CHI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.1% ·
share flow +3.1% ·
net new positions -6.5%
· formula
Concentrated accumulation: rising shares among 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 | Bank Of America Corp /De/ | 2.63M | +5.9% | $28.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 2.38M | +8.7% | $25.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.41M | +1.2% | $15.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.36M | +0.9% | $14.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 673.70K | -7.6% | $7.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 643.32K | -2.4% | $6.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Baird Financial Group, Inc. | 591.24K | +8.9% | $6.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 565.06K | +1.8% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 301.68K | -6.4% | $3.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 224.51K | +3.9% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 219.80K | +0.7% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 186.57K | -12.3% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 155.58K | +3.8% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 143.22K | 0.0% | $1.54M | 0.0% | Held | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 84.83K | New | $911,096 | 0.0% | New | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 79.24K | +6.7% | $851,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Sei Investments Co | 65.67K | +39.7% | $705,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 55.30K | +35.1% | $593,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northern Trust Corp | 53.63K | +20.3% | $575,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 35.92K | -45.6% | $401,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $285,577 | 0.0% | Held | 2 | SEC ↗ ×4 |
| 22 | Mariner, LLC | 23.40K | +0.1% | $251,333 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 22.81K | -24.3% | $244,995 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 21.46K | -5.0% | $230,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 19.90K | -62.0% | $213,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 19.32K | +4.1% | $207,486 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Envestnet Asset Management Inc | 15.39K | +18.6% | $165,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 11.00K | 0.0% | $118,172 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 5.18K | +42.3% | $55,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 2.20K | +47.0% | $23,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 241 | 0.0% | $2,588 | 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
| Fifth Third Bancorp | $911,096 | 0.0% |
Exited
| Hrt Financial Lp | $147,000 | was 0.0% |
| Cerity Partners LLC | $119,839 | was 0.0% |
| Citigroup Inc | $283 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 133 holders, 17.93M shares, $187.88M 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)
10% owner · 48.00K sh @ 25.00 · $1.20M
10% owner · 109.00K sh @ 25.00 · $2.73M
10% owner · 112.00K sh @ 25.00 · $2.80M
10% owner · 60.00K sh @ 25.00 · $1.50M
10% owner · 16.00K sh @ 25.00 · $400,000
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