC26,085$909K0.0%N/A0.396%
5/14/2025Flow Traders U.S. LLC23,798$829K0.0%N/A0.362%
4/17/2025Janney Montgomery Scott LLC6,217$217K0.0%+12.7%0.091%
1/17/2025Janney Montgomery Scott LLC5,517$223K0.0%N/A0.134%
11/14/2024Flow Traders U.S. LLC25,421$951K0.0%N/A0.616%
5/9/2024RFP Financial Group LLC1,206$43K0.0%-26.0%0.029%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer.tc pixel

Watch the video to learn how this plan could affect you
8/9/2023Flow Traders U.S. LLC25,332$729K0.0%N/A0.844%


CHAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of Roundhill Generative AI & Technology ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($4.49M), Providence First Trust Co ($1.20M), Noble Wealth Management PBC ($1.14M), OLD Mission Capital LLC ($909K), Flow Traders U.S. LLC ($829K), Valeo Financial Advisors LLC ($706K), and Berbice Capital Management LLC ($637K).Learn more on Roundhill Generative AI & Technology ETF's institutional investors.

Of the 23 institutional investors that purchased Roundhill Generative AI & Technology ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Price Capital Management Inc. ($128.28K), Janney Montgomery Scott LLC ($51.90K), Flow Traders U.S. LLC ($49.22K), OLD Mission Capital LLC ($26.09K), Providence First Trust Co ($20.39K), Valeo Financial Advisors LLC ($11.97K), and NewEdge Advisors LLC ($10.37K).

Institutional investors have bought a total of 239,058 shares in the last 24 months. This purchase volume represents approximately $14.99M in transactions.

The following institutional investors have sold Roundhill Generative AI & Technology ETF stock in the last 24 months: Price Capital Management Inc. ($124.98K), NewEdge Advisors LLC ($1.01K), and Integrated Wealth Concepts LLC ($479.00).

Institutional investors have sold a total of 126,467 shares in the last 24 months. This volume of shares sold represents approximately $7.46M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CHAT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
This little-known gold fund distributes cash every Friday
Gold pays no dividends, no interest, no yield - it just sits there. Yet investors are reportedly collecting up...
Investors Alley | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Do this before December or regret it
Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monet...
Porter & Company | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel