75 tracked 13F filers disclose a position in CHW as of the latest SEC 13F filings, a combined $137.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $43.1M | 5.9M | ▲+3.7% Added · +211K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | $15.9M | 2.2M | ▲+13% Added · +250K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $11.4M | 1.6M | ▲+3.9% Added · +59K sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | $10.7M | 1.5M | ▲+6.4% Added · +89K sh | Q1 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $7.8M | 1.1M | ▼−4.8% Reduced · −54K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $7.3M | 1.0M | ▼−2.6% Reduced · −27K sh | Q1 2026 | |
| 7 | Baird Financial Group, Inc. | $6.8M | 939K | ▼−0.9% Reduced · −9K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $3.1M | 423K | ▲+3.8% Added · +16K sh | Q1 2026 | |
| 9 | Shaker Financial Services, LLC | $3.7M | 412K | ▼−11% Reduced · −51K sh | Q2 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $2.7M | 367K | ▲+210% Added · +249K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $2.2M | 303K | ▲+37% Added · +82K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $2.1M | 288K | ▲+2.1% Added · +6K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $1.9M | 267K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 14 | 1607 Capital Partners, LLC | $1.7M | 239K | ▲+12% Added · +25K sh | Q1 2026 | |
| 15 | UBS Group AG | $1.5M | 202K | ▲+0.1% Added · +293 sh | Q1 2026 | |
| 16 | D.A. DAVIDSON & CO. | $1.3M | 179K | ▼−4.3% Reduced · −8K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M | 116K | ▲+15% Added · +15K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $823K | 113K | ▲+0.7% Added · +754 sh | Q1 2026 | |
| 19 | Saxony Capital Management, LLC | $786K | 88K | —Held | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $629K | 87K | ▼−20% Reduced · −21K sh | Q1 2026 | |
| 21 | Focus Partners Wealth | $608K | 84K | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $581K | 80K | ▲New +80K sh | Q1 2026 | |
| 23 | FIFTH THIRD BANCORP | $563K | 78K | ▲41× Added · +76K sh | Q1 2026 | |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $503K | 69K | ▼−12% Reduced · −9K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $495K | 68K | ▲+388% Added · +54K 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.
Last quarter, 5 funds opened a new position in CHW and 12 added to an existing one, while 8 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 | 31 funds | $8.6B |
| HOME DEPOT INCHD | 31 funds | $1.4B |
| APPLE INCAAPL | 30 funds | $10.6B |
| NVIDIA CORPNVDA | 30 funds | $8.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $7.2B |
| AMAZON.COM INCAMZN | 30 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 30 funds | $5.8B |
| BROADCOM INCAVGO | 30 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.1B |
| ELI LILLY & COLLY | 30 funds | $2.1B |
| CHEVRON CORPCVX | 30 funds | $1.6B |
Ranked by how many of CHW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/CHW/capital-change-brief"
Use Arkolith's capital_change_brief for CHW. 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 CHW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.