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Roundhill Generative AI & Technology ETF (CHAT) Institutional Ownership

Roundhill Generative AI & Technology ETF logo
$82.34 +1.91 (+2.37%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Roundhill Generative AI & Technology ETF (NYSEARCA:CHAT)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$17.08M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$7.40M
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CHAT Institutional Buying and Selling by Quarter

Roundhill Generative AI & Technology ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2026 Janney 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%
2/11/2026 Janney 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%
1/23/2026 Farther Finance Advisors LLC5,449$321K0.0%N/A0.033%
1/21/2026 Flagship Harbor Advisors LLC1,301$77K0.0%N/A0.008%
1/21/2026 Allen Mooney & Barnes Investment Advisors LLC3,700$218K0.0%N/A0.022%
1/20/2026Jackson Wealth Management LLC4,506$266K0.0%+29.4%0.027%
12/2/2025 IFP 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%
11/12/2025 Creative Financial Designs Inc. ADV1,635$101K0.0%N/A0.010%
11/10/2025 Cary 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%
7/17/2025 Janney 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%
8/9/2023Flow Traders U.S. LLC25,332$729K0.0%N/A0.844%


CHAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHAT shares?

During the previous two years, 21 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), OLD Mission Capital LLC ($909K), Flow Traders U.S. LLC ($829K), Valeo Financial Advisors LLC ($706K), Berbice Capital Management LLC ($637K), and Cary Street Partners Financial LLC ($558K).Learn more on Roundhill Generative AI & Technology ETF's institutional investors.

Which institutional investors have been buying Roundhill Generative AI & Technology ETF's stock?

Of the 20 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 ($9.59K).

How much institutional buying is happening at Roundhill Generative AI & Technology ETF?

Institutional investors have bought a total of 309,636 shares in the last 24 months. This purchase volume represents approximately $17.08M in transactions.

Which of Roundhill Generative AI & Technology ETF's major shareholders have been selling company stock?

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

How much institutional selling is happening at Roundhill Generative AI & Technology ETF?

Institutional investors have sold a total of 125,459 shares in the last 24 months. This volume of shares sold represents approximately $7.40M in transactions.


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This page (NYSEARCA:CHAT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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