EH
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Equitable Holdings’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Equitable Holdings’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
Q2 		$2.22M Buy
22,529
+8,522
+61% +$729K 0.01% 705
2026
Q1 		$826K Buy
14,007
+1,997
+17% +$125K 0.01% 1050
2025
Q4 		$708K Buy
12,010
+2,308
+24% +$143K ﹤0.01% 988
2025
Q3 		$597K Buy
9,702
+4,020
+71% +$216K ﹤0.01% 1018
2025
Q2 		$277K Buy
+5,682
New +$226K ﹤0.01% 1221

Other funds holding CHAT

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Equitable Holdings's CHAT Position: Q2 2026 in Review

Equitable Holdings increased its Roundhill Generative AI & Technology ETF (CHAT) stake by 61% in Q2 2026, buying an estimated $729K and bringing the position to 22,529 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #705.

Equitable Holdings first reported a position in CHAT in Q2 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold CHAT as of Q2 2026.

  • Equitable Holdings held 22,529 shares of Roundhill Generative AI & Technology ETF worth $2.22M as of Q2 2026.
  • Equitable Holdings bought 8,522 Roundhill Generative AI & Technology ETF shares in Q2 2026, an estimated $729K.
  • Roundhill Generative AI & Technology ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #705 holding.
  • Equitable Holdings first reported a position in Roundhill Generative AI & Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.