Who Owns ROUNDHL GEN AI TECH ETF (CHAT)? -- Institutional Holders (2026-06-30)

225 institutions reported holding $452.3M of ROUNDHL GEN AI TECH ETF (CHAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MAINSTAY CAPITAL MANAGEMENT LLC /ADV ($98.0M), LPL Financial LLC ($65.9M), Gradient Investments LLC ($27.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($23.8M), COMMONWEALTH EQUITY SERVICES, LLC ($16.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MAINSTAY CAPITAL MANAGEMENT LLC /ADV$98.0M992,705Trimmed
2LPL Financial LLC$65.9M667,470Added
3Gradient Investments LLC$27.6M279,378Trimmed
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$23.8M241,234Added
5COMMONWEALTH EQUITY SERVICES, LLC$16.1M163,188Added
6OLD MISSION CAPITAL LLC$14.1M143,248Added
7Mirae Asset Global Investments Co., Ltd.$9.9M100,000Added
8Janney Montgomery Scott LLC$8.2M82,761Added
9Berbice Capital Management LLC$7.9M79,814Added
10Summit Financial, LLC$7.7M78,162Added
11Quadrature Capital Ltd$7.6M76,986New
12Gemmer Asset Management LLC$7.0M70,695Added
13Quadcap Wealth Management, LLC$6.8M69,330Trimmed
14CITADEL ADVISORS LLC$6.7M67,674Trimmed
15LaSalle St. Investment Advisors, LLC$6.4M64,968Added
16OSAIC HOLDINGS, INC.$6.0M60,777Trimmed
17MONETA GROUP INVESTMENT ADVISORS LLC$5.5M55,467New
18INSIGNEO ADVISORY SERVICES, LLC$4.9M49,719New
19Brookstone Capital Management$4.2M42,254Added
20Cambridge Investment Research Advisors, Inc.$3.7M37,542Added
21MONEY CONCEPTS CAPITAL CORP$3.6M36,251Added
22MGO ONE SEVEN LLC$3.5M35,100Added
23UBS Group AG$3.4M34,551Added
24Mattson Financial Services, LLC$3.4M40,631Trimmed
25ENVESTNET ASSET MANAGEMENT INC$3.0M30,656Trimmed

Source: SEC Form 13F filings · as of 2026-06-30