CHSCP · Chs Inc
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $324,231
Total Shares: 13,125
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
98.3%
+38.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,671
Highly concentrated+4,938
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
3
Unchanged
1
Holder count:
-2
Institutional value:
-66.7%
Shares held:
-67.1%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Micro Vermillion Wealth Management, Inc. | 203 | $5,420 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small GRACE & WHITE INC /NY | 24,229 | $586,584 | |
| Small THOMPSON INVESTMENT MANAGEMENT, INC. | 2,000 | $48,420 | |
| Micro Hurley Capital, LLC | 800 | $19,368 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small IMA Advisory Services, Inc. CHSCM | $162,438 | 50.10% | 6,729 | Shares | 2026-08-10 | |
| Small IMA Advisory Services, Inc. CHSCL | $156,373 | 48.23% | 6,193 | Shares | 2026-08-10 | |
| Micro Vermillion Wealth Management, Inc. | $5,420 | 1.67% | 203 | Shares | 2026-07-16 |