Among active 13F managers last quarter, 7 opened and 15 added, while 10 reduced; the largest holder to move was Karpus Management, Inc. (+12%).
90 tracked 13F filers disclose a position in CHW as of the latest SEC 13F filings, a combined $164.9M 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 | Morgan Stanley | 5.9M | $43.1M | ▲+3.7% Added · +211K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | 2.5M | $21.9M | ▲+12% Added · +269K sh | Q2 2026 | |
| 3 | Pathstone Holdings, LLC | 2.2M | $19.3M | ▲+46% Added · +683K sh | Q2 2026 | |
| 4 | Advisors Asset Management, Inc. | 1.5M | $13.3M | ▼−5.1% Reduced · −81K sh | Q2 2026 | |
| 5 | Guggenheim Capital LLC | 1.1M | $7.8M | ▼−4.8% Reduced · −54K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 1.0M | $7.3M | ▼−2.6% Reduced · −27K sh | Q1 2026 | |
| 7 | Baird Financial Group, Inc. | 939K | $6.8M | ▼−0.9% Reduced · −9K sh | Q1 2026 | |
| 8 | 1607 Capital Partners, LLC | 759K | $6.8M | ▲+218% Added · +520K sh | Q2 2026 | |
| 9 | Shaker Financial Services, LLC | 412K | $3.7M | ▼−11% Reduced · −51K sh | Q2 2026 | |
| 10 | Adapt Wealth Advisors, LLC | 394K | $3.5M | ▼−2.0% Reduced · −8K sh | Q2 2026 | |
| 11 | Wells Fargo & Company | 367K | $2.7M | ▲+210% Added · +249K sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 303K | $2.2M | ▲+37% Added · +82K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 288K | $2.1M | ▲+2.1% Added · +6K sh | Q1 2026 | |
| 14 | Ameriprise Financial Inc | 267K | $1.9M | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 15 | UBS Group AG | 202K | $1.5M | ▲+0.1% Added · +293 sh | Q1 2026 | |
| 16 | Blue Bell Private Wealth Management, LLC | 182K | $1.6M | ▲+48% Added · +59K sh | Q2 2026 | |
| 17 | D.A. Davidson & Co. | 180K | $1.6M | ▲+0.4% Added · +772 sh | Q2 2026 | |
| 18 | Wealth Enhancement Advisory Services, LLC | 116K | $1.0M | ▲+15% Added · +15K sh | Q2 2026 | |
| 19 | Commonwealth Equity Services, LLC | 113K | $823K | ▲+0.7% Added · +754 sh | Q1 2026 | |
| 20 | Saxony Capital Management, LLC | 88K | $786K | —Held | Q2 2026 | |
| 21 | Osaic Holdings, Inc. | 87K | $629K | ▼−20% Reduced · −21K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | 84K | $608K | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 23 | Envestnet Asset Management Inc | 80K | $581K | ▲New +80K sh | Q1 2026 | |
| 24 | Fifth Third Bancorp | 78K | $563K | ▲41× Added · +76K sh | Q1 2026 | |
| 25 | Dakota Wealth Management | 73K | $653K | ▲+7.8% Added · +5K sh | Q2 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, 7 funds opened a new position in CHW and 15 added to an existing one, while 10 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 |
|---|---|---|
| Microsoft CorpMSFT | 37 funds | $4.7B |
| Eli Lilly & CoLLY | 37 funds | $2.2B |
| Apple IncAAPL | 35 funds | $7.3B |
| Nvidia CorpNVDA | 35 funds | $7.1B |
| Amazon.com IncAMZN | 35 funds | $5.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 35 funds | $1.7B |
| Abbvie IncABBV | 35 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 34 funds | $3.7B |
| Broadcom IncAVGO | 34 funds | $3.7B |
| Alphabet Inc-CL CGOOG | 34 funds | $2.9B |
| JPMorgan Chase & CoJPM | 34 funds | $2.0B |
| Advanced Micro DevicesAMD | 34 funds | $1.9B |
Ranked by how many of CHW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CHW.
Connected entities for CHW
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.