Among active 13F managers last quarter, 4 opened and 18 added, while 12 reduced; the largest holder to move was D.A. Davidson & Co. (+0.7%). Over the last 180 days, 1 insider bought and none sold, a net +$8.6M in open-market trades.
Funds lean in and no leg opposes.
127 tracked 13F filers disclose a position in CHI as of the latest SEC 13F filings, a combined $202.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 2.6M | $28.2M | ▲+5.9% Added · +146K sh | Q1 2026 | |
| 2 | UBS Group AG | 2.4M | $25.5M | ▲+8.7% Added · +191K sh | Q1 2026 | |
| 3 | Morgan Stanley | 1.4M | $15.2M | ▲+1.2% Added · +17K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 1.4M | $14.6M | ▲+0.9% Added · +12K sh | Q1 2026 | |
| 5 | D.A. Davidson & Co. | 1.1M | $14.9M | ▲+0.7% Added · +8K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 674K | $7.2M | ▼−7.6% Reduced · −56K sh | Q1 2026 | |
| 7 | Ameriprise Financial Inc | 643K | $6.9M | ▼−2.4% Reduced · −16K sh | Q1 2026 | |
| 8 | Guggenheim Capital LLC | 609K | $6.5M | ▼−12% Reduced · −85K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | 591K | $6.3M | ▲+8.9% Added · +48K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 565K | $6.1M | ▲+1.8% Added · +10K sh | Q1 2026 | |
| 11 | Advisors Asset Management, Inc. | 534K | $7.2M | ▲+61% Added · +203K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 302K | $3.2M | ▼−6.4% Reduced · −21K sh | Q1 2026 | |
| 13 | Marathon Strategic Advisors, LLC | 294K | $3.9M | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 14 | Harbour Investments, Inc. | 275K | $3.0M | ▲+15% Added · +36K sh | Q1 2026 | |
| 15 | Creekside Partners | 238K | $3.2M | ▲+3.8% Added · +9K sh | Q2 2026 | |
| 16 | Oppenheimer & Co Inc | 237K | $3.2M | ▲+4.9% Added · +11K sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 225K | $2.4M | ▲+3.9% Added · +8K sh | Q1 2026 | |
| 18 | Royal Bank Of Canada | 220K | $2.4M | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 19 | Samalin Investment Counsel, LLC | 206K | $2.8M | ▲+41% Added · +60K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | 187K | $2.0M | ▼−12% Reduced · −26K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | 169K | $2.3M | ▲+43% Added · +50K sh | Q2 2026 | |
| 22 | Rockefeller Capital Management L.P. | 156K | $1.7M | ▲+3.8% Added · +6K sh | Q1 2026 | |
| 23 | Grange Capital, LLC | 146K | $2.0M | ▼−50% Reduced · −148K sh | Q2 2026 | |
| 24 | Focus Partners Wealth | 143K | $1.5M | —Held | Q1 2026 | |
| 25 | Everstar Asset Management, LLC | 112K | $1.5M | —Held | Q2 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, 4 funds opened a new position in CHI and 18 added to an existing one, while 12 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 67 funds | $9.5B |
| Microsoft CorpMSFT | 67 funds | $6.4B |
| Amazon.com IncAMZN | 67 funds | $5.2B |
| Nvidia CorpNVDA | 66 funds | $8.5B |
| Alphabet Inc-CL CGOOG | 65 funds | $3.8B |
| Alphabet Inc-CL AGOOGL | 65 funds | $3.7B |
| Chevron CorpCVX | 65 funds | $934.7M |
| Broadcom IncAVGO | 64 funds | $3.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 64 funds | $3.2B |
| JPMorgan Chase & CoJPM | 64 funds | $2.1B |
| Walmart IncWMT | 64 funds | $1.6B |
| Cisco Systems IncCSCO | 64 funds | $1.1B |
Ranked by how many of CHI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CHI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | MetLife Investment Management, LLC | 10% Owner | Buy (P) 5 lots, same day | 345K | $8.6M |
| Aug 11, 2025 | Mickey Mark | FormerChief Compliance Officer | Sell (S) | 1K | $10K |
| Sep 9, 2024 | MetLife Investment Management, LLC | 10% Owner | Buy (P) 3 lots, same day | 840K | $21.0M |
| Feb 16, 2024 | Mickey Mark | Chief Compliance Officer | Sell (S) | 500 | $6K |
| May 31, 2023 | Mickey Mark | Chief Compliance Officer | Buy (P) | 500 | $5K |
| May 24, 2022 | MetLife Investment Management, LLC | 10% Owner | Buy (P) | 680K | $17.0M |
| Dec 18, 2020 | Mickey Mark | Chief Compliance Officer | Buy (P) | 1K | $14K |
| Feb 7, 2020 | Wennlund Lloyd | Director | Buy (P) | 5K | $51K |
| Dec 19, 2019 | Tripple David D | Director | Sell (S) | 400 | $4K |
| Jan 23, 2017 | Calamos John P Sr | President and Global CIO, Director | Sell (S) | 26K | $269K |
| Nov 21, 2016 | Timbers Stephen B | Director | Buy (P) | 10K | $98K |
| Mar 1, 2016 | Hamacher Theresa | Director | Buy (P) | 1K | $9K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 43 | 26 | – |
Insiders Form 4 open-market | 1 | 0 | +$8.6M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CHI
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/CHI/capital-change-brief"
Use Arkolith's capital_change_brief for CHI. 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 CHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.