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/CHRD/capital-change-brief"
Use Arkolith's capital_change_brief for CHRD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $987.6M | 6.9M | ▲+24% Added · +1.3M sh | Q1 2026 | |
| 2 | FMR LLC | $551.7M | 3.9M | ▼−43% Reduced · −2.9M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $416.5M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $363.6M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $342.9M | 2.4M | ▲+9.6% Added · +212K sh | Q1 2026 | |
| 6 | VICTORY CAPITAL MANAGEMENT INC | $291.6M | 2.1M | ▲+2.5% Added · +49K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $238.4M | 1.7M | ▼−9.9% Reduced · −184K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $220.1M | 1.5M | ▲+27% Added · +330K sh | Q1 2026 | |
| 9 | Sourcerock Group LLC | $183.6M | 1.3M | ▲+16% Added · +175K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $170.1M | 1.2M | ▼−42% Reduced · −857K sh | Q1 2026 | |
| 11 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $168.9M | 1.2M | ▼−4.5% Reduced · −56K sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $164.9M | 1.2M | ▲+160% Added · +714K sh | Q1 2026 | |
| 13 | UBS Group AG | $159.1M | 1.1M | ▲+74% Added · +475K sh | Q1 2026 | |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $127.3M | 895K | ▲+1.6% Added · +14K sh | Q1 2026 | |
| 15 | Allspring Global Investments Holdings, LLC | $100.6M | 734K | ▲+1.0% Added · +7K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $97.3M | 684K | ▲+4.6% Added · +30K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $88.6M | 623K | ▲+90% Added · +295K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $87.6M | 616K | ▼−0.8% Reduced · −5K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $82.7M | 582K | ▼−7.8% Reduced · −49K sh | Q1 2026 | |
| 20 | FIRST TRUST ADVISORS LP | $82.5M | 580K | ▲+98% Added · +287K sh | Q1 2026 | |
| 21 | Condire Management, LP | $79.1M | 557K | ▲+10% Added · +51K sh | Q1 2026 | |
| 22 | Invenomic Capital Management LP | $73.2M | 515K | ▲+160% Added · +317K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $63.5M | 447K | ▲+3.5% Added · +15K sh | Q1 2026 | |
| 24 | Palo Duro Investment Partners, LP | $60.5M | 425K | ▼−7.6% Reduced · −35K sh | Q1 2026 | |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60.4M | 425K | ▲+179% Added · +272K 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 |
|---|---|---|---|---|---|
| Jun 15, 2026 | Dundas Ian C | Director | Gift (G) | 72K | $0 |
| May 15, 2026 | Henke Darrin J. | EVP and COO | Sell (S) | 1K | $186K |
| May 11, 2026 | Brooks Douglas E | Director | Sell (S) | 2K | $208K |
| May 8, 2026 | Brooks Douglas E | Director | Sell (S) | 4K | $478K |
| May 7, 2026 | Brooks Douglas E | Director | Sell (S) | 3K | $413K |
| Apr 29, 2026 | Dundas Ian C | Director | Grant (A) | 2K | — |
| Apr 29, 2026 | CUNNINGHAM SUSAN M | Director | Grant (A) | 2K | — |
| Apr 29, 2026 | Polzin Ward | Director | Grant (A) | 2K | — |
| Apr 29, 2026 | Foulkes Hilary A | Director | Grant (A) | 2K | — |
| Apr 29, 2026 | Brooks Douglas E | Director | Grant (A) | 2K | — |
| Apr 29, 2026 | McKinney Samantha | Director | Grant (A) | 2K | — |
| Apr 29, 2026 | Taylor Anne | Director | Grant (A) | 2K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 163 funds | $61.3B |
| ALPHABET INC-CL AGOOGL | 162 funds | $39.4B |
| BROADCOM INCAVGO | 162 funds | $31.8B |
| META PLATFORMS INC-CLASS AMETA | 162 funds | $28.4B |
| AMAZON.COM INCAMZN | 161 funds | $47.8B |
| ELI LILLY & COLLY | 161 funds | $16.1B |
| JPMORGAN CHASE & COJPM | 160 funds | $20.0B |
| NVIDIA CORPNVDA | 159 funds | $85.4B |
| COSTCO WHOLESALE CORPCOST | 159 funds | $10.7B |
| HOME DEPOT INCHD | 159 funds | $8.0B |
| PROCTER & GAMBLE CO/THEPG | 159 funds | $7.6B |
| VISA INC-CLASS A SHARESV | 158 funds | $14.2B |
Ranked by how many of CHRD'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 CHRD. 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.