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Security record · archived quarter

CHY

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
32Tracked holders
0Δ holders
7.26MShares held
$82.16MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 -1 2.77K $32,142 n/a −1
Q2 2026 32 -3 7.46M $101.58M +2 −5
Q1 2026 36 +4 7.39M $80.51M +5 −1
Q4 2025 32 0 7.26M $82.16M n/a n/a
Q3 2025 2 -1 930.78K $10.44M n/a −1
Q2 2025 2 +1 25.00K $274,711 +1 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.48M n/a $16.73M 0.0% n/c 1 SEC ↗
2 Wells Fargo & Company/Mn 1.28M n/a $14.49M 0.0% n/c 1 SEC ↗ ×2
3 Bank Of America Corp /De/ 1.24M n/a $13.97M 0.0% n/c 1 SEC ↗
4 Morgan Stanley ✦ 943.36K +1.7% $10.67M 0.0% ▲ Add 2 SEC ↗ ×2
5 Raymond James Financial Inc 306.71K n/a $3.47M 0.0% n/c 1 SEC ↗ ×3
6 Osaic Holdings, Inc. 282.62K n/a $3.20M 0.0% n/c 1 SEC ↗ ×2
7 Corient Private Wealth LP 262.46K n/a $2.99M 0.0% n/c 1 SEC ↗ ×2
8 Royal Bank Of Canada 250.96K n/a $2.84M 0.0% n/c 1 SEC ↗
9 Commonwealth Equity Services, Llc 161.50K n/a $1.83M 0.0% n/c 1 SEC ↗
10 UBS Group AG 141.60K n/a $1.60M 0.0% n/c 1 SEC ↗ ×3
11 Cetera Investment Advisers 131.34K n/a $1.49M 0.0% n/c 1 SEC ↗
12 Mariner, LLC 130.37K n/a $1.47M 0.0% n/c 1 SEC ↗
13 Ameriprise Financial Inc 128.51K n/a $1.45M 0.0% n/c 1 SEC ↗
14 Baird Financial Group, Inc. 92.35K n/a $1.04M 0.0% n/c 1 SEC ↗
15 Rockefeller Capital Management L.P. 75.56K n/a $854,534 0.0% n/c 1 SEC ↗ ×2
16 Stifel Financial Corp 63.42K n/a $717,243 0.0% n/c 1 SEC ↗
17 Susquehanna International Group, Llp 56.02K n/a $633,530 0.0% n/c 1 SEC ↗
18 National Bank Of Canada /Fi/ 39.15K n/a $441,612 0.0% n/c 1 SEC ↗
19 Truist Financial Corp 36.48K n/a $412,634 0.0% n/c 1 SEC ↗ ×2
20 Focus Partners Wealth 28.46K n/a $321,883 0.0% n/c 1 SEC ↗
21 Jane Street Group, Llc 23.72K n/a $268,251 0.0% n/c 1 SEC ↗
22 Mml Investors Services, Llc 20.32K n/a $229,802 0.0% n/c 1 SEC ↗
23 Wealth Enhancement Advisory… 19.18K n/a $223,646 0.0% n/c 1 SEC ↗
24 Envestnet Asset Management Inc 18.56K n/a $209,878 0.0% n/c 1 SEC ↗
25 Cerity Partners LLC 17.79K n/a $208,440 0.0% n/c 1 SEC ↗
26 Cwm, Llc 10.46K n/a $118,000 0.0% n/c 1 SEC ↗
27 Pnc Financial Services Group, Inc. 8.90K n/a $100,634 0.0% n/c 1 SEC ↗ ×3
28 Northwestern Mutual Wealth… 6.31K n/a $71,400 0.0% n/c 1 SEC ↗
29 Us Bancorp \De\ 3.50K n/a $39,585 0.0% n/c 1 SEC ↗
30 BlackRock ✦ (passive) 3.30K -0.5% $37,300 0.0% ▼ Trim 3 SEC ↗
31 TD Waterhouse Canada Inc. 2.58K n/a $29,102 0.0% n/c 1 SEC ↗
32 Jones Financial Companies Lllp 324 n/a $3,664 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

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 133 holders, 12.75M shares, $128.99M 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.

Insider transactions

Open-market purchases (P)

Aug 26 MetLife Investment…

10% owner · 43.60K sh @ 25.00 · $1.09M

Aug 26 MetLife Investment…

10% owner · 96.00K sh @ 25.00 · $2.40M

Aug 26 MetLife Investment…

10% owner · 134.40K sh @ 25.00 · $3.36M

Aug 26 MetLife Investment…

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

Beneficial ownership
Sep 08 SC 13G: BlackRock Portfolio Management LLC

View original SEC filing ↗

Sep 08 SC 13G: MetLife Investment Management, LLC

View original SEC filing ↗

Sep 08 SC 13G/A: MetLife Investment Management, LLC

View original SEC filing ↗

Aug 25 SC 13G/A: THRIVENT FINANCIAL FOR LUTHERANS

View original SEC filing ↗

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: Q4 2025 · Methodology · Get this via the API