Roundhill Generative AI & Technology ETF (CHAT)

ETF ยท NYSE Arca

Roundhill Generative AI & Technology ETF (CHAT) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 17, 2023.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
May 17, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 214 institutions reported holding CHAT, with 4.4 million shares worth $429.2 million in aggregate. The largest reported holder was Mainstay Capital Management LLC /Adv, with 992,705 shares worth $98.0 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Mainstay Capital Management LLC /Adv992,705$98MReduced 0.46%
Lpl Financial667,470$66MAdded 24.04%
Gradient Investments279,378$28MReduced 24.13%
Commonwealth Equity Services163,188$16MAdded 326.57%
Old Mission Capital143,248$14MAdded 1097.13%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CHAT?

Roundhill Generative AI & Technology ETF (CHAT) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 17, 2023.

Who are the largest institutional holders of CHAT?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CHAT were Mainstay Capital Management LLC /Adv, Lpl Financial and Gradient Investments.

How many institutions own CHAT?

214 institutions reported a position in CHAT for the quarter ended June 30, 2026, worth $429.2 million in total.

Did institutions buy or sell CHAT last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for CHAT.

Every reported institutional holder, plus insider and congressional trades in CHAT, on SentiSense.