Who owns CHAT?
Roundhill Generative AI & Technology ETF · Roundhill
215 institutions reported holding CHAT, worth $435.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CHAT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mainstay Capital Management LLC | Grand Blanc, MI | $98.0M | 992,705 | −4,621 shares |
| LPL Financial LLC | Fort Mill, SC | $65.9M | 667,470 | +129,347 shares |
| Gradient Investments LLC | Arden Hills, MN | $27.6M | 279,378 | −88,872 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $16.1M | 163,188 | +124,932 shares |
| Old Mission Capital LLC | Chicago, IL | $14.1M | 143,248 | +131,282 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $10.0M | 101,534 | New position |
| Mirae Asset Global Investments Co., Ltd. | Seoul, South Korea | $9.9M | 100,000 | +6,000 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $8.2M | 82,761 | +10,111 shares |
| Berbice Capital Management LLC | Melville, NY | $7.9M | 79,814 | +52,665 shares |
| Summit Financial, LLC | Parsippany, NJ | $7.7M | 78,162 | +24,701 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CHAT?
215 institutional managers reported holding CHAT in Form 13F filings for June 30, 2026, worth $435.8M in total. The largest reported position was held by Mainstay Capital Management LLC, at $98.0M.
Did institutions buy or sell CHAT last quarter?
Reported 13F value rose 105.0% from March 31, 2026, which includes price moves as well as buying and selling. 85 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CHAT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.