Institutional Holders (2026 Q1)
54 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CHMI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Tpg GP A, LLC | 0.04% | 556,605 | $1.4M |
| 2 | Summit Financial, LLC | 0.03% | 1,024,853 | $2.7M |
| 3 | Gables Capital Management INC. | 0.02% | 20,691 | $52K |
| 4 | SkyOak Wealth, LLC | 0.01% | 11,000 | $28K |
| 5 | Gladstone Institutional Advisory LLC | 0.00% | 51,810 | $130K |
| 6 | Money Concepts Capital Corp | 0.00% | 27,096 | $68K |
| 7 | Naviter Wealth, LLC | 0.00% | 11,000 | $29K |
| 8 | Daytona Street Capital LLC | 0.00% | 1,767 | $4K |
| 9 | Renaissance Technologies LLC | 0.00% | 609,184 | $1.5M |
| 10 | Burk Holdings LLC | 0.00% | 2,182 | $5K |
| 11 | Smallwood Wealth Investment Management, LLC | 0.00% | 1,200 | $3K |
| 12 | Two Sigma Advisers, LP | 0.00% | 228,641 | $583K |
| 13 | Members Trust Co | 0.00% | 13,000 | $32K |
| 14 | XTX Topco Ltd | 0.00% | 23,732 | $59K |
| 15 | Ritholtz Wealth Management | 0.00% | 17,569 | $44K |
| 16 | Verition Fund Management LLC | 0.00% | 41,152 | $103K |
| 17 | Sunbelt Securities, Inc. | 0.00% | 4,000 | $10K |
| 18 | Two Sigma Investments, LP | 0.00% | 273,892 | $685K |
| 19 | Glenview Trust Co | 0.00% | 12,500 | $31K |
| 20 | O'shaughnessy Asset Management, LLC | 0.00% | 21,372 | $53K |
| 21 | Motco | 0.00% | 836 | $2K |
| 22 | Citadel Advisors LLC | 0.00% | 443,683 | $1.1M |
| 23 | Vanguard Fiduciary Trust Co | 0.00% | 223,341 | $558K |
| 24 | Advisory Services Network, LLC | 0.00% | 4,108 | $10K |
| 25 | Hrt Financial LP | 0.00% | 16,038 | $40K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|