Money Flow

Who's quietly buying it

Flows Whales Filers

Filers

1008 institutions on file

Chancellor Financial Group WB LP
TRACKED
CIK 0002059742
$141.3M
AUM
140
positions
6
filings
latest Q1 2026
Chandler Asset Management, Inc.
TRACKED
CIK 0001665018
$659.4M
AUM
23
positions
12
filings
latest Q1 2026
Chaney Capital Management, Inc.
TRACKED
CIK 0002012041
$283.7M
AUM
41
positions
10
filings
latest Q1 2026
CHANNEL WEALTH LLC
TRACKED
CIK 0001975550
$412.8M
AUM
173
positions
12
filings
latest Q1 2026
Channing Capital Management, LLC
TRACKED
CIK 0001302404
$4.34B
AUM
106
positions
13
filings
latest Q2 2026
CHANNING GLOBAL ADVISORS, LLC
TRACKED
CIK 0001901222
$193.2M
AUM
41
positions
8
filings
latest Q2 2026
Chanos & Co LP
TRACKED
CIK 0001446440
$318.2M
AUM
29
positions
8
filings
latest Q3 2023
Chan Zuckerberg Initiative, LLC
TRACKED
CIK 0001997453
$49.2M
AUM
1
positions
15
filings
latest Q1 2026
CHAPIN DAVIS, INC.
TRACKED
CIK 0000872098
$568.6M
AUM
256
positions
8
filings
latest Q2 2026
CHAPMAN FINANCIAL GROUP, LLC
TRACKED
CIK 0002056577
$139.8M
AUM
265
positions
5
filings
latest Q1 2026
Chapman Investment Management, LLC
TRACKED
CIK 0001751006
$121.2M
AUM
27
positions
8
filings
latest Q2 2026
Charis Legacy Partners, LLC
TRACKED
CIK 0002056602
$81.3M
AUM
28
positions
2
filings
latest Q2 2026
Charles Carroll Financial Partners, LLC
TRACKED
CIK 0001899059
$93.0M
AUM
38
positions
8
filings
latest Q4 2023
Charles-Lim Capital Ltd
TRACKED
CIK 0001634255
$301.3M
AUM
5
positions
12
filings
latest Q1 2026
Charles Schwab Investment Advisory, Inc.
TRACKED
CIK 0001501902
—
AUM
1
positions
8
filings
latest Q4 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
TRACKED
CIK 0000884546
$654.47B
AUM
3,455
positions
15
filings
latest Q1 2026
Charles Schwab Trust Bank
TRACKED
CIK 0001776551
$63.3M
AUM
1
positions
9
filings
latest Q1 2026
Charles Schwab Trust Co
TRACKED
CIK 0001789219
$1.79B
AUM
171
positions
8
filings
latest Q2 2026
Charter Capital Management, LLC\DE
TRACKED
CIK 0002076040
$225.9M
AUM
75
positions
2
filings
latest Q2 2026
Charter Oak Advisors LP
TRACKED
CIK 0002022905
$165.0M
AUM
13
positions
6
filings
latest Q1 2026
Charter Oak Capital Management, LLC
TRACKED
CIK 0001810720
$1.29B
AUM
208
positions
8
filings
latest Q1 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC.
TRACKED
CIK 0001666624
$150.1M
AUM
86
positions
12
filings
latest Q1 2026
CHARTIST INC /CA/
TRACKED
CIK 0001129770
$139.2M
AUM
20
positions
10
filings
latest Q1 2026
CHARTWELL INVESTMENT PARTNERS, LLC
TRACKED
CIK 0001616525
$2.9M
AUM
412
positions
8
filings
latest Q3 2024
CHASE INVESTMENT COUNSEL CORP
TRACKED
CIK 0000019475
$380,884
AUM
149
positions
13
filings
latest Q1 2026
Chatham Asset Management, LLC
TRACKED
CIK 0001511989
—
AUM
1
positions
8
filings
latest Q3 2023
CHATHAM CAPITAL GROUP, INC.
TRACKED
CIK 0001108969
$783.0M
AUM
200
positions
8
filings
latest Q2 2026
Chatterton & Associates Inc.
TRACKED
CIK 0002102688
$169.9M
AUM
101
positions
2
filings
latest Q2 2026
CHB Investment Group, LLC
TRACKED
CIK 0001933274
$196,096
AUM
69
positions
2
filings
latest Q2 2025
Checchi Capital Advisers, LLC
TRACKED
CIK 0001598186
$1.98B
AUM
598
positions
8
filings
latest Q1 2026
CHECK CAPITAL MANAGEMENT INC/CA
TRACKED
CIK 0001032814
$3.44B
AUM
49
positions
8
filings
latest Q1 2026
Checkpoint Capital L.P.
TRACKED
CIK 0001977548
$278.7M
AUM
8
positions
10
filings
latest Q1 2026
CHELSEA COUNSEL CO
TRACKED
CIK 0001276755
$232.8M
AUM
238
positions
2
filings
latest Q1 2026
Chemistry Wealth Management LLC
TRACKED
CIK 0001910183
$625.2M
AUM
210
positions
8
filings
latest Q2 2026
CHEMUNG CANAL TRUST CO
TRACKED
CIK 0000790354
$541.2M
AUM
111
positions
8
filings
latest Q2 2026
Cherokee Insurance Co
TRACKED
CIK 0002077903
$263.5M
AUM
121
positions
2
filings
latest Q1 2026
Cherry Creek Investment Advisors, Inc.
TRACKED
CIK 0001877829
$230.1M
AUM
124
positions
8
filings
latest Q1 2026
CHERRYDALE WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001907327
—
AUM
—
positions
8
filings
latest Q2 2026
Cherry Tree Wealth Management, LLC
TRACKED
CIK 0001985414
$472.7M
AUM
582
positions
8
filings
latest Q1 2026
CHESAPEAKE ASSET MANAGEMENT LLC
TRACKED
CIK 0001079397
$126.0M
AUM
328
positions
13
filings
latest Q1 2026
CHESAPEAKE CAPITAL CORP /IL/
TRACKED
CIK 0001093908
$190.3M
AUM
169
positions
9
filings
latest Q2 2026
Chesapeake Wealth Management
TRACKED
CIK 0001730383
$325.7M
AUM
159
positions
12
filings
latest Q1 2026
Chescapmanager LLC
TRACKED
CIK 0001697162
$1.12B
AUM
21
positions
12
filings
latest Q1 2026
Chesley Taft & Associates LLC
TRACKED
CIK 0001164632
$2.57B
AUM
369
positions
8
filings
latest Q2 2026
Cheviot Value Management, LLC
TRACKED
CIK 0001427147
$995.6M
AUM
426
positions
12
filings
latest Q1 2026
CHEVRON CORP (CVX)
TRACKED
CIK 0000093410
—
AUM
1
positions
2
filings
latest Q1 2026
Chevy Chase Trust Holdings, LLC
TRACKED
CIK 0001462020
$34.71B
AUM
642
positions
12
filings
latest Q1 2026
Cheyne Capital Management (UK) LLP
TRACKED
CIK 0001390457
$27.9M
AUM
15
positions
8
filings
latest Q4 2023
CHI Advisors LLC
TRACKED
CIK 0001791468
$252.3M
AUM
26
positions
8
filings
latest Q3 2023
Chicago Capital, LLC
TRACKED
CIK 0001740053
$4.15B
AUM
360
positions
8
filings
latest Q2 2026

Chancellor Financial Group WB LP
TRACKED
CIK 0002059742
$141.3M
AUM
140
positions
6
filings
latest Q1 2026
Chandler Asset Management, Inc.
TRACKED
CIK 0001665018
$659.4M
AUM
23
positions
12
filings
latest Q1 2026
Chaney Capital Management, Inc.
TRACKED
CIK 0002012041
$283.7M
AUM
41
positions
10
filings
latest Q1 2026
CHANNEL WEALTH LLC
TRACKED
CIK 0001975550
$412.8M
AUM
173
positions
12
filings
latest Q1 2026
Channing Capital Management, LLC
TRACKED
CIK 0001302404
$4.34B
AUM
106
positions
13
filings
latest Q2 2026
CHANNING GLOBAL ADVISORS, LLC
TRACKED
CIK 0001901222
$193.2M
AUM
41
positions
8
filings
latest Q2 2026
Chanos & Co LP
TRACKED
CIK 0001446440
$318.2M
AUM
29
positions
8
filings
latest Q3 2023
Chan Zuckerberg Initiative, LLC
TRACKED
CIK 0001997453
$49.2M
AUM
1
positions
15
filings
latest Q1 2026
CHAPIN DAVIS, INC.
TRACKED
CIK 0000872098
$568.6M
AUM
256
positions
8
filings
latest Q2 2026
CHAPMAN FINANCIAL GROUP, LLC
TRACKED
CIK 0002056577
$139.8M
AUM
265
positions
5
filings
latest Q1 2026
Chapman Investment Management, LLC
TRACKED
CIK 0001751006
$121.2M
AUM
27
positions
8
filings
latest Q2 2026
Charis Legacy Partners, LLC
TRACKED
CIK 0002056602
$81.3M
AUM
28
positions
2
filings
latest Q2 2026
Charles Carroll Financial Partners, LLC
TRACKED
CIK 0001899059
$93.0M
AUM
38
positions
8
filings
latest Q4 2023
Charles-Lim Capital Ltd
TRACKED
CIK 0001634255
$301.3M
AUM
5
positions
12
filings
latest Q1 2026
Charles Schwab Investment Advisory, Inc.
TRACKED
CIK 0001501902
—
AUM
1
positions
8
filings
latest Q4 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
TRACKED
CIK 0000884546
$654.47B
AUM
3,455
positions
15
filings
latest Q1 2026
Charles Schwab Trust Bank
TRACKED
CIK 0001776551
$63.3M
AUM
1
positions
9
filings
latest Q1 2026
Charles Schwab Trust Co
TRACKED
CIK 0001789219
$1.79B
AUM
171
positions
8
filings
latest Q2 2026
Charter Capital Management, LLC\DE
TRACKED
CIK 0002076040
$225.9M
AUM
75
positions
2
filings
latest Q2 2026
Charter Oak Advisors LP
TRACKED
CIK 0002022905
$165.0M
AUM
13
positions
6
filings
latest Q1 2026
Charter Oak Capital Management, LLC
TRACKED
CIK 0001810720
$1.29B
AUM
208
positions
8
filings
latest Q1 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC.
TRACKED
CIK 0001666624
$150.1M
AUM
86
positions
12
filings
latest Q1 2026
CHARTIST INC /CA/
TRACKED
CIK 0001129770
$139.2M
AUM
20
positions
10
filings
latest Q1 2026
CHARTWELL INVESTMENT PARTNERS, LLC
TRACKED
CIK 0001616525
$2.9M
AUM
412
positions
8
filings
latest Q3 2024
CHASE INVESTMENT COUNSEL CORP
TRACKED
CIK 0000019475
$380,884
AUM
149
positions
13
filings
latest Q1 2026
Chatham Asset Management, LLC
TRACKED
CIK 0001511989
—
AUM
1
positions
8
filings
latest Q3 2023
CHATHAM CAPITAL GROUP, INC.
TRACKED
CIK 0001108969
$783.0M
AUM
200
positions
8
filings
latest Q2 2026
Chatterton & Associates Inc.
TRACKED
CIK 0002102688
$169.9M
AUM
101
positions
2
filings
latest Q2 2026
CHB Investment Group, LLC
TRACKED
CIK 0001933274
$196,096
AUM
69
positions
2
filings
latest Q2 2025
Checchi Capital Advisers, LLC
TRACKED
CIK 0001598186
$1.98B
AUM
598
positions
8
filings
latest Q1 2026
CHECK CAPITAL MANAGEMENT INC/CA
TRACKED
CIK 0001032814
$3.44B
AUM
49
positions
8
filings
latest Q1 2026
Checkpoint Capital L.P.
TRACKED
CIK 0001977548
$278.7M
AUM
8
positions
10
filings
latest Q1 2026
CHELSEA COUNSEL CO
TRACKED
CIK 0001276755
$232.8M
AUM
238
positions
2
filings
latest Q1 2026
Chemistry Wealth Management LLC
TRACKED
CIK 0001910183
$625.2M
AUM
210
positions
8
filings
latest Q2 2026
CHEMUNG CANAL TRUST CO
TRACKED
CIK 0000790354
$541.2M
AUM
111
positions
8
filings
latest Q2 2026
Cherokee Insurance Co
TRACKED
CIK 0002077903
$263.5M
AUM
121
positions
2
filings
latest Q1 2026
Cherry Creek Investment Advisors, Inc.
TRACKED
CIK 0001877829
$230.1M
AUM
124
positions
8
filings
latest Q1 2026
CHERRYDALE WEALTH MANAGEMENT, LLC
TRACKED
CIK 0001907327
—
AUM
—
positions
8
filings
latest Q2 2026
Cherry Tree Wealth Management, LLC
TRACKED
CIK 0001985414
$472.7M
AUM
582
positions
8
filings
latest Q1 2026
CHESAPEAKE ASSET MANAGEMENT LLC
TRACKED
CIK 0001079397
$126.0M
AUM
328
positions
13
filings
latest Q1 2026
CHESAPEAKE CAPITAL CORP /IL/
TRACKED
CIK 0001093908
$190.3M
AUM
169
positions
9
filings
latest Q2 2026
Chesapeake Wealth Management
TRACKED
CIK 0001730383
$325.7M
AUM
159
positions
12
filings
latest Q1 2026
Chescapmanager LLC
TRACKED
CIK 0001697162
$1.12B
AUM
21
positions
12
filings
latest Q1 2026
Chesley Taft & Associates LLC
TRACKED
CIK 0001164632
$2.57B
AUM
369
positions
8
filings
latest Q2 2026
Cheviot Value Management, LLC
TRACKED
CIK 0001427147
$995.6M
AUM
426
positions
12
filings
latest Q1 2026
CHEVRON CORP (CVX)
TRACKED
CIK 0000093410
—
AUM
1
positions
2
filings
latest Q1 2026
Chevy Chase Trust Holdings, LLC
TRACKED
CIK 0001462020
$34.71B
AUM
642
positions
12
filings
latest Q1 2026
Cheyne Capital Management (UK) LLP
TRACKED
CIK 0001390457
$27.9M
AUM
15
positions
8
filings
latest Q4 2023
CHI Advisors LLC
TRACKED
CIK 0001791468
$252.3M
AUM
26
positions
8
filings
latest Q3 2023
Chicago Capital, LLC
TRACKED
CIK 0001740053
$4.15B
AUM
360
positions
8
filings
latest Q2 2026

Page 8 of 21

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Why this matters

A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.

$135–150T: Global stock market; U.S. ≈ $75T — over half the world's equity
~41%: Owned by institutions; funds, banks & asset managers · OECD
$55–65T: Institutional holdings; the capital that actually moves prices

Chancellor Financial Group WB LP

Chandler Asset Management, Inc.

Chaney Capital Management, Inc.

CHANNEL WEALTH LLC

Channing Capital Management, LLC

CHANNING GLOBAL ADVISORS, LLC

Chanos & Co LP

Chan Zuckerberg Initiative, LLC

CHAPIN DAVIS, INC.

CHAPMAN FINANCIAL GROUP, LLC

Chapman Investment Management, LLC

Charis Legacy Partners, LLC

Charles Carroll Financial Partners, LLC

Charles-Lim Capital Ltd

Charles Schwab Investment Advisory, Inc.

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Charles Schwab Trust Bank

Charles Schwab Trust Co

Charter Capital Management, LLC\DE

Charter Oak Advisors LP

Charter Oak Capital Management, LLC

CHARTER RESEARCH & INVESTMENT GROUP, INC.

CHARTIST INC /CA/

CHARTWELL INVESTMENT PARTNERS, LLC

CHASE INVESTMENT COUNSEL CORP

Chatham Asset Management, LLC

CHATHAM CAPITAL GROUP, INC.

Chatterton & Associates Inc.

CHB Investment Group, LLC

Checchi Capital Advisers, LLC

CHECK CAPITAL MANAGEMENT INC/CA

Checkpoint Capital L.P.

CHELSEA COUNSEL CO

Chemistry Wealth Management LLC

CHEMUNG CANAL TRUST CO

Cherokee Insurance Co

Cherry Creek Investment Advisors, Inc.

CHERRYDALE WEALTH MANAGEMENT, LLC

Cherry Tree Wealth Management, LLC

CHESAPEAKE ASSET MANAGEMENT LLC

CHESAPEAKE CAPITAL CORP /IL/

Chesapeake Wealth Management

Chescapmanager LLC

Chesley Taft & Associates LLC

Cheviot Value Management, LLC

CHEVRON CORP (CVX)

Chevy Chase Trust Holdings, LLC

Cheyne Capital Management (UK) LLP

CHI Advisors LLC

Chicago Capital, LLC