141 tracked 13F filers disclose a position in CHCT as of the latest SEC 13F filings, a combined $333.1M 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 | BlackRock, Inc. | $42.7M | 2.7M | ▲+0.8% Added · +21K sh | Q1 2026 | |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $31.5M | 2.0M | ▲+174% Added · +1.3M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $23.4M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $18.4M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $17.9M | 1.1M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 6 | KENNEDY CAPITAL MANAGEMENT LLC | $14.5M | 912K | ▼−11% Reduced · −108K sh | Q1 2026 | |
| 7 | Nuveen, LLC | $14.0M | 881K | ▲+119% Added · +478K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $12.3M | 776K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $12.0M | 753K | ▲+1.5% Added · +11K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $8.8M | 555K | ▲+143% Added · +326K sh | Q1 2026 | |
| 11 | Focus Partners Wealth | $8.5M | 538K | ▼−7.0% Reduced · −40K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $8.4M | 529K | ▲+9.5% Added · +46K sh | Q1 2026 | |
| 13 | PALISADE CAPITAL MANAGEMENT, LP | $8.0M | 506K | ▼−2.8% Reduced · −15K sh | Q1 2026 | |
| 14 | Aristotle Capital Boston, LLC | $6.8M | 426K | ▼−16% Reduced · −82K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.4M | 404K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $6.2M | 390K | ▲+2.1% Added · +8K sh | Q1 2026 | |
| 17 | DEPRINCE RACE & ZOLLO INC | $6.2M | 389K | ▼−21% Reduced · −100K sh | Q1 2026 | |
| 18 | ProShare Advisors LLC | $6.0M | 376K | ▼−4.2% Reduced · −16K sh | Q1 2026 | |
| 19 | SEI INVESTMENTS CO | $5.7M | 361K | ▲+34% Added · +92K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $4.9M | 306K | ▲+63% Added · +118K sh | Q1 2026 | |
| 21 | Russell Investments Group, Ltd. | $4.6M | 289K | ▼−16% Reduced · −57K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $4.6M | 287K | ▼−49% Reduced · −276K sh | Q1 2026 | |
| 23 | NEW YORK STATE COMMON RETIREMENT FUND | $4.4M | 276K | —Held | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $4.1M | 258K | ▼−6.3% Reduced · −17K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $3.6M | 229K | ▼−18% Reduced · −52K sh | 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, 7 funds opened a new position in CHCT and 23 added to an existing one, while 12 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 48 funds | $17.2B |
| JPMORGAN CHASE & COJPM | 48 funds | $5.0B |
| CHEVRON CORPCVX | 47 funds | $2.3B |
| QUALCOMM INCQCOM | 47 funds | $1.4B |
| APPLE INCAAPL | 46 funds | $20.7B |
| AMAZON.COM INCAMZN | 46 funds | $11.3B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $7.1B |
| ELI LILLY & COLLY | 46 funds | $4.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 46 funds | $4.1B |
| COSTCO WHOLESALE CORPCOST | 46 funds | $3.1B |
| JOHNSON & JOHNSONJNJ | 46 funds | $3.1B |
| VISA INC-CLASS A SHARESV | 46 funds | $2.8B |
Ranked by how many of CHCT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 4, 2025 | Cotman Cathrine | Director | Buy (P) | 4K | $59K |
| May 28, 2025 | Van Horn R. Lawrence | Director | Buy (P) | 12K | $193K |
| May 13, 2025 | Dupuy David H. | CEO and President, Director | Buy (P) | 10K | $162K |
| Apr 30, 2025 | Cotman Cathrine | Director | Sell (S) | 3K | $51K |
| Apr 30, 2025 | Cotman Cathrine | Director | Buy (P) | 3K | $51K |
| Sep 9, 2024 | Van Horn R. Lawrence | Director | Buy (P) | 10K | $161K |
| Aug 13, 2024 | Cotman Cathrine | Director | Buy (P) | 2K | $35K |
| Aug 5, 2024 | Dupuy David H. | CEO and President, Director | Buy (P) | 10K | $195K |
| Aug 5, 2024 | Van Horn R. Lawrence | Director | Buy (P) | 3K | $49K |
| Aug 5, 2024 | Hensley Robert Z | Director | Buy (P) | 7K | $127K |
| Mar 10, 2023 | Van Horn R. Lawrence | Director | Buy (P) | 685 | $25K |
| Mar 10, 2023 | Cotman Cathrine | Director | Buy (P) | 277 | $10K |
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/CHCT/capital-change-brief"
Use Arkolith's capital_change_brief for CHCT. 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 CHCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.