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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-04-14Byron Donalds R–FL-19Sale · SP (spouse-owned)Traded 03-06 +39d$1K–$15K
2025-04-14Byron Donalds R–FL-19SaleTraded 03-06 +39d$1K–$15K
2023-02-24Daniel S. Goldman D–NY-10SaleTraded 01-31 +24d$1K–$15K
2021-10-15Tommy Tuberville R–ALSale · JT (jointly owned)Traded 09-29 +16d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
382COMMONWEALTH EQUITY SERVICES, LLC$01
383DANSKE BANK A/S$01
384HARBOUR INVESTMENTS, INC.$01
385PRUDENTIAL PLC$01
386COMERICA BANK$01
387SHELTON CAPITAL MANAGEMENT$01
388VIRGINIA RETIREMENT SYSTEMS ET Al$01
389DEERFIELD MANAGEMENT COMPANY, L.P.$01
390ING GROEP NV$01
391CAPE COD FIVE CENTS SAVINGS BANK$01
392CIBC WORLD MARKETS CORP$01
393CHILTON CAPITAL MANAGEMENT LLC$01
394WCM INVESTMENT MANAGEMENT, LLC$01
395INTECH INVESTMENT MANAGEMENT LLC$01
396CIBC Private Wealth Group LLC$01
397BOK Financial Private Wealth, Inc.$01
398Ranger Investment Management, L.P.$01
399Magnetar Financial LLC$01
400NORGES BANK$01
401Manchester Capital Management LLC$01
402WBI INVESTMENTS, LLC$01
403MidWestOne Financial Group, Inc.$01
404Legato Capital Management LLC$01
405Alberta Investment Management Corp$01
406HRT FINANCIAL LP$01
407TWO SIGMA ADVISERS, LP$01
408BRIGHT ROCK CAPITAL MANAGEMENT, LLC$01
409Tower Research Capital LLC (TRC)$01
410Edgestream Partners, L.P.$01
411EULAV Asset Management$01
412Waverly Advisors, LLC$01
413LVW Advisors, LLC$01
414Sequoia Financial Advisors, LLC$01
415IQ EQ FUND MANAGEMENT (IRELAND) Ltd$01
416Krilogy Financial LLC$01
417CAPITAL INSIGHT PARTNERS, LLC$01
418Abbot Financial Management, Inc.$01
419Larson Financial Group LLC$01
420Steigerwald, Gordon & Koch Inc.$01
421ELEVATION POINT WEALTH PARTNERS, LLC$01
422Global Retirement Partners, LLC$01
423Qsemble Capital Management, LP$01
424Legacy Capital Wealth Partners, LLC$01
425TWINBEECH CAPITAL LP$01
426Cinctive Capital Management LP$01
427Physician Wealth Advisors, Inc.$01
428Brooklyn Investment Group$01
429Independent Solutions Wealth Management, LLC$01
430CHILDRESS CAPITAL ADVISORS, LLC$01
431SBI Securities Co., Ltd.$01
432Pallas Capital Advisors LLC$01
433AlphaQuest LLC$01
434William Allan Corp$01
435SageView Advisory Group, LLC$01
436Cape Investment Advisory, Inc.$01
437Second Half Financial Partners, LLC$01
438Second Line Capital, LLC$01
439DiNuzzo Private Wealth, Inc.$01
440TD Waterhouse Canada Inc.$01
441Concurrent Investment Advisors, LLC$01
442Savvy Advisors, Inc.$01
443Sachetta, LLC$01
444QSV Equity Investors LLC$01
445Private Wealth Management Group, LLC$01
446Abel Hall, LLC$01
447Wealth Watch Advisors, INC$01
448Aster Capital Management (DIFC) Ltd$01
449Rialto Wealth Management, LLC$01
450Persistent Asset Partners Ltd$01
451Dogwood Wealth Management LLC$01
452North Dakota State Investment Board$01
453HFM Investment Advisors, LLC$01
454OPTIMA CAPITAL LLC$01
455EVOLVE PRIVATE WEALTH, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 455 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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