Public record / Tickers / CHE

CHE — CHEMED CORP†

Both disclosure regimes on one name: who in Congress filed about CHE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming CHE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
455
top-455 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $50.0K–$100K

SELL · traded 2017-07-17 → filed 2017-08-07. Ranked over every CHE row by the provable lower bound, never a point estimate.

No member disclosed CHE in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CHE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CHE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-04-14Byron Donalds R–FL-19SELL SP (spouse-owned)Traded 03-06 +39d$1K–$15K
2025-04-14Byron Donalds R–FL-19SELLTraded 03-06 +39d$1K–$15K
2023-02-24Daniel S. Goldman D–NY-10SELLTraded 01-31 +24d$1K–$15K
2021-10-15Tommy Tuberville R–ALSELL JT (jointly owned)Traded 09-29 +16d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in CHE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed CHE in the trailing 12 months.

Congress ↔ notable managers · CHE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CHEMED CORP NEW

Merged timeline of congressional filings and notable-manager moves on CHE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−10,477 sh
2026-05-15Moore Capital Management 13FTRIM−1,827 sh
2026-05-15Bridgewater Associates 13FTRIM−6,217 sh
2026-05-14Caxton Associates 13FTRIM−293 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of CHE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$505M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$308M1
3VANGUARD CAPITAL MANAGEMENT LLC$240M1
4STATE STREET CORP$175M1
5AQR CAPITAL MANAGEMENT LLC$157M1
6GEODE CAPITAL MANAGEMENT, LLC$155M1
7TWO SIGMA INVESTMENTS, LP$114M1
8TD ASSET MANAGEMENT INC$106M1
9Epoch Investment Partners, Inc.$94.5M1
10DIMENSIONAL FUND ADVISORS LP$93.6M1
11FIRST TRUST ADVISORS LP$89.3M1
12MORGAN STANLEY$85.8M1
13NORTHERN TRUST CORP$66.0M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$62.0M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$57.6M1
16Copeland Capital Management, LLC$55.9M1
17UBS Group AG$53.6M1
18Invesco Ltd.$52.6M1
19VICTORY CAPITAL MANAGEMENT INC$48.7M1
20FULLER & THALER ASSET MANAGEMENT, INC.$48.1M1
21CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$43.8M1
22CITADEL ADVISORS LLC$43.1M1
23Bank of New York Mellon Corp$40.9M1
24Allspring Global Investments Holdings, LLC$40.5M1
25MILLENNIUM MANAGEMENT LLC$39.5M1
26VOLORIDGE INVESTMENT MANAGEMENT, LLC$37.0M1
27BANK OF AMERICA CORP /DE/$36.3M1
28NOMURA HOLDINGS INC$34.0M1
29VANGUARD FIDUCIARY TRUST CO$33.3M1
30River Road Asset Management, LLC$27.1M1
31FRONTIER CAPITAL MANAGEMENT CO LLC$23.7M1
32JUPITER ASSET MANAGEMENT LTD$23.4M1
33Aptus Capital Advisors, LLC$23.1M1
34SEI INVESTMENTS CO$22.4M1
35ENVESTNET ASSET MANAGEMENT INC$22.0M1
36BARINGTON COMPANIES MANAGEMENT, LLC$21.6M1
37ProShare Advisors LLC$21.5M1
38WELLS FARGO & COMPANY/MN$20.4M1
39Aristotle Capital Boston, LLC$20.0M1
40RIVERBRIDGE PARTNERS LLC$19.2M1
41Gotham Asset Management, LLC$18.4M1
42Man Group plc$16.6M1
43Candriam S.C.A.$16.3M1
44D. E. Shaw & Co., Inc.$16.2M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$15.3M1
46BLI - Banque de Luxembourg Investments$15.0M1
47ALPS ADVISORS INC$15.0M1
48RAYMOND JAMES FINANCIAL INC$14.9M1
49Retirement Systems of Alabama$14.3M1
50ExodusPoint Capital Management, LP$13.5M1
51FENIMORE ASSET MANAGEMENT INC$13.5M1
52Amundi$13.4M1
53Nuveen, LLC$13.0M1
54JANE STREET GROUP, LLC$12.8M1
55PRINCIPAL FINANCIAL GROUP INC$11.9M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$11.9M1
57Eversept Partners, LP$11.7M1
58FMR LLC$11.3M1
59Trexquant Investment LP$11.3M1
60Swiss National Bank$10.6M1
61Mariner, LLC$10.4M1
62LONE PEAK GLOBAL INVESTORS LLC$10.2M1
63CABOT WEALTH MANAGEMENT INC$10.1M1
64FIL Ltd$9.3M1
65BANK OF NOVA SCOTIA$8.3M1
66BARCLAYS PLC$8.1M1
67Crawford Fund Management, LLC$8.1M1
68BALYASNY ASSET MANAGEMENT L.P.$7.9M1
69Legal & General Group Plc$7.9M1
70DRH Investments, Inc.$7.9M1
71ROYAL BANK OF CANADA$7.9M1
72BAHL & GAYNOR INC$7.8M1
73Quantbot Technologies LP$7.6M1
74ALLIANCEBERNSTEIN L.P.$7.6M1
75NATIXIS$7.2M1
76Signal Advisors Wealth, LLC$7.0M1
77TEACHER RETIREMENT SYSTEM OF TEXAS$6.7M1
78SCHWARTZ INVESTMENT COUNSEL INC$6.4M1
79Formidable Asset Management, LLC$6.1M1
80OP Asset Management Ltd$6.0M1
81Vest Financial, LLC$5.7M1
82OPPENHEIMER & CO INC$5.5M1
83STIFEL FINANCIAL CORP$5.2M1
84OCCUDO QUANTITATIVE STRATEGIES LP$5.1M1
85Schonfeld Strategic Advisors LLC$5.1M1
86XTX Topco Ltd$4.9M1
87Engineers Gate Manager LP$4.9M1
88RENAISSANCE TECHNOLOGIES LLC$4.7M1
89VANGUARD ASSET MANAGEMENT, Ltd$4.6M1
90AMERIPRISE FINANCIAL INC$4.6M1
91Illinois Municipal Retirement Fund$4.5M1
92NORDEA INVESTMENT MANAGEMENT AB$4.5M1
93WORLDQUANT MILLENNIUM ADVISORS LLC$4.5M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.4M1
95PUBLIC SECTOR PENSION INVESTMENT BOARD$4.3M1
96DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$4.0M1
97MOORE CAPITAL MANAGEMENT, LP$3.9M1
98MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.8M1
99Covea Finance$3.7M1
100Cerity Partners LLC$3.7M1
101FIFTH THIRD BANCORP$3.7M1
102FRANKLIN RESOURCES INC$3.7M1
103Universal- Beteiligungs- und Servicegesellschaft mbH$3.6M1
104Texas Yale Capital Corp.$3.6M1
105KENNEDY CAPITAL MANAGEMENT LLC$3.6M1
106HSBC HOLDINGS PLC$3.3M1
107EVERGREEN CAPITAL MANAGEMENT LLC$3.2M1
108JOHNSON INVESTMENT COUNSEL INC$3.2M1
109Creative Planning$3.1M1
110Abacus FCF Advisors LLC$3.1M1
111AGF MANAGEMENT LTD$3.0M1
112Fisher Asset Management, LLC$2.9M1
113Strong Retirement Solutions LLC$2.8M1
114NEW YORK STATE COMMON RETIREMENT FUND$2.8M1
115LAZARD ASSET MANAGEMENT LLC$2.8M1
116MetLife Investment Management, LLC$2.7M1
117Y-Intercept (Hong Kong) Ltd$2.6M1
118Quantinno Capital Management LP$2.5M1
119Quadrature Capital Ltd$2.5M1
120Voleon Capital Management LP$2.5M1
121Janus Henderson Group Ltd.$2.4M1
122Graham Capital Management, L.P.$2.4M1
123LPL Financial LLC$2.3M1
124LRT Capital Management, LLC$2.2M1
125Mitsubishi UFJ Trust & Banking Corp$2.2M1
126Vanguard Global Advisers, LLC$2.2M1
127KLP KAPITALFORVALTNING AS$2.1M1
128MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
129STATE OF WISCONSIN INVESTMENT BOARD$2.0M1
130CITIGROUP INC$1.9M1
131Polar Capital Holdings Plc$1.9M1
132L2 Asset Management, LLC$1.9M1
133Bridgewater Associates, LP$1.9M1
134State of New Jersey Common Pension Fund D$1.9M1
135LECAP ASSET MANAGEMENT LTD$1.9M1
136Summit Trail Advisors, LLC$1.8M1
137Kestra Investment Management, LLC$1.8M1
138NISA INVESTMENT ADVISORS, LLC$1.8M1
139CWM, LLC$1.7M1
140GUARDIAN WEALTH ADVISORS, LLC / NC$1.7M1
141YOUSIF CAPITAL MANAGEMENT, LLC$1.7M1
142PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.7M1
143Qube Research & Technologies Ltd$1.6M1
144Linden Thomas Advisory Services, LLC$1.6M1
145CIBC Bancorp USA Inc.$1.5M1
146AMERICAN CENTURY COMPANIES INC$1.5M1
147Ameritas Investment Partners, Inc.$1.5M1
148Pathstone Holdings, LLC$1.5M1
149Mendel Money Management$1.5M1
150Arizona State Retirement System$1.5M1
151WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
152Zurcher Kantonalbank (Zurich Cantonalbank)$1.5M1
153Vanguard Investments Australia, Ltd.$1.4M1
154COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.3M1
155MERCER GLOBAL ADVISORS INC /ADV$1.3M1
156Squarepoint Ops LLC$1.3M1
157Laurus Global Equity Management Inc.$1.3M1
158STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
159Corient Private Wealth LLC$1.3M1
160Allianz Asset Management GmbH$1.3M1
161Tidal Investments LLC$1.2M1
162Brevan Howard Capital Management LP$1.2M1
163Cetera Investment Advisers$1.2M1
164NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
165DEUTSCHE BANK AG\$1.2M1
166Connor, Clark & Lunn Investment Management Ltd.$1.1M1
167OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
168MCF Advisors LLC$1.1M1
169TRUIST FINANCIAL CORP$1.0M1
170CAXTON ASSOCIATES LLP$941K1
171Resona Asset Management Co.,Ltd.$932K1
172MACKENZIE FINANCIAL CORP$924K1
173Legacy Wealth Asset Management, LLC$918K1
174IEQ CAPITAL, LLC$907K1
175SUSQUEHANNA INTERNATIONAL GROUP, LLP$890K1
176US BANCORP \DE\$889K1
177Oak Thistle LLC$885K1
178CIM, LLC$878K1
179FIRST FINANCIAL BANKSHARES INC$872K1
180Pictet Asset Management Holding SA$871K1
181TFO Wealth Partners, LLC$834K1
182FORA Capital, LLC$822K1
183CANADA PENSION PLAN INVESTMENT BOARD$801K1
184HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$793K1
185NewEdge Wealth, LLC$785K1
186LEAVELL INVESTMENT MANAGEMENT, INC.$759K1
187NICOLET BANKSHARES INC$755K1
188BANK OF MONTREAL /CAN/$743K1
189Vestmark Advisory Solutions, Inc.$737K1
190HighTower Advisors, LLC$709K1
191Snowden Capital Advisors LLC$700K1
192Polymer Capital Management (US) LLC$688K1
193XPONANCE LLC$687K1
194Fortune Financial Advisors, LLC$685K1
195Lord & Richards Wealth Management, LLC$672K1
196Hennion & Walsh Asset Management, Inc.$645K1
197Dynamic Technology Lab Private Ltd$642K1
198NEW YORK LIFE INVESTMENT MANAGEMENT LLC$641K1
199Atria Investments, Inc$638K1
200Kestra Advisory Services, LLC$637K1
201Sanctuary Advisors, LLC$631K1
202MANGROVE PARTNERS IM, LLC$621K1
203Blue Trust, Inc.$618K1
204Independent Advisor Alliance$613K1
205Empowered Funds, LLC$606K1
206MITCHELL & PAHL PRIVATE WEALTH, LLC$601K1
207Rockefeller Capital Management L.P.$575K1
208Baird Financial Group, Inc.$550K1
209MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$549K1
210MARTINGALE ASSET MANAGEMENT L P$534K1
211BAILARD, INC.$529K1
212VOYA INVESTMENT MANAGEMENT LLC$525K1
213Atom Investors LP$519K1
214KEYBANK NATIONAL ASSOCIATION/OH$518K1
215&PARTNERS$516K1
216Focus Partners Wealth$513K1
217DRW Securities, LLC$506K1
218Federation des caisses Desjardins du Quebec$494K1
219Swiss Life Asset Management Ltd$486K1
220United Advisor Group, LLC$480K1
221Blueshift Asset Management, LLC$473K1
222Morningstar Investment Management LLC$465K1
223First Heartland Consultants, Inc.$463K1
224CenterBook Partners LP$462K1
225Mirae Asset Global Investments Co., Ltd.$459K1
226Taproot Management LP$455K1
227Ethic Inc.$452K1
228Clarus Group, Inc.$448K1
229Vanguard Personalized Indexing Management, LLC$435K1
230FEDERATED HERMES, INC.$428K1
231Merit Financial Group, LLC$425K1
232POSTROCK PARTNERS LLC$417K1
233LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$408K1
234AVIVA PLC$408K1
235SECURIAN ASSET MANAGEMENT, INC$405K1
236CAPSTONE INVESTMENT ADVISORS, LLC$403K1
237MML INVESTORS SERVICES, LLC$394K1
238Tailwinds Wealth, LLC$382K1
239Diversified Trust Co$375K1
240Pinnacle Financial Partners, Inc.$374K1
241COLDSTREAM CAPITAL MANAGEMENT INC$367K1
242JERICHO FINANCIAL, LLP$360K1
2436th Street Advisors, LLC$353K1
244Inspire Investing, LLC$347K1
245O'SHAUGHNESSY ASSET MANAGEMENT, LLC$340K1
246VIRTUS ADVISERS, LLC$338K1
247EntryPoint Capital, LLC$338K1
248Central Pacific Bank - Trust Division$337K1
249Advisors Asset Management, Inc.$334K1
250Crossmark Global Holdings, Inc.$330K1
251Cornerstone Investment Partners, LLC$320K1
252Ensign Peak Advisors, Inc$319K1
253M&T BANK CORP$318K1
254Vident Advisory, LLC$317K1
255Maryland State Retirement & Pension System$304K1
256PRUDENTIAL FINANCIAL INC$303K1
257KFG WEALTH MANAGEMENT, LLC$299K1
258BOOTHBAY FUND MANAGEMENT, LLC$298K1
259TWO SIGMA SECURITIES, LLC$290K1
260Utah Retirement Systems$287K1
261CSS LLC/IL$283K1
262WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$283K1
263Sunburst Financial Group, LLC$274K1
264SILVER OAK SECURITIES, INCORPORATED$271K1
265Diversified Enterprises, LLC$270K1
266MAI Capital Management$265K1
267INCEPTIONR LLC$263K1
268Private Advisor Group, LLC$262K1
269MBE Wealth Management, LLC$259K1
270EP Wealth Advisors, LLC$259K1
271D.A. DAVIDSON & CO.$254K1
272WEST BANCORPORATION INC$246K1
273Sivia Capital Partners, LLC$244K1
274AIGEN INVESTMENT MANAGEMENT, LP$243K1
275DnB Asset Management AS$238K1
276PERSONAL CFO SOLUTIONS, LLC$234K1
277W.H. Cornerstone Investments Inc.$234K1
278UNITED CAPITAL FINANCIAL ADVISORS, LLC$227K1
279Focus Partners Advisor Solutions, LLC$227K1
280Vontobel Holding Ltd.$227K1
281WADDELL & ASSOCIATES, LLC$226K1
282Callan Family Office, LLC$225K1
283Chicago Partners Investment Group LLC$223K1
284OPPENHEIMER ASSET MANAGEMENT INC.$221K1
285McAdam, LLC$216K1
286COMMERCE BANK$215K1
287Eurizon Capital SGR S.p.A.$210K1
288OSAIC HOLDINGS, INC.$206K1
289Atlantic Union Bankshares Corp$204K1
290BROGAN FINANCIAL, INC.$203K1
291EQUITABLE TRUST CO$203K1
292EXCHANGE TRADED CONCEPTS, LLC$202K1
293Allworth Financial LP$179K1
294BARD ASSOCIATES INC$166K1
295Sterling Capital Management LLC$164K1
296State of Wyoming$158K1
297QUADRANT CAPITAL GROUP LLC$128K1
298Van Berkom & Associates Inc.$125K1
299Steward Partners Investment Advisory, LLC$119K1
300Arax Advisory Partners$119K1
301ACADIAN ASSET MANAGEMENT LLC$116K1
302BNP Paribas Asset Management Holding S.A.$97.8K1
303BARTLETT & CO. WEALTH MANAGEMENT LLC$95.8K1
304NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$94.8K1
305DekaBank Deutsche Girozentrale$59.1K1
306MATHER GROUP, LLC.$54.0K1
307ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$41.9K1
308Keating Financial Advisory Services, Inc.$39.3K1
309HM PAYSON & CO$38.9K1
310SIGNATUREFD, LLC$37.4K1
311UMB Bank, n.a.$34.0K1
312Quarry LP$31.4K1
313Glen Eagle Advisors, LLC$24.5K1
314Parkside Financial Bank & Trust$23.4K1
315SMA Capital LLC$20.0K1
316SIMPLEX TRADING, LLC$19.3K1
317True Wealth Design, LLC$18.5K1
318Mitsubishi UFJ Asset Management Co., Ltd.$15.9K1
319Pinnacle Wealth Planning Services, Inc.$14.0K1
320SJS Investment Consulting Inc.$13.6K1
321Smartleaf Asset Management LLC$13.5K1
322Dorato Capital Management$13.4K1
323PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$13.1K1
324Blume Capital Management, Inc.$12.7K1
325NOMURA ASSET MANAGEMENT CO LTD$12.5K1
326FOSTER DYKEMA CABOT & PARTNERS, LLC$10.2K1
327Security National Bank$9.4K1
328Retirement Wealth Solutions LLC$8.0K1
329Harel Insurance Investments & Financial Services Ltd.$7.0K1
330SouthState Bank Corp$6.0K1
331VAN ECK ASSOCIATES CORP$5.6K1
332Activest Wealth Management$5.3K1
333NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.1K1
334ASSETMARK, INC$4.9K1
335Clearstead Advisors, LLC$4.5K1
336FARMERS & MERCHANTS INVESTMENTS INC$4.5K1
337CVA Family Office, LLC$4.5K1
338Caitlin John, LLC$3.8K1
339Altshuler Shaham Ltd$3.8K1
340WPG Advisers, LLC$3.4K1
341ENTRUST FINANCIAL LLC$3.4K1
342CANADA LIFE ASSURANCE Co$3.3K1
343AMALGAMATED BANK$2.4K1
344COUNTRY TRUST BANK$2.3K1
345CBIZ Investment Advisory Services, LLC$2.3K1
346Treasurer of the State of North Carolina$2.2K1
347GSA CAPITAL PARTNERS LLP$2.1K1
348C WorldWide Group Holding A/S$1.9K1
349BROWN, LISLE/CUMMINGS, INC.$1.9K1
350Caitong International Asset Management Co., Ltd$1.9K1
351Fairman Group, LLC$1.9K1
352TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.7K1
353Valued Wealth Advisors LLC$1.5K1
354PRIVATE TRUST CO NA$1.5K1
355MV CAPITAL MANAGEMENT, INC.$1.5K1
356Cromwell Holdings LLC$1.5K1
357THRIVENT FINANCIAL FOR LUTHERANS$1.5K1
358KBC Group NV$1.2K1
359JFS WEALTH ADVISORS, LLC$1.1K1
360WOLFF WIESE MAGANA LLC$1.1K1
361Kilter Group LLC$1.1K1
362MidFirst Bank$1.1K1
363AMICA MUTUAL INSURANCE CO$1.0K1
364South Dakota Investment Council$8651
365Vestcor Inc$7601
366Quaker Wealth Management, LLC$7561
367Transamerica Financial Advisors, LLC$7551
368Scarborough Advisors, LLC$7551
369ALGERT GLOBAL LLC$6421
370HARBOR CAPITAL ADVISORS, INC.$6081
371State of Alaska, Department of Revenue$5311
372Hunter Perkins Capital Management, LLC$4811
373USA FINANCIAL FORMULAS$3781
374SHP Wealth Management$3781
375Bell Investment Advisors, Inc$3781
376DELTA CAPITAL MANAGEMENT LLC$2471
377CENTAURUS FINANCIAL, INC.$1591
378Employees Retirement System of Texas$541
379Centerpoint Advisors, LLC$151
380CX Institutional$21
381VANGUARD GROUP INC— value not disclosed1
382COMMONWEALTH EQUITY SERVICES, LLC— value not disclosed1
383DANSKE BANK A/S— value not disclosed1
384HARBOUR INVESTMENTS, INC.— value not disclosed1
385PRUDENTIAL PLC— value not disclosed1
386COMERICA BANK— value not disclosed1
387SHELTON CAPITAL MANAGEMENT— value not disclosed1
388VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
389DEERFIELD MANAGEMENT COMPANY, L.P.— value not disclosed1
390ING GROEP NV— value not disclosed1
391CAPE COD FIVE CENTS SAVINGS BANK— value not disclosed1
392CIBC WORLD MARKETS CORP— value not disclosed1
393CHILTON CAPITAL MANAGEMENT LLC— value not disclosed1
394WCM INVESTMENT MANAGEMENT, LLC— value not disclosed1
395INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
396CIBC Private Wealth Group LLC— value not disclosed1
397BOK Financial Private Wealth, Inc.— value not disclosed1
398Ranger Investment Management, L.P.— value not disclosed1
399Magnetar Financial LLC— value not disclosed1
400NORGES BANK— value not disclosed1
401Manchester Capital Management LLC— value not disclosed1
402WBI INVESTMENTS, LLC— value not disclosed1
403MidWestOne Financial Group, Inc.— value not disclosed1
404Legato Capital Management LLC— value not disclosed1
405Alberta Investment Management Corp— value not disclosed1
406HRT FINANCIAL LP— value not disclosed1
407TWO SIGMA ADVISERS, LP— value not disclosed1
408BRIGHT ROCK CAPITAL MANAGEMENT, LLC— value not disclosed1
409Tower Research Capital LLC (TRC)— value not disclosed1
410Edgestream Partners, L.P.— value not disclosed1
411EULAV Asset Management— value not disclosed1
412Waverly Advisors, LLC— value not disclosed1
413LVW Advisors, LLC— value not disclosed1
414Sequoia Financial Advisors, LLC— value not disclosed1
415IQ EQ FUND MANAGEMENT (IRELAND) Ltd— value not disclosed1
416Krilogy Financial LLC— value not disclosed1
417CAPITAL INSIGHT PARTNERS, LLC— value not disclosed1
418Abbot Financial Management, Inc.— value not disclosed1
419Larson Financial Group LLC— value not disclosed1
420Steigerwald, Gordon & Koch Inc.— value not disclosed1
421ELEVATION POINT WEALTH PARTNERS, LLC— value not disclosed1
422Global Retirement Partners, LLC— value not disclosed1
423Qsemble Capital Management, LP— value not disclosed1
424Legacy Capital Wealth Partners, LLC— value not disclosed1
425TWINBEECH CAPITAL LP— value not disclosed1
426Cinctive Capital Management LP— value not disclosed1
427Physician Wealth Advisors, Inc.— value not disclosed1
428Brooklyn Investment Group— value not disclosed1
429Independent Solutions Wealth Management, LLC— value not disclosed1
430CHILDRESS CAPITAL ADVISORS, LLC— value not disclosed1
431SBI Securities Co., Ltd.— value not disclosed1
432Pallas Capital Advisors LLC— value not disclosed1
433AlphaQuest LLC— value not disclosed1
434William Allan Corp— value not disclosed1
435SageView Advisory Group, LLC— value not disclosed1
436Cape Investment Advisory, Inc.— value not disclosed1
437Second Half Financial Partners, LLC— value not disclosed1
438Second Line Capital, LLC— value not disclosed1
439DiNuzzo Private Wealth, Inc.— value not disclosed1
440TD Waterhouse Canada Inc.— value not disclosed1
441Concurrent Investment Advisors, LLC— value not disclosed1
442Savvy Advisors, Inc.— value not disclosed1
443Sachetta, LLC— value not disclosed1
444QSV Equity Investors LLC— value not disclosed1
445Private Wealth Management Group, LLC— value not disclosed1
446Abel Hall, LLC— value not disclosed1
447Wealth Watch Advisors, INC— value not disclosed1
448Aster Capital Management (DIFC) Ltd— value not disclosed1
449Rialto Wealth Management, LLC— value not disclosed1
450Persistent Asset Partners Ltd— value not disclosed1
451Dogwood Wealth Management LLC— value not disclosed1
452North Dakota State Investment Board— value not disclosed1
453HFM Investment Advisors, LLC— value not disclosed1
454OPTIMA CAPITAL LLC— value not disclosed1
455EVOLVE PRIVATE WEALTH, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 380 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CHE

RETAINED WINDOW · ACTIVE HITS

Zero hits on CHE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for CHE · financials and macro

Financials — as filed PLANNED

CHE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CHE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing