CHGX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +25.1% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 71.01K | -7.6% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 52.79K | -20.5% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 51.85K | +68.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 30.50K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 30.50K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 16.26K | 0.0% | $540,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 14.05K | New | $466,659 | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 9.36K | 0.0% | $310,686 | 0.0% | Held | 4 | SEC ↗ |
| 9 | Focus Partners Wealth | 7.86K | 0.0% | $261,008 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Creative Planning | 7.32K | New | $243,176 | 0.0% | New | 1 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 5.91K | 0.0% | $196,273 | 0.0% | Held | 5 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 2.69K | +264.4% | $88,656 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Assetmark, Inc | 2.17K | -21.0% | $71,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 1.73K | 0.0% | $57,415 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 0 | -100.0% | $10 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Osaic Holdings, Inc. | $1.01M | 0.0% |
| Osaic Holdings, Inc. | $1.01M | 0.0% |
| Citadel Advisors | $466,659 | 0.0% |
| Creative Planning | $243,176 | 0.0% |
Exited
| HighTower Advisors, LLC | $520,185 | was 0.0% |
| UBS Group AG | $295 | 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.