§ EQUITY
USDCHAT
ROUNDHILL GEN AI & TECH ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
149 increased/new, 30 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 997K | 4.8% | +4% |
| LPL Financial LLC | 538K | 0.0% | +3% |
| Gradient Investments LLC | 368K | 0.4% | +3% |
| Mirae Asset Global Investments Co., Ltd. | 94K | n/a | n/a |
| Citadel Advisors | 79K | 0.0% | −36% |
| Quadcap Wealth Management, LLC | 70K | 0.5% | +7% |
◇ AC INTELLIGENCE
Top institutional owners for CHAT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER93.2% · 134 holders
TACTICAL / MACRO5.1% · 1 holder
DEALER / BANK1.7% · 12 holders
SYSTEMATIC / QUANT0.0% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CHAT in the last 180 days.