The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CHI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CHI"
Use Arkolith to show who owns CHI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $11.8M | 1.1M | ▲+5.0% Added · +52K sh | Q1 2026 | |
| 2 | Advisors Asset Management, Inc. | $3.6M | 331K | ▲+46% Added · +104K sh | Q1 2026 | |
| 3 | OPPENHEIMER & CO INC | $2.4M | 226K | ▲+5.3% Added · +12K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $1.3M | 118K | ▲+15% Added · +15K sh | Q1 2026 | |
| 5 | IHT Wealth Management, LLC | $763K | 71K | ▲+2.9% Added · +2K sh | Q1 2026 | |
| 6 | Mutual Advisors, LLC | $554K | 52K | ▲+77% Added · +22K sh | Q1 2026 | |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $465K | 43K | —Held | Q1 2026 | |
| 8 | Geneos Wealth Management Inc. | $418K | 39K | ▲+1.0% Added · +400 sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $402K | 36K | ▼−46% Reduced · −30K sh | Q1 2026 | |
| 10 | &PARTNERS | $397K | 37K | ▼−16% Reduced · −7K sh | Q1 2026 | |
| 11 | NorthRock Partners, LLC | $379K | 35K | ▲New +35K sh | Q1 2026 | |
| 12 | CreativeOne Wealth, LLC | $368K | 34K | ▼−9.4% Reduced · −4K sh | Q1 2026 | |
| 13 | BENJAMIN EDWARDS INC | $366K | 34K | ▲+1.2% Added · +400 sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $359K | 33K | ▲+278% Added · +25K sh | Q1 2026 | |
| 15 | Arax Advisory Partners | $342K | 32K | ▼−24% Reduced · −10K sh | Q1 2026 | |
| 16 | Sigma Planning Corp | $329K | 31K | ▲+1.2% Added · +359 sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | $325K | 30K | ▲+3.5% Added · +1K sh | Q1 2026 | |
| 18 | DF DENT & CO INC | $316K | 29K | —Held | Q1 2026 | |
| 19 | Sanctuary Advisors, LLC | $315K | 29K | ▲+3.9% Added · +1K sh | Q1 2026 | |
| 20 | EP Wealth Advisors, LLC | $306K | 29K | —Held | Q1 2026 | |
| 21 | STEPHENS INC /AR/ | $296K | 28K | ▼−22% Reduced · −8K sh | Q1 2026 | |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $295K | 27K | ▲+184% Added · +18K sh | Q1 2026 | |
| 23 | Stratos Wealth Partners, LTD. | $294K | 27K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $293K | 27K | ▲+43% Added · +8K sh | Q1 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $240K | 22K | ▲+1.4% Added · +307 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 |
|---|---|---|---|---|---|
| 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 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 45 funds | $12.0B |
| MICROSOFT CORPMSFT | 45 funds | $11.3B |
| ALPHABET INC-CL AGOOGL | 45 funds | $7.8B |
| BROADCOM INCAVGO | 45 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 45 funds | $3.2B |
| CHEVRON CORPCVX | 45 funds | $2.2B |
| HOME DEPOT INCHD | 45 funds | $1.8B |
| NETFLIX INCNFLX | 45 funds | $1.4B |
| INTL BUSINESS MACHINES CORPIBM | 45 funds | $1.2B |
| GENERAL ELECTRICGE | 45 funds | $1.1B |
| CONOCOPHILLIPSCOP | 45 funds | $488.4M |
Ranked by how many of CHI'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 CHI. 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.