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-Q2 13F filings (latest filed 2026-08-17). 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
20 tracked funds added or opened CHW while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 97 tracked filers holding CHW, 49 increased or opened the position and 38 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 2026-Q1 and 2026-Q2 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.
Full exits 2
- Private Advisor Group, LLC$3M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- MORGAN STANLEY$10M
- Pathstone Holdings, LLC$9M
- Karpus Management, Inc.$6M
- Saba Capital Management, L.P.$5M
- 1607 Capital Partners, LLC$5M
- GUGGENHEIM CAPITAL LLC$2M
Largest trims
- LPL Financial LLC$391K
- ENVESTNET ASSET MANAGEMENT INC$352K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$310K
- Cetera Investment Advisers$302K
- WOLVERINE ASSET MANAGEMENT LLC$299K
- Invesco Ltd.$266K
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 | 5,999,561 | $53M | 26.8% | 2026-Q2 |
| Karpus Management, Inc. added | 2,460,540 | $22M | 11.0% | 2026-Q2 |
| Pathstone Holdings, LLC added | 2,162,194 | $19M | 9.7% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 1,495,579 | $13M | 6.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 1,136,096 | $10M | 5.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 770,907 | $7M | 3.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 769,825 | $7M | 3.4% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 759,065 | $7M | 3.4% | 2026-Q2 |
| Saba Capital Management, L.P. added | 683,781 | $6M | 3.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 467,615 | $4M | 2.1% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 412,262 | $4M | 1.8% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 394,418 | $4M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 378,342 | $3M | 1.7% | 2026-Q2 |
| Altium Capital Management LLC | 328,901 | $3M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 314,744 | $3M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 264,443 | $2M | 1.2% | 2026-Q2 |
| UBS Group AG added | 206,386 | $2M | 0.9% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 181,919 | $2M | 0.8% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 179,641 | $2M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 116,122 | $1M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 101,259 | $902K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 99,864 | $890K | 0.4% | 2026-Q2 |
| Saxony Capital Management, LLC | 88,250 | $786K | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 80,805 | $720K | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP | 77,617 | $692K | 0.3% | 2026-Q2 |
| Dakota Wealth Management added | 73,280 | $653K | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 70,110 | $625K | 0.3% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 69,241 | $617K | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 69,164 | $616K | 0.3% | 2026-Q2 |
| PMG Family Office LLC added | 64,344 | $573K | 0.3% | 2026-Q2 |
| Almitas Capital LLC added | 64,073 | $571K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 61,906 | $552K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 59,517 | $530K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 55,313 | $493K | 0.2% | 2026-Q2 |
| Investment Management Trust, LLC trimmed | 49,118 | $438K | 0.2% | 2026-Q2 |
| RPO LLC | 47,570 | $424K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 43,182 | $385K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 42,217 | $376K | 0.2% | 2026-Q2 |
| &PARTNERS added | 42,187 | $376K | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 40,710 | $348K | 0.2% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 36,535 | $326K | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 34,623 | $308K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. added | 32,600 | $290K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 31,157 | $278K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 30,458 | $271K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 29,608 | $264K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 29,300 | $261K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 28,539 | $254K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 28,408 | $253K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 26,705 | $238K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 26,029 | $232K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 25,644 | $228K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 24,978 | $223K | 0.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC | 24,783 | $221K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 23,782 | $212K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 21,651 | $193K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 21,642 | $193K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 21,615 | $193K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 20,870 | $186K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 20,410 | $182K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 20,223 | $180K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 20,522 | $180K | 0.1% | 2026-Q2 |
| MRA Advisory Group added | 19,480 | $174K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 19,115 | $170K | 0.1% | 2026-Q2 |
| San Luis Wealth Advisors LLC | 18,944 | $169K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 18,206 | $162K | 0.1% | 2026-Q2 |
| XML Financial, LLC | 17,200 | $153K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 16,028 | $143K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC added | 15,530 | $138K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 15,526 | $138K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 15,108 | $135K | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 14,949 | $133K | 0.1% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. | 0 | $128K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 13,510 | $120K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC | 13,234 | $118K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 13,059 | $116K | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 11,200 | $100K | 0.1% | 2026-Q2 |
| Palogic Value Management, L.P. | 11,000 | $98K | 0.0% | 2026-Q2 |
| DECISION INVESTMENTS, INC trimmed | 10,680 | $95K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 10,633 | $94K | 0.0% | 2026-Q2 |
| LEIGH BALDWIN & CO., LLC | 10,000 | $89K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 4,660 | $42K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 3,250 | $29K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 3,301 | $29K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 2,994 | $27K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,850 | $25K | 0.0% | 2026-Q2 |
| CITIGROUP INC | 2,500 | $22K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 2,500 | $22K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 2,400 | $21K | 0.0% | 2026-Q2 |
| MCDONALD PARTNERS LLC new | 1,650 | $15K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 1,616 | $14K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 846 | $7K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 500 | $4K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 490 | $4K | 0.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC new | 438 | $4K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 194 | $2K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 175 | $2K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 422,888 | $3M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Cerity Partners LLC new | 202,773 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| MANGROVE PARTNERS IM, LLC trimmed | 226,522 | $2M | 0.9% | 2025-Q3 stale (3 quarters behind) |
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.