Who owns CHAT (CHAT)
Which tracked institutional funds hold CHAT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHAT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened CHAT while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CHAT’s largest tracked holder by dollar value, MAINSTAY CAPITAL MANAGEMENT LLC /ADV, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CHAT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 147 tracked filers holding CHAT, 86 increased or opened the position and 52 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CHAT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Mirae Asset Global Investments Co., Ltd.$6M
- LaSalle St. Investment Advisors, LLC$3M
- FLOW TRADERS U.S. LLC$2M
- MONEY CONCEPTS CAPITAL CORP$1M
- GFS Advisors, LLC$1M
- WealthPlan Investment Management, LLC$1M
Full exits 6
- Kingsview Wealth Management, LLC$6M
- NRI Wealth Management LC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Cetera Investment Advisers$844K
- Belvedere Trading LLC$818K
- HRT FINANCIAL LP$699K
Largest adds
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$5M
- LPL Financial LLC$3M
- GTS SECURITIES LLC$2M
- Gradient Investments LLC$2M
- Berbice Capital Management LLC$1M
- Janney Montgomery Scott LLC$773K
Largest trims
- OLD MISSION CAPITAL LLC$5M
- SIMPLEX TRADING, LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- CITADEL ADVISORS LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Gemmer Asset Management LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 997,326 | $62M | 26.7% | 2026-Q1 |
| LPL Financial LLC added | 538,123 | $33M | 14.4% | 2026-Q1 |
| Gradient Investments LLC added | 368,250 | $23M | 9.9% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. new | 94,000 | $6M | 2.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 78,894 | $5M | 2.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 72,650 | $4M | 1.9% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 70,053 | $4M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 64,791 | $4M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 63,855 | $4M | 1.7% | 2026-Q1 |
| Mattson Financial Services, LLC added | 57,330 | $4M | 1.5% | 2026-Q1 |
| Summit Financial, LLC trimmed | 53,461 | $3M | 1.4% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC new | 52,993 | $3M | 1.4% | 2026-Q1 |
| Gemmer Asset Management LLC trimmed | 44,093 | $3M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 38,256 | $2M | 1.0% | 2026-Q1 |
| GTS SECURITIES LLC added | 34,430 | $2M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 31,252 | $2M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 29,771 | $2M | 0.8% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 29,437 | $2M | 0.8% | 2026-Q1 |
| Berbice Capital Management LLC added | 27,149 | $2M | 0.7% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 25,509 | $2M | 0.7% | 2026-Q1 |
| SEAVIEW INVESTMENT MANAGERS LLC added | 21,890 | $1M | 0.6% | 2026-Q1 |
| Visionary Wealth Advisors added | 21,701 | $1M | 0.6% | 2026-Q1 |
| Venture Visionary Partners LLC trimmed | 20,272 | $1M | 0.5% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC | 20,198 | $1M | 0.5% | 2026-Q1 |
| Box Hill Private Wealth LLC added | 19,762 | $1M | 0.5% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 18,711 | $1M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 18,667 | $1M | 0.5% | 2026-Q1 |
| Providence First Trust Co trimmed | 17,941 | $1M | 0.5% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP new | 17,687 | $1M | 0.5% | 2026-Q1 |
| GFS Advisors, LLC new | 8,000 | $1M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 16,492 | $1M | 0.4% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 16,367 | $1M | 0.4% | 2026-Q1 |
| SeaCrest Wealth Management, LLC added | 14,157 | $876K | 0.4% | 2026-Q1 |
| UBS Group AG added | 13,603 | $841K | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 14,007 | $826K | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 12,978 | $803K | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC added | 9,505 | $801K | 0.3% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 12,314 | $762K | 0.3% | 2026-Q1 |
| Creative Planning added | 12,131 | $750K | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 12,043 | $745K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 11,966 | $740K | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 10,955 | $678K | 0.3% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 10,725 | $663K | 0.3% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 9,932 | $639K | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 10,321 | $638K | 0.3% | 2026-Q1 |
| Brookwood Investment Group LLC new | 9,850 | $609K | 0.3% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 9,831 | $608K | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 9,080 | $562K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 8,842 | $547K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 8,782 | $543K | 0.2% | 2026-Q1 |
| Mariner, LLC added | 8,008 | $495K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 7,508 | $464K | 0.2% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC added | 7,329 | $453K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,133 | $452K | 0.2% | 2026-Q1 |
| MCF Advisors LLC added | 7,282 | $450K | 0.2% | 2026-Q1 |
| Sivia Capital Partners, LLC | 7,195 | $445K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 7,186 | $444K | 0.2% | 2026-Q1 |
| Valeo Financial Advisors, LLC trimmed | 6,824 | $422K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,654 | $412K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 6,608 | $409K | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 6,516 | $403K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 6,356 | $393K | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT new | 6,141 | $380K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,055 | $374K | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 5,859 | $362K | 0.2% | 2026-Q1 |
| Paladin Wealth, LLC added | 5,788 | $358K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 5,526 | $355K | 0.2% | 2026-Q1 |
| Savvy Advisors, Inc. new | 5,641 | $349K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 5,223 | $323K | 0.1% | 2026-Q1 |
| VESTIA PERSONAL WEALTH ADVISORS new | 5,149 | $318K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 4,921 | $304K | 0.1% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC added | 4,797 | $297K | 0.1% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 4,758 | $294K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 4,561 | $282K | 0.1% | 2026-Q1 |
| Jackson Wealth Management, LLC | 4,506 | $279K | 0.1% | 2026-Q1 |
| KINTRA WEALTH, LLC trimmed | 4,509 | $279K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 4,397 | $272K | 0.1% | 2026-Q1 |
| BROWN WEALTH MANAGEMENT, LLC added | 4,285 | $265K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 4,231 | $262K | 0.1% | 2026-Q1 |
| McAdam, LLC new | 4,088 | $253K | 0.1% | 2026-Q1 |
| Brown Financial Advisors trimmed | 3,980 | $246K | 0.1% | 2026-Q1 |
| Tempus Wealth Planning, LLC | 3,815 | $236K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 109,181 | $6M | 2.8% | 2025-Q4 stale |
| NRI Wealth Management LC added | 76,826 | $5M | 2.0% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,523 | $2M | 0.9% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. new | 17,262 | $1M | 0.5% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 18,658 | $910K | 0.4% | 2025-Q2 stale |
| World Investment Advisors new | 13,841 | $851K | 0.4% | 2025-Q3 stale |
| Cetera Investment Advisers trimmed | 14,311 | $844K | 0.4% | 2025-Q4 stale |
| Belvedere Trading LLC trimmed | 13,873 | $818K | 0.4% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 11,856 | $699K | 0.3% | 2025-Q4 stale |
| WADDELL & ASSOCIATES, LLC added | 17,961 | $626K | 0.3% | 2025-Q1 stale |
| Tidal Investments LLC added | 6,580 | $388K | 0.2% | 2025-Q4 stale |
| Safe Harbor Wealth Advisors, LLC new | 6,146 | $383K | 0.2% | 2025-Q4 stale |
| Compound Planning, Inc. new | 6,141 | $362K | 0.2% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC new | 5,674 | $346K | 0.2% | 2025-Q3 stale |
| Quadrature Capital Ltd new | 5,518 | $325K | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 4,636 | $285K | 0.1% | 2025-Q3 stale |
| Wealthspire Advisors, LLC | 4,190 | $247K | 0.1% | 2025-Q4 stale |
| BXM Wealth LLC new | 3,875 | $238K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.