Filing Research | CHPT - CHARGEPOINT HOLDINGS INC Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	HAMILTON CAPITAL PARTNERS, LLC	Shares	38.7KSH	$228.8K
2	Sullivan Wood Capital Management LLC	Shares	17.5KSH	$103.4K
3	Police & Firemen's Retirement System of New Jersey	Shares	8.0KSH	$47.5K
4	Center for Financial Planning, Inc.	Shares	2.0KSH	$11.8K
5	Vision Retirement, LLC	Shares	2.0KSH	$11.8K
6	SBI Securities Co., Ltd.	Shares	1.2KSH	$7.1K
7	Strategic Investment Solutions, Inc. /IL	Shares	750SH	$4.4K
8	Golden State Wealth Management, LLC	Shares	453SH	$2.7K
9	Tradewinds Capital Management, LLC	Shares	210SH	$1.2K
10	IFP Advisors, Inc	Shares	120SH	$709
11	HM PAYSON & CO	Shares	100SH	$591
12	Steigerwald, Gordon & Koch Inc.	Shares	77SH	$455
13	Hartford Financial Management Inc.	Shares	75SH	$444
14	Vermillion Wealth Management, Inc.	Shares	65SH	$384
15	Farther Finance Advisors, LLC	Shares	50SH	$296
16	BFSG, LLC	Shares	35SH	$207
17	AdvisorNet Financial, Inc	Shares	25SH	$148
18	SALEM INVESTMENT COUNSELORS INC	Shares	23SH	$136
19	Wilkerson Advisory Group LLC	Shares	17SH	$100
20	Main Street Group, LTD	Shares	15SH	$89
21	Nvest Wealth Strategies, Inc.	Shares	13SH	$77
22	VSM Wealth Advisory, LLC	Shares	12SH	$71
23	EverSource Wealth Advisors, LLC	Shares	10SH	$59
24	LANARK FINANCIAL, INC.	Shares	10SH	$59
25	Blue Trust, Inc.	Shares	6SH	$35
26	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	5SH	$30
27	Quaker Wealth Management, LLC	Shares	5SH	$30
28	Mosley Wealth Management	Shares	2SH	$12
29	Robinswood Financial LLC	Shares	2SH	$11
30	TSFG, LLC	Shares	50SH	$0

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	HAMILTON CAPITAL PARTNERS, LLC new	Shares	+38.7K	+$228.8K	$228.8K
2	Police & Firemen's Retirement System of New Jersey new	Shares	+8.0K	+$47.5K	$47.5K
3	Sullivan Wood Capital Management LLC trimmed	Shares	-2.0K	+$8.7K	$103.4K
4	Center for Financial Planning, Inc. unchanged	Shares	0	+$2.1K	$11.8K
5	Vision Retirement, LLC unchanged	Shares	0	+$2.1K	$11.8K
6	SBI Securities Co., Ltd. trimmed	Shares	-25	+$1.1K	$7.1K
7	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$787	$4.4K
8	Golden State Wealth Management, LLC trimmed	Shares	-7	+$441	$2.7K
9	Tradewinds Capital Management, LLC unchanged	Shares	0	+$221	$1.2K
10	IFP Advisors, Inc unchanged	Shares	0	+$126	$709
11	HM PAYSON & CO unchanged	Shares	0	+$105	$591
12	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$81	$455
13	Hartford Financial Management Inc. unchanged	Shares	0	+$79	$444
14	Vermillion Wealth Management, Inc. unchanged	Shares	0	+$68	$384
15	BFSG, LLC unchanged	Shares	0	+$36	$207
16	AdvisorNet Financial, Inc unchanged	Shares	0	+$26	$148
17	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$24	$136
18	Wilkerson Advisory Group LLC unchanged	Shares	0	+$17	$100
19	Main Street Group, LTD unchanged	Shares	0	+$16	$89
20	Nvest Wealth Strategies, Inc. unchanged	Shares	0	+$13	$77
21	VSM Wealth Advisory, LLC unchanged	Shares	0	+$13	$71
22	Mosley Wealth Management new	Shares	+2	+$12	$12
23	LANARK FINANCIAL, INC. unchanged	Shares	0	+$11	$59
24	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$10	$59
25	Blue Trust, Inc. unchanged	Shares	0	+$6	$35
26	Quaker Wealth Management, LLC unchanged	Shares	0	+$5	$30
27	TSFG, LLC unchanged	Shares	0	$0	$0
28	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$1	$30
29	CoreCap Advisors, LLC exited	Shares	-5	-$24	$0
30	Farther Finance Advisors, LLC trimmed	Shares	-24	-$58	$296
31	Sound Income Strategies, LLC exited	Shares	-15	-$72	$0
32	Robinswood Financial LLC trimmed	Shares	-27	-$129	$11
33	Global Wealth Strategies & Associates exited	Shares	-100	-$486	$0
34	GAMMA Investing LLC exited	Shares	-301	-$1.5K	$0