Among active 13F managers last quarter, 3 opened and 4 added, while 6 reduced; the largest holder to move was Summit Financial, LLC (−0.5%). No open-market insider trades in the last 180 days.
No leg leans either way.
46 tracked 13F filers disclose a position in CHMI as of the latest SEC 13F filings, a combined $14.3M 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 | Vanguard Capital Management LLC | 1.5M | $3.5M | ▼−3.9% Reduced · −61K sh | Q2 2026 | |
| 2 | Summit Financial, LLC | 1.0M | $2.5M | ▼−0.5% Reduced · −5K sh | Q2 2026 | |
| 3 | TPG GP A, LLC | 735K | $1.7M | ▲+32% Added · +178K sh | Q2 2026 | |
| 4 | Renaissance Technologies LLC | 609K | $1.5M | ▼−2.1% Reduced · −13K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | 476K | $1.1M | ▲+7.1% Added · +31K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 413K | $959K | ▼−19% Reduced · −97K sh | Q2 2026 | |
| 7 | Two Sigma Investments, LP | 274K | $685K | ▲+33% Added · +68K sh | Q1 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 225K | $522K | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 9 | Corient Private Wealth LP | 170K | Withheld | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 10 | State Street Corp | 164K | $398K | —Held | Q2 2026 | |
| 11 | Northern Trust Corp | 116K | $290K | ▼−0.3% Reduced · −403 sh | Q1 2026 | |
| 12 | Verition Fund Management LLC | 112K | $260K | ▲+172% Added · +71K sh | Q2 2026 | |
| 13 | Citadel Advisors LLC | 48K | $112K | ▼−89% Reduced · −396K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 34K | $85K | ▲+105% Added · +17K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | 31K | $77K | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 16 | Money Concepts Capital Corp | 27K | $63K | —Held | Q2 2026 | |
| 17 | XTX Topco Ltd | 24K | $59K | ▲+127% Added · +13K sh | Q1 2026 | |
| 18 | JPMorgan Chase & Co | 20K | $51K | —Held | Q1 2026 | |
| 19 | Gables Capital Management Inc. | 20K | $46K | ▼−4.9% Reduced · −1K sh | Q2 2026 | |
| 20 | UBS Group AG | 19K | $48K | ▲+51% Added · +7K sh | Q1 2026 | |
| 21 | Susquehanna International Group, LLP | 19K | $47K | ▲New +19K sh | Q1 2026 | |
| 22 | Morgan Stanley | 19K | $46K | ▲+55% Added · +7K sh | Q1 2026 | |
| 23 | Osaic Holdings, Inc. | 15K | $38K | ▼−7.8% Reduced · −1K sh | Q1 2026 | |
| 24 | Members Trust Co | 13K | $30K | —Held | Q2 2026 | |
| 25 | Glenview Trust Co | 13K | $31K | —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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in CHMI and 4 added to an existing one, while 6 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 | 15 funds | $5.6B |
| JPMorgan Chase & CoJPM | 15 funds | $2.3B |
| Tesla IncTSLA | 15 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 15 funds | $1.6B |
| Chevron CorpCVX | 15 funds | $1.4B |
| Unitedhealth Group IncUNH | 15 funds | $1.3B |
| Walmart IncWMT | 15 funds | $1.0B |
| Bristol-Myers Squibb CoBMY | 15 funds | $880.4M |
| Coca-Cola CoKO | 15 funds | $738.0M |
| Bank Of America CorpBAC | 15 funds | $660.0M |
| General ElectricGE | 15 funds | $452.0M |
| Nvidia CorpNVDA | 14 funds | $5.7B |
Ranked by how many of CHMI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CHMI.
| 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 |
| Mar 12, 2020 | Lown Jeffrey B | President, Director | Buy (P) | 650 | $6K |
| Mar 9, 2020 | Lown Jeffrey B | President, Director | Buy (P) | 620 | $8K |
| Mar 9, 2020 | Evans Julian | Chief Investment Officer | Buy (P) | 1K | $13K |
| Mar 5, 2020 | Lown Jeffrey B | President, Director | Buy (P) | 1K | $15K |
| Jul 26, 2019 | Lown Jeffrey B | President, Director | Buy (P) | 48 | $735 |
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 | 12 | 13 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 CHMI
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.