Chargepoint HoldingsCHPT
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 295 institutions reported holding Chargepoint Holdings Inc. (CHPT) in their 13F filings, down 25 from Q3 2024. 26 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($35.3M), Vanguard Group Inc. ($33.1M) and State Street Corp. ($12.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Chargepoint Holdings Inc.
- CUSIP
- 15961R105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $5.6M |
| Exits | 61 | $15.7M |
All 13F filers, Q3 2024 → Q4 2024: 26,484,295 shares bought and 26,291,301 shares sold, net +192,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| BlackRock, Inc. | 0.00% | Add +6.4% | 32,958,909 | $35.3M |
| Vanguard Group Inc. | 0.00% | Reduce -18.9% | 30,942,091 | $33.1M |
| State Street Corp. | 0.00% | Add +16.4% | 11,989,431 | $12.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 9,276,632 | $9.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +0.1% | 7,823,868 | $8.4M |
| Nomura Holdings Inc. | 0.04% | Reduce -22.8% | 7,654,113 | $8.2M |
| UBS Group AG | 0.00% | Add +3301.2% | 7,025,737 | $7.5M |
| Morgan Stanley | 0.00% | Add +74.4% | 6,032,224 | $6.5M |
| Invesco Ltd. | 0.00% | Add +13.1% | 5,029,849 | $5.4M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 3,649,911 | $3.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 3,336,545 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +103.1% | 3,283,792 | $3.5M |
| Millennium Management | 0.00% | Add +13605.0% | 2,857,349 | $3.1M |
| Toronto Dominion Bank | 0.01% | New | 2,474,886 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.8% | 2,342,709 | $2.5M |
| Erste Asset Management GmbH | 0.02% | Reduce -7.1% | 1,743,383 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -11.2% | 1,825,438 | $2.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 1,623,836 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -3.3% | 1,545,332 | $1.7M |
| HRT Financial LP | 0.01% | New | 1,539,302 | $1.6M |
| Nuveen Asset Management, LLC | 0.00% | No change | 1,254,275 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +12.9% | 1,231,255 | $1.3M |
| Barclays PLC | 0.00% | Add +4.3% | 1,129,419 | $1.2M |
| Bank of America Corp. | 0.00% | Add +20.6% | 845,590 | $905K |
| Swiss National Bank | 0.00% | Add +2.2% | 806,400 | $863K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -55.6% | 764,341 | $818K |
| Amundi | 0.00% | Reduce -35.0% | 712,834 | $798K |
| Sculptor Capital LP | 0.02% | No change | 726,700 | $778K |
| XTX Topco Ltd | 0.06% | Add +124.0% | 691,636 | $740K |
| Alps Advisors Inc. | 0.00% | Reduce -24.6% | 631,458 | $676K |
| Deutsche Bank AG | 0.00% | Add +30.9% | 592,315 | $634K |
| Rhumbline Advisers | 0.00% | Add +0.2% | 514,339 | $550K |
| Royal Bank of Canada | 0.00% | Add +3.9% | 510,538 | $547K |
| Natixis | 0.00% | Add +40223.3% | 501,219 | $536K |
| Tidal Investments LLC | 0.00% | Add +43.6% | 466,751 | $499K |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 381,810 | $409K |
| Inspire Investing, LLC | 0.04% | Add +25.1% | 375,860 | $402K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.6% | 368,440 | $394K |
| Legal & General Group Plc | 0.00% | Reduce -1.7% | 354,485 | $379K |
| Citigroup Inc. | 0.00% | Reduce -8.2% | 346,398 | $371K |
| Cresset Asset Management, LLC | 0.00% | Reduce -14.6% | 335,041 | $358K |
| Raymond James Financial Inc. | 0.00% | — | 331,085 | $354K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.0% | 300,460 | $321K |
| Wells Fargo & Company | 0.00% | Reduce -51.2% | 293,503 | $314K |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.4% | 273,140 | $293K |
| Verition Fund Management LLC | 0.00% | Add +180.4% | 261,099 | $279K |
| MetLife Investment Management, LLC | 0.00% | Add +9.8% | 251,168 | $269K |
| BNP Paribas Financial Markets | 0.00% | New | 250,275 | $268K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +16.2% | 247,827 | $265K |
| Balyasny Asset Management L.P. | 0.00% | New | 238,788 | $256K |
| National Bank of Canada | 0.00% | Add +937.0% | 232,300 | $249K |
| Jane Street Group, LLC | 0.00% | Reduce -32.4% | 217,075 | $232K |
| Group One Trading LLC | 0.01% | Reduce -15.4% | 212,292 | $227K |
| Krane Funds Advisors LLC | 0.01% | Reduce -12.4% | 207,257 | $222K |
| LPL Financial LLC | 0.00% | Reduce -24.6% | 206,868 | $221K |
| Corebridge Financial, Inc. | 0.00% | Reduce -5.2% | 196,741 | $211K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 174,710 | $187K |
| Prescott Group Capital Management, L.L.C. | 0.02% | New | 160,000 | $171K |
| Intech Investment Management LLC | 0.00% | Add +29.1% | 159,843 | $171K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 148,023 | $158K |
| PEAK6 LLC | 0.01% | — | 140,001 | $150K |
| Marathon Trading Investment Management LLC | 0.03% | Add +151.6% | 139,400 | $149K |
| Janus Henderson Group PLC | 0.00% | No change | 135,032 | $145K |
| Gsa Capital Partners LLP | 0.01% | Reduce -26.5% | 134,919 | $144K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -76.5% | 132,666 | $142K |
| Squarepoint Ops LLC | 0.00% | New | 129,158 | $138K |
| Arizona State Retirement System | 0.00% | Add +2.3% | 118,988 | $127K |
| Voya Investment Management LLC | 0.00% | Reduce -6.5% | 118,077 | $126K |
| ProShare Advisors LLC | 0.00% | Add +51.9% | 111,447 | $119K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.0% | 111,451 | $119K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 109,000 | $117K |
| Alliancebernstein L.P. | 0.00% | Reduce -75.9% | 107,090 | $115K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 106,084 | $114K |
| New York State Common Retirement Fund | 0.00% | No change | 105,131 | $112K |
| Shufro Rose & Co. LLC | 0.01% | Reduce -25.0% | 100,100 | $107K |
| China Universal Asset Management Co., Ltd. | 0.01% | No change | 95,000 | $102K |
| Two Sigma Investments, LP | 0.00% | Reduce -85.7% | 92,294 | $99K |
| Cetera Investment Advisers | 0.00% | Reduce -34.2% | 89,801 | $96K |
| Bayesian Capital Management, LP | 0.01% | New | 86,700 | $93K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 86,005 | $92K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 80,249 | $86K |
| KLP Kapitalforvaltning As | 0.00% | — | 79,600 | $85K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 78,886 | $84K |
| Creative Planning | 0.00% | Reduce -61.6% | 78,752 | $84K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -17.7% | 77,747 | $83K |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 75,083 | $80K |
| Caitong International Asset Management Co., Ltd | 0.08% | — | 73,714 | $79K |
| LGL Partners, LLC | 0.01% | New | 70,000 | $75K |
| D. E. Shaw & Co. | 0.00% | No change | 69,836 | $75K |
| NCP Inc. | 0.03% | Add +210.9% | 62,500 | $67K |
| Firsthand Capital Management, Inc. | 0.13% | No change | 60,000 | $64K |
| Ameriprise Financial Inc. | 0.00% | Add +213.6% | 57,359 | $61K |
| Jeppson Wealth Management, LLC | 0.02% | Add +32.8% | 57,025 | $61K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -11.6% | 56,867 | $61K |
| Walleye Trading LLC | 0.00% | Add +59.9% | 55,275 | $59K |
| Perennial Investment Advisors, LLC | 0.01% | Add +175.3% | 54,650 | $58K |
| Marex Group Ltd | 0.00% | Reduce -72.3% | 54,551 | $58K |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 54,373 | $58K |
| Two Sigma Securities, LLC | 0.01% | Reduce -25.5% | 52,612 | $56K |
| Libra Wealth LLC | 0.02% | No change | 50,000 | $54K |
| HSBC Holdings PLC | 0.00% | Reduce -20.6% | 49,201 | $53K |
| Victory Capital Management Inc. | 0.00% | Add +0.0% | 49,813 | $53K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -7.2% | 45,606 | $49K |
| International Assets Investment Management, LLC | 0.00% | Reduce -1.6% | 43,370 | $49K |
| Jones Financial Companies LLLP | 0.00% | Add +61.1% | 45,021 | $48K |
| Sei Investments Co. | 0.00% | No change | 43,682 | $47K |
| Strategic Investment Advisors / MI | 0.00% | New | 42,680 | $46K |
| Callan Family Office, LLC | 0.00% | New | 42,487 | $45K |
| AQR Capital Management | 0.00% | Add +49.1% | 41,035 | $44K |
| Van Hulzen Asset Management, LLC | 0.00% | No change | 40,650 | $43K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -0.1% | 40,100 | $43K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.1% | 40,041 | $43K |
| Corient Private Wealth LP | 0.00% | Add +96.9% | 65,765 | $42K |
| State of Wisconsin Investment Board | 0.00% | Add +26.3% | 39,161 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -25.4% | 38,383 | $41K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 38,031 | $41K |
| Cibc World Markets Corp. | 0.00% | New | 37,035 | $40K |
| Legacy Financial Advisors, Inc. | 0.01% | No change | 36,000 | $39K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -55.4% | 35,695 | $38K |
| Pictet Asset Management Holding SA | 0.00% | No change | 35,127 | $38K |
| Mutual Advisors, LLC | 0.00% | Reduce -2.0% | 33,131 | $36K |
| Wealthfront Advisers LLC | 0.00% | Reduce -45.2% | 33,436 | $36K |
| MML Investors Services, LLC | 0.00% | Reduce -11.3% | 31,388 | $34K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.9% | 31,560 | $34K |
| Xponance LLC | 0.00% | Add +23.5% | 30,895 | $33K |
| Principal Financial Group Inc. | 0.00% | Reduce -10.4% | 29,853 | $32K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -47.9% | 31,488 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.7% | 29,597 | $32K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 28,781 | $31K |
| Prudential Financial Inc. | 0.00% | Reduce -31.7% | 27,860 | $30K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.5% | 27,742 | $30K |
| apricus wealth, LLC | 0.02% | No change | 27,500 | $29K |
| Scotia Capital Inc. | 0.00% | Reduce -24.3% | 25,608 | $27K |
| Brevan Howard Capital Management LP | 0.00% | New | 25,579 | $27K |
| Jain Global LLC | 0.00% | — | 25,100 | $27K |
| Mackenzie Financial Corp. | 0.00% | No change | 25,043 | $27K |
| PFG Investments, LLC | 0.00% | Reduce -15.4% | 24,984 | $27K |
| 111 Capital | 0.01% | — | 24,677 | $26K |
| Legacy Advisors, LLC | 0.00% | New | 23,966 | $26K |
| Perennial Advisors, LLC | 0.01% | — | 23,870 | $26K |
| Advisory Services Network, LLC | 0.00% | Reduce -73.2% | 23,325 | $25K |
| Brave Asset Management Inc. | 0.01% | No change | 23,000 | $25K |
| Mercer Global Advisors Inc. | 0.00% | New | 22,016 | $24K |
| Core Wealth Management, Inc. | 0.01% | No change | 21,931 | $23K |
| Capital Square, LLC | 0.01% | Reduce -2.2% | 22,498 | $22K |
| Financial Advocates Investment Management | 0.00% | Reduce -1.0% | 20,600 | $22K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -29.3% | 20,323 | $22K |
| Jump Financial, LLC | 0.00% | Add +34.4% | 19,600 | $21K |
| CIBC Asset Management Inc | 0.00% | Add +2.7% | 17,606 | $19K |
| Simplex Trading, LLC | 0.00% | Reduce -86.8% | 17,359 | $18K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.3% | 17,233 | $18K |
| Presilium Private Wealth, LLC | 0.00% | No change | 16,000 | $17K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 15,985 | $17K |
| SBI Securities Co., Ltd. | 0.00% | — | 15,494 | $17K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -69.2% | 15,469 | $17K |
| Independent Financial Group, LLC | 0.00% | Reduce -35.0% | 15,058 | $16K |
| Brookstone Capital Management | 0.00% | Add +8.3% | 14,508 | $16K |
| Blodgett Wealth Advisors, LLC | 0.01% | New | 14,370 | $15K |
| Western Wealth Management, LLC | 0.00% | Reduce -3.4% | 14,088 | $15K |
| Wedbush Securities Inc. | 0.00% | Reduce -1.1% | 13,877 | $15K |
| M&T Bank Corp | 0.00% | Reduce -65.3% | 13,665 | $15K |
| Jackson Thornton Wealth Management, LLC | 0.00% | New | 13,664 | $15K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -10.5% | 12,992 | $15K |
| Ieq Capital, LLC | 0.00% | No change | 13,200 | $14K |
| Arkadios Wealth Advisors | 0.00% | Reduce -11.6% | 13,169 | $14K |
| Cwm, LLC | 0.00% | Reduce -10.1% | 13,421 | $14K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 13,074 | $14K |
| Herold Advisors, Inc. | 0.00% | No change | 13,000 | $14K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -8.4% | 12,368 | $13K |
| Composition Wealth, LLC | 0.00% | Add +6.9% | 12,260 | $13K |
| Ingalls & Snyder LLC | 0.00% | No change | 12,000 | $13K |
| Amalgamated Bank | 0.00% | No change | 12,221 | $13K |
| Hamilton Wealth, LLC | 0.00% | New | 12,120 | $13K |
| Mariner, LLC | 0.00% | Reduce -70.1% | 12,000 | $13K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -24.0% | 11,739 | $13K |
| Titleist Asset Management, LLC | 0.00% | Reduce -93.9% | 11,609 | $12K |
| Wolverine Trading, LLC | 0.00% | Reduce -73.4% | 11,052 | $12K |
| Tradition Wealth Management, LLC | 0.00% | No change | 11,332 | $12K |
| FMR LLC | 0.00% | Reduce -92.5% | 11,253 | $12K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.9% | 10,985 | $12K |
| Cooper Financial Group | 0.00% | Reduce -11.3% | 10,950 | $12K |
| Strategic Blueprint, LLC | 0.00% | Reduce -40.2% | 10,186 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +40.9% | 10,000 | $11K |
| VestGen Investment Management | 0.00% | No change | 10,000 | $11K |
| Certuity, LLC | 0.00% | Reduce -16.2% | 10,000 | $11K |
| US Bancorp \de | 0.00% | Add +7.6% | 9,638 | $10K |
| Golden State Wealth Management, LLC | 0.00% | — | 9,220 | $10K |
| Citadel Advisors | 0.00% | Add +2.2% | 8,439 | $9K |
| R Squared Ltd | 0.01% | — | 8,070 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.5% | 7,825 | $8K |
| Capital Analysts, LLC | 0.00% | Reduce -4.8% | 6,987 | $7K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -11.4% | 6,200 | $7K |
| Principal Securities, Inc. | 0.00% | Add +94.8% | 5,790 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +647.4% | 5,755 | $6K |
| Covestor Ltd | 0.00% | Add +0.1% | 4,723 | $5K |
| Van Eck Associates Corp. | 0.00% | Add +8.4% | 4,475 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -46.8% | 4,437 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 4,002 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3,800 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -3.4% | 3,644 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.8% | 3,630 | $4K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -12.7% | 2,760 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.0% | 2,609 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.7% | 2,195 | $2K |
| Comerica Bank | 0.00% | Reduce -37.0% | 2,165 | $2K |
| Walleye Capital LLC | 0.00% | Add +138.9% | 2,098 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 2,070 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 2,000 | $2K |
| HM Payson & Co. | 0.00% | No change | 2,000 | $2K |
| Huntington National Bank | 0.00% | Add +195.8% | 1,775 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -62.8% | 1,750 | $2K |
| Spire Wealth Management | 0.00% | Reduce -9.9% | 1,735 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,524 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 1,600 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,513 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -74.1% | 1,556 | $2K |
| Hartford Financial Management Inc. | 0.00% | No change | 1,500 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,314 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 1,300 | $1K |
| Allworth Financial LP | 0.00% | Add +208.7% | 1,343 | $1K |
| MAI Capital Management | 0.00% | New | 1,150 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,142 | $1K |
| Concord Wealth Partners | 0.00% | Add +7.7% | 1,077 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,050 | $1K |
| POM Investment Strategies, LLC | 0.00% | No change | 1,042 | $1K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 1,000 | $1K |
| Archer Investment Corp | 0.00% | New | 1,000 | $1K |
| Sandy Spring Bank | 0.00% | Add +786.4% | 975 | $1K |
| Tsfg, LLC | 0.00% | New | 1,000 | $1K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 863 | $923 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -82.8% | 851 | $911 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 905 | $870 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 775 | $829 |
| Signaturefd, LLC | 0.00% | Reduce -87.1% | 731 | $782 |
| CoreCap Advisors, LLC | 0.00% | Add +19.0% | 627 | $671 |
| Eukles Asset Management | 0.00% | No change | 585 | $626 |
| McIlrath & Eck, LLC | 0.00% | No change | 585 | $626 |
| Larson Financial Group LLC | 0.00% | Add +244.0% | 571 | $611 |
| Tucker Asset Management LLC | 0.00% | No change | 558 | $597 |
| Creative Financial Designs Inc. | 0.00% | No change | 534 | $571 |
| AdvisorNet Financial, Inc | 0.00% | No change | 518 | $554 |
| Your Advocates Ltd., LLP | 0.00% | No change | 500 | $535 |
| VSM Wealth Advisory, LLC | 0.00% | — | 500 | $535 |
| Clearstead Advisors, LLC | 0.00% | No change | 500 | $535 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 400 | $444 |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 400 | $438 |
| WR Wealth Planners, LLC | 0.00% | Reduce -18.6% | 350 | $375 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 334 | $374 |
| Blue Trust, Inc. | 0.00% | No change | 325 | $348 |
| Main Street Group, LTD | 0.00% | No change | 318 | $341 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 311 | $333 |
| City State Bank | 0.00% | No change | 310 | $332 |
| Quent Capital, LLC | 0.00% | Reduce -18.3% | 295 | $316 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 283 | $303 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 260 | $278 |
| Chesapeake Asset Management LLC | 0.00% | No change | 250 | $267 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 228 | $244 |
| HighMark Wealth Management LLC | 0.00% | No change | 224 | $240 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 200 | $222 |
| Cornerstone Planning Group LLC | 0.00% | No change | 225 | $216 |
| Principia Wealth Advisory, LLC | 0.00% | — | 200 | $214 |
| WPG Advisers, LLC | 0.00% | — | 200 | $214 |
| Creekmur Asset Management LLC | 0.00% | No change | 200 | $214 |
| Continuum Advisory, LLC | 0.00% | No change | 198 | $212 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 195 | $209 |
| Global Retirement Partners, LLC | 0.00% | No change | 191 | $204 |
| Sittner & Nelson, LLC | 0.00% | No change | 166 | $178 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 131 | $141 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 130 | $139 |
| GeoWealth Management, LLC | 0.00% | Reduce -94.2% | 124 | $133 |
| Sound Income Strategies, LLC | 0.00% | New | 120 | $128 |
| American National Bank & Trust | 0.00% | No change | 111 | $119 |
| Tompkins Financial Corp. | 0.00% | No change | 110 | $118 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 110 | $117 |
| Hurley Capital, LLC | 0.00% | — | 100 | $116 |
| Measured Risk Portfolios, Inc. | 0.00% | — | 100 | $107 |
| PFS Partners, LLC | 0.00% | No change | 100 | $107 |
| DT Investment Partners, LLC | 0.00% | No change | 100 | $107 |
| Avior Wealth Management, LLC | 0.00% | No change | 100 | $107 |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $107 |
| Truvestments Capital LLC | 0.00% | New | 100 | $107 |
| Transce3nd, LLC | 0.00% | — | 100 | $107 |
| Ridgewood Investments LLC | 0.00% | No change | 87 | $93 |
| Estabrook Capital Management | 0.00% | No change | 60 | $64 |
| Addison Advisors LLC | 0.00% | No change | 49 | $53 |
| Sunbelt Securities, Inc. | 0.00% | No change | 30 | $33 |
| Crewe Advisors LLC | 0.00% | New | 16 | $18 |
| Legacy Investment Solutions, LLC | 0.00% | No change | 12 | $10 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 12 | $10 |
| Robinswood Financial LLC | 0.00% | No change | 8 | $8 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 5 | $5 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 300 | $0 |
| Roble, Belko & Company, Inc | 0.00% | No change | 2 | $0 |
| TrinityBridge Ltd | 0.00% | No change | 1,500 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 208 | $0 |
"% of holder's portfolio" is CHPT's weight in each manager's 13F, not the share of Chargepoint Holdings Inc. the manager owns.