Security record · archived quarter
CHI
name pending profile ingest
29Tracked holders
-1Δ holders
12.67MShares held
$170.29MReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -3.3% ·
share flow +5.4% ·
net new positions -3.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -1 | 12.67M | $170.29M | +2 | −3 |
| Q1 2026 | 31 | -2 | 12.03M | $129.18M | +1 | −3 |
| Q4 2025 | 33 | 0 | 11.67M | $122.29M | — | — |
| Q3 2025 | 1 | — | 1.43M | $15.46M | — | — |
| Q3 2024 | 1 | +1 | 10.26K | $119,368 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.88M | +9.7% | $38.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 2.57M | +8.2% | $34.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 2.57M | +8.2% | $34.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.55M | +9.7% | $20.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.36M | +0.3% | $18.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 1.36M | +0.3% | $18.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 700.77K | +4.0% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 640.13K | -0.5% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 640.13K | -0.5% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 613.86K | +3.8% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 563.69K | -0.2% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 288.92K | -4.2% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 288.92K | -4.2% | $3.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 259.05K | +15.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 259.05K | +15.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 259.05K | +15.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 222.05K | +1.0% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 183.54K | -1.6% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 154.32K | -0.8% | $2.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Focus Partners Wealth | 141.78K | -1.0% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 99.90K | +26.1% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 76.36K | -10.0% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Sei Investments Co | 62.80K | -4.4% | $844,040 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 50.60K | -8.5% | $680,037 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northern Trust Corp | 46.78K | -12.8% | $628,750 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 38.87K | +8.2% | $521,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 28.09K | +20.0% | $377,555 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $357,370 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $357,370 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $357,370 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 26.59K | 0.0% | $357,370 | 0.0% | Held | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 23.81K | +4.4% | $320,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 21.65K | +0.9% | $291,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 19.98K | +29.8% | $268,479 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 15.73K | New | $211,384 | 0.0% | New | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 9.47K | +330.9% | $127,223 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 8.40K | New | $109,032 | 0.0% | New | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 1.67K | +593.8% | $22,472 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $211,384 | 0.0% |
| Jones Financial Companies Lllp | $109,032 | 0.0% |
Exited
| Susquehanna International… | $213,715 | was 0.0% |
| Jane Street Group, Llc | $207,486 | was 0.0% |
| Creative Planning | $118,172 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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