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/CHE/capital-change-brief"
Use Arkolith's capital_change_brief for CHE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $504.9M | 1.3M | ▲+4.0% Added · +51K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $308.1M | 816K | ▲New +816K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $240.3M | 636K | ▲New +636K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $187.4M | 501K | ▼−4.0% Reduced · −21K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $174.6M | 462K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $157.0M | 416K | ▲+28% Added · +90K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $155.3M | 411K | ▲+15% Added · +53K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $113.9M | 302K | ▲+174% Added · +192K sh | Q1 2026 | |
| 9 | TD ASSET MANAGEMENT INC | $105.7M | 280K | ▼−14% Reduced · −45K sh | Q1 2026 | |
| 10 | Epoch Investment Partners, Inc. | $94.5M | 250K | ▼−22% Reduced · −72K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $93.6M | 248K | ▲+0.1% Added · +381 sh | Q1 2026 | |
| 12 | Neuberger Berman Group LLC | $91.5M | 242K | ▼−41% Reduced · −171K sh | Q1 2026 | |
| 13 | FIRST TRUST ADVISORS LP | $89.3M | 236K | ▲+25% Added · +47K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $85.8M | 227K | ▼−12% Reduced · −32K sh | Q1 2026 | |
| 15 | Boston Trust Walden Corp | $77.5M | 205K | ▼−7.3% Reduced · −16K sh | Q1 2026 | |
| 16 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $69.9M | 185K | ▼−60% Reduced · −280K sh | Q1 2026 | |
| 17 | NORGES BANK | $76.1M | 178K | ▼−3.1% Reduced · −6K sh | Q4 2025 | |
| 18 | Impax Asset Management Group plc | $66.6M | 176K | ▼−28% Reduced · −68K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $66.0M | 175K | ▼−10.0% Reduced · −19K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.0M | 164K | ▲+9.3% Added · +14K sh | Q1 2026 | |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $57.6M | 152K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 22 | Copeland Capital Management, LLC | $55.9M | 148K | ▲+7.6% Added · +10K sh | Q1 2026 | |
| 23 | UBS Group AG | $53.6M | 142K | ▲+17% Added · +20K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $52.1M | 138K | ▼−13% Reduced · −20K sh | Q1 2026 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $48.7M | 129K | ▲+9.6% Added · +11K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2026 | LINDELL ANDREA R | Director | Sell (S) | 1K | $603K |
| May 29, 2026 | WALSH GEORGE J III | Director | Sell (S) | 500 | $219K |
| May 18, 2026 | DeLyons Ron | Director | Grant (A) | 386 | $170K |
| May 18, 2026 | GRACE PATRICK P | Director | Grant (A) | 386 | $170K |
| May 18, 2026 | Heaney Christopher J | Director | Grant (A) | 386 | $170K |
| May 18, 2026 | LINDELL ANDREA R | Director | Grant (A) | 386 | $170K |
| May 18, 2026 | McCarthy Eileen P | Director | Grant (A) | 386 | $170K |
| May 18, 2026 | Mount John Meredith Jr. | Director | Grant (A) | 386 | $170K |
| May 18, 2026 | WALSH GEORGE J III | Director | Grant (A) | 386 | $170K |
| May 8, 2026 | GRACE PATRICK P | Director | Sell (S) | 60 | $26K |
| May 1, 2026 | MCNAMARA KEVIN J | president and CEO, Director | Sell (S) | 2K | $842K |
| Mar 27, 2026 | MCNAMARA KEVIN J | president and CEO, Director | Sell (S) | 2K | $554K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 170 funds | $66.2B |
| ELI LILLY & COLLY | 167 funds | $16.7B |
| APPLE INCAAPL | 166 funds | $76.2B |
| AMAZON.COM INCAMZN | 166 funds | $46.6B |
| ALPHABET INC-CL AGOOGL | 166 funds | $42.0B |
| BROADCOM INCAVGO | 166 funds | $34.7B |
| VISA INC-CLASS A SHARESV | 166 funds | $13.0B |
| NVIDIA CORPNVDA | 165 funds | $92.9B |
| WALMART INCWMT | 164 funds | $11.9B |
| TJX COMPANIES INCTJX | 164 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 163 funds | $28.2B |
| JPMORGAN CHASE & COJPM | 163 funds | $21.3B |
Ranked by how many of CHE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CHE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.