ROUNDHILL GEN AI & TECH ETF (CHAT) Institutional Ownership Changes & 13F Activity

ROUNDHILL GEN AI & TECH ETF (CHAT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Old Mission Capital Llc, Susquehanna International Group, Llp, Citadel Advisors Llc, Moneta Group Investment Advisors Llc, and Insigneo Advisory Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+235+5.2%4,796$473.25KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-74,720-94.7%4,174$411.89KQ2 2026Sep 02, 2026
Brown Financial AdvisorsSell-937-23.5%3,043$300.28KQ2 2026Aug 26, 2026
Gill Capital Partners, LlcBuy+1,371+47.9%4,232$417.58KQ2 2026Aug 20, 2026
Equitable Holdings, Inc.Buy+8,522+60.8%22,529$2.22MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+605+8.4%7,791$768.82KQ2 2026Aug 17, 2026
Old Mission Capital LlcBuy+131,282+1097.1%143,248$14.14MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+101,534101,534$10.02MQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+55,46755,467$5.47MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+49,71949,719$4.91MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+24,43524,435$2.41MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+3,6123,612$356.44KQ2 2026Aug 14, 2026
Group One Trading LlcBuy+3,554+238.2%5,046$497.94KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+3,4003,400$335.51KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+3,2933,293$324.95KQ2 2026Aug 14, 2026
Betterment LlcBuy+3,1133,113$307.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-3,078-4.8%60,777$6.00MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+3,0023,002$296.24KQ2 2026Aug 14, 2026
Jt Stratford LlcBuy+2,7762,776$273.94KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+2,6002,600$256.57KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+2,428+87.0%5,220$515.14KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+2,3742,374$234.27KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+950+81.4%2,117$209.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+309309$30.49KQ2 2026Aug 14, 2026
Kcm Investment Advisors LlcBuy+300+6.3%5,097$502.97KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+245245$24.18KQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-160-25.7%462$45.59KQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+58+69.9%141$13.87KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3131$3.04KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2525$2.47KQ2 2026Aug 14, 2026
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Frequently asked questions about CHAT activity

  • Which institutional owners are buying CHAT?

    Institutional owners buying CHAT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CHAT activity?

    "Buy" means an investor increased their reported position in CHAT compared to the prior reporting period. This reflects growing exposure to ROUNDHILL GEN AI & TECH ETF (CHAT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CHAT increasing?

    Institutional interest in CHAT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.