153 tracked 13F filers disclose a position in CHAT as of the latest SEC 13F filings, a combined $182.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $33.3M | 538K | ▲+3.3% Added · +17K sh | Q1 2026 | |
| 2 | Gradient Investments LLC | $27.6M | 279K | ▼−24% Reduced · −89K sh | Q2 2026 | |
| 3 | Mirae Asset Global Investments Co., Ltd. | $5.8M | 94K | ▲New +94K sh | Q1 2026 | |
| 4 | Berbice Capital Management LLC | $7.9M | 80K | ▲+194% Added · +53K sh | Q2 2026 | |
| 5 | CITADEL ADVISORS LLC | $4.9M | 79K | ▼−36% Reduced · −43K sh | Q1 2026 | |
| 6 | Gemmer Asset Management LLC | $7.0M | 71K | ▲+60% Added · +27K sh | Q2 2026 | |
| 7 | Quadcap Wealth Management, LLC | $6.8M | 69K | ▼−1.0% Reduced · −723 sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $4.0M | 65K | ▼−16% Reduced · −13K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $3.9M | 64K | ▲+6.0% Added · +4K sh | Q1 2026 | |
| 10 | Summit Financial, LLC | $3.3M | 53K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 38K | ▼−59% Reduced · −54K sh | Q1 2026 | |
| 12 | MONEY CONCEPTS CAPITAL CORP | $3.6M | 36K | ▲+105% Added · +19K sh | Q2 2026 | |
| 13 | MGO ONE SEVEN LLC | $3.5M | 35K | ▲+88% Added · +16K sh | Q2 2026 | |
| 14 | GTS SECURITIES LLC | $2.1M | 34K | ▲+531% Added · +29K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 31K | ▼−47% Reduced · −28K sh | Q1 2026 | |
| 16 | UNIQUE WEALTH, LLC | $2.9M | 30K | ▲+16% Added · +4K sh | Q2 2026 | |
| 17 | VectorGlobal IAG, Inc. | $1.5M | 24K | ▲New +24K sh | Q1 2026 | |
| 18 | Concurrent Investment Advisors, LLC | $2.4M | 24K | ▲+45% Added · +7K sh | Q2 2026 | |
| 19 | SEAVIEW INVESTMENT MANAGERS LLC | $2.3M | 24K | ▲+8.0% Added · +2K sh | Q2 2026 | |
| 20 | Box Hill Private Wealth LLC | $2.2M | 23K | ▲+14% Added · +3K sh | Q2 2026 | |
| 21 | Private Advisor Group, LLC | $2.2M | 22K | ▲+154% Added · +14K sh | Q2 2026 | |
| 22 | Visionary Wealth Advisors | $1.3M | 22K | ▲+0.1% Added · +27 sh | Q1 2026 | |
| 23 | Providence First Trust Co | $2.1M | 21K | ▲+17% Added · +3K sh | Q2 2026 | |
| 24 | Venture Visionary Partners LLC | $2.0M | 20K | ▼−0.1% Reduced · −11 sh | Q2 2026 | |
| 25 | VALLEY NATIONAL ADVISERS INC | $2.0M | 20K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 20 funds opened a new position in CHAT and 19 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 83 funds | $12.3B |
| APPLE INCAAPL | 82 funds | $10.4B |
| MICROSOFT CORPMSFT | 82 funds | $6.8B |
| AMAZON.COM INCAMZN | 82 funds | $6.4B |
| BROADCOM INCAVGO | 80 funds | $4.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 80 funds | $3.6B |
| TESLA INCTSLA | 80 funds | $2.8B |
| VANGUARD S&P 500 ETFVOO | 79 funds | $7.0B |
| ADVANCED MICRO DEVICESAMD | 79 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 78 funds | $5.1B |
| META PLATFORMS INC-CLASS AMETA | 78 funds | $3.5B |
| MICRON TECHNOLOGY INCMU | 78 funds | $3.0B |
Ranked by how many of CHAT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CHATthis pagemc | 153 funds | $182.2M |
| RSSTmc | 47 funds | $191.9M |
| YMAXmc | 41 funds | $10.9M |
| RSSBRET STCKD GL STK | 37 funds | $280.3M |
| YMAGYIELDMAX MAGNIFI | 30 funds | $17.2M |
| SMCOII HILT SMAL MI ETF | 17 funds | $61.5M |
| QQQYDEFIANCE NASDAQ | 17 funds | $4.6M |
| RSBTRTN STACKED BD | 16 funds | $33.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CHAT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CHAT/capital-change-brief"
Use Arkolith's capital_change_brief for CHAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CHAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.