Who owns CHRD (CHRD)
Which tracked institutional funds hold CHRD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHRD 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
The tracked-fund tape on CHRD is one-sided between 2025-Q4 and 2026-Q1: 234 added or opened and 52 trimmed or exited — on balance accumulating.
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
CHRD’s largest tracked holder by dollar value, BlackRock, Inc., 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 CHRD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CHRD 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 492 tracked filers holding CHRD, 305 increased or opened the position and 194 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 CHRD 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 48
- VANGUARD PORTFOLIO MANAGEMENT LLC$417M
- VANGUARD CAPITAL MANAGEMENT LLC$364M
- JENNISON ASSOCIATES LLC$60M
- VANGUARD FIDUCIARY TRUST CO$50M
- Goehring & Rozencwajg Associates, LLC$40M
- Driehaus Capital Management LLC$38M
Full exits 32
- VANGUARD GROUP INC$528M
- Encompass Capital Advisors LLC$36M
- Pacer Advisors, Inc.$32M
- Weiss Asset Management LP$19M
- Point72 Asset Management, L.P.$7M
- Jefferies Financial Group Inc.$6M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$370M
- BlackRock, Inc.$328M
- Invesco Ltd.$279M
- STATE STREET CORP$139M
- AQR CAPITAL MANAGEMENT LLC$123M
- DIMENSIONAL FUND ADVISORS LP$107M
Largest trims
- FMR LLC$78M
- GEODE CAPITAL MANAGEMENT, LLC$20M
- BARCLAYS PLC$17M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11M
- PRUDENTIAL FINANCIAL INC$5M
- ROYCE & ASSOCIATES LP$4M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,969,037 | $849M | 10.4% | 2026-Q1 |
| FMR LLC trimmed | 3,871,966 | $551M | 6.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,779,692 | $537M | 6.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,929,503 | $417M | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,556,981 | $364M | 4.5% | 2026-Q1 |
| STATE STREET CORP added | 2,412,634 | $343M | 4.2% | 2026-Q1 |
| Invesco Ltd. added | 2,169,304 | $308M | 3.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,050,984 | $292M | 3.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,676,791 | $238M | 2.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,547,732 | $220M | 2.7% | 2026-Q1 |
| Sourcerock Group LLC added | 1,291,570 | $184M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,195,799 | $170M | 2.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,188,151 | $169M | 2.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,158,149 | $165M | 2.0% | 2026-Q1 |
| UBS Group AG added | 1,119,274 | $159M | 2.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 895,354 | $127M | 1.6% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 734,416 | $101M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 684,006 | $97M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 623,182 | $89M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 615,816 | $88M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 581,563 | $83M | 1.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 579,920 | $82M | 1.0% | 2026-Q1 |
| Condire Management, LP added | 556,536 | $79M | 1.0% | 2026-Q1 |
| Invenomic Capital Management LP added | 515,084 | $73M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 446,840 | $64M | 0.8% | 2026-Q1 |
| Palo Duro Investment Partners, LP trimmed | 425,174 | $60M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 424,841 | $60M | 0.7% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 423,338 | $60M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 377,892 | $55M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 353,546 | $50M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 341,090 | $48M | 0.6% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 331,437 | $47M | 0.6% | 2026-Q1 |
| Goehring & Rozencwajg Associates, LLC new | 283,461 | $40M | 0.5% | 2026-Q1 |
| Driehaus Capital Management LLC added | 266,887 | $38M | 0.5% | 2026-Q1 |
| HITE Hedge Asset Management LLC added | 260,133 | $37M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 238,068 | $34M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 236,291 | $34M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 225,398 | $32M | 0.4% | 2026-Q1 |
| GW&K Investment Management, LLC added | 208,685 | $30M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 199,119 | $28M | 0.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 199,000 | $28M | 0.3% | 2026-Q1 |
| Glendon Capital Management LP trimmed | 187,840 | $27M | 0.3% | 2026-Q1 |
| SIR Capital Management, L.P. trimmed | 179,391 | $26M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 167,599 | $24M | 0.3% | 2026-Q1 |
| VALUEWORKS LLC trimmed | 166,607 | $24M | 0.3% | 2026-Q1 |
| WHITEBOX ADVISORS LLC trimmed | 159,476 | $23M | 0.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 156,636 | $22M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 154,433 | $22M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 145,998 | $21M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 141,725 | $20M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 141,257 | $20M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 138,344 | $20M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 137,046 | $19M | 0.2% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 136,078 | $19M | 0.2% | 2026-Q1 |
| South Dakota Investment Council trimmed | 132,890 | $19M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC added | 128,116 | $18M | 0.2% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 123,586 | $18M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 119,070 | $17M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 117,452 | $17M | 0.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 112,946 | $16M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 112,634 | $16M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 112,422 | $16M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 111,513 | $16M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 108,152 | $15M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 107,752 | $15M | 0.2% | 2026-Q1 |
| TCW GROUP INC added | 107,044 | $15M | 0.2% | 2026-Q1 |
| RWC Asset Management LLP new | 106,817 | $15M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 103,190 | $15M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 100,391 | $14M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 97,775 | $14M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 89,417 | $13M | 0.2% | 2026-Q1 |
| Creative Planning added | 89,255 | $13M | 0.2% | 2026-Q1 |
| Arkfeld Wealth Strategies, L.L.C. trimmed | 97,687 | $13M | 0.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 83,521 | $12M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 81,905 | $12M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 76,675 | $11M | 0.1% | 2026-Q1 |
| Aventail Capital Group, LP trimmed | 72,998 | $10M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP added | 70,971 | $10M | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 70,851 | $10M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 69,714 | $10M | 0.1% | 2026-Q1 |
| Miller Value Partners, LLC added | 69,330 | $10M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 68,868 | $10M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 67,841 | $10M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 66,864 | $10M | 0.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 63,079 | $9M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 62,351 | $9M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 56,697 | $8M | 0.1% | 2026-Q1 |
| Hartree Partners, LP added | 56,031 | $8M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,693,481 | $528M | 6.5% | 2025-Q4 stale |
| Boston Partners trimmed | 1,816,812 | $176M | 2.2% | 2025-Q2 stale |
| Encompass Capital Advisors LLC trimmed | 391,127 | $36M | 0.4% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 349,204 | $32M | 0.4% | 2025-Q4 stale |
| Weiss Asset Management LP added | 199,953 | $19M | 0.2% | 2025-Q4 stale |
| Freestone Grove Partners LP trimmed | 177,638 | $17M | 0.2% | 2025-Q2 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 149,791 | $17M | 0.2% | 2025-Q1 stale |
| AMUNDI trimmed | 153,344 | $15M | 0.2% | 2025-Q1 stale |
| Ceredex Value Advisors LLC added | 108,000 | $12M | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 112,404 | $11M | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 82,364 | $9M | 0.1% | 2025-Q1 stale |
| NYL Investors LLC | 82,924 | $8M | 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.