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Funds Holding CHAT

On this page, we present all of the funds holding CHAT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CHAT, with a link to that fund's top holdings. The next columns indicate the amount of CHAT stock held by each of the funds holding CHAT, followed by the CHAT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 20 funds holding CHAT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by WJ Wealth Management LLC. For more details on the positions held by WJ Wealth Management LLC (or by any of the other funds holding CHAT), click the fund name in the "Holder" column of the funds-holding-CHAT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
WJ Wealth Management LLC61,657$2,194 03/31/2024
     CHAT61,657$2,194 03/31/2024
Gradient Investments LLC52,637$1,873 03/31/2024
     CHAT52,637$1,873 03/31/2024
Jane Street Group LLC59,159$1,827 12/31/2023
     CHAT59,159$1,827 12/31/2023
Susquehanna International Group LLP38,585$1,192 12/31/2023
     CHAT38,585$1,192 12/31/2023
Gemmer Asset Management LLC24,443$870 03/31/2024
     CHAT24,443$870 03/31/2024
Commonwealth Equity Services LLC24,386$868 03/31/2024
     CHAT24,386$868 03/31/2024
SeaCrest Wealth Management LLC8,075$287 03/31/2024
     CHAT8,075$287 03/31/2024
Visionary Wealth Advisors9,228$285 12/31/2023
     CHAT9,228$285 12/31/2023
Beacon Financial Advisory LLC8,555$264 12/31/2023
     CHAT8,555$264 12/31/2023
LPL Financial LLC6,959$215 12/31/2023
     CHAT6,959$215 12/31/2023
Wealth Enhancement Advisory Services LLC5,957$212 03/31/2024
     CHAT5,957$212 03/31/2024
Valley National Advisers Inc.5,774$205 03/31/2024
     CHAT5,774$205 03/31/2024
Advisor Group Holdings Inc.5,357$165 12/31/2023
     CHAT5,357$165 12/31/2023
Citadel Advisors LLC $159 12/31/2023
     CHAT4,343$134 12/31/2023
     Call1,900$59 12/31/2023
     Put1,100$34 12/31/2023
RFP Financial Group LLC1,630$50 12/31/2023
     CHAT1,630$50 12/31/2023
Harbour Investments Inc.1,213$37 12/31/2023
     CHAT1,213$37 12/31/2023
Royal Bank of Canada639$20 12/31/2023
     CHAT639$20 12/31/2023
IFP Advisors Inc640$20 12/31/2023
     CHAT640$20 12/31/2023
Beacon Capital Management LLC600$19 12/31/2023
     CHAT600$19 12/31/2023
Horizon Investments LLC18$1 12/31/2023
     CHAT18$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     CHAT0$0 12/31/2023

See Summary: Institutional Holders of CHAT
See Details: Top 10 Hedge Funds Holding CHAT

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