ROUNDHILL GEN AI & TECH ETF (CHAT) Institutional Shareholders
ROUNDHILL GEN AI & TECH ETF (CHAT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $272.41M in CHAT holdings during the latest filing period.
Mainstay Capital Management Llc is currently the largest disclosed institutional shareholder of CHAT tracked by InsiderSet, reporting ownership valued at approximately $61.68M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $89.84M, representing an estimated gain of +45.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed CHAT value among the investors covered in this analysis. Major shareholders include Mainstay Capital Management Llc, Lpl Financial Llc, Gradient Investments Llc, and several other long-term asset managers with concentrated positions in ROUNDHILL GEN AI & TECH ETF (CHAT).
This page ranks the largest institutional CHAT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
177
Total Reported Value
$272.41M
Largest Holder
Mainstay Capital Management Llc
Largest Position
$61.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
172
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mainstay Capital Management Llc | 4.76% | 997,326 | $61,684,595 | $89,839,126 | +$28,154,531 | +45.64% | |
| Lpl Financial Llc | 0.01% | 538,123 | $33,282,875 | $48,474,120 | +$15,191,245 | +45.64% | |
| Gradient Investments Llc | 0.38% | 279,378 | $27,569,037 | $25,166,370 | -$2,402,667 | -8.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 163,188 | $16,103,398 | $14,699,975 | -$1,403,423 | -8.72% | |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | 100,000 | $9,868,000 | $9,008,000 | -$860,000 | -8.72% | |
| Berbice Capital Management Llc | 4.08% | 79,814 | $7,876,046 | $7,189,645 | -$686,401 | -8.72% | |
| Gemmer Asset Management Llc | 0.47% | 70,695 | $6,976,193 | $6,368,206 | -$607,987 | -8.72% | |
| Quadcap Wealth Management, Llc | 0.67% | 69,330 | $6,841,489 | $6,245,246 | -$596,243 | -8.72% | |
| Citadel Advisors Llc | 0.00% | 78,894 | $4,879,594 | $7,106,772 | +$2,227,178 | +45.64% | |
| Brookstone Capital Management | 0.04% | 42,254 | $4,169,656 | $3,806,240 | -$363,416 | -8.72% | |
| Jane Street Group, Llc | 0.00% | 64,791 | $4,007,323 | $5,836,373 | +$1,829,050 | +45.64% | |
| Osaic Holdings, Inc. | 0.01% | 63,855 | $3,949,462 | $5,752,058 | +$1,802,596 | +45.64% | |
| Mgo One Seven Llc | 0.06% | 35,100 | $3,463,662 | $3,161,808 | -$301,854 | -8.71% | |
| Mattson Financial Services, Llc | 0.71% | 40,631 | $3,402,034 | $3,660,040 | +$258,006 | +7.58% | |
| Summit Financial, Llc | 0.04% | 53,461 | $3,306,592 | $4,815,767 | +$1,509,175 | +45.64% | |
| Lasalle St. Investment Advisors, Llc | 0.46% | 52,993 | $3,277,617 | $4,773,609 | +$1,495,992 | +45.64% | |
| Envestnet Asset Management Inc | 0.00% | 30,656 | $3,025,134 | $2,761,492 | -$263,642 | -8.72% | |
| Unique Wealth, Llc | 0.34% | 29,516 | $2,912,639 | $2,658,801 | -$253,838 | -8.72% | |
| Concurrent Investment Advisors, Llc | 0.02% | 23,852 | $2,353,669 | $2,148,588 | -$205,081 | -8.71% | |
| Seaview Investment Managers Llc | 0.70% | 23,646 | $2,333,387 | $2,130,032 | -$203,355 | -8.72% | |
| Box Hill Private Wealth Llc | 1.78% | 22,537 | $2,223,943 | $2,030,133 | -$193,810 | -8.71% | |
| Private Advisor Group, Llc | 0.01% | 22,314 | $2,201,947 | $2,010,045 | -$191,902 | -8.72% | |
| Gts Securities Llc | 0.08% | 34,430 | $2,129,496 | $3,101,454 | +$971,958 | +45.64% | |
| Providence First Trust Co | 0.58% | 21,031 | $2,075,339 | $1,894,472 | -$180,867 | -8.72% | |
| Venture Visionary Partners Llc | 0.06% | 20,261 | $1,999,420 | $1,825,111 | -$174,309 | -8.72% | |
| Valley National Advisers Inc | 0.22% | 20,198 | $1,993,148 | $1,819,436 | -$173,712 | -8.72% | |
| Belvedere Trading Llc | 0.16% | 19,659 | $1,939,950 | $1,770,883 | -$169,067 | -8.72% | |
| Wealthplan Investment Management, Llc | 0.09% | 19,248 | $1,899,368 | $1,733,860 | -$165,508 | -8.71% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.02% | 13,996 | $1,381,126 | $1,260,760 | -$120,366 | -8.72% | |
| Seacrest Wealth Management, Llc | 0.15% | 13,687 | $1,350,645 | $1,232,925 | -$117,720 | -8.72% | |
| Visionary Wealth Advisors | 0.06% | 21,701 | $1,342,231 | $1,954,826 | +$612,595 | +45.64% | |
| Howard Financial Services, Ltd. | 0.12% | 11,764 | $1,160,872 | $1,059,701 | -$101,171 | -8.72% | |
| Stifel Financial Corp | 0.00% | 18,667 | $1,154,568 | $1,681,523 | +$526,955 | +45.64% | |
| International Assets Investment Management, Llc | 0.07% | 11,737 | $1,097,644 | $1,057,269 | -$40,375 | -3.68% | |
| Cary Street Partners Financial Llc | 0.02% | 9,080 | $896,014 | $817,926 | -$78,088 | -8.71% | |
| Brookwood Investment Group Llc | 0.10% | 8,895 | $877,759 | $801,262 | -$76,497 | -8.72% | |
| Ubs Group Ag | 0.00% | 13,603 | $841,346 | $1,225,358 | +$384,012 | +45.64% | |
| Equitable Holdings, Inc. | 0.01% | 14,007 | $825,853 | $1,261,751 | +$435,898 | +52.78% | |
| Vestgen Advisors, Llc | 0.02% | 9,505 | $800,701 | $856,210 | +$55,509 | +6.93% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,600 | $788,927 | $774,688 | -$14,239 | -1.80% | |
| Integrated Advisors Network Llc | 0.04% | 12,314 | $761,637 | $1,109,245 | +$347,608 | +45.64% | |
| Creative Planning | 0.00% | 12,131 | $750,283 | $1,092,760 | +$342,477 | +45.65% | |
| Allworth Financial Lp | 0.00% | 12,043 | $744,883 | $1,084,833 | +$339,950 | +45.64% | |
| Old Mission Capital Llc | 0.02% | 11,966 | $740,097 | $1,077,897 | +$337,800 | +45.64% | |
| Sivia Capital Partners, Llc | 0.09% | 7,195 | $710,003 | $648,126 | -$61,877 | -8.72% | |
| Kovack Advisors, Inc. | 0.03% | 6,996 | $685,793 | $630,200 | -$55,593 | -8.11% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 10,955 | $677,608 | $986,826 | +$309,218 | +45.63% | |
| Valeo Financial Advisors, Llc | 0.01% | 6,824 | $673,374 | $614,706 | -$58,668 | -8.71% | |
| Endowment Wealth Management, Inc. | 0.29% | 10,725 | $663,341 | $966,108 | +$302,767 | +45.64% | |
| Redhawk Wealth Advisors, Inc. | 0.07% | 6,704 | $661,576 | $603,896 | -$57,680 | -8.72% |
Frequently asked questions about CHAT
Who owns the most CHAT stock?
The largest holders of CHAT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ROUNDHILL GEN AI & TECH ETF (CHAT).
Is CHAT widely held by superinvestors?
Many widely followed stocks like CHAT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CHAT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.