CHAT

Roundhill Gen AI & Tech ETFETF$89.82 1.63%
UnclassifiedCUSIP 88636J600· EOD Sep 18, 2026

Among active 13F managers last quarter, 16 opened and 24 added, while 10 reduced; the largest holder to move was Mainstay Capital Management LLC (−0.5%).

Tracked 13F holders
192
136 in Q2 2026 filings
13F value (tracked)
$314.6M
13F moves · latest Q
40 added
10 reduced

Price & smart-money activity

$89.82 1.63%3Y +246.7%
$18.98$41.83$64.67$87.52$110.3720232024202520263326535610296323451041206612
Hover for who · click for detailEnd-of-day closing prices52w $56.92 – $104.07

Who owns CHAT?

192 tracked 13F filers · ranked by shares held

192 tracked 13F filers disclose a position in CHAT as of the latest SEC 13F filings, a combined $314.6M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Mainstay Capital Management LLC993K
$98.0M
−0.5%
Reduced · −5K sh
Q2 2026
2LPL Financial LLC538K
$33.3M
+3.3%
Added · +17K sh
Q1 2026
3Gradient Investments LLC279K
$27.6M
−24%
Reduced · −89K sh
Q2 2026
4Mirae Asset Global Investments Co., Ltd.94K
$5.8M
New
+94K sh
Q1 2026
5Berbice Capital Management LLC80K
$7.9M
+194%
Added · +53K sh
Q2 2026
6Summit Financial, LLC78K
$7.7M
+46%
Added · +25K sh
Q2 2026
7Quadrature Capital Ltd77K
$7.6M
New
+77K sh
Q2 2026
8Gemmer Asset Management LLC71K
$7.0M
+60%
Added · +27K sh
Q2 2026
9Quadcap Wealth Management, LLC69K
$6.8M
−1.0%
Reduced · −723 sh
Q2 2026
10LaSalle St. Investment Advisors, LLC65K
$6.4M
+23%
Added · +12K sh
Q2 2026
11Jane Street Group, LLC65K
$4.0M
−16%
Reduced · −13K sh
Q1 2026
12Osaic Holdings, Inc.64K
$3.9M
+6.0%
Added · +4K sh
Q1 2026
13Insigneo Advisory Services, LLC50K
$4.9M
New
+50K sh
Q2 2026
14Mattson Financial Services, LLC41K
$3.4M
−29%
Reduced · −17K sh
Q2 2026
15Commonwealth Equity Services, LLC38K
$2.4M
−59%
Reduced · −54K sh
Q1 2026
16Money Concepts Capital Corp36K
$3.6M
+105%
Added · +19K sh
Q2 2026
17Mgo One Seven LLC35K
$3.5M
+88%
Added · +16K sh
Q2 2026
18GTS Securities LLC34K
$2.1M
+531%
Added · +29K sh
Q1 2026
19Envestnet Asset Management Inc31K
$1.9M
−47%
Reduced · −28K sh
Q1 2026
20Unique Wealth, LLC30K
$2.9M
+16%
Added · +4K sh
Q2 2026
21VectorGlobal IAG, Inc.24K
$1.5M
New
+24K sh
Q1 2026
22Concurrent Investment Advisors, LLC24K
$2.4M
+45%
Added · +7K sh
Q2 2026
23Seaview Investment Managers LLC24K
$2.3M
+8.0%
Added · +2K sh
Q2 2026
24Visionary Wealth Advisors23K
$2.3M
+8.1%
Added · +2K sh
Q2 2026
25Box Hill Private Wealth LLC23K
$2.2M
+14%
Added · +3K sh
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.

Is CHAT being bought or sold by institutions?

Last quarter, 16 funds opened a new position in CHAT and 24 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
16
funds took a first position
Added
24
added to an existing position
Reduced
10
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own CHAT also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA111 funds$13.3B
Amazon.com IncAMZN110 funds$8.5B
Microsoft CorpMSFT110 funds$8.0B
Apple IncAAPL109 funds$13.7B
Broadcom IncAVGO107 funds$5.1B
Vanguard S&P 500 ETFVOO106 funds$8.2B
Invesco QQQ Trust Series 1QQQ106 funds$4.6B
Alphabet Inc-CL CGOOG106 funds$3.8B
Eli Lilly & CoLLY106 funds$3.3B
Advanced Micro DevicesAMD106 funds$3.0B
Tesla IncTSLA106 funds$2.8B
Alphabet Inc-CL AGOOGL105 funds$6.4B

Ranked by how many of CHAT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CHAT.

Institutional ownership over time

136 tracked filers in Q2 2026 filingsstill filing
069137Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $246.7M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
CHATthis pagemc192 funds$314.6M
RSSTmc62 funds$230.2M
YMAXmc48 funds$10.7M
RSSBRET STCKD GL STK42 funds$293.0M
YMAGYIELDMAX MAGNIFI34 funds$20.6M
QQQYDEFIANCE NASDAQ23 funds$6.8M
SMCOII HILT SMAL MI ETF19 funds$64.7M
RSBTRTN STACKED BD18 funds$37.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

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

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Connected entities for CHAT

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CHAT/capital-change-brief"
Ask your agent
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.