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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +235 | +5.2% | 4,796 | $473.25K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -74,720 | -94.7% | 4,174 | $411.89K | Q2 2026 | Sep 02, 2026 |
| Brown Financial Advisors | Sell | -937 | -23.5% | 3,043 | $300.28K | Q2 2026 | Aug 26, 2026 |
| Gill Capital Partners, Llc | Buy | +1,371 | +47.9% | 4,232 | $417.58K | Q2 2026 | Aug 20, 2026 |
| Equitable Holdings, Inc. | Buy | +8,522 | +60.8% | 22,529 | $2.22M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +605 | +8.4% | 7,791 | $768.82K | Q2 2026 | Aug 17, 2026 |
| Old Mission Capital Llc | Buy | +131,282 | +1097.1% | 143,248 | $14.14M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +101,534 | — | 101,534 | $10.02M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +55,467 | — | 55,467 | $5.47M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +49,719 | — | 49,719 | $4.91M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +24,435 | — | 24,435 | $2.41M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +3,612 | — | 3,612 | $356.44K | Q2 2026 | Aug 14, 2026 |
| Group One Trading Llc | Buy | +3,554 | +238.2% | 5,046 | $497.94K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +3,400 | — | 3,400 | $335.51K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +3,293 | — | 3,293 | $324.95K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +3,113 | — | 3,113 | $307.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -3,078 | -4.8% | 60,777 | $6.00M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +3,002 | — | 3,002 | $296.24K | Q2 2026 | Aug 14, 2026 |
| Jt Stratford Llc | Buy | +2,776 | — | 2,776 | $273.94K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +2,600 | — | 2,600 | $256.57K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,428 | +87.0% | 5,220 | $515.14K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +2,374 | — | 2,374 | $234.27K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +950 | +81.4% | 2,117 | $209.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +309 | — | 309 | $30.49K | Q2 2026 | Aug 14, 2026 |
| Kcm Investment Advisors Llc | Buy | +300 | +6.3% | 5,097 | $502.97K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +245 | — | 245 | $24.18K | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -160 | -25.7% | 462 | $45.59K | Q2 2026 | Aug 14, 2026 |
| Mcguire Capital Advisors Inc | Buy | +58 | +69.9% | 141 | $13.87K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +31 | — | 31 | $3.04K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +25 | — | 25 | $2.47K | Q2 2026 | Aug 14, 2026 |
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.