4 tracked 13F filers disclose a position in CHRI as of the latest SEC 13F filings, a combined $661K 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 | Focus Partners Wealth | 4K | $283K | —Held | Q1 2026 | |
| 2 | TrustWell Financial Advisors, LLC | 3K | $273K | ▲New +3K sh | Q2 2026 | |
| 3 | Osaic Holdings, Inc. | 868 | $67K | ▲35× Added · +843 sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 510 | $39K | ▼−99% Reduced · −58K 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.
| Class | 13F holders | Value held |
|---|---|---|
| SHLDmc | 545 funds | $4.4B |
| CLIPmc | 140 funds | $1.2B |
| SDIVmc | 110 funds | $168.2M |
| ZAPmc | 85 funds | $204.7M |
| BKCHcommon | 63 funds | $67.4M |
| DJIAmc | 47 funds | $41.7M |
| GNOMmc | 45 funds | $17.7M |
| HYDRMF Closed and MF Open | 39 funds | $7.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CHRI
This ETF 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/CHRI/capital-change-brief"
Use Arkolith's capital_change_brief for CHRI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CHRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.