Signals

CHTR

834 in-universe funds with a nonzero position in CHTR within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#436
Score / z0.449 / 0.56
Consensus317.18 over 571 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+6% / 9.9d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.017
F-score
M-score
Net issuance95.1%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 10
FiledFormItems
2026-09-15 8-K 7.01, 9.01
2026-08-31 8-K 5.02, 7.01, 9.01
2026-08-26 8-K 1.01, 2.03, 9.01
2026-08-24 8-K 1.01, 2.03, 9.01
2026-08-20 8-K 1.01, 2.01, 3.02, 3.03, 5.02, 5.03, 7.01, 9.01
2026-08-18 8-K 1.01, 2.03, 7.01, 9.01
2026-08-12 8-K 1.01, 2.03, 9.01
2026-08-03 8-K 8.01, 9.01
2026-07-24 8-K 2.02, 9.01
2026-07-23 8-K 7.01, 8.01, 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
DODGE & COX CIK 0000200217 0.944 222 4,548.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Capital International Investors CIK 0001562230 0.968 446 3,976.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 3,365.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,218.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2,651.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 1,501.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,268.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORGES BANK CIK 0001374170 0.994 1617 1,145.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 1,083.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,056.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 918.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 755.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 650.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 644.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 600.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 582.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 554.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 471.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 433.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 418.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 399.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 391.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 391.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 386.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 354.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 320.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 308.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 304.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 295.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 256.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 245.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cryder Capital Partners LLP CIK 0001633969 0.960 10 231.9 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 226.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 212.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 178.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 158.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 152.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 151.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 150.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Amundi CIK 0001330387 0.000 1 139.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 139.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 135.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 114.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 105.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 99.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 98.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 95.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 84.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 84.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Makaira Partners LLC CIK 0001540866 0.000 0 81.8 24.9% 1 +24.9 pp +24.9 pp +24.9 pp +24.9 pp
Nuveen, LLC CIK 0001871926 0.966 3735 81.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 80.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 77.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 76.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 76.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 73.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 68.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 62.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALEDONIA INVESTMENTS PLC CIK 0001037766 0.905 15 62.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 62.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 60.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Senator Investment Group LP CIK 0001443689 0.106 58 59.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 58.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 57.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 57.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 56.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 55.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 54.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 53.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 53.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 48.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenstone Partners & Co., LLC CIK 0001845565 0.835 8 47.1 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Boston Partners CIK 0001386060 0.833 802 45.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 45.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 44.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 44.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triple Frond Partners LLC CIK 0001454502 0.868 13 44.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 42.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 42.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 42.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capco Asset Management, LLC CIK 0001698068 0.835 26 41.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 39.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 38.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 38.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 37.8 0.0% 1 +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 35.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 34.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 34.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 33.7 0.0% 1 +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 32.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 31.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 30.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 29.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 29.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 29.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 29.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 28.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TREMBLANT CAPITAL GROUP CIK 0001353312 0.409 58 28.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 27.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 26.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 25.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 25.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
14B Captial Management LP CIK 0002009911 0.330 18 23.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
STRS OHIO CIK 0000820478 0.777 2154 23.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 22.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KIZE CAPITAL LP CIK 0001798860 0.648 5 21.8 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 21.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 20.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 18.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 17.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 16.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 16.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Andra AP-fonden CIK 0001535452 0.620 393 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mount Capital Ltd CIK 0001896379 0.758 17 15.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 15.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 14.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 14.0 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSSIAM CIK 0001767471 0.182 680 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.8 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 CHTR). Qtrs Held counts distinct quarters this fund has actually held CHTR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CHTR position size. Δ columns are the percentage-point change in CHTR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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