CHAT TIDAL TRUST II
FollowROUNDHILL GENER (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in CHAT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Gradient Investments LLCin group Gradient Investments LLC | 213,846 | $19.7M | 0.28% | -65,532 | 13F-HRTimelineGroup |
| Box Hill Private Wealth LLC | 23,420 | $2.15M | 1.57% | +883 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 20,140 | $1.85M | 0.05% | -121 | 13F-HRTimeline |
| Noble Wealth Management PBC | 12,430 | $1.14M | 0.53% | +7,650 | 13F-HRTimeline |
| Valeo Financial Advisors, LLC | 6,824 | $628K | 0.01% | 0 | 13F-HRTimeline |
| ARMSTRONG ADVISORY GROUP, INC | 6,020 | $554K | 0.03% | -211 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 5,788 | $532K | <0.01% | +284 | 13F-HRTimeline |
| Allen Mooney & Barnes Investment Adviso… | 4,700 | $432K | 0.06% | 0 | 13F-HRTimeline |
| GK Wealth Management LLC | 199 | $18.3K | 0.01% | new | 13F-HRTimeline |