CHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.6% ·
share flow +1.1% ·
net new positions -9.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.46M | +1.4% | $19.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.26M | +0.7% | $17.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.26M | -3.4% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 1.09M | +12.1% | $14.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 359.07K | +6.5% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 317.11K | +1726.3% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 237.02K | +2.7% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 221.92K | -26.3% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Corient Private Wealth LP | 170.93K | 0.0% | $2.33M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 166.54K | +2.1% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 151.51K | +1.4% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 151.08K | +29.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 137.94K | -25.0% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 119.23K | +9.2% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 64.23K | -13.4% | $874,772 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 58.38K | -2.3% | $795,112 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 38.05K | -0.5% | $513,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 37.63K | +3.1% | $512,512 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Focus Partners Wealth | 29.31K | +0.1% | $399,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Invesco Ltd. | 23.89K | New | $325,409 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 22.49K | +10.5% | $306,273 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 18.51K | +2.4% | $252,136 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 10.26K | -22.0% | $141,028 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 10.20K | -72.8% | $138,951 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Millennium Management ✦ | 10.15K | -82.8% | $138,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Northwestern Mutual Wealth… | 5.38K | -8.5% | $73,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 3.50K | 0.0% | $47,670 | 0.0% | Held | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 3.30K | 0.0% | $44,919 | 0.0% | Held | 5 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 2.70K | +2.3% | $36,393 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 1.80K | 0.0% | $24,516 | 0.0% | Held | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 111 | New | $1,489 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Invesco Ltd. | $325,409 | 0.0% |
| JPMorgan Chase | $1,489 | 0.0% |
Exited
| Mariner, LLC | $1.11M | was 0.0% |
| Susquehanna International… | $660,871 | was 0.0% |
| Hrt Financial Lp | $320,000 | was 0.0% |
| Creative Planning | $130,353 | was 0.0% |
| Nomura Holdings Inc | $108,900 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
10% owner · 43.60K sh @ 25.00 · $1.09M
10% owner · 96.00K sh @ 25.00 · $2.40M
10% owner · 134.40K sh @ 25.00 · $3.36M
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