HoldingsChannel.com
Funds Holding CHE

On this page, we present all of the funds holding CHE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CHE, with a link to that fund's top holdings. The next columns indicate the amount of CHE stock held by each of the funds holding CHE, followed by the CHE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 506 funds holding CHE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding CHE), click the fund name in the "Holder" column of the funds-holding-CHE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.1,699,648$993,869 12/31/2023
     CHE1,699,648$993,869 12/31/2023
BlackRock Inc.1,410,016$824,507 12/31/2023
     CHE1,410,016$824,507 12/31/2023
Kayne Anderson Rudnick Investment Management LLC543,494$317,808 12/31/2023
     CHE543,494$317,808 12/31/2023
Neuberger Berman Group LLC518,415$303,143 12/31/2023
     CHE518,415$303,143 12/31/2023
Durable Capital Partners LP505,427$295,548 12/31/2023
     CHE505,427$295,548 12/31/2023
William Blair Investment Management LLC476,446$278,602 12/31/2023
     CHE476,446$278,602 12/31/2023
State Street Corp458,549$268,137 12/31/2023
     CHE458,549$268,137 12/31/2023
Morgan Stanley412,818$241,397 12/31/2023
     CHE412,818$241,397 12/31/2023
Geode Capital Management LLC279,400$163,401 12/31/2023
     CHE279,400$163,401 12/31/2023
Impax Asset Management Group plc258,992$151,446 12/31/2023
     CHE258,992$151,446 12/31/2023
JPMorgan Chase & Co.255,834$149,599 12/31/2023
     CHE255,834$149,599 12/31/2023
Wellington Management Group LLP232,517$135,964 12/31/2023
     CHE232,517$135,964 12/31/2023
TD Asset Management Inc.205,777$120,328 12/31/2023
     CHE205,777$120,328 12/31/2023
Massachusetts Financial Services Co. MA203,096$118,760 12/31/2023
     CHE203,096$118,760 12/31/2023
Boston Trust Walden Corp199,147$116,451 12/31/2023
     CHE199,147$116,451 12/31/2023
Victory Capital Management Inc.188,679$110,330 12/31/2023
     CHE188,679$110,330 12/31/2023
TimesSquare Capital Management LLC184,210$107,717 12/31/2023
     CHE184,210$107,717 12/31/2023
Northern Trust Corp183,724$107,433 12/31/2023
     CHE183,724$107,433 12/31/2023
FIL Ltd168,100$98,296 12/31/2023
     CHE168,100$98,296 12/31/2023
FMR LLC164,789$96,360 12/31/2023
     CHE164,789$96,360 12/31/2023
Vaughan Nelson Investment Management L.P.164,518$96,201 12/31/2023
     CHE164,518$96,201 12/31/2023
Bank of New York Mellon Corp158,229$92,524 12/31/2023
     CHE158,229$92,524 12/31/2023
Norges Bank157,946$92,359 12/31/2023
     CHE157,946$92,359 12/31/2023
Epoch Investment Partners Inc.152,162$88,977 12/31/2023
     CHE152,162$88,977 12/31/2023
Ameriprise Financial Inc.144,881$84,714 12/31/2023
     CHE144,881$84,714 12/31/2023
Wells Fargo & Company MN142,238$83,173 12/31/2023
     CHE142,238$83,173 12/31/2023
Acadian Asset Management LLC138,770$81,132 12/31/2023
     CHE138,770$81,132 12/31/2023
Fuller & Thaler Asset Management Inc.137,639$80,484 12/31/2023
     CHE137,639$80,484 12/31/2023
Dimensional Fund Advisors LP134,895$78,880 12/31/2023
     CHE134,895$78,880 12/31/2023
Invesco Ltd.129,789$75,894 12/31/2023
     CHE129,789$75,894 12/31/2023
Copeland Capital Management LLC125,375$73,313 12/31/2023
     CHE125,375$73,313 12/31/2023
Schwartz Investment Counsel Inc.120,195$70,284 12/31/2023
     CHE120,195$70,284 12/31/2023
Van Berkom & Associates Inc.118,545$69,319 12/31/2023
     CHE118,545$69,319 12/31/2023
DekaBank Deutsche Girozentrale114,946$66,030 12/31/2023
     CHE114,946$66,030 12/31/2023
EULAV Asset Management103,599$60,580 12/31/2023
     CHE103,599$60,580 12/31/2023
Charles Schwab Investment Management Inc.100,604$58,828 12/31/2023
     CHE100,604$58,828 12/31/2023
Riverbridge Partners LLC98,330$57,498 12/31/2023
     CHE98,330$57,498 12/31/2023
Aristotle Capital Boston LLC96,860$56,639 12/31/2023
     CHE96,860$56,639 12/31/2023
Bank of America Corp DE94,774$55,419 12/31/2023
     CHE94,774$55,419 12/31/2023
Eagle Asset Management Inc.93,967$54,947 12/31/2023
     CHE93,967$54,947 12/31/2023
Renaissance Technologies LLC89,400$52,277 12/31/2023
     CHE89,400$52,277 12/31/2023
California Public Employees Retirement System85,877$50,217 12/31/2023
     CHE85,877$50,217 12/31/2023
Envestnet Asset Management Inc.73,231$42,822 12/31/2023
     CHE73,231$42,822 12/31/2023
Raymond James & Associates67,918$39,715 12/31/2023
     CHE67,918$39,715 12/31/2023
Rhumbline Advisers61,299$35,845 12/31/2023
     CHE61,299$35,845 12/31/2023
AQR Capital Management LLC61,077$35,547 12/31/2023
     CHE61,077$35,547 12/31/2023
Natixis Advisors L.P.58,006$33,917 12/31/2023
     CHE58,006$33,917 12/31/2023
M.D. Sass Inc.57,013$33,338 12/31/2023
     CHE57,013$33,338 12/31/2023
Principal Financial Group Inc.55,705$32,574 12/31/2023
     CHE55,705$32,574 12/31/2023
Goldman Sachs Group Inc.53,298$31,166 12/31/2023
     CHE53,298$31,166 12/31/2023
Pictet Asset Management Holding SA53,178$31,096 12/31/2023
     CHE53,178$31,096 12/31/2023
Renaissance Group LLC52,907$30,946 12/31/2023
     CHE52,907$30,946 12/31/2023
D. E. Shaw & Co. Inc.51,870$30,331 12/31/2023
     CHE51,870$30,331 12/31/2023
Jupiter Asset Management Ltd.49,753$29,093 12/31/2023
     CHE49,753$29,093 12/31/2023
Two Sigma Investments LP48,964$28,632 12/31/2023
     CHE48,964$28,632 12/31/2023
Ranger Investment Management L.P.48,555$28,393 12/31/2023
     CHE48,555$28,393 12/31/2023
Rockefeller Capital Management L.P.46,926$27,441 12/31/2023
     CHE46,926$27,441 12/31/2023
Los Angeles Capital Management & Equity Research Inc.41,712$26,776 03/31/2024
     CHE41,712$26,776 03/31/2024
Millennium Management LLC44,882$26,245 12/31/2023
     CHE44,882$26,245 12/31/2023
Bank of Montreal Can44,260$26,197 12/31/2023
     CHE44,260$26,197 12/31/2023
Royal Bank of Canada43,259$25,296 12/31/2023
     CHE43,259$25,296 12/31/2023
Retirement Systems of Alabama42,664$24,948 12/31/2023
     CHE42,664$24,948 12/31/2023
Martingale Asset Management L P42,130$24,636 12/31/2023
     CHE42,130$24,636 12/31/2023
Capital World Investors42,000$24,560 12/31/2023
     CHE42,000$24,560 12/31/2023
New York State Common Retirement Fund39,827$23,289 12/31/2023
     CHE39,827$23,289 12/31/2023
Sei Investments Co.39,556$23,128 12/31/2023
     CHE39,556$23,128 12/31/2023
Moran Wealth Management LLC38,975$22,791 12/31/2023
     CHE38,975$22,791 12/31/2023
Nuveen Asset Management LLC36,298$21,225 12/31/2023
     CHE36,298$21,225 12/31/2023
Legal & General Group Plc35,872$20,976 12/31/2023
     CHE35,872$20,976 12/31/2023
Bridges Investment Management Inc.34,508$20,179 12/31/2023
     CHE34,508$20,179 12/31/2023
Aptus Capital Advisors LLC34,426$20,131 12/31/2023
     CHE34,426$20,131 12/31/2023
Qube Research & Technologies Ltd34,211$20,005 12/31/2023
     CHE34,211$20,005 12/31/2023
Fort Washington Investment Advisors Inc. OH31,138$18,208 12/31/2023
     CHE31,138$18,208 12/31/2023
Price T Rowe Associates Inc. MD30,981$18,117 12/31/2023
     CHE30,981$18,117 12/31/2023
UBS Group AG30,980$18,116 12/31/2023
     CHE30,980$18,116 12/31/2023
Natixis Investment Managers International30,080$17,589 12/31/2023
     CHE30,080$17,589 12/31/2023
Loomis Sayles & Co. L P29,578$17,296 12/31/2023
     CHE29,578$17,296 12/31/2023
Swiss National Bank28,200$16,490 12/31/2023
     CHE28,200$16,490 12/31/2023
Gabelli Funds LLC27,488$16,074 12/31/2023
     CHE27,488$16,074 12/31/2023
Fenimore Asset Management Inc.27,202$15,906 12/31/2023
     CHE27,202$15,906 12/31/2023
Stifel Financial Corp25,771$15,070 12/31/2023
     CHE25,771$15,070 12/31/2023
Credit Suisse AG25,684$15,019 12/31/2023
     CHE25,684$15,019 12/31/2023
UBS Asset Management Americas Inc.25,173$14,720 12/31/2023
     CHE25,173$14,720 12/31/2023
Formidable Asset Management LLC24,579$14,373 12/31/2023
     CHE24,579$14,373 12/31/2023
Gamco Investors INC. ET AL24,209$14,156 12/31/2023
     CHE24,209$14,156 12/31/2023
Citadel Advisors LLC23,508$13,746 12/31/2023
     CHE23,508$13,746 12/31/2023
Quadrature Capital Ltd23,025$13,476 12/31/2023
     CHE23,025$13,476 12/31/2023
Cabot Wealth Management Inc.22,854$13,364 12/31/2023
     CHE22,854$13,364 12/31/2023
Kennedy Capital Management Inc.22,755$13,306 12/31/2023
     CHE22,755$13,306 12/31/2023
Schroder Investment Management Group21,468$12,553 12/31/2023
     CHE21,468$12,553 12/31/2023
American International Group Inc.20,433$11,948 12/31/2023
     CHE20,433$11,948 12/31/2023
Alliancebernstein L.P.19,841$11,602 12/31/2023
     CHE19,841$11,602 12/31/2023
Smith Salley & Associates19,838$11,600 12/31/2023
     CHE19,838$11,600 12/31/2023
State of Alaska Department of Revenue19,738$11,541 12/31/2023
     CHE19,738$11,541 12/31/2023
West Coast Financial LLC17,927$11,508 03/31/2024
     CHE17,927$11,508 03/31/2024
Meritage Portfolio Management19,321$11,298 12/31/2023
     CHE19,321$11,298 12/31/2023
Alps Advisors Inc.19,260$11,262 12/31/2023
     CHE19,260$11,262 12/31/2023
First Trust Advisors LP18,503$10,820 12/31/2023
     CHE18,503$10,820 12/31/2023
Lombard Odier Asset Management Switzerland SA18,000$10,526 12/31/2023
     CHE18,000$10,526 12/31/2023
Allianz Asset Management GmbH17,981$10,514 12/31/2023
     CHE17,981$10,514 12/31/2023
Russell Investments Group Ltd.17,910$10,473 12/31/2023
     CHE17,910$10,473 12/31/2023
Two Sigma Advisers LP17,700$10,350 12/31/2023
     CHE17,700$10,350 12/31/2023
New York State Teachers Retirement System17,504$10,235 12/31/2023
     CHE17,504$10,235 12/31/2023
North Point Portfolio Managers Corp OH16,902$9,883 12/31/2023
     CHE16,902$9,883 12/31/2023
Nordea Investment Management AB16,158$9,412 12/31/2023
     CHE16,158$9,412 12/31/2023
BNP Paribas Arbitrage SA16,037$9,378 12/31/2023
     CHE16,037$9,378 12/31/2023
Bahl & Gaynor Inc.15,438$9,027 12/31/2023
     CHE15,438$9,027 12/31/2023
California State Teachers Retirement System15,274$8,931 12/31/2023
     CHE15,274$8,931 12/31/2023
Susquehanna International Group LLP $8,657 12/31/2023
     Call9,900$5,789 12/31/2023
     CHE7,205$4,213 12/31/2023
     Put2,300$1,345 12/31/2023
Bridgewater Associates LP14,602$8,539 12/31/2023
     CHE14,602$8,539 12/31/2023
State Board of Administration of Florida Retirement System14,390$8,415 12/31/2023
     CHE14,390$8,415 12/31/2023
Barclays PLC14,262$8,341 12/31/2023
     CHE14,262$8,341 12/31/2023
Segall Bryant & Hamill LLC13,619$7,964 12/31/2023
     CHE13,619$7,964 12/31/2023
Oppenheimer & Co. Inc.13,042$7,626 12/31/2023
     CHE13,042$7,626 12/31/2023
Texas Permanent School Fund13,012$7,609 12/31/2023
     CHE13,012$7,609 12/31/2023
The Manufacturers Life Insurance Company 12,649$7,397 12/31/2023
     CHE12,649$7,397 12/31/2023
ArrowMark Colorado Holdings LLC11,744$6,867 12/31/2023
     CHE11,744$6,867 12/31/2023
Citigroup Inc.11,453$6,697 12/31/2023
     CHE11,453$6,697 12/31/2023
Man Group plc11,125$6,505 12/31/2023
     CHE11,125$6,505 12/31/2023
Capital Insight Partners LLC9,972$6,401 03/31/2024
     CHE9,972$6,401 03/31/2024
Janney Montgomery Scott LLC10,827$6,331 12/31/2023
     CHE10,827$6,331 12/31/2023
Boston Partners10,610$6,205 12/31/2023
     CHE10,610$6,205 12/31/2023
Keybank National Association OH10,444$6,107 12/31/2023
     CHE10,444$6,107 12/31/2023
Amalgamated Bank10,368$6,063 12/31/2023
     CHE10,368$6,063 12/31/2023
Mckinley Capital Management LLC Delaware10,300$6,023 12/31/2023
     CHE10,300$6,023 12/31/2023
Great West Life Assurance Co. Can10,156$5,928 12/31/2023
     CHE10,156$5,928 12/31/2023
Mutual of America Capital Management LLC10,115$5,915 12/31/2023
     CHE10,115$5,915 12/31/2023
Keeley Teton Advisors LLC10,088$5,899 12/31/2023
     CHE10,088$5,899 12/31/2023
Franklin Resources Inc.9,861$5,766 12/31/2023
     CHE9,861$5,766 12/31/2023
Algert Global LLC9,601$5,614 12/31/2023
     CHE9,601$5,614 12/31/2023
Texas Yale Capital Corp.9,559$5,590 12/31/2023
     CHE9,559$5,590 12/31/2023
Gotham Asset Management LLC9,506$5,559 12/31/2023
     CHE9,506$5,559 12/31/2023
Tudor Investment Corp Et Al9,473$5,539 12/31/2023
     CHE9,473$5,539 12/31/2023
State of Wisconsin Investment Board9,456$5,529 12/31/2023
     CHE9,456$5,529 12/31/2023
Ensign Peak Advisors Inc9,266$5,418 12/31/2023
     CHE9,266$5,418 12/31/2023
Mariner LLC9,261$5,416 12/31/2023
     CHE9,261$5,416 12/31/2023
US Bancorp DE9,236$5,401 12/31/2023
     CHE9,236$5,401 12/31/2023
Truist Financial Corp9,233$5,399 12/31/2023
     CHE9,233$5,399 12/31/2023
Prudential PLC9,135$5,342 12/31/2023
     CHE9,135$5,342 12/31/2023
MetLife Investment Management LLC8,920$5,216 12/31/2023
     CHE8,920$5,216 12/31/2023
Squarepoint Ops LLC8,854$5,177 12/31/2023
     CHE8,854$5,177 12/31/2023
GW&K Investment Management LLC8,835$5,166 12/31/2023
     CHE8,835$5,166 12/31/2023
Deutsche Bank AG8,772$5,129 12/31/2023
     CHE8,772$5,129 12/31/2023
Comerica Bank8,412$4,919 12/31/2023
     CHE8,412$4,919 12/31/2023
Polar Capital Holdings Plc8,205$4,798 12/31/2023
     CHE8,205$4,798 12/31/2023
Fisher Asset Management LLC7,820$4,573 12/31/2023
     CHE7,820$4,573 12/31/2023
State of New Jersey Common Pension Fund D7,777$4,548 12/31/2023
     CHE7,777$4,548 12/31/2023
Edgestream Partners L.P.7,660$4,479 12/31/2023
     CHE7,660$4,479 12/31/2023
Holocene Advisors LP7,501$4,386 12/31/2023
     CHE7,501$4,386 12/31/2023
William Allan LLC7,423$4,341 12/31/2023
     CHE7,423$4,341 12/31/2023
Johnson Investment Counsel Inc.7,308$4,273 12/31/2023
     CHE7,308$4,273 12/31/2023
Yousif Capital Management LLC7,248$4,238 12/31/2023
     CHE7,248$4,238 12/31/2023
Advisor Group Holdings Inc.7,210$4,219 12/31/2023
     CHE7,210$4,219 12/31/2023
Public Employees Retirement System of Ohio7,110$4,158 12/31/2023
     CHE7,110$4,158 12/31/2023
Linden Thomas Advisory Services LLC7,017$4,103 12/31/2023
     CHE7,017$4,103 12/31/2023
State of Tennessee Treasury Department7,000$4,093 12/31/2023
     CHE7,000$4,093 12/31/2023
Jefferies Financial Group Inc.6,939$4,058 12/31/2023
     CHE6,939$4,058 12/31/2023
Nisa Investment Advisors LLC6,792$3,972 12/31/2023
     CHE6,792$3,972 12/31/2023
Janus Henderson Group PLC6,777$3,965 12/31/2023
     CHE6,777$3,965 12/31/2023
Treasurer of the State of North Carolina6,720$3,930 12/31/2023
     CHE6,720$3,930 12/31/2023
Eukles Asset Management6,646$3,886 12/31/2023
     CHE6,646$3,886 12/31/2023
Cape Cod Five Cents Savings Bank6,191$3,620 12/31/2023
     CHE6,191$3,620 12/31/2023
Cubist Systematic Strategies LLC6,191$3,620 12/31/2023
     CHE6,191$3,620 12/31/2023
LPL Financial LLC6,050$3,538 12/31/2023
     CHE6,050$3,538 12/31/2023
Commerce Bank5,851$3,421 12/31/2023
     CHE5,851$3,421 12/31/2023
Teacher Retirement System of Texas5,604$3,277 12/31/2023
     CHE5,604$3,277 12/31/2023
Trexquant Investment LP5,565$3,254 12/31/2023
     CHE5,565$3,254 12/31/2023
Daiwa Securities Group Inc.5,549$3,245 12/31/2023
     CHE5,549$3,245 12/31/2023
LRT Capital Management LLC5,460$3,193 12/31/2023
     CHE5,460$3,193 12/31/2023
Campbell & CO Investment Adviser LLC5,428$3,174 12/31/2023
     CHE5,428$3,174 12/31/2023
Voya Investment Management LLC5,383$3,148 12/31/2023
     CHE5,383$3,148 12/31/2023
Covea Finance5,300$3,099 12/31/2023
     CHE5,300$3,099 12/31/2023
Sugarloaf Wealth Management LLC5,280$3,087 12/31/2023
     CHE5,280$3,087 12/31/2023
Laurus Investment Counsel Inc.4,760$3,056 03/31/2024
     CHE4,760$3,056 03/31/2024
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,215$3,049 12/31/2023
     CHE5,215$3,049 12/31/2023
Prudential Financial Inc.5,161$3,018 12/31/2023
     CHE5,161$3,018 12/31/2023
Illinois Municipal Retirement Fund5,137$3,004 12/31/2023
     CHE5,137$3,004 12/31/2023
Pinebridge Investments L.P.5,130$3,000 12/31/2023
     CHE5,130$3,000 12/31/2023
NewEdge Wealth LLC4,968$2,905 12/31/2023
     CHE4,968$2,905 12/31/2023
Vestmark Advisory Solutions Inc.4,928$2,882 12/31/2023
     CHE4,928$2,882 12/31/2023
Teachers Retirement System of The State of Kentucky4,903$2,867 12/31/2023
     CHE4,903$2,867 12/31/2023
CWM Advisors LLC4,881$2,854 12/31/2023
     CHE4,881$2,854 12/31/2023
Ameritas Investment Partners Inc.4,876$2,851 12/31/2023
     CHE4,876$2,851 12/31/2023
Ontario Teachers Pension Plan Board4,826$2,822 12/31/2023
     CHE4,826$2,822 12/31/2023
Advisor OS LLC4,816$2,816 12/31/2023
     CHE4,816$2,816 12/31/2023
Strs Ohio4,747$2,775 12/31/2023
     CHE4,747$2,775 12/31/2023
AGF Management Ltd.4,669$2,730 12/31/2023
     CHE4,669$2,730 12/31/2023
Vestcor Inc4,446$2,600 12/31/2023
     CHE4,446$2,600 12/31/2023
Van ECK Associates Corp4,363$2,551 12/31/2023
     CHE4,363$2,551 12/31/2023
Mackenzie Financial Corp4,234$2,476 12/31/2023
     CHE4,234$2,476 12/31/2023
Oregon Public Employees Retirement Fund4,235$2,476 12/31/2023
     CHE4,235$2,476 12/31/2023
Louisiana State Employees Retirement System4,200$2,456 12/31/2023
     CHE4,200$2,456 12/31/2023
Advisors Asset Management Inc.4,139$2,420 12/31/2023
     CHE4,139$2,420 12/31/2023
Captrust Financial Advisors4,111$2,404 12/31/2023
     CHE4,111$2,404 12/31/2023
Atria Investments LLC4,082$2,387 12/31/2023
     CHE4,082$2,387 12/31/2023
State of Michigan Retirement System3,709$2,381 03/31/2024
     CHE3,709$2,381 03/31/2024
Arizona State Retirement System4,005$2,342 12/31/2023
     CHE4,005$2,342 12/31/2023
Trust Point Inc.3,976$2,325 12/31/2023
     CHE3,976$2,325 12/31/2023
Amundi4,016$2,307 12/31/2023
     CHE4,016$2,307 12/31/2023
American Century Companies Inc.3,920$2,292 12/31/2023
     CHE3,920$2,292 12/31/2023
Fifth Third Bancorp3,910$2,286 12/31/2023
     CHE3,910$2,286 12/31/2023
Jane Street Group LLC3,778$2,209 12/31/2023
     CHE3,778$2,209 12/31/2023
BOKF NA3,766$2,202 12/31/2023
     CHE3,766$2,202 12/31/2023
Thrivent Financial for Lutherans3,763$2,200 12/31/2023
     CHE3,763$2,200 12/31/2023
Integrated Wealth Concepts LLC3,652$2,136 12/31/2023
     CHE3,652$2,136 12/31/2023
New Mexico Educational Retirement Board3,300$2,118 03/31/2024
     CHE3,300$2,118 03/31/2024
Pathstone Holdings LLC3,417$1,998 12/31/2023
     CHE3,417$1,998 12/31/2023
Second Line Capital LLC3,406$1,992 12/31/2023
     CHE3,406$1,992 12/31/2023
Northwestern Mutual Investment Management Company LLC3,351$1,959 12/31/2023
     CHE3,351$1,959 12/31/2023
Voloridge Investment Management LLC3,346$1,957 12/31/2023
     CHE3,346$1,957 12/31/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS3,324$1,944 12/31/2023
     CHE3,324$1,944 12/31/2023
Hanson & Doremus Investment Management3,262$1,907 12/31/2023
     CHE3,262$1,907 12/31/2023
Waratah Capital Advisors Ltd.3,250$1,900 12/31/2023
     CHE3,250$1,900 12/31/2023
Engineers Gate Manager LP3,050$1,783 12/31/2023
     CHE3,050$1,783 12/31/2023
Guardian Wealth Advisors LLC NC3,047$1,782 12/31/2023
     CHE3,047$1,782 12/31/2023
Jump Financial LLC3,001$1,755 12/31/2023
     CHE3,001$1,755 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 2,993$1,750 12/31/2023
     CHE2,993$1,750 12/31/2023
Xponance Inc.2,943$1,721 12/31/2023
     CHE2,943$1,721 12/31/2023
South Dakota Investment Council2,891$1,691 12/31/2023
     CHE2,891$1,691 12/31/2023
The PNC Financial Services Group Inc.2,756$1,611 12/31/2023
     CHE2,756$1,611 12/31/2023
CI Private Wealth LLC2,741$1,603 12/31/2023
     CHE2,741$1,603 12/31/2023
Hsbc Holdings PLC2,685$1,564 12/31/2023
     CHE2,685$1,564 12/31/2023
Pacer Advisors Inc.2,665$1,558 12/31/2023
     CHE2,665$1,558 12/31/2023
HRT Financial LP2,580$1,508 12/31/2023
     CHE2,580$1,508 12/31/2023
Amica Mutual Insurance Co.2,571$1,503 12/31/2023
     CHE2,571$1,503 12/31/2023
Panagora Asset Management Inc.2,505$1,465 12/31/2023
     CHE2,505$1,465 12/31/2023
Leavell Investment Management Inc.2,500$1,462 12/31/2023
     CHE2,500$1,462 12/31/2023
Skandinaviska Enskilda Banken AB publ 2,500$1,462 12/31/2023
     CHE2,500$1,462 12/31/2023
MAI Capital Management2,497$1,460 12/31/2023
     CHE2,497$1,460 12/31/2023
Utah Retirement Systems2,494$1,458 12/31/2023
     CHE2,494$1,458 12/31/2023
Bailard Inc.2,471$1,445 12/31/2023
     CHE2,471$1,445 12/31/2023
O Shaughnessy Asset Management LLC2,458$1,437 12/31/2023
     CHE2,458$1,437 12/31/2023
Blair William & Co. IL2,412$1,410 12/31/2023
     CHE2,412$1,410 12/31/2023
Handelsbanken Fonder AB2,372$1,387 12/31/2023
     CHE2,372$1,387 12/31/2023
Creative Planning2,312$1,352 12/31/2023
     CHE2,312$1,352 12/31/2023
First Financial Bankshares Inc2,308$1,350 12/31/2023
     CHE2,308$1,350 12/31/2023
Raymond James Financial Services Advisors Inc.2,308$1,349 12/31/2023
     CHE2,308$1,349 12/31/2023
Legacy Wealth Asset Management LLC2,275$1,330 12/31/2023
     CHE2,275$1,330 12/31/2023
Cim LLC2,226$1,328 12/31/2023
     CHE2,226$1,328 12/31/2023
Waterloo Capital L.P.2,252$1,317 12/31/2023
     CHE2,252$1,317 12/31/2023
HighTower Advisors LLC2,210$1,309 12/31/2023
     CHE2,210$1,309 12/31/2023
Chicago Capital LLC2,000$1,284 03/31/2024
     CHE2,000$1,284 03/31/2024
GPS Wealth Strategies Group LLC2,145$1,254 12/31/2023
     CHE2,145$1,254 12/31/2023
MidWestOne Financial Group Inc.2,000$1,170 12/31/2023
     CHE2,000$1,170 12/31/2023
Rational Advisors LLC1,955$1,143 12/31/2023
     CHE1,955$1,143 12/31/2023
Catalyst Capital Advisors LLC1,955$1,143 12/31/2023
     CHE1,955$1,143 12/31/2023
EP Wealth Advisors LLC1,887$1,103 12/31/2023
     CHE1,887$1,103 12/31/2023
Bessemer Group Inc.1,866$1,091 12/31/2023
     CHE1,866$1,091 12/31/2023
Toroso Investments LLC1,849$1,081 12/31/2023
     CHE1,849$1,081 12/31/2023
Capstone Investment Advisors LLC1,841$1,077 12/31/2023
     CHE1,841$1,077 12/31/2023
Mitsubishi UFJ Trust & Banking Corp1,802$1,050 12/31/2023
     CHE1,802$1,050 12/31/2023
MJP Associates Inc. ADV1,616$1,037 03/31/2024
     CHE1,616$1,037 03/31/2024
Federated Hermes Inc.1,719$1,005 12/31/2023
     CHE1,719$1,005 12/31/2023
LSV Asset Management1,680$982 12/31/2023
     CHE1,680$982 12/31/2023
New York Life Investment Management LLC1,664$973 12/31/2023
     CHE1,664$973 12/31/2023
Public Employees Retirement Association of Colorado1,636$957 12/31/2023
     CHE1,636$957 12/31/2023
OLD Mission Capital LLC1,630$953 12/31/2023
     CHE1,630$953 12/31/2023
Guggenheim Capital LLC1,618$946 12/31/2023
     CHE1,618$946 12/31/2023
Ronald Blue Trust Inc.1,544$903 12/31/2023
     CHE1,544$903 12/31/2023
M&T Bank Corp1,535$897 12/31/2023
     CHE1,535$897 12/31/2023
Point72 Asia Singapore Pte. Ltd.1,521$890 12/31/2023
     CHE1,521$890 12/31/2023
TrimTabs Asset Management LLC1,369$879 03/31/2024
     CHE1,369$879 03/31/2024
Mercer Global Advisors Inc. ADV1,491$872 12/31/2023
     CHE1,491$872 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.1,469$855 12/31/2023
     CHE1,469$855 12/31/2023
Cambridge Investment Research Advisors Inc.1,401$819 12/31/2023
     CHE1,401$819 12/31/2023
Envestnet Portfolio Solutions Inc.1,346$787 12/31/2023
     CHE1,346$787 12/31/2023
QRG Capital Management Inc.1,341$784 12/31/2023
     CHE1,341$784 12/31/2023
MML Investors Services LLC1,325$775 12/31/2023
     CHE1,325$775 12/31/2023
JustInvest LLC1,305$763 12/31/2023
     CHE1,305$763 12/31/2023
Verition Fund Management LLC1,289$754 12/31/2023
     CHE1,289$754 12/31/2023
Baird Financial Group Inc.1,289$754 12/31/2023
     CHE1,289$754 12/31/2023
Wealth Enhancement Advisory Services LLC1,164$747 03/31/2024
     CHE1,164$747 03/31/2024
Securian Asset Management Inc1,277$747 12/31/2023
     CHE1,277$747 12/31/2023
Crossmark Global Holdings Inc.1,277$747 12/31/2023
     CHE1,277$747 12/31/2023
Exchange Traded Concepts LLC1,133$727 03/31/2024
     CHE1,133$727 03/31/2024
Allspring Global Investments Holdings LLC1,233$721 12/31/2023
     CHE1,233$721 12/31/2023
Schonfeld Strategic Advisors LLC1,215$710 12/31/2023
     CHE1,215$710 12/31/2023
FORA Capital LLC1,214$710 12/31/2023
     CHE1,214$710 12/31/2023
Penobscot Investment Management Company Inc.1,210$708 12/31/2023
     CHE1,210$708 12/31/2023
Abbot Financial Management Inc.1,200$702 12/31/2023
     CHE1,200$702 12/31/2023
Susquehanna Portfolio Strategies LLC1,193$698 12/31/2023
     CHE1,193$698 12/31/2023
Cresset Asset Management LLC1,154$675 12/31/2023
     CHE1,154$675 12/31/2023
Quantbot Technologies LP1,122$656 12/31/2023
     CHE1,122$656 12/31/2023
Maryland State Retirement & Pension System1,120$655 12/31/2023
     CHE1,120$655 12/31/2023
Independent Advisor Alliance1,116$653 12/31/2023
     CHE1,116$653 12/31/2023
Lazard Asset Management LLC1,117$652 12/31/2023
     CHE1,117$652 12/31/2023
Verus Capital Partners LLC1,107$647 12/31/2023
     CHE1,107$647 12/31/2023
Systematic Alpha Investments LLC1,100$643 12/31/2023
     CHE1,100$643 12/31/2023
Unique Wealth LLC1,000$642 03/31/2024
     CHE1,000$642 03/31/2024
Dark Forest Capital Management LP1,091$638 12/31/2023
     CHE1,091$638 12/31/2023
Robeco Institutional Asset Management B.V.1,085$634 12/31/2023
     CHE1,085$634 12/31/2023
Aviva PLC1,063$622 12/31/2023
     CHE1,063$622 12/31/2023
Legacy Capital Wealth Partners LLC1,061$620 12/31/2023
     CHE1,061$620 12/31/2023
Intech Investment Management LLC1,059$619 12/31/2023
     CHE1,059$619 12/31/2023
Wintrust Investments LLC1,050$614 12/31/2023
     CHE1,050$614 12/31/2023
Virtu Financial LLC1,048$612 12/31/2023
     CHE1,048$612 12/31/2023
Cetera Advisor Networks LLC1,043$610 12/31/2023
     CHE1,043$610 12/31/2023
Advisory Services Network LLC1,013$593 12/31/2023
     CHE1,013$593 12/31/2023
Ausbil Investment Management Ltd907$581 03/31/2024
     CHE907$581 03/31/2024
Coldstream Capital Management Inc.986$576 12/31/2023
     CHE986$576 12/31/2023
Oppenheimer Asset Management Inc.980$573 12/31/2023
     CHE980$573 12/31/2023
Hengehold Capital Management LLC891$572 03/31/2024
     CHE891$572 03/31/2024
Sapient Capital LLC968$566 12/31/2023
     CHE968$566 12/31/2023
Cooper Financial Group871$559 03/31/2024
     CHE871$559 03/31/2024
Everpar Advisors LLC947$554 12/31/2023
     CHE947$554 12/31/2023
LVW Advisors LLC861$553 03/31/2024
     CHE861$553 03/31/2024
Quantinno Capital Management LP946$553 12/31/2023
     CHE946$553 12/31/2023
Cerity Partners LLC943$551 12/31/2023
     CHE943$551 12/31/2023
Mitchell & Pahl Private Wealth LLC938$549 12/31/2023
     CHE938$549 12/31/2023
Snowden Capital Advisors LLC933$546 12/31/2023
     CHE933$546 12/31/2023
Aureus Asset Management LLC922$539 12/31/2023
     CHE922$539 12/31/2023
Pearl River Capital LLC918$537 12/31/2023
     CHE918$537 12/31/2023
Seven Eight Capital LP917$536 12/31/2023
     CHE917$536 12/31/2023
Occudo Quantitative Strategies LP917$536 12/31/2023
     CHE917$536 12/31/2023
Tower Research Capital LLC TRC 910$532 12/31/2023
     CHE910$532 12/31/2023
Parallel Advisors LLC901$527 12/31/2023
     CHE901$527 12/31/2023
Pitcairn Co.899$526 12/31/2023
     CHE899$526 12/31/2023
Prelude Capital Management LLC900$526 12/31/2023
     CHE900$526 12/31/2023
Iowa State Bank900$526 12/31/2023
     CHE900$526 12/31/2023
AIA Group Ltd897$525 12/31/2023
     CHE897$525 12/31/2023
Virtus Investment Advisers Inc.895$523 12/31/2023
     CHE895$523 12/31/2023
SG Americas Securities LLC878$513 12/31/2023
     CHE878$513 12/31/2023
BTC Capital Management Inc.796$511 03/31/2024
     CHE796$511 03/31/2024
Golden State Equity Partners869$508 12/31/2023
     CHE869$508 12/31/2023
Kapitalo Investimentos Ltda853$499 12/31/2023
     CHE853$499 12/31/2023
Signal Advisors Wealth LLC771$495 03/31/2024
     CHE771$495 03/31/2024
One One Wealth Management LLC767$492 03/31/2024
     CHE767$492 03/31/2024
ProShare Advisors LLC792$463 12/31/2023
     CHE792$463 12/31/2023
Alaska Permanent Fund Corp715$459 03/31/2024
     CHE715$459 03/31/2024
Vontobel Holding Ltd.765$447 12/31/2023
     CHE765$447 12/31/2023
Delta Capital Management LLC695$446 03/31/2024
     CHE695$446 03/31/2024
Moloney Securities Asset Management LLC764$446 12/31/2023
     CHE764$446 12/31/2023
Advisors Preferred LLC739$432 12/31/2023
     CHE739$432 12/31/2023
Ballentine Partners LLC660$424 03/31/2024
     CHE660$424 03/31/2024
Kestra Advisory Services LLC711$416 12/31/2023
     CHE711$416 12/31/2023
Twinbeech Capital LP701$410 12/31/2023
     CHE701$410 12/31/2023
Point72 Middle East FZE691$404 12/31/2023
     CHE691$404 12/31/2023
Bank of Nova Scotia687$402 12/31/2023
     CHE687$402 12/31/2023
Aigen Investment Management LP687$402 12/31/2023
     CHE687$402 12/31/2023
TrueWealth Advisors LLC686$401 12/31/2023
     CHE686$401 12/31/2023
XTX Topco Ltd680$398 12/31/2023
     CHE680$398 12/31/2023
Invesco LLC681$398 12/31/2023
     CHE681$398 12/31/2023
Fox Run Management L.L.C.671$392 12/31/2023
     CHE671$392 12/31/2023
IHT Wealth Management LLC662$387 12/31/2023
     CHE662$387 12/31/2023
Shelton Capital Management649$380 12/31/2023
     CHE649$380 12/31/2023
Prospera Financial Services Inc635$371 12/31/2023
     CHE635$371 12/31/2023
Veriti Management LLC635$371 12/31/2023
     CHE635$371 12/31/2023
Brevan Howard Capital Management LP630$368 12/31/2023
     CHE630$368 12/31/2023
CI Investments Inc.624$365 12/31/2023
     CHE624$365 12/31/2023
Heritage Wealth Management LLC600$351 12/31/2023
     CHE600$351 12/31/2023
GWM Advisors LLC583$348 12/31/2023
     CHE583$348 12/31/2023
McAdam LLC595$348 12/31/2023
     CHE595$348 12/31/2023
Somerset Trust Co541$347 03/31/2024
     CHE541$347 03/31/2024
QSV Equity Investors LLC584$341 12/31/2023
     CHE584$341 12/31/2023
Personal CFO Solutions LLC579$339 12/31/2023
     CHE579$339 12/31/2023
Wealth Alliance578$338 12/31/2023
     CHE578$338 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management575$336 12/31/2023
     CHE575$336 12/31/2023
Eads & Heald Wealth Management566$331 12/31/2023
     CHE566$331 12/31/2023
Palisade Asset Management LLC566$331 12/31/2023
     CHE566$331 12/31/2023
Private Advisor Group LLC559$327 12/31/2023
     CHE559$327 12/31/2023
Atria Wealth Solutions Inc.556$325 12/31/2023
     CHE556$325 12/31/2023
MCF Advisors LLC500$321 03/31/2024
     CHE500$321 03/31/2024
Handelsinvest Investeringsforvaltning537$314 12/31/2023
     CHE537$314 12/31/2023
Berger Financial Group Inc480$308 03/31/2024
     CHE480$308 03/31/2024
SkyOak Wealth LLC523$306 12/31/2023
     CHE523$306 12/31/2023
WINTON GROUP Ltd515$301 12/31/2023
     CHE515$301 12/31/2023
ExodusPoint Capital Management LP514$301 12/31/2023
     CHE514$301 12/31/2023
SNS Financial Group LLC504$295 12/31/2023
     CHE504$295 12/31/2023
Stonebridge Capital Advisors LLC503$294 12/31/2023
     CHE503$294 12/31/2023
Valley National Advisers Inc.499$292 12/31/2023
     CHE499$292 12/31/2023
Psagot Value Holdings Ltd. Israel 500$292 12/31/2023
     CHE500$292 12/31/2023
Centaurus Financial Inc.494$289 12/31/2023
     CHE494$289 12/31/2023
EverSource Wealth Advisors LLC483$282 12/31/2023
     CHE483$282 12/31/2023
Parkside Financial Bank & Trust479$280 12/31/2023
     CHE479$280 12/31/2023
Profund Advisors LLC461$270 12/31/2023
     CHE461$270 12/31/2023
Park Place Capital Corp400$257 03/31/2024
     CHE400$257 03/31/2024
Fort L.P.440$257 12/31/2023
     CHE440$257 12/31/2023
B. Metzler seel. Sohn & Co. AG440$257 12/31/2023
     CHE440$257 12/31/2023
Commonwealth Equity Services LLC437$256 12/31/2023
     CHE437$256 12/31/2023
Vident Advisory LLC438$256 12/31/2023
     CHE438$256 12/31/2023
DAVENPORT & Co LLC428$250 12/31/2023
     CHE428$250 12/31/2023
Whittier Trust Co. of Nevada Inc.425$249 12/31/2023
     CHE425$249 12/31/2023
Park National Corp OH383$246 03/31/2024
     CHE383$246 03/31/2024
CIBC Asset Management Inc421$246 12/31/2023
     CHE421$246 12/31/2023
Householder Group Estate & Retirement Specialist LLC418$244 12/31/2023
     CHE418$244 12/31/2023
Cetera Investment Advisers415$243 12/31/2023
     CHE415$243 12/31/2023
Burney Co.413$242 12/31/2023
     CHE413$242 12/31/2023
Walleye Capital LLC411$240 12/31/2023
     CHE411$240 12/31/2023
Semanteon Capital Management LP405$237 12/31/2023
     CHE405$237 12/31/2023
Axxcess Wealth Management LLC401$235 12/31/2023
     CHE401$235 12/31/2023
Farallon Capital Management LLC400$234 12/31/2023
     CHE400$234 12/31/2023
Oxford Asset Management LLP393$230 12/31/2023
     CHE393$230 12/31/2023
NBC Securities Inc.355$227 03/31/2024
     CHE355$227 03/31/2024
Thrive Wealth Management LLC352$226 03/31/2024
     CHE352$226 03/31/2024
Signaturefd LLC385$225 12/31/2023
     CHE385$225 12/31/2023
Resources Investment Advisors LLC.379$221 12/31/2023
     CHE379$221 12/31/2023
We Are One Seven LLC377$220 12/31/2023
     CHE377$220 12/31/2023
Dorsey & Whitney Trust CO LLC372$218 12/31/2023
     CHE372$218 12/31/2023
L2 Asset Management LLC369$216 12/31/2023
     CHE369$216 12/31/2023
Icon Wealth Advisors LLC370$216 12/31/2023
     CHE370$216 12/31/2023
Welch Group LLC335$215 03/31/2024
     CHE335$215 03/31/2024
CWM LLC335$215 03/31/2024
     CHE335$215 03/31/2024
Insigneo Advisory Services LLC366$214 12/31/2023
     CHE366$214 12/31/2023
Park Avenue Securities LLC331$213 03/31/2024
     CHE331$213 03/31/2024
Graham Capital Management L.P.347$203 12/31/2023
     CHE347$203 12/31/2023
Tompkins Financial Corp310$199 03/31/2024
     CHE310$199 03/31/2024
Spotlight Asset Group Inc.340$199 12/31/2023
     CHE340$199 12/31/2023
ORG Partners LLC328$192 12/31/2023
     CHE328$192 12/31/2023
Whittier Trust Co.325$190 12/31/2023
     CHE325$190 12/31/2023
Shell Asset Management Co.320$187 12/31/2023
     CHE320$187 12/31/2023
AXS Investments LLC310$181 12/31/2023
     CHE310$181 12/31/2023
PEAK6 Investments LLC $176 12/31/2023
     Call500$292 12/31/2023
     Put200$117 12/31/2023
     CHE2$1 12/31/2023
Bartlett & Co. LLC275$161 12/31/2023
     CHE275$161 12/31/2023
Bartlett & CO. Wealth Management LLC275$161 12/31/2023
     CHE275$161 12/31/2023
State of Wyoming273$160 12/31/2023
     CHE273$160 12/31/2023
Steward Partners Investment Advisory LLC263$154 12/31/2023
     CHE263$154 12/31/2023
Eagle Bay Advisors LLC264$154 12/31/2023
     CHE264$154 12/31/2023
Northwestern Mutual Wealth Management Co.246$144 12/31/2023
     CHE246$144 12/31/2023
KBC Group NV243$142 12/31/2023
     CHE243$142 12/31/2023
CGC Financial Services LLC241$141 12/31/2023
     CHE241$141 12/31/2023
IFP Advisors Inc224$131 12/31/2023
     CHE224$131 12/31/2023
Tsfg LLC200$128 03/31/2024
     CHE200$128 03/31/2024
TD Waterhouse Canada Inc.225$128 12/31/2023
     CHE225$128 12/31/2023
JJJ Advisors Inc.196$126 03/31/2024
     CHE196$126 03/31/2024
Quadrant Capital Group LLC206$120 12/31/2023
     CHE206$120 12/31/2023
Covestor Ltd198$116 12/31/2023
     CHE198$116 12/31/2023
First Horizon Advisors Inc.169$99 12/31/2023
     CHE169$99 12/31/2023
Degroof Petercam Asset Management160$94 12/31/2023
     CHE160$94 12/31/2023
Larson Financial Group LLC157$92 12/31/2023
     CHE157$92 12/31/2023
Hollencrest Capital Management152$89 12/31/2023
     CHE152$89 12/31/2023
OLD Second National Bank of Aurora150$88 12/31/2023
     CHE150$88 12/31/2023
CENTRAL TRUST Co134$78 12/31/2023
     CHE134$78 12/31/2023
EntryPoint Capital LLC129$75 12/31/2023
     CHE129$75 12/31/2023
Mather Group LLC.114$67 03/31/2024
     CHE114$67 03/31/2024
Asset Management One Co. Ltd.110$64 12/31/2023
     CHE110$64 12/31/2023
SRS Capital Advisors Inc.99$58 12/31/2023
     CHE99$58 12/31/2023
GeoWealth Management LLC99$58 12/31/2023
     CHE99$58 12/31/2023
Global Retirement Partners LLC94$56 12/31/2023
     CHE94$56 12/31/2023
Principal Securities Inc.87$51 12/31/2023
     CHE87$51 12/31/2023
Highlander Capital Management LLC80$47 12/31/2023
     CHE80$47 12/31/2023
Blume Capital Management Inc.80$47 12/31/2023
     CHE80$47 12/31/2023
Benjamin Edwards Inc.72$42 12/31/2023
     CHE72$42 12/31/2023
GAMMA Investing LLC64$41 03/31/2024
     CHE64$41 03/31/2024
SYSTM Wealth Solutions LLC63$37 12/31/2023
     CHE63$37 12/31/2023
Proequities Inc. $34 12/31/2023
     CHE59$34 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
National Bank of Canada FI59$34 12/31/2023
     CHE59$34 12/31/2023
Point72 Europe London LLP58$34 12/31/2023
     CHE58$34 12/31/2023
Contravisory Investment Management Inc.45$29 03/31/2024
     CHE45$29 03/31/2024
Rise Advisors LLC40$26 03/31/2024
     CHE40$26 03/31/2024
Venturi Wealth Management LLC44$26 12/31/2023
     CHE44$26 12/31/2023
West Tower Group LLC42$25 12/31/2023
     CHE42$25 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC39$23 12/31/2023
     CHE39$23 12/31/2023
Private Trust Co. NA36$21 12/31/2023
     CHE36$21 12/31/2023
Salem Investment Counselors Inc.28$18 03/31/2024
     CHE28$18 03/31/2024
Massmutual Trust Co. FSB ADV26$17 03/31/2024
     CHE26$17 03/31/2024
Centerpoint Advisors LLC29$17 12/31/2023
     CHE29$17 12/31/2023
Lindbrook Capital LLC25$15 12/31/2023
     CHE25$15 12/31/2023
Quent Capital LLC25$15 12/31/2023
     CHE25$15 12/31/2023
LM Advisors LLC25$15 12/31/2023
     CHE25$15 12/31/2023
Mendota Financial Group LLC24$14 12/31/2023
     CHE24$14 12/31/2023
LGT Financial Advisors LLC24$14 12/31/2023
     CHE24$14 12/31/2023
Security National Bank20$13 03/31/2024
     CHE20$13 03/31/2024
Dividend Assets Capital LLC22$13 12/31/2023
     CHE22$13 12/31/2023
AdvisorNet Financial Inc19$12 03/31/2024
     CHE19$12 03/31/2024
Harbour Investments Inc.19$11 12/31/2023
     CHE19$11 12/31/2023
VisionPoint Advisory Group LLC18$11 12/31/2023
     CHE18$11 12/31/2023
Farther Finance Advisors LLC18$11 12/31/2023
     CHE18$11 12/31/2023
Creative Financial Designs Inc. ADV16$9 12/31/2023
     CHE16$9 12/31/2023
Spire Wealth Management15$9 12/31/2023
     CHE15$9 12/31/2023
CVA Family Office LLC12$8 03/31/2024
     CHE12$8 03/31/2024
Crewe Advisors LLC14$8 12/31/2023
     CHE14$8 12/31/2023
Caitlin John LLC13$8 12/31/2023
     CHE13$8 12/31/2023
JFS Wealth Advisors LLC10$6 12/31/2023
     CHE10$6 12/31/2023
Harvest Fund Management Co. Ltd11$6 12/31/2023
     CHE11$6 12/31/2023
Scarborough Advisors LLC9$5 12/31/2023
     CHE9$5 12/31/2023
Huntington National Bank $4 12/31/2023
     CHE6$4 12/31/2023
     COMMON STOCK1$0 12/31/2023
Farmers & Merchants Investments Inc.6$4 12/31/2023
     CHE6$4 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.7$4 12/31/2023
     CHE7$4 12/31/2023
Kiely Wealth Advisory Group Inc.6$4 12/31/2023
     CHE6$4 12/31/2023
Financial Management Professionals Inc.5$3 03/31/2024
     CHE5$3 03/31/2024
SJS Investment Consulting Inc.4$3 03/31/2024
     CHE4$3 03/31/2024
Red Tortoise LLC5$3 12/31/2023
     CHE5$3 12/31/2023
RFP Financial Group LLC5$3 12/31/2023
     CHE5$3 12/31/2023
Harbor Investment Advisory LLC3$2 03/31/2024
     CHE3$2 03/31/2024
Clearstead Advisors LLC3$2 12/31/2023
     CHE3$2 12/31/2023
Laffer Tengler Investments4$2 12/31/2023
     CHE4$2 12/31/2023
BOK Financial Private Wealth Inc.4$2 12/31/2023
     CHE4$2 12/31/2023
AlphaMark Advisors LLC3$2 12/31/2023
     CHE3$2 12/31/2023
Valued Wealth Advisors LLC4$2 12/31/2023
     CHE4$2 12/31/2023
Private Wealth Management Group LLC3$2 12/31/2023
     CHE3$2 12/31/2023
WealthCollab LLC4$2 12/31/2023
     CHE4$2 12/31/2023
Longfellow Investment Management Co. LLC2$1 12/31/2023
     CHE2$1 12/31/2023
Natixis1$1 12/31/2023
     CHE1$1 12/31/2023
Manchester Capital Management LLC1$1 12/31/2023
     CHE1$1 12/31/2023
Benjamin F. Edwards & Company Inc.1$1 12/31/2023
     CHE1$1 12/31/2023
Baystate Wealth Management LLC2$1 12/31/2023
     CHE2$1 12/31/2023
Allworth Financial LP2$1 12/31/2023
     CHE2$1 12/31/2023
Horizon Investments LLC1$1 12/31/2023
     CHE1$1 12/31/2023
Glassman Wealth Services1$1 12/31/2023
     CHE1$1 12/31/2023
Avion Wealth2$1 12/31/2023
     CHE2$1 12/31/2023
Rosenberg Matthew Hamilton2$1 12/31/2023
     CHE2$1 12/31/2023
Cornerstone Planning Group LLC2$1 12/31/2023
     CHE2$1 12/31/2023
Bell Investment Advisors Inc2$1 12/31/2023
     CHE2$1 12/31/2023
True Wealth Design LLC1$1 12/31/2023
     CHE1$1 12/31/2023
DiNuzzo Private Wealth Inc.1$1 12/31/2023
     CHE1$1 12/31/2023
Smartleaf Asset Management LLC1$1 12/31/2023
     CHE1$1 12/31/2023
Financial Gravity Asset Management Inc.0$0 12/31/2023
     CHE0$0 12/31/2023

See Summary: Institutional Holders of CHE
See Details: Top 10 Hedge Funds Holding CHE
Also See: CHE Insider Buying
Also See: CHE Holdings Changes

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