CHI — Institutional owners (13F)

146 filers · $248.6M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
BANK OF AMERICA CORP /DE/ $38,759,804 2,883,914 15.59% Shares
UBS Group AG $34,601,683 2,574,530 13.92% Shares
MORGAN STANLEY $20,845,857 1,551,031 8.38% Shares
WELLS FARGO & COMPANY/MN $18,316,576 1,362,840 7.37% Shares
D.A. DAVIDSON & CO. $14,856,824 1,105,418 5.98% Shares
LPL Financial LLC $9,418,292 700,766 3.79% Shares
GUGGENHEIM CAPITAL LLC $8,646,073 643,309 3.48% Shares
AMERIPRISE FINANCIAL INC $8,593,222 640,127 3.46% Shares
Baird Financial Group, Inc. $8,250,292 613,861 3.32% Shares
COMMONWEALTH EQUITY SERVICES, LLC $7,575,938 563,686 3.05% Shares
Marathon Strategic Advisors, LLC $3,948,950 293,821 1.59% Shares
RAYMOND JAMES FINANCIAL INC $3,883,134 288,924 1.56% Shares
HARBOUR INVESTMENTS, INC. $3,678,557 273,702 1.48% Shares
OSAIC HOLDINGS, INC. $3,481,654 259,047 1.40% Shares
H D Vest Advisory Services $3,374,348 320,756 1.36% Shares
Creekside Partners $3,196,786 237,856 1.29% Shares
OPPENHEIMER & CO INC $3,189,863 237,341 1.28% Shares
ROYAL BANK OF CANADA $2,984,000 222,047 1.20% Shares
Samalin Investment Counsel, LLC $2,774,616 206,445 1.12% Shares
Cetera Investment Advisers $2,466,736 183,537 0.99% Shares
Advisors Asset Management, Inc. $2,374,684 226,592 0.96% Shares
NewEdge Advisors, LLC $2,267,639 168,723 0.91% Shares
Rockefeller Capital Management L.P. $2,074,097 154,322 0.83% Shares
Grange Capital, LLC $1,962,405 146,012 0.79% Shares
Focus Partners Wealth $1,905,456 141,775 0.77% Shares
Everstar Asset Management, LLC $1,501,557 111,723 0.60% Shares
PMG Family Office LLC $1,348,072 100,303 0.54% Shares
STIFEL FINANCIAL CORP $1,342,677 99,903 0.54% Shares
Total Wealth Planning & Management, Inc. $1,035,982 77,082 0.42% Shares
FIFTH THIRD BANCORP $1,026,238 76,357 0.41% Shares
IHT Wealth Management, LLC $954,939 71,052 0.38% Shares
Boreal Capital Management LLC $856,397 0 0.34% Shares
SEI INVESTMENTS CO $844,040 62,801 0.34% Shares
COMERICA BANK $830,068 79,205 0.33% Shares
Mutual Advisors, LLC $815,407 60,670 0.33% Shares
Legacy Wealth Management, LLC / MS $740,659 55,109 0.30% Shares
SAM Advisors, LLC $721,402 53,676 0.29% Shares
CAPTRUST FINANCIAL ADVISORS $680,037 50,598 0.27% Shares
NORTHERN TRUST CORP $628,750 46,782 0.25% Shares
INDEPENDENT FINANCIAL GROUP, LLC $609,276 45,333 0.25% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $521,988 38,867 0.21% Shares
Geneos Wealth Management Inc. $503,651 37,474 0.20% Shares
&PARTNERS $502,589 37,395 0.20% Shares
KFA Private Wealth Group, LLC $499,551 37,169 0.20% Shares
Apollon Wealth Management, LLC $496,296 36,927 0.20% Shares
CreativeOne Wealth, LLC $493,087 36,688 0.20% Shares
Kestra Advisory Services, LLC $493,028 36,684 0.20% Shares
GREENBERG FINANCIAL GROUP $478,779 45,685 0.19% Shares
E&G Advisors, LLC $469,080 34,902 0.19% Shares
NorthRock Partners, LLC $468,451 34,855 0.19% Shares
BENJAMIN EDWARDS INC $455,113 33,863 0.18% Shares
CENTRAL TRUST Co $443,184 32,975 0.18% Shares
Arax Advisory Partners $431,403 32,098 0.17% Shares
TFG Advisers LLC $426,158 40,509 0.17% Shares
Sigma Planning Corp $419,964 31,247 0.17% Shares
Private Advisor Group, LLC $409,633 30,479 0.16% Shares
PFG Investments, LLC $400,562 29,804 0.16% Shares
DF DENT & CO INC $395,378 29,418 0.16% Shares
Sanctuary Advisors, LLC $393,878 29,306 0.16% Shares
Patten Group, Inc. $393,066 29,246 0.16% Shares
Game Plan Financial Advisors, LLC $379,680 28,250 0.15% Shares
Mariner, LLC $377,555 28,092 0.15% Shares
FLAGSHIP HARBOR ADVISORS, LLC $376,516 28,015 0.15% Shares
Founders Financial Alliance, LLC $375,918 27,970 0.15% Shares
STEPHENS INC /AR/ $370,527 27,569 0.15% Shares
PNC Financial Services Group, Inc. $357,370 26,590 0.14% Shares
Congress Wealth Management LLC / DE / $347,117 32,996 0.14% Shares
XTX Topco Ltd $346,228 25,761 0.14% Shares
DUMONT & BLAKE INVESTMENT ADVISORS LLC $335,476 24,961 0.13% Shares
HOLLENCREST CAPITAL MANAGEMENT $326,504 24,293 0.13% Shares
HighTower Advisors, LLC $320,026 23,811 0.13% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $312,217 23,617 0.13% Shares
Concurrent Investment Advisors, LLC $301,813 22,456 0.12% Shares
MML INVESTORS SERVICES, LLC $291,026 21,654 0.12% Shares
ENVESTNET ASSET MANAGEMENT INC $268,479 19,976 0.11% Shares
EP Wealth Advisors, LLC $251,090 18,682 0.10% Shares
WEALTH EFFECTS LLC $248,258 18,472 0.10% Shares
Hilltop Partners LLC $246,019 18,305 0.10% Shares
Sunpointe, LLC $238,493 17,745 0.10% Shares
NOVEM GROUP $222,996 16,592 0.09% Shares
HALBERT HARGROVE GLOBAL ADVISORS, LLC $222,432 16,550 0.09% Shares
Clear Trail Advisors, LLC $217,715 16,199 0.09% Shares
CoreCap Advisors, LLC $211,680 15,750 0.09% Shares
Cerity Partners LLC $211,384 15,728 0.09% Shares
PINNACLE ASSOCIATES LTD $200,794 14,940 0.08% Shares
Brookstone Capital Management $190,016 14,138 0.08% Shares
MONEY CONCEPTS CAPITAL CORP $185,459 13,799 0.07% Shares
Farther Finance Advisors, LLC $183,322 13,640 0.07% Shares
Beacon Pointe Advisors, LLC $182,921 13,610 0.07% Shares
San Luis Wealth Advisors LLC $182,184 13,555 0.07% Shares
Sonora Investment Management Group, LLC $176,417 16,350 0.07% Shares
Alpha Cubed Investments, LLC $176,148 16,808 0.07% Shares
Kovack Advisors, Inc. $175,610 13,272 0.07% Shares
Clearwave Capital, LLC $175,532 13,060 0.07% Shares
Carrera Capital Advisors $174,720 13,000 0.07% Shares
NWAM LLC $173,524 12,911 0.07% Shares
one8zero8, LLC $168,672 12,550 0.07% Shares
Palogic Value Management, L.P. $161,280 12,000 0.06% Shares
ProCore Advisors, LLC $160,365 11,932 0.06% Shares
Modern Wealth Management, LLC $160,138 11,915 0.06% Shares
MELFA WEALTH MANAGEMENT, INC. $158,842 11,819 0.06% Shares
Atria Wealth Solutions, Inc. $149,317 14,194 0.06% Shares
MGO ONE SEVEN LLC $145,250 10,807 0.06% Shares
Continuum Advisory, LLC $143,986 10,713 0.06% Shares
Clearstead Advisors, LLC $140,094 10,424 0.06% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $127,223 9,466 0.05% Shares
Allworth Financial LP $120,087 8,935 0.05% Shares
Steward Partners Investment Advisory, LLC $118,600 8,824 0.05% Shares
JONES FINANCIAL COMPANIES LLLP $109,032 8,400 0.04% Shares
BARRETT & COMPANY, INC. $104,160 7,750 0.04% Shares
Global Retirement Partners, LLC $100,970 7,513 0.04% Shares
MONETARY MANAGEMENT GROUP INC $100,800 7,500 0.04% Shares
LANARK FINANCIAL, INC. $59,310 4,413 0.02% Shares
Clark Wealth Partners $57,792 4,300 0.02% Shares
CWM, LLC $55,625 5,179 0.02% Shares
Wilmington Savings Fund Society, FSB $53,760 4,000 0.02% Shares
AMERIFLEX GROUP, INC. $49,728 3,700 0.02% Shares
PRIVATE TRUST CO NA $40,320 3,000 0.02% Shares
Costello Asset Management, INC $30,950 2,303 0.01% Shares
IFG Advisory, LLC $27,655 2,058 0.01% Shares
IFP Advisors, Inc $26,880 2,000 0.01% Shares
GHP Investment Advisors, Inc. $25,776 2,400 0.01% Shares
Institute for Wealth Management, LLC. $22,781 1,695 0.01% Shares
ASSETMARK, INC $22,472 1,672 0.01% Shares
Caldwell Trust Co $20,617 1,534 0.01% Shares
Gen-Wealth Partners Inc $20,496 1,525 0.01% Shares
Financial Gravity Companies, Inc. $20,429 1,520 0.01% Shares
Financial Gravity Wealth, Inc. $16,325 1,520 0.01% Shares
ORG Partners LLC $15,720 1,500 0.01% Shares
Center for Financial Planning, Inc. $14,704 1,094 0.01% Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $13,440 1,000 0.01% Shares
HHM Wealth Advisors, LLC $9,744 725 0.00% Shares
TRUST CO OF VERMONT $9,610 715 0.00% Shares
ROTHSCHILD INVESTMENT LLC $8,897 662 0.00% Shares
McIlrath & Eck, LLC $8,710 811 0.00% Shares
Cape Investment Advisory, Inc. $5,403 402 0.00% Shares
Twin Lakes Capital Management, LLC $4,587 341 0.00% Shares
Blue Trust, Inc. $3,046 227 0.00% Shares
Buck Wealth Strategies, LLC $2,688 200 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,001 148,918 0.00% Shares
Janney Montgomery Scott LLC $1,075 79,989 0.00% Shares
COHEN & STEERS, INC. $1,008 75,000 0.00% Shares
WEDBUSH SECURITIES INC $229 17,050 0.00% Shares
CX Institutional $18 1,617 0.00% Shares
HUNTINGTON NATIONAL BANK $13 1 0.00% Shares
EASTERN BANK $4 0 0.00% Shares