CHCI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +7.4% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +8 | 852.02K | $13.62M | +11 | −3 |
| Q1 2026 | 19 | +2 | 667.13K | $12.63M | +4 | −2 |
| Q4 2025 | 17 | 0 | 680.86K | $7.91M | — | — |
| Q3 2025 | 8 | +1 | 629.54K | $8.82M | +1 | — |
| Q2 2025 | 5 | 0 | 558.62K | $5.64M | — | — |
| Q1 2025 | 3 | 0 | 330.99K | $2.85M | — | — |
| Q4 2024 | 3 | -1 | 341.75K | $2.74M | — | −1 |
| Q3 2024 | 3 | +1 | 332.31K | $3.32M | +1 | — |
| Q2 2024 | 2 | — | 316.43K | $2.02M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 215.24K | -0.5% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 215.24K | -0.5% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 215.24K | -0.5% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 170.68K | +8.7% | $2.39M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 161.09K | 0.0% | $2.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 161.09K | 0.0% | $2.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 21.36K | +151.5% | $299,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 21.36K | +151.5% | $299,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 21.36K | +151.5% | $299,282 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 17.70K | New | $248,033 | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 17.70K | New | $248,033 | 0.0% | New | 1 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passive) | 15.72K | 0.0% | $220,251 | 0.0% | Held | 4 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 14.22K | — | $199,264 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 13.53K | — | $189,513 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $248,033 | 0.0% |
| Citadel Advisors | $248,033 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 1.41M shares, $26.68M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 600 sh @ 18.66 · $11,196
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology