AI Holders Summary · Q1 2026

108 institutions reported CHW in Q1 2026. MORGAN STANLEY leads at 33.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$43M5.9M0.00%Q1 2026 02

Karpus Management, Inc.

CIK 0001048703

$16M2.2M0.50%Q1 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$11M1.6M0.19%Q1 2026 04

Pathstone Holdings, LLC

CIK 0002011612

$11M1.5M0.04%Q1 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M1.1M0.06%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$7M771K0.00%Q2 2026 07

Baird Financial Group, Inc.

CIK 0001648711

$7M939K0.01%Q1 2026 08

Shaker Financial Services, LLC

CIK 0001511794

$4M412K1.15%Q2 2026 09

ADAPT WEALTH ADVISORS, LLC

CIK 0002013937

$3M403K1.06%Q1 2026 10

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M367K0.00%Q1 2026 11

Altium Capital Management LLC

CIK 0001746382

$2M329K5.68%Q1 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$2M303K0.00%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M288K0.00%Q1 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M267K0.00%Q1 2026 15

1607 Capital Partners, LLC

CIK 0001436866

$2M239K0.12%Q1 2026 16

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$2M182K0.20%Q2 2026 17

D.A. DAVIDSON & CO.

CIK 0001080107

$2M180K0.01%Q2 2026 18

UBS Group AG

CIK 0001610520

$1M202K0.00%Q1 2026 19

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M159K0.00%Q1 2026 20

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$1M116K0.00%Q2 2026

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