43 tracked 13F filers disclose a position in CHMI as of the latest SEC 13F filings, a combined $15.8M 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 | VANGUARD CAPITAL MANAGEMENT LLC | $3.9M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 2 | Summit Financial, LLC | $2.7M | 1.0M | ▲+1.4% Added · +14K sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $1.5M | 609K | ▼−2.1% Reduced · −13K sh | Q1 2026 | |
| 4 | TPG GP A, LLC | $1.4M | 557K | ▲New +557K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $1.3M | 510K | ▲+28% Added · +113K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $1.1M | 444K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $1.1M | 444K | ▼−28% Reduced · −173K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $685K | 274K | ▲+33% Added · +68K sh | Q1 2026 | |
| 9 | VANGUARD FIDUCIARY TRUST CO | $558K | 223K | →First observed position No prior filed position | Q1 2026 | |
| 10 | Corient Private Wealth LLC | Withheld | 170K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $426K | 164K | ▲+9.4% Added · +14K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $290K | 116K | ▼−0.3% Reduced · −403 sh | Q1 2026 | |
| 13 | Verition Fund Management LLC | $103K | 41K | ▲New +41K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $85K | 34K | ▲+105% Added · +17K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $77K | 31K | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 16 | MONEY CONCEPTS CAPITAL CORP | $68K | 27K | ▲New +27K sh | Q1 2026 | |
| 17 | XTX Topco Ltd | $59K | 24K | ▲+127% Added · +13K sh | Q1 2026 | |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $53K | 21K | ▼−16% Reduced · −4K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $51K | 20K | —Held | Q1 2026 | |
| 20 | UBS Group AG | $48K | 19K | ▲+51% Added · +7K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $47K | 19K | ▲New +19K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $46K | 19K | ▲+55% Added · +7K sh | Q1 2026 | |
| 23 | RITHOLTZ WEALTH MANAGEMENT | $44K | 18K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $38K | 15K | ▼−7.8% Reduced · −1K sh | Q1 2026 | |
| 25 | Members Trust Co | $33K | 13K | —Held | 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, 5 funds opened a new position in CHMI and 3 added to an existing one, while 4 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 | 15 funds | $4.9B |
| AMAZON.COM INCAMZN | 15 funds | $4.4B |
| BROADCOM INCAVGO | 15 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 15 funds | $2.4B |
| TESLA INCTSLA | 15 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $1.4B |
| COSTCO WHOLESALE CORPCOST | 15 funds | $1.3B |
| ELI LILLY & COLLY | 15 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 15 funds | $1.3B |
| VISA INC-CLASS A SHARESV | 15 funds | $1.1B |
| HOME DEPOT INCHD | 15 funds | $1.1B |
Ranked by how many of CHMI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 10, 2025 | Cook Sharon L | Director | Sell (S) | 7K | $18K |
| Mar 25, 2025 | Cook Sharon L | Director | Sell (S) | 13K | $47K |
| Nov 22, 2024 | Lown Jeffrey B | President, Director | Buy (P) | 10K | $26K |
| Nov 10, 2023 | Lown Jeffrey B | President, Director | Buy (P) | 9K | $30K |
| Jun 20, 2023 | Lown Jeffrey B | President, Director | Buy (P) | 6K | $29K |
| Sep 29, 2022 | Lown Jeffrey B | President, Director | Buy (P) | 2K | $8K |
| Nov 14, 2020 | Lowrie Regina | Director | Sell (S) | 11K | $100K |
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/CHMI/capital-change-brief"
Use Arkolith's capital_change_brief for CHMI. 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 CHMI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.