Signals

CHE

717 in-universe funds with a nonzero position in CHE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#439
Score / z0.458 / 0.54
Consensus184.38 over 320 funds
Momentum-0.38 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-16%
Short interest-6% / 2.3d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.011
F-score
M-score
Net issuance700.0%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-18 MCNAMARA KEVIN J S $1,002,800

8-K events

Negative / total0 / 1
FiledFormItems
2026-07-28 8-K 2.02, 9.01
2026-05-19 8-K 5.07
2026-04-23 8-K 2.02, 9.01
2026-04-13 8-K 1.01, 2.03, 9.01
2026-02-25 8-K 2.02, 9.01
2025-10-28 8-K 2.02, 9.01
2025-07-29 8-K 2.02, 5.02, 9.01
2025-06-27 8-K 7.01, 9.01
2025-05-20 8-K 5.07
2025-04-23 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 691.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 446.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 366.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 281.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 207.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 192.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Boston Partners CIK 0001386060 0.833 802 130.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 124.5 0.7% 5 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 121.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 119.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 110.8 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 108.2 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 102.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 102.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 93.7 0.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 92.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 85.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 79.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 77.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 76.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Van Berkom & Associates Inc. CIK 0001524408 0.552 67 75.8 2.4% 5 +0.4 pp +0.3 pp +0.2 pp +0.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 70.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 67.5 1.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 55.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 48.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 44.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 44.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 43.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 42.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 42.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 42.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 39.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 34.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 33.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 29.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BARINGTON COMPANIES MANAGEMENT, LLC CIK 0000887762 0.704 9 28.0 19.7% 3 +2.2 pp +16.0 pp +19.7 pp +19.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 25.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 25.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Eversept Partners, LP CIK 0001697013 0.242 115 24.5 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 24.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 23.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 23.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 22.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 20.5 1.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 19.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 19.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 18.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 18.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 18.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 18.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LONE PEAK GLOBAL INVESTORS LLC CIK 0001730467 0.406 43 17.3 2.4% 5 +0.7 pp -1.0 pp -1.3 pp +2.3 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 17.0 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 15.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 15.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 14.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DEERFIELD MANAGEMENT COMPANY, L.P. CIK 0001009258 0.810 82 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 13.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 12.4 1.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 11.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 11.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 10.4 0.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crawford Fund Management, LLC CIK 0001816427 0.129 32 10.2 3.1% 3 +0.5 pp +1.2 pp +3.1 pp +1.6 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 9.6 0.5% 5 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 9.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 8.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRH Investments, Inc. CIK 0001630709 0.723 20 8.7 6.9% 5 +0.5 pp -0.6 pp -1.7 pp -0.9 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 8.4 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 7.6 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 6.6 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
Vest Financial, LLC CIK 0001709632 0.555 420 5.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 5.6 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 5.2 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 5.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 5.1 0.8% 5 -0.1 pp -0.3 pp -0.7 pp -1.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Covea Finance CIK 0001636948 0.445 153 4.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIXIS CIK 0001274981 0.561 1107 4.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strong Retirement Solutions LLC CIK 0002111795 0.258 82 3.9 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
Abacus FCF Advisors LLC CIK 0001604903 0.160 58 3.8 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 3.5 0.7% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.3 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 2.9 0.2% 2 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 2.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Roundview Capital LLC CIK 0001476804 0.530 349 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Ausbil Investment Management Ltd CIK 0001966036 0.159 65 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp -0.2 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GABELLI & Co INVESTMENT ADVISERS, INC. CIK 0000932724 0.040 316 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amica Retiree Medical Trust CIK 0001599950 0.187 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 0.259 73 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
EULAV Asset Management CIK 0001540826 0.373 152 0.0 0.0% 0 +0.0 pp -0.4 pp -1.0 pp -1.4 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 0.0 0.0% 0 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -1.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.5 pp -0.8 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CHE). Qtrs Held counts distinct quarters this fund has actually held CHE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CHE position size. Δ columns are the percentage-point change in CHE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status