CHGX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -6.1% ·
net new positions -14.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 76.84K | -3.8% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 66.40K | -1.4% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 30.84K | +220.3% | $827,146 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 19.40K | 0.0% | $520,185 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 16.26K | -2.4% | $436,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 9.36K | 0.0% | $250,920 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Focus Partners Wealth | 7.86K | 0.0% | $210,799 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 5.91K | 0.0% | $158,517 | 0.0% | Held | 4 | SEC ↗ |
| 9 | Assetmark, Inc | 2.74K | -37.6% | $73,565 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 1.73K | 0.0% | $46,370 | 0.0% | Held | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 738 | -45.4% | $19,250 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cwm, Llc | 536 | 0.0% | $14,375 | 0.0% | Held | 2 | SEC ↗ |
| 13 | UBS Group AG | 11 | -96.0% | $295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1 | 0.0% | $23 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Osaic Holdings, Inc. | $809,295 | was 0.0% |
| Northwestern Mutual Wealth… | $2,502 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 2.21M shares, $44.59M 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.