AI Holders Summary · Q2 2026

110 institutions reported CHW in Q2 2026. MORGAN STANLEY leads at 32.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$53M6.0M0.00%Q2 2026 02

Pathstone Holdings, LLC

CIK 0002011612

$19M2.2M0.06%Q2 2026 03

Karpus Management, Inc.

CIK 0001048703

$16M2.2M0.50%Q1 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$11M1.6M0.19%Q1 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$10M1.1M0.06%Q2 2026 06

LPL Financial LLC

CIK 0001403438

$7M771K0.00%Q2 2026 07

Baird Financial Group, Inc.

CIK 0001648711

$7M770K0.01%Q2 2026 08

1607 Capital Partners, LLC

CIK 0001436866

$7M759K0.59%Q2 2026 09

Saba Capital Management, L.P.

CIK 0001510281

$6M684K0.16%Q2 2026 10

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M468K0.00%Q2 2026 11

Shaker Financial Services, LLC

CIK 0001511794

$4M492K1.31%Q3 2026 12

ADAPT WEALTH ADVISORS, LLC

CIK 0002013937

$4M394K1.15%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M378K0.00%Q2 2026 14

Altium Capital Management LLC

CIK 0001746382

$3M329K6.17%Q2 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$3M315K0.00%Q2 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M264K0.00%Q2 2026 17

UBS Group AG

CIK 0001610520

$2M206K0.00%Q2 2026 18

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$2M182K0.20%Q2 2026 19

D.A. DAVIDSON & CO.

CIK 0001080107

$2M180K0.01%Q2 2026 20

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M159K0.00%Q1 2026

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