116 tracked 13F filers disclose a position in CHI as of the latest SEC 13F filings, a combined $194.0M 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 | BANK OF AMERICA CORP /DE/ | $28.2M | 2.6M | ▲+5.9% Added · +146K sh | Q1 2026 | |
| 2 | UBS Group AG | $25.5M | 2.4M | ▲+8.7% Added · +191K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $15.2M | 1.4M | ▲+1.2% Added · +17K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $14.6M | 1.4M | ▲+0.9% Added · +12K sh | Q1 2026 | |
| 5 | D.A. DAVIDSON & CO. | $14.9M | 1.1M | ▲+0.7% Added · +8K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $7.2M | 674K | ▼−7.6% Reduced · −56K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $6.9M | 643K | ▼−2.4% Reduced · −16K sh | Q1 2026 | |
| 8 | GUGGENHEIM CAPITAL LLC | $6.5M | 609K | ▼−12% Reduced · −85K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | $6.3M | 591K | ▲+8.9% Added · +48K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 565K | ▲+1.8% Added · +10K sh | Q1 2026 | |
| 11 | Advisors Asset Management, Inc. | $3.6M | 331K | ▲+46% Added · +104K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.2M | 302K | ▼−6.4% Reduced · −21K sh | Q1 2026 | |
| 13 | Marathon Strategic Advisors, LLC | $3.9M | 294K | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $3.0M | 275K | ▲+15% Added · +36K sh | Q1 2026 | |
| 15 | Creekside Partners | $3.2M | 238K | ▲+3.8% Added · +9K sh | Q2 2026 | |
| 16 | OPPENHEIMER & CO INC | $3.2M | 237K | ▲+4.9% Added · +11K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $2.4M | 225K | ▲+3.9% Added · +8K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $2.4M | 220K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 19 | Samalin Investment Counsel, LLC | $2.8M | 206K | ▲+41% Added · +60K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $2.0M | 187K | ▼−12% Reduced · −26K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $1.7M | 156K | ▲+3.8% Added · +6K sh | Q1 2026 | |
| 22 | Grange Capital, LLC | $2.0M | 146K | ▼−50% Reduced · −148K sh | Q2 2026 | |
| 23 | Focus Partners Wealth | $1.5M | 143K | —Held | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $1.3M | 118K | ▲+15% Added · +15K sh | Q1 2026 | |
| 25 | Everstar Asset Management, LLC | $1.5M | 112K | —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, 5 funds opened a new position in CHI and 16 added to an existing one, while 9 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 |
|---|---|---|
| APPLE INCAAPL | 57 funds | $8.7B |
| MICROSOFT CORPMSFT | 57 funds | $6.2B |
| AMAZON.COM INCAMZN | 57 funds | $5.0B |
| NVIDIA CORPNVDA | 56 funds | $7.9B |
| BROADCOM INCAVGO | 55 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 55 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 55 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 55 funds | $1.9B |
| MERCK & CO. INC.MRK | 55 funds | $909.7M |
| CHEVRON CORPCVX | 55 funds | $880.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 54 funds | $2.6B |
| CISCO SYSTEMS INCCSCO | 54 funds | $976.1M |
Ranked by how many of CHI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 11, 2025 | Mickey Mark | FormerChief Compliance Officer | Sell (S) | 2K | $22K |
| Aug 11, 2025 | Mickey Mark | FormerChief Compliance Officer | Sell (S) | 1K | $10K |
| Sep 9, 2024 | MetLife Investment Management, LLC | 10% Owner | Buy (P) | 92K | $2.3M |
| Sep 9, 2024 | MetLife Investment Management, LLC | 10% Owner | Buy (P) | 656K | $16.4M |
| Sep 9, 2024 | MetLife Investment Management, LLC | 10% Owner | Buy (P) | 92K | $2.3M |
| 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 |
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.