28 tracked 13F filers disclose a position in CHCI as of the latest SEC 13F filings, a combined $15.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $3.8M | 202K | →First observed position No prior filed position | Q1 2026 | |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $3.4M | 180K | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $1.6M | 85K | ▲+1.0% Added · +834 sh | Q1 2026 | |
| 4 | Saber Capital Managment, LLC | $1.3M | 80K | ▲+11% Added · +8K sh | Q2 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $964K | 51K | ▲+7.8% Added · +4K sh | Q1 2026 | |
| 6 | Round Rock Advisors LLC | $479K | 25K | ▲New +25K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $425K | 22K | ▲+3.1% Added · +682 sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $407K | 21K | ▲New +21K sh | Q1 2026 | |
| 9 | VANGUARD FIDUCIARY TRUST CO | $399K | 21K | →First observed position No prior filed position | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $383K | 20K | ▲+0.1% Added · +24 sh | Q1 2026 | |
| 11 | 683 Capital Management, LLC | $369K | 20K | ▼−43% Reduced · −15K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $362K | 19K | ▲+8.6% Added · +2K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $317K | 17K | —Held | Q1 2026 | |
| 14 | Wealthspire Advisors, LLC | $281K | 15K | ▲New +15K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $247K | 13K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $212K | 11K | ▼−23% Reduced · −3K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $181K | 10K | ▼−30% Reduced · −4K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $62K | 4K | —Held | Q1 2026 | |
| 19 | BARCLAYS PLC | $64K | 3K | ▼−12% Reduced · −454 sh | Q1 2026 | |
| 20 | UBS Group AG | $62K | 3K | ▼−15% Reduced · −584 sh | Q1 2026 | |
| 21 | CITIGROUP INC | $38K | 2K | ▲New +2K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $38K | 2K | ▼−13% Reduced · −295 sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $30K | 2K | ▼−90% Reduced · −14K sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $11K | 600 | —Held | Q1 2026 | |
| 25 | Vanguard Global Advisers, LLC | $9K | 454 | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in CHCI and 3 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 8 funds | $7.9B |
| ELI LILLY & COLLY | 8 funds | $2.5B |
| UNITEDHEALTH GROUP INCUNH | 8 funds | $2.4B |
| CAPITAL ONE FINANCIAL CORPCOF | 8 funds | $940.5M |
| ELEVANCE HEALTH INCELV | 8 funds | $833.1M |
| WESTERN DIGITAL CORPWDC | 8 funds | $404.9M |
| LENNAR CORP-ALEN | 8 funds | $306.1M |
| MOODY'S CORPMCO | 8 funds | $281.2M |
| PAN AMERICAN SILVER CORPPAAS | 8 funds | $179.8M |
| ALNYLAM PHARMACEUTICALS INCALNY | 8 funds | $165.2M |
| MOLINA HEALTHCARE INCMOH | 8 funds | $161.6M |
| GRAPHIC PACKAGING HOLDING COGPK | 8 funds | $123.9M |
Ranked by how many of CHCI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 21, 2026 | Steffan Timothy | Chief Operating Officer | Sell (S) | 13K | $185K |
| Mar 23, 2026 | Steffan Timothy | Chief Operating Officer | Sell (S) | 10K | $152K |
| Aug 20, 2025 | Steffan Timothy | Chief Operating Officer | Sell (S) | 1K | $16K |
| Aug 19, 2025 | Steffan Timothy | Chief Operating Officer | Sell (S) | 3K | $54K |
| Aug 15, 2025 | Steffan Timothy | Chief Operating Officer | Sell (S) | 905 | $14K |
| Aug 14, 2025 | MACCUTCHEON JAMES A | Director | Sell (S) | 2K | $35K |
| Aug 13, 2025 | MACCUTCHEON JAMES A | Director | Sell (S) | 4K | $55K |
| Aug 13, 2025 | Guthrie Christopher Michael | Chief Financial Officer & EVP | Sell (S) | 2K | $25K |
| Aug 12, 2025 | MACCUTCHEON JAMES A | Director | Sell (S) | 1K | $15K |
| Aug 12, 2025 | Guthrie Christopher Michael | Chief Financial Officer & EVP | Sell (S) | 4K | $65K |
| Aug 12, 2025 | Steffan Timothy | Chief Operating Officer | Sell (S) | 5K | $68K |
| Aug 11, 2025 | MACCUTCHEON JAMES A | Director | Sell (S) | 25 | $375 |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CHCI/capital-change-brief"
Use Arkolith's capital_change_brief for CHCI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CHCI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.