AI Holders Summary · Q1 2026

345 institutions reported CHH in Q1 2026. BAMCO INC /NY/ leads at 27.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BAMCO INC /NY/

CIK 0001017918

$796M7.7M2.40%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$335M3.2M0.02%Q1 2026 03

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$333M3.2M0.98%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$223M2.2M0.00%Q1 2026 05

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$121M1.2M0.16%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$113M1.1M0.00%Q1 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$111M1.1M0.01%Q1 2026 08

Voss Capital, LP

CIK 0001730145

$100M968K5.31%Q1 2026 09

Boston Trust Walden Corp

CIK 0001534866

$99M899K0.75%Q2 2026 10

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$95M916K0.08%Q1 2026 11

UBS Group AG

CIK 0001610520

$93M894K0.01%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$76M733K0.00%Q1 2026 13

Rock Creek Group, LP

CIK 0001484067

$69M666K6.98%Q1 2026 14

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$68M658K0.01%Q1 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$63M613K0.01%Q1 2026 16

WELLS FARGO & COMPANY/MN

CIK 0000072971

$53M513K0.01%Q1 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$50M483K0.01%Q1 2026 18

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$44M429K0.00%Q1 2026 19

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

CIK 0001009016

$40M360K0.20%Q2 2026 20

Delaware Management Holdings, Inc.

CIK 0000921739

$32M314K0.06%Q1 2026

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