Who owns CHW
Which tracked institutional funds hold CHW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHW company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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
9 tracked funds added or opened CHW while 8 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
CHW’s largest tracked holder by dollar value, MORGAN STANLEY, 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 CHW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CHW 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 101 tracked filers holding CHW, 53 increased or opened the position and 34 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 CHW 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 1
- ENVESTNET ASSET MANAGEMENT INC$581K
Full exits 2
- Cerity Partners LLC$2M
- COMERICA BANK$581K
Largest adds
- WELLS FARGO & COMPANY/MN$2M
- Karpus Management, Inc.$2M
- Altium Capital Management LLC$1M
- MORGAN STANLEY$676K
- ROYAL BANK OF CANADA$560K
- FIFTH THIRD BANCORP$549K
Largest trims
- Shaker Financial Services, LLC$2M
- Saba Capital Management, L.P.$1M
- GUGGENHEIM CAPITAL LLC$557K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$521K
- LPL Financial LLC$347K
- Invesco Ltd.$295K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,933,801 | $43M | 27.5% | 2026-Q1 |
| Karpus Management, Inc. added | 2,191,419 | $16M | 10.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 1,576,363 | $11M | 7.3% | 2026-Q1 |
| Pathstone Holdings, LLC added | 1,478,721 | $11M | 6.9% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,070,341 | $8M | 5.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,000,034 | $7M | 4.6% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 939,091 | $7M | 4.4% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 463,606 | $3M | 2.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 422,888 | $3M | 2.0% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 402,639 | $3M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 366,941 | $3M | 1.7% | 2026-Q1 |
| Altium Capital Management LLC added | 328,901 | $2M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 303,310 | $2M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 288,274 | $2M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 267,103 | $2M | 1.2% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 238,687 | $2M | 1.1% | 2026-Q1 |
| UBS Group AG added | 201,895 | $1M | 0.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 178,869 | $1M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 159,099 | $1M | 0.7% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 122,698 | $891K | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 122,695 | $891K | 0.6% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 122,244 | $887K | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 113,388 | $823K | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 100,693 | $753K | 0.5% | 2026-Q1 |
| Saxony Capital Management, LLC | 88,250 | $641K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 86,633 | $629K | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 83,720 | $608K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 79,964 | $581K | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 77,617 | $563K | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 69,237 | $503K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 68,126 | $495K | 0.3% | 2026-Q1 |
| Dakota Wealth Management added | 67,980 | $494K | 0.3% | 2026-Q1 |
| PMG Family Office LLC added | 62,698 | $455K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 62,658 | $455K | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 60,317 | $438K | 0.3% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 58,770 | $427K | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 51,842 | $420K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 57,367 | $416K | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 54,910 | $399K | 0.3% | 2026-Q1 |
| Investment Management Trust, LLC new | 49,308 | $358K | 0.2% | 2026-Q1 |
| RPO LLC trimmed | 47,570 | $345K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 43,363 | $315K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 25,550 | $311K | 0.2% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP added | 36,626 | $266K | 0.2% | 2026-Q1 |
| &PARTNERS added | 36,486 | $265K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 35,903 | $261K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 32,238 | $234K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 31,942 | $232K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 29,647 | $215K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 29,511 | $214K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 29,324 | $213K | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. | 29,300 | $213K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 29,066 | $211K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 28,700 | $208K | 0.1% | 2026-Q1 |
| Continuum Advisory, LLC | 28,299 | $205K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC | 26,525 | $193K | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC trimmed | 24,783 | $180K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. | 24,641 | $179K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,265 | $176K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 20,223 | $147K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 20,168 | $146K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. | 20,316 | $142K | 0.1% | 2026-Q1 |
| MRA Advisory Group added | 19,252 | $140K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 19,039 | $138K | 0.1% | 2026-Q1 |
| San Luis Wealth Advisors LLC | 18,944 | $138K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC | 17,905 | $130K | 0.1% | 2026-Q1 |
| XML Financial, LLC | 17,200 | $125K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 15,485 | $112K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 15,412 | $112K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC new | 15,261 | $111K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 14,959 | $109K | 0.1% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 14,691 | $107K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 14,679 | $107K | 0.1% | 2026-Q1 |
| Prairie Wealth Advisors, Inc. | 0 | $105K | 0.1% | 2026-Q1 |
| Sage Capital Management, LLC | 14,000 | $102K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 13,510 | $98K | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 13,234 | $96K | 0.1% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 12,936 | $94K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc new | 12,912 | $94K | 0.1% | 2026-Q1 |
| Palogic Value Management, L.P. | 11,000 | $80K | 0.1% | 2026-Q1 |
| DECISION INVESTMENTS, INC added | 10,710 | $78K | 0.0% | 2026-Q1 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV new | 10,500 | $76K | 0.0% | 2026-Q1 |
| Almitas Capital LLC added | 10,266 | $75K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 9,861 | $73K | 0.0% | 2026-Q1 |
| LEIGH BALDWIN & CO., LLC | 10,000 | $73K | 0.0% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 10,000 | $73K | 0.0% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC trimmed | 226,522 | $2M | 1.1% | 2025-Q3 stale |
| Cerity Partners LLC new | 202,773 | $2M | 1.0% | 2025-Q4 stale |
| AQR Arbitrage LLC trimmed | 153,184 | $1M | 0.7% | 2025-Q3 stale |
| Walleye Capital LLC trimmed | 104,984 | $749K | 0.5% | 2025-Q2 stale |
| COMERICA BANK trimmed | 78,400 | $581K | 0.4% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 63,358 | $452K | 0.3% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 45,399 | $342K | 0.2% | 2025-Q3 stale |
| Zuckerman Investment Group, LLC | 41,074 | $310K | 0.2% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 33,666 | $240K | 0.2% | 2025-Q2 stale |
| Calamos Wealth Management LLC | 29,748 | $212K | 0.1% | 2025-Q2 stale |
| L.M. KOHN & COMPANY trimmed | 22,836 | $172K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 17,872 | $127K | 0.1% | 2025-Q2 stale |
| First Heartland Consultants, Inc. added | 13,617 | $97K | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. trimmed | 11,742 | $87K | 0.1% | 2025-Q4 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.