% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for CHGCY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 47,10047,100 | $1M | — | ADD 4% |
| 2 | RHUMBLINE ADVISERS | 47,01947,019 | $1M | — | ADD 6% |
| 3 | Sterling Capital Management LLC | 40,32640,326 | $1M | — | TRIM -8% |
| 4 | GAMMA Investing LLC | 13,69113,691 | $376,776 | — | ADD 8% |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 10,35310,353 | $284,915 | — | — |
| 6 | RIVERBRIDGE PARTNERS LLC | 7,8257,825 | $215,344 | — | — |
| 7 | Salomon & Ludwin, LLC | 1,2431,243 | $35,923 | — | ADD 115% |
| 8 | Ancora Advisors LLC | 1,0741,074 | $29,556 | — | TRIM -18% |
| 9 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 256256 | $7,045 | — | — |
| 10 | HANTZ FINANCIAL SERVICES, INC. | 211211 | $6,000 | — | TRIM -29% |
| 11 | First Command Advisory Services, Inc. | 122122 | $3,357 | — | NEW |
| 12 | IMA Advisory Services, Inc. | 3232 | $880 | — | TRIM -16% |
| 13 | RICHARDSON FINANCIAL SERVICES INC. | 1313 | $358 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 39K | 39K | 40K | 43K | 45K | 47K | $1M |
| RHUMBLINE ADVISERS | 28K | 27K | 28K | 28K | 44K | 47K | $1M |
| Sterling Capital Management LLC | 67K | 72K | 73K | 47K | 44K | 40K | $1M |
| GAMMA Investing LLC | 8K | 10K | 11K | 11K | 13K | 14K | $376,776 |
| PNC FINANCIAL SERVICES GROUP, INC. | 14K | 13K | 12K | 11K | 11K | 10K | $284,915 |
| RIVERBRIDGE PARTNERS LLC | — | 11K | 11K | — | 8K | 8K | $215,344 |
| Salomon & Ludwin, LLC | — | — | 18 | 481 | 577 | 1K | $35,923 |
| Ancora Advisors LLC | — | — | — | — | 1K | 1K | $29,556 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | — | 256 | 256 | — | 256 | 256 | $7,045 |
| HANTZ FINANCIAL SERVICES, INC. | — | 516 | 398 | 297 | 297 | 211 | $6,000 |
| First Command Advisory Services, Inc. | — | — | — | — | — | 122 | $3,357 |
| IMA Advisory Services, Inc. | — | — | — | — | 38 | 32 | $880 |
| RICHARDSON FINANCIAL SERVICES INC. | 14 | 28 | 28 | — | — | 13 | $358 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| RHUMBLINE ADVISERS | +2,639 | $72,625 | ADD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | +1,731 | $47,637 | ADD |
| GAMMA Investing LLC | +1,046 | $28,786 | ADD |
| Salomon & Ludwin, LLC | +666 | $18,328 | ADD |
| First Command Advisory Services, Inc. | +122 | $3,357 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Sterling Capital Management LLC | −3,698 | $101,769 | TRIM |
| Ancora Advisors LLC | −231 | $6,357 | TRIM |
| Accent Capital Management, LLC | −200 | $5,504 | CLOSE |
| PNC FINANCIAL SERVICES GROUP, INC. | −198 | $5,449 | — |
| HANTZ FINANCIAL SERVICES, INC. | −86 | $2,367 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 13 | 169,265 | — | $5M |
| 2025-Q4 | 13 | 167,530 | — | $4M |
| 2025-Q3 | 8 | 140,494 | — | $3M |
| 2025-Q2 | 12 | 177,534 | — | $5M |
| 2025-Q1 | 11 | 175,170 | — | $4M |
| 2024-Q4 | 7 | 157,400 | — | $3M |
| 2024-Q3 | 8 | 172,761 | — | $4M |
| 2024-Q2 | 6 | 323,971 | — | $6M |
| 2024-Q1 | 9 | 293,340 | — | $6M |
| 2023-Q4 | 8 | 282,883 | — | $5M |
| 2023-Q3 | 6 | 294,427 | — | $5M |
| 2023-Q2 | 6 | 346,626 | — | $4M |
| 2023-Q1 | 6 | 571,378 | — | $7M |
| 2022-Q4 | 4 | 465,771 | — | $6M |
| 2022-Q3 | 3 | 252,565 | — | $3M |
| 2022-Q2 | 4 | 286,164 | — | $4M |
| 2022-Q1 | 5 | 472,111 | — | $8M |
| 2021-Q4 | 5 | 419,593 | — | $7M |
| 2021-Q3 | 9 | 484,112 | — | $9M |
| 2021-Q2 | 5 | 218,255 | — | $4M |
| 2021-Q1 | 9 | 1,541,688 | — | $31M |
| 2020-Q4 | 10 | 1,738,494 | — | $46M |
| 2020-Q3 | 10 | 1,576,652 | — | $35M |
| 2020-Q2 | 9 | 125,955 | — | $41M |
| 2020-Q1 | 9 | 92,733 | — | $21M |
| 2019-Q4 | 8 | 122,550 | — | $23M |
| 2019-Q3 | 8 | 123,103 | — | $19M |
| 2019-Q2 | 5 | 18,871 | — | $2M |
| 2019-Q1 | 4 | 10,327 | — | $1M |
| 2018-Q4 | 1 | 3,621 | — | $420,000 |
| 2018-Q3 | 1 | 3,812 | — | $397,000 |
| 2018-Q2 | 1 | 3,881 | — | $435,000 |
| 2018-Q1 | 1 | 4,152 | — | $428,000 |
| 2017-Q4 | 1 | 4,375 | — | $447,000 |
| 2017-Q3 | 1 | 4,626 | — | $381,000 |
| 2017-Q2 | 1 | 4,564 | — | $351,000 |
| 2017-Q1 | 1 | 4,726 | — | $332,000 |
