Who owns CHI
Which tracked institutional funds hold CHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
13 tracked funds added or opened CHI while 10 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
CHI’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CHI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CHI 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 133 tracked filers holding CHI, 59 increased or opened the position and 51 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 CHI 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 2
- FIFTH THIRD BANCORP$911K
- COHEN & STEERS, INC.$591K
Full exits 3
- Boreal Capital Management LLC$880K
- COMERICA BANK$830K
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$715K
Largest adds
- UBS Group AG$3M
- BANK OF AMERICA CORP /DE/$2M
- Advisors Asset Management, Inc.$1M
- Samalin Investment Counsel, LLC$862K
- D.A. DAVIDSON & CO.$828K
- Baird Financial Group, Inc.$659K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$119M
- NewEdge Advisors, LLC$962K
- Apollon Wealth Management, LLC$776K
- GUGGENHEIM CAPITAL LLC$736K
- LPL Financial LLC$407K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$334K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 2,629,637 | $28M | 14.3% | 2026-Q1 |
| UBS Group AG added | 2,378,396 | $26M | 12.9% | 2026-Q1 |
| MORGAN STANLEY added | 1,413,476 | $15M | 7.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,358,593 | $15M | 7.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 1,097,250 | $12M | 6.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 673,698 | $7M | 3.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 643,321 | $7M | 3.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 609,476 | $7M | 3.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 591,236 | $6M | 3.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 565,059 | $6M | 3.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 330,954 | $4M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 301,680 | $3M | 1.6% | 2026-Q1 |
| Grange Capital, LLC trimmed | 294,416 | $3M | 1.6% | 2026-Q1 |
| Marathon Strategic Advisors, LLC added | 288,327 | $3M | 1.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 275,461 | $3M | 1.5% | 2026-Q1 |
| Creekside Partners added | 229,190 | $2M | 1.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 226,313 | $2M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 224,511 | $2M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 219,799 | $2M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 187,283 | $2M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 186,570 | $2M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 155,580 | $2M | 0.8% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 146,349 | $2M | 0.8% | 2026-Q1 |
| Focus Partners Wealth | 143,225 | $2M | 0.8% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 111,723 | $1M | 0.6% | 2026-Q1 |
| PMG Family Office LLC added | 99,052 | $1M | 0.5% | 2026-Q1 |
| KFA Private Wealth Group, LLC added | 97,732 | $1M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 84,832 | $911K | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 79,237 | $851K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 75,654 | $813K | 0.4% | 2026-Q1 |
| Total Wealth Planning & Management, Inc. | 71,436 | $767K | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC added | 71,052 | $763K | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 65,669 | $705K | 0.4% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 59,277 | $637K | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 55,298 | $594K | 0.3% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 55,000 | $591K | 0.3% | 2026-Q1 |
| Legacy Wealth Management, LLC / MS added | 54,938 | $590K | 0.3% | 2026-Q1 |
| SAM Advisors, LLC added | 54,301 | $583K | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 53,628 | $576K | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 51,577 | $554K | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 38,874 | $418K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 37,864 | $407K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 35,917 | $402K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 36,995 | $397K | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC new | 35,272 | $379K | 0.2% | 2026-Q1 |
| E&G Advisors, LP trimmed | 34,902 | $375K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 34,288 | $368K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 34,063 | $366K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 33,451 | $359K | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co | 33,400 | $359K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 31,833 | $342K | 0.2% | 2026-Q1 |
| Arax Advisory Partners trimmed | 31,811 | $342K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 30,636 | $329K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 30,221 | $325K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 29,766 | $320K | 0.2% | 2026-Q1 |
| DF DENT & CO INC | 29,418 | $316K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 29,370 | $315K | 0.2% | 2026-Q1 |
| Patten Group, Inc. | 29,246 | $314K | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC | 28,500 | $306K | 0.2% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 28,495 | $306K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 27,569 | $296K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 27,486 | $295K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 27,338 | $294K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 27,286 | $293K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 26,590 | $286K | 0.1% | 2026-Q1 |
| Capital CS Group, LLC | 25,224 | $271K | 0.1% | 2026-Q1 |
| Game Plan Financial Advisors, LLC | 25,000 | $268K | 0.1% | 2026-Q1 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 24,961 | $268K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 23,617 | $262K | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 24,293 | $261K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 23,402 | $251K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 22,811 | $245K | 0.1% | 2026-Q1 |
| Lexington Hill Partners, LLC added | 22,497 | $242K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 22,306 | $240K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 21,457 | $230K | 0.1% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 20,050 | $215K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,899 | $214K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 19,319 | $207K | 0.1% | 2026-Q1 |
| WEALTH EFFECTS LLC trimmed | 18,405 | $198K | 0.1% | 2026-Q1 |
| Hilltop Partners LLC | 18,305 | $197K | 0.1% | 2026-Q1 |
| Sunpointe, LLC | 17,745 | $191K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 17,050 | $183K | 0.1% | 2026-Q1 |
| NOVEM GROUP added | 16,592 | $178K | 0.1% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD | 16,433 | $176K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 320,756 | $3M | 1.7% | 2025-Q2 stale |
| Boreal Capital Management LLC new | 0 | $880K | 0.4% | 2025-Q4 stale |
| COMERICA BANK added | 79,205 | $830K | 0.4% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 68,264 | $715K | 0.4% | 2025-Q4 stale |
| L.M. KOHN & COMPANY added | 51,629 | $543K | 0.3% | 2025-Q2 stale |
| GREENBERG FINANCIAL GROUP new | 45,685 | $479K | 0.2% | 2025-Q4 stale |
| TFG Advisers LLC added | 40,509 | $426K | 0.2% | 2025-Q2 stale |
| CW Advisors, LLC new | 32,996 | $347K | 0.2% | 2025-Q2 stale |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 31,343 | $328K | 0.2% | 2025-Q4 stale |
| Jaffetilchin Investment Partners, LLC added | 31,029 | $325K | 0.2% | 2025-Q4 stale |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 30,000 | $316K | 0.2% | 2025-Q2 stale |
| Financial Advocates Investment Management added | 26,625 | $280K | 0.1% | 2025-Q2 stale |
| READYSTATE ASSET MANAGEMENT LP added | 24,702 | $259K | 0.1% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. | 21,704 | $234K | 0.1% | 2025-Q3 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 20,803 | $218K | 0.1% | 2025-Q4 stale |
| Sonora Investment Management Group, LLC | 16,350 | $176K | 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.