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Funds Holding CHI

On this page, we present all of the funds holding CHI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CHI, with a link to that fund's top holdings. The next columns indicate the amount of CHI stock held by each of the funds holding CHI, followed by the CHI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 107 funds holding CHI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding CHI), click the fund name in the "Holder" column of the funds-holding-CHI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG1,532,465$15,876 12/31/2023
     CHI1,532,465$15,876 12/31/2023
Wells Fargo & Company MN1,415,190$14,661 12/31/2023
     CHI1,415,190$14,661 12/31/2023
Morgan Stanley1,403,798$14,543 12/31/2023
     CHI1,403,798$14,543 12/31/2023
Bank of America Corp DE950,795$9,850 12/31/2023
     CHI950,795$9,850 12/31/2023
D.A. Davidson & CO.730,943$7,573 12/31/2023
     CHI730,943$7,573 12/31/2023
Guggenheim Capital LLC726,535$7,527 12/31/2023
     CHI726,535$7,527 12/31/2023
Commonwealth Equity Services LLC587,814$6,090 12/31/2023
     CHI587,814$6,090 12/31/2023
LPL Financial LLC531,477$5,506 12/31/2023
     CHI531,477$5,506 12/31/2023
Ameriprise Financial Inc.431,199$4,467 12/31/2023
     CHI431,199$4,467 12/31/2023
Baird Financial Group Inc.429,360$4,448 12/31/2023
     CHI429,360$4,448 12/31/2023
Cohen & Steers Inc.372,278$3,857 12/31/2023
     CHI372,278$3,857 12/31/2023
Advisors Asset Management Inc.365,943$3,791 12/31/2023
     CHI365,943$3,791 12/31/2023
Lindbrook Capital LLC362,946$3,760 12/31/2023
     CHI362,946$3,760 12/31/2023
Avantax Advisory Services Inc.274,420$2,843 12/31/2023
     CHI274,420$2,843 12/31/2023
Royal Bank of Canada261,549$2,710 12/31/2023
     CHI261,549$2,710 12/31/2023
Advisor Group Holdings Inc.252,512$2,616 12/31/2023
     CHI252,512$2,616 12/31/2023
Apollon Wealth Management LLC228,964$2,372 12/31/2023
     CHI228,964$2,372 12/31/2023
Raymond James Financial Services Advisors Inc.208,977$2,165 12/31/2023
     CHI208,977$2,165 12/31/2023
Harbour Investments Inc.179,486$1,859 12/31/2023
     CHI179,486$1,859 12/31/2023
Connectus Wealth LLC149,675$1,551 12/31/2023
     CHI149,675$1,551 12/31/2023
Oppenheimer & Co. Inc.145,410$1,506 12/31/2023
     CHI145,410$1,506 12/31/2023
Raymond James & Associates142,223$1,473 12/31/2023
     CHI142,223$1,473 12/31/2023
Granite Bay Wealth Management LLC128,205$1,320 12/31/2023
     CHI128,205$1,320 12/31/2023
Landscape Capital Management L.L.C.113,567$1,177 12/31/2023
     CHI113,567$1,177 12/31/2023
Samalin Investment Counsel LLC110,786$1,148 12/31/2023
     CHI110,786$1,148 12/31/2023
Cambridge Investment Research Advisors Inc.102,913$1,066 12/31/2023
     CHI102,913$1,066 12/31/2023
Truist Financial Corp98,433$1,020 12/31/2023
     CHI98,433$1,020 12/31/2023
Marks Group Wealth Management Inc93,898$973 12/31/2023
     CHI93,898$973 12/31/2023
Northwestern Mutual Wealth Management Co.86,514$896 12/31/2023
     CHI86,514$896 12/31/2023
Captrust Financial Advisors80,571$835 12/31/2023
     CHI80,571$835 12/31/2023
Cetera Advisor Networks LLC65,827$682 12/31/2023
     CHI65,827$682 12/31/2023
CENTRAL TRUST Co58,283$604 12/31/2023
     CHI58,283$604 12/31/2023
Beacon Pointe Advisors LLC57,945$600 12/31/2023
     CHI57,945$600 12/31/2023
Semus Wealth Partners LLC50,222$520 12/31/2023
     CHI50,222$520 12/31/2023
Wealth Enhancement Advisory Services LLC44,390$504 03/31/2024
     CHI44,390$504 03/31/2024
Rockefeller Capital Management L.P.48,635$504 12/31/2023
     CHI48,635$504 12/31/2023
HighTower Advisors LLC46,313$480 12/31/2023
     CHI46,313$480 12/31/2023
Institute for Wealth Management LLC.46,052$477 12/31/2023
     CHI46,052$477 12/31/2023
GWM Advisors LLC42,001$439 12/31/2023
     CHI42,001$439 12/31/2023
E&G Advisors LP37,102$421 03/31/2024
     CHI37,102$421 03/31/2024
Wolverine Asset Management LLC40,329$418 12/31/2023
     CHI40,329$418 12/31/2023
Stephens Inc. AR36,562$379 12/31/2023
     CHI36,562$379 12/31/2023
Atria Wealth Solutions Inc.35,626$369 12/31/2023
     CHI35,626$369 12/31/2023
Dumont & Blake Investment Advisors LLC30,970$352 03/31/2024
     CHI30,970$352 03/31/2024
Steward Partners Investment Advisory LLC33,185$344 12/31/2023
     CHI33,185$344 12/31/2023
Janney Montgomery Scott LLC33,002$342 12/31/2023
     CHI33,002$342 12/31/2023
Founders Financial Alliance LLC31,685$328 12/31/2023
     CHI31,685$328 12/31/2023
DF Dent & Co. Inc.30,161$312 12/31/2023
     CHI30,161$312 12/31/2023
Private Advisor Group LLC28,870$299 12/31/2023
     CHI28,870$299 12/31/2023
SAM Advisors LLC28,628$297 12/31/2023
     CHI28,628$297 12/31/2023
Game Plan Financial Advisors LLC26,075$296 03/31/2024
     CHI26,075$296 03/31/2024
L.M. Kohn & Company28,591$296 12/31/2023
     CHI28,591$296 12/31/2023
Stifel Financial Corp28,501$295 12/31/2023
     CHI28,501$295 12/31/2023
Capital CS Group LLC25,224$286 03/31/2024
     CHI25,224$286 03/31/2024
Mission Wealth Management LP26,175$271 12/31/2023
     CHI26,175$271 12/31/2023
Sonora Investment Management Group LLC26,150$271 12/31/2023
     CHI26,150$271 12/31/2023
TFG Advisers LLC25,824$268 12/31/2023
     CHI25,824$268 12/31/2023
Hollencrest Capital Management24,293$252 12/31/2023
     CHI24,293$252 12/31/2023
The PNC Financial Services Group Inc.23,059$239 12/31/2023
     CHI23,059$239 12/31/2023
Financial Advocates Investment Management22,622$234 12/31/2023
     CHI22,622$234 12/31/2023
CX Institutional20,502$233 03/31/2024
     CHI20,502$233 03/31/2024
Gateway Wealth Partners LLC21,261$220 12/31/2023
     CHI21,261$220 12/31/2023
Cetera Investment Advisers20,280$210 12/31/2023
     CHI20,280$210 12/31/2023
Wealth Effects LLC20,086$208 12/31/2023
     CHI20,086$208 12/31/2023
CoreCap Advisors LLC19,435$201 12/31/2023
     CHI19,435$201 12/31/2023
Citadel Advisors LLC18,186$188 12/31/2023
     CHI18,186$188 12/31/2023
Elequin Capital LP17,553$182 12/31/2023
     CHI17,553$182 12/31/2023
Pinnacle Associates Ltd.17,132$177 12/31/2023
     CHI17,132$177 12/31/2023
Wedbush Securities Inc.17,010$176 12/31/2023
     CHI17,010$176 12/31/2023
EP Wealth Advisors LLC15,500$161 12/31/2023
     CHI15,500$161 12/31/2023
Perennial Investment Advisors LLC15,041$156 12/31/2023
     CHI15,041$156 12/31/2023
Invesco Ltd.14,856$154 12/31/2023
     CHI14,856$154 12/31/2023
AE Wealth Management LLC14,217$150 12/31/2023
     CHI14,217$150 12/31/2023
Melfa Wealth Management LLC13,923$144 12/31/2023
     CHI13,923$144 12/31/2023
Creekmur Asset Management LLC12,855$133 12/31/2023
     CHI12,855$133 12/31/2023
Mariner LLC12,716$132 12/31/2023
     CHI12,716$132 12/31/2023
Alpha Cubed Investments LLC12,300$127 12/31/2023
     CHI12,300$127 12/31/2023
Palogic Value Management L.P.12,000$124 12/31/2023
     CHI12,000$124 12/31/2023
Kestra Advisory Services LLC11,342$118 12/31/2023
     CHI11,342$118 12/31/2023
Barrett & Company Inc.10,250$116 03/31/2024
     CHI10,250$116 03/31/2024
Gray Wealth Management Inc.11,226$116 12/31/2023
     CHI11,226$116 12/31/2023
MML Investors Services LLC11,041$114 12/31/2023
     CHI11,041$114 12/31/2023
Hyman Charles D11,050$114 12/31/2023
     CHI11,050$114 12/31/2023
NBC Securities Inc.9,043$112 03/31/2024
     CHI9,043$112 03/31/2024
Nwam LLC10,283$107 12/31/2023
     CHI10,283$107 12/31/2023
Comerica Bank6,290$65 12/31/2023
     CHI6,290$65 12/31/2023
Allworth Financial LP5,300$55 12/31/2023
     CHI5,300$55 12/31/2023
Geneos Wealth Management Inc.5,140$53 12/31/2023
     CHI5,140$53 12/31/2023
Capital Analysts LLC4,000$41 12/31/2023
     CHI4,000$41 12/31/2023
Proequities Inc.3,135$33 12/31/2023
     CHI3,135$33 12/31/2023
Private Trust Co. NA3,000$31 12/31/2023
     CHI3,000$31 12/31/2023
Institutional & Family Asset Management LLC3,000$31 12/31/2023
     CHI3,000$31 12/31/2023
MeadowBrook Investment Advisors LLC2,645$27 12/31/2023
     CHI2,645$27 12/31/2023
Global Retirement Partners LLC2,288$24 12/31/2023
     CHI2,288$24 12/31/2023
US Bancorp DE1,098$11 12/31/2023
     CHI1,098$11 12/31/2023
Highlander Capital Management LLC1,027$11 12/31/2023
     CHI1,027$11 12/31/2023
Bartlett & Co. LLC1,000$11 12/31/2023
     CHI1,000$11 12/31/2023
Bartlett & CO. Wealth Management LLC1,000$11 12/31/2023
     CHI1,000$11 12/31/2023
HHM Wealth Advisors LLC725$8 12/31/2023
     CHI725$8 12/31/2023
Advisory Services Network LLC664$7 12/31/2023
     CHI664$7 12/31/2023
IFP Advisors Inc401$4 12/31/2023
     CHI401$4 12/31/2023
Northwest Financial Advisors403$4 12/31/2023
     CHI403$4 12/31/2023
Twin Lakes Capital Management LLC265$3 12/31/2023
     CHI265$3 12/31/2023
Cape Investment Advisory Inc.200$2 12/31/2023
     CHI200$2 12/31/2023
ICA Group Wealth Management LLC175$2 12/31/2023
     CHI175$2 12/31/2023
Key Financial Inc89$1 12/31/2023
     CHI89$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     CHI1$0 12/31/2023
Glassman Wealth Services0$0 12/31/2023
     CHI0$0 12/31/2023

See Summary: Institutional Holders of CHI
See Details: Top 10 Hedge Funds Holding CHI
Also See: CHI Insider Buying
Also See: CHI Holdings Changes

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