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Institutional Holdings

BCHT

Ownership Summary

Institutions Holding
32
Total Shares Held
4,552,238
Total Value Held
$9,329,973
Quarter
2026-06-30

Active Positions

Increased Positions
7
873,403 shares
Decreased Positions
2
371,539 shares
Held Positions
9
2,199,304 shares
New Positions
9
1,107,992 shares
Sold Out Positions
5
142,165 shares
Institution Shares Value Change % of Portfolio Reported
HEARTLAND ADVISORS INC 1,000,000 $2,050,000 Unchanged 0.09% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 721,182 $1,478,423 New position 0.00% 2026-06-30
Ancora Advisors LLC 700,244 $1,435,500 ▲ +271,558 0.03% 2026-06-30
CHAPIN DAVIS, INC. 686,693 $1,407,721 Unchanged 0.25% 2026-06-30
Aristides Capital LLC 425,000 $871,250 Unchanged 0.17% 2026-06-30
WHITE PINE CAPITAL LLC 330,154 $676,816 ▼ -21,731 0.16% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 139,192 $285,343 New position 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 103,667 $212,517 New position 0.00% 2026-06-30
BlackRock, Inc. 71,250 $146,063 New position 0.00% 2026-06-30
ARS Investment Partners, LLC 64,200 $131,610 ▲ +13,100 0.01% 2026-06-30
Sigma Planning Corp 52,412 $107,445 Unchanged 0.00% 2026-06-30
Diametric Capital, LP 52,954 $104,730 ▲ +11,269 0.01% 2026-06-30
NORTHERN TRUST CORP 47,555 $97,488 New position 0.00% 2026-06-30
CITADEL ADVISORS LLC 41,385 $84,839 ▼ -9,609 0.00% 2026-06-30
Crewe Advisors LLC 35,600 $72,980 ▲ +19,000 0.01% 2026-06-30
Corient Private Wealth LP 21,544 $44,165 New position 0.00% 2026-06-30
UBS Group AG 15,513 $31,802 ▲ +8,207 0.00% 2026-06-30
WATERS PARKERSON & CO., LLC 13,000 $26,650 Unchanged 0.00% 2026-06-30
CIBC WORLD MARKET INC. 10,607 $21,744 Unchanged 0.00% 2026-06-30
Smartleaf Asset Management LLC 9,091 $18,637 Unchanged 0.00% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 4,882 $11,978 ▲ +83 0.00% 2026-06-30
Persistent Asset Partners Ltd 3,094 $6,121 New position 0.00% 2026-06-30
MORGAN STANLEY 2,500 $5,125 Unchanged 0.00% 2026-06-30
ROYAL BANK OF CANADA 506 $1,000 New position 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 10 $20 ▲ +1 0.00% 2026-06-30
BARCLAYS PLC 2 $4 New position 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 1 $2 Unchanged 0.00% 2026-06-30
Focus Partners Wealth 0 $0 Sold out 2026-06-30
HRT FINANCIAL LP 0 $0 Sold out 2026-06-30
Mink Brook Asset Management LLC 0 $0 Sold out 2026-06-30
GTS SECURITIES LLC 0 $0 Sold out 2026-06-30
PRELUDE CAPITAL MANAGEMENT, LLC 0 $0 Sold out 2026-06-30