CHAT

Roundhill Gen AI & Tech ETF$90.65 9.56%
UnclassifiedUSCUSIP 88636J600· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
43
+3 QoQ
13F Value (tracked)
$48.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)16 adding · 10 trimming
Insider net (180d)$0

Price & smart-money activity

$90.65 9.56%3Y +249.9%
$19.08$41.55$64.03$86.50$108.97202320242025202633265422754252982419
Hover for who · click for detailEnd-of-day closing prices52w $43.63 – $103.45
Build

Use CHAT data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns CHAT

This stock page is the Follow view. The Build view lets your agent query CHAT owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CHAT"
Ask your agent
Use Arkolith to show who owns CHAT,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

43 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Gradient Investments LLC
$22.8M
368K
+3.0%
Added · +11K sh
Q1 2026
2CITADEL ADVISORS LLC
$4.9M
79K
−36%
Reduced · −43K sh
Q1 2026
3Summit Financial, LLC
$3.3M
53K
−2.5%
Reduced · −1K sh
Q1 2026
4Visionary Wealth Advisors
$1.3M
22K
+0.1%
Added · +27 sh
Q1 2026
5Venture Visionary Partners LLC
$1.3M
20K
−4.5%
Reduced · −962 sh
Q1 2026
6MGO ONE SEVEN LLC
$1.2M
19K
+2.5%
Added · +458 sh
Q1 2026
7MONEY CONCEPTS CAPITAL CORP
$1.1M
18K
New
+18K sh
Q1 2026
8Concurrent Investment Advisors, LLC
$1.0M
16K
−9.9%
Reduced · −2K sh
Q1 2026
9WealthPlan Investment Management, LLC
$1.0M
16K
New
+16K sh
Q1 2026
10Equitable Holdings, Inc.
$826K
14K
+17%
Added · +2K sh
Q1 2026
11KESTRA PRIVATE WEALTH SERVICES, LLC
$803K
13K
−1.9%
Reduced · −245 sh
Q1 2026
12VestGen Advisors, LLC
$801K
10K
+39%
Added · +3K sh
Q1 2026
13Integrated Advisors Network LLC
$762K
12K
−16%
Reduced · −2K sh
Q1 2026
14Stratos Wealth Partners, LTD.
$678K
11K
+17%
Added · +2K sh
Q1 2026
15Private Advisor Group, LLC
$543K
9K
−1.8%
Reduced · −161 sh
Q1 2026
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$452K
7K
−47%
Reduced · −6K sh
Q1 2026
17MCF Advisors LLC
$450K
7K
7k×
Added · +7K sh
Q1 2026
18UNITED CAPITAL FINANCIAL ADVISORS, LLC
$444K
7K
+34%
Added · +2K sh
Q1 2026
19Valeo Financial Advisors, LLC
$422K
7K
−43%
Reduced · −5K sh
Q1 2026
20Ashton Thomas Private Wealth, LLC
$403K
7K
−9.4%
Reduced · −677 sh
Q1 2026
21Wealthcare Advisory Partners LLC
$393K
6K
+0.8%
Added · +50 sh
Q1 2026
22RITHOLTZ WEALTH MANAGEMENT
$380K
6K
New
+6K sh
Q1 2026
23Kestra Advisory Services, LLC
$374K
6K
+13%
Added · +680 sh
Q1 2026
24Gladstone Institutional Advisory LLC
$362K
6K
−1.0%
Reduced · −58 sh
Q1 2026
25STEPHENS INC /AR/
$323K
5K
+24%
Added · +1K sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
13
funds
Reduced
10
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

85 funds+76 since Q2 2023
04385Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $111.7M

Funds that own CHAT also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT52 funds$11.7B
AMAZON.COM INCAMZN52 funds$9.7B
BROADCOM INCAVGO52 funds$6.1B
JPMORGAN CHASE & COJPM52 funds$5.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B52 funds$4.2B
TESLA INCTSLA52 funds$3.2B
ELI LILLY & COLLY52 funds$3.1B
TAIWAN SEMICONDUCTOR-SP ADRTSM52 funds$3.0B
COSTCO WHOLESALE CORPCOST52 funds$2.8B
VISA INC-CLASS A SHARESV52 funds$2.7B
CHEVRON CORPCVX52 funds$2.5B
SS TECHNOLOGY SELECT SECTORXLK52 funds$1.9B

Ranked by how many of CHAT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.