Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Cambridge Investment Research Advisors’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Buy
29,771
+8,780
+42% +$550K ﹤0.01% 1655
2025
Q4 		$1.24M Buy
20,991
+3,556
+20% +$221K ﹤0.01% 1926
2025
Q3 		$1.07M Sell
17,435
-5,779
-25% -$311K ﹤0.01% 2003
2025
Q2 		$1.13M Buy
23,214
+16,557
+249% +$659K ﹤0.01% 1852
2025
Q1 		$232K Buy
+6,657
New +$268K ﹤0.01% 3085

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Cambridge Investment Research Advisors's CHAT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 42% in Q1 2026, buying an estimated $550K and bringing the position to 29,771 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Cambridge Investment Research Advisors first reported a position in CHAT in Q1 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Cambridge Investment Research Advisors held 29,771 shares of Roundhill Generative AI & Technology ETF worth $1.84M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 8,780 Roundhill Generative AI & Technology ETF shares in Q1 2026, an estimated $550K.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1655 holding.
  • Cambridge Investment Research Advisors first reported a position in Roundhill Generative AI & Technology ETF in Q1 2025 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.