AI Holders Summary · Q1 2026

174 institutions reported CHCT in Q1 2026. BlackRock, Inc. leads at 15.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$43M2.7M0.00%Q1 2026 02

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$32M2.0M0.04%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$23M1.5M0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$18M1.2M0.00%Q1 2026 05

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$18M1.1M0.41%Q1 2026 06

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$14M912K0.31%Q1 2026 07

Nuveen, LLC

CIK 0001871926

$14M881K0.00%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$13M834K0.00%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$12M776K0.00%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$12M753K0.00%Q1 2026 11

Focus Partners Wealth

CIK 0001542153

$9M578K0.01%Q4 2025 12

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$9M555K0.01%Q1 2026 13

AMERIPRISE FINANCIAL INC

CIK 0000820027

$8M529K0.00%Q1 2026 14

PALISADE CAPITAL MANAGEMENT, LP

CIK 0001009006

$8M506K0.27%Q1 2026 15

Aristotle Capital Boston, LLC

CIK 0001633911

$7M426K0.42%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$6M404K0.00%Q1 2026 17

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$6M390K0.00%Q1 2026 18

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$6M389K0.12%Q1 2026 19

ProShare Advisors LLC

CIK 0001357955· Quasi-passive

$6M376K0.01%Q1 2026 20

SEI INVESTMENTS CO

CIK 0000350894

$6M361K0.01%Q1 2026

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