CHW — Institutional owners (13F)

108 filers · $191.6M total · As of June 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
MORGAN STANLEY $53,456,095 5,999,561 27.90% Shares
Karpus Management, Inc. $21,923,412 2,460,540 11.44% Shares
Pathstone Holdings, LLC $19,265,149 2,162,194 10.06% Shares
Advisors Asset Management, Inc. $11,242,823 1,517,250 5.87% Shares
GUGGENHEIM CAPITAL LLC $10,122,615 1,136,096 5.28% Shares
LPL Financial LLC $6,868,779 770,907 3.59% Shares
Baird Financial Group, Inc. $6,859,141 769,825 3.58% Shares
1607 Capital Partners, LLC $6,763,269 759,065 3.53% Shares
Saba Capital Management, L.P. $6,092,489 683,781 3.18% Shares
WELLS FARGO & COMPANY/MN $4,166,457 467,615 2.17% Shares
Shaker Financial Services, LLC $3,673,255 412,262 1.92% Shares
ADAPT WEALTH ADVISORS, LLC $3,514,264 394,418 1.83% Shares
RAYMOND JAMES FINANCIAL INC $3,371,030 378,342 1.76% Shares
Altium Capital Management LLC $2,930,508 328,901 1.53% Shares
ROYAL BANK OF CANADA $2,805,000 314,744 1.46% Shares
AMERIPRISE FINANCIAL INC $2,356,187 264,443 1.23% Shares
UBS Group AG $1,838,899 206,386 0.96% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,620,898 181,919 0.85% Shares
D.A. DAVIDSON & CO. $1,600,606 179,641 0.84% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,024,196 116,122 0.53% Shares
COMMONWEALTH EQUITY SERVICES, LLC $902,220 101,259 0.47% Shares
OSAIC HOLDINGS, INC. $889,793 99,864 0.46% Shares
Saxony Capital Management, LLC $786,308 88,250 0.41% Shares
Focus Partners Wealth $719,972 80,805 0.38% Shares
FIFTH THIRD BANCORP $691,568 77,617 0.36% Shares
Dakota Wealth Management $652,925 73,280 0.34% Shares
Invesco Ltd. $624,680 70,110 0.33% Shares
EVOLVE PRIVATE WEALTH, LLC $616,938 69,241 0.32% Shares
Brookstone Capital Management $616,249 69,164 0.32% Shares
COMERICA BANK $580,944 78,400 0.30% Shares
PMG Family Office LLC $573,305 64,344 0.30% Shares
Almitas Capital LLC $570,890 64,073 0.30% Shares
Kestra Advisory Services, LLC $551,583 61,906 0.29% Shares
NewEdge Advisors, LLC $530,301 59,517 0.28% Shares
HARBOUR INVESTMENTS, INC. $492,840 55,313 0.26% Shares
Investment Management Trust, LLC $437,642 49,118 0.23% Shares
RPO LLC $423,849 47,570 0.22% Shares
PNC Financial Services Group, Inc. $384,755 43,182 0.20% Shares
CAPTRUST FINANCIAL ADVISORS $376,149 42,217 0.20% Shares
&PARTNERS $375,884 42,187 0.20% Shares
Chicago Partners Investment Group LLC $347,661 40,710 0.18% Shares
Allspring Global Investments Holdings, LLC $308,491 34,623 0.16% Shares
NWF Advisory Services Inc. $290,466 32,600 0.15% Shares
JANE STREET GROUP, LLC $277,609 31,157 0.14% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $271,381 30,458 0.14% Shares
STIFEL FINANCIAL CORP $263,806 29,608 0.14% Shares
Institute for Wealth Management, LLC. $261,063 29,300 0.14% Shares
Continuum Advisory, LLC $253,115 28,408 0.13% Shares
Integrated Wealth Concepts LLC $245,372 27,539 0.13% Shares
CoreCap Advisors, LLC $237,942 26,705 0.12% Shares
Closed-End Fund Advisors, Inc. $231,918 26,029 0.12% Shares
ENVESTNET ASSET MANAGEMENT INC $228,490 25,644 0.12% Shares
BANK OF AMERICA CORP /DE/ $222,557 24,978 0.12% Shares
Strategic Financial Concepts, LLC $220,817 24,783 0.12% Shares
STEPHENS INC /AR/ $211,898 23,782 0.11% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $192,914 21,651 0.10% Shares
CITADEL ADVISORS LLC $192,830 21,642 0.10% Shares
Cetera Investment Advisers $192,587 21,615 0.10% Shares
Waverly Advisors, LLC $185,952 20,870 0.10% Shares
TRUIST FINANCIAL CORP $181,850 20,410 0.09% Shares
Rockefeller Capital Management L.P. $180,187 20,223 0.09% Shares
B. Riley Wealth Advisors, Inc. $179,975 20,522 0.09% Shares
MRA Advisory Group $173,568 19,480 0.09% Shares
L.M. KOHN & COMPANY $172,184 22,836 0.09% Shares
OPPENHEIMER & CO INC $170,315 19,115 0.09% Shares
San Luis Wealth Advisors LLC $168,791 18,944 0.09% Shares
StoneX Group Inc. $161,996 18,206 0.08% Shares
XML Financial, LLC $153,252 17,200 0.08% Shares
HighTower Advisors, LLC $146,982 16,496 0.08% Shares
Prospera Financial Services Inc $142,839 16,028 0.07% Shares
Retirement Planning Group, LLC $138,371 15,530 0.07% Shares
Apollon Wealth Management, LLC $138,333 15,526 0.07% Shares
Concurrent Investment Advisors, LLC $134,610 15,108 0.07% Shares
Valeo Financial Advisors, LLC $133,199 14,949 0.07% Shares
Prairie Wealth Advisors, Inc. $128,304 0 0.07% Shares
Atria Wealth Solutions, Inc. $127,427 17,872 0.07% Shares
BOOTHBAY FUND MANAGEMENT, LLC $117,915 13,234 0.06% Shares
RFG Advisory, LLC $116,356 13,059 0.06% Shares
WOLVERINE ASSET MANAGEMENT LLC $99,792 11,200 0.05% Shares
Palogic Value Management, L.P. $98,010 11,000 0.05% Shares
DECISION INVESTMENTS, INC $95,159 10,680 0.05% Shares
Farther Finance Advisors, LLC $93,519 10,633 0.05% Shares
LEIGH BALDWIN & CO., LLC $89,100 10,000 0.05% Shares
Spire Wealth Management $41,521 4,660 0.02% Shares
ASSETMARK, INC $28,958 3,250 0.02% Shares
Colonial Trust Co / SC $28,950 3,301 0.02% Shares
EVOLUTION WEALTH MANAGEMENT INC. $26,677 2,994 0.01% Shares
Steward Partners Investment Advisory, LLC $25,394 2,850 0.01% Shares
EverSource Wealth Advisors, LLC $22,275 2,500 0.01% Shares
CITIGROUP INC $22,275 2,500 0.01% Shares
Tidemark, LLC $21,384 2,400 0.01% Shares
ORG Partners LLC $18,228 2,460 0.01% Shares
MCDONALD PARTNERS LLC $14,702 1,650 0.01% Shares
IFP Advisors, Inc $14,399 1,616 0.01% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $9,585 1,500 0.01% Shares
JPMORGAN CHASE & CO $7,419 846 0.00% Shares
AMERIFLEX GROUP, INC. $4,455 500 0.00% Shares
Silver Grove Financial Group, Inc. $4,366 490 0.00% Shares
Plante Moran Financial Advisors, LLC $3,901 438 0.00% Shares
Tower Research Capital LLC (TRC) $1,729 194 0.00% Shares
US BANCORP \DE\ $1,559 175 0.00% Shares
Stephens Consulting, LLC $1,484 200 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,400 157,131 0.00% Shares
Janney Montgomery Scott LLC $293 32,934 0.00% Shares
WEDBUSH SECURITIES INC $206 23,077 0.00% Shares
Virtu Financial LLC $154 17,336 0.00% Shares
HRT FINANCIAL LP $108 12,222 0.00% Shares
Farmers & Merchants Trust Co of Chambersburg PA $12 1,375 0.00% Shares