As of the latest SEC filings, CHNGE MORTGAGE TRUST (CHNGE) is held by 67 institutional funds. The largest fund shareholder is Columbia Quality Income Fund (AUGAX), holding an estimated $6,198,470.86 in market value, representing 0.52% of its portfolio.
Funds holding CHNGE MORTGAGE TRUST (CHNGE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CHNGE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AUGAX
Columbia Quality Income Fund
|
MF | Columbia Threadneedle | 0.52% | $6,198,470.86 | 6,144,000 | Feb 28, 2026 | Apr 27, 2026 |
|
-
Columbia Variable Portfolio - Intermediate Bond Fund
|
ETF | Columbia Threadneedle | 0.19% | $5,184,061.45 | 5,184,103 | Mar 31, 2026 | May 28, 2026 |
|
TSIAX
Thornburg Strategic Income Fund
|
MF | Independent / Boutique | 0.04% | $4,059,833.88 | 4,066,788 | Mar 31, 2026 | May 26, 2026 |
|
LIBAX
Columbia Total Return Bond Fund
|
MF | Columbia Threadneedle | 0.13% | $3,970,304.78 | 3,975,212 | Apr 30, 2026 | Jun 25, 2026 |
|
CBLAX
Columbia Balanced Fund
|
MF | Columbia Threadneedle | 0.04% | $3,644,918.57 | 3,655,397 | Feb 28, 2026 | Apr 27, 2026 |
|
CLMAX
Columbia Mortgage Opportunities Fund
|
MF | Columbia Threadneedle | 0.12% | $3,140,443.85 | 3,150,000 | Feb 28, 2026 | Apr 27, 2026 |
|
AXSAX
Axonic Strategic Income Fund
|
MF | Independent / Boutique | 0.08% | $3,086,582.56 | 3,076,036 | Apr 30, 2026 | Jun 26, 2026 |
|
-
CTIVP - American Century Diversified Bond Fund
|
ETF | Columbia Threadneedle | 0.09% | $3,040,699.31 | 3,048,492 | Mar 31, 2026 | May 28, 2026 |
|
THIFX
Thornburg Limited Term Income Fund
|
MF | Independent / Boutique | 0.05% | $2,803,991.95 | 2,808,795 | Mar 31, 2026 | May 26, 2026 |
|
WIPDX
Allspring Core Plus Bond Fund
|
MF | Allspring | 0.02% | $2,621,091.82 | 2,602,281 | Feb 28, 2026 | Apr 21, 2026 |
|
AUGAX
Columbia Quality Income Fund
|
MF | Columbia Threadneedle | 0.19% | $2,301,732.94 | 2,295,759 | Feb 28, 2026 | Apr 27, 2026 |
|
CSIBX
Calvert Bond Fund
|
MF | Calvert / Morgan Stanley | 0.05% | $2,275,250.87 | 2,260,872 | Mar 31, 2026 | May 26, 2026 |
|
THLIX
THRIVENT SHORT-TERM BOND FUND
|
MF | Independent / Boutique | 0.18% | $2,042,698.80 | 2,049,066 | Apr 30, 2026 | Jun 26, 2026 |
|
AXSAX
Axonic Strategic Income Fund
|
MF | Independent / Boutique | 0.05% | $1,907,654.02 | 1,910,012 | Apr 30, 2026 | Jun 26, 2026 |
|
THLIX
THRIVENT SHORT-TERM BOND FUND
|
MF | Independent / Boutique | 0.16% | $1,802,731.33 | 1,804,961 | Apr 30, 2026 | Jun 26, 2026 |
|
CDSIX
Calvert Short Duration Income Fund
|
MF | Calvert / Morgan Stanley | 0.06% | $1,793,792.09 | 1,782,456 | Mar 31, 2026 | May 26, 2026 |
|
-
Global Opportunities Portfolio
|
ETF | Independent / Boutique | 0.01% | $1,763,047.44 | 1,764,000 | Apr 30, 2026 | Jun 24, 2026 |
|
AUGAX
Columbia Quality Income Fund
|
MF | Columbia Threadneedle | 0.14% | $1,714,940.70 | 1,701,950 | Feb 28, 2026 | Apr 27, 2026 |
|
CSIBX
Calvert Bond Fund
|
MF | Calvert / Morgan Stanley | 0.04% | $1,572,743.54 | 1,571,881 | Mar 31, 2026 | May 26, 2026 |
|
AGVYX
Invesco Income Fund
|
MF | Invesco | 0.54% | $1,466,615.00 | 1,462,267 | Feb 28, 2026 | Apr 29, 2026 |
|
CRUX
Columbia Core Bond ETF
|
ETF | Columbia Threadneedle | 0.08% | $1,455,891.24 | 1,455,903 | Mar 31, 2026 | May 28, 2026 |
|
HFSI
Hartford Strategic Income ETF
|
ETF | Independent / Boutique | 0.19% | $1,455,328.29 | 1,460,000 | Apr 30, 2026 | Jun 25, 2026 |
|
NSTRX
Columbia Short Term Bond Fund
|
MF | Columbia Threadneedle | 0.09% | $1,430,681.91 | 1,435,087 | Mar 31, 2026 | May 28, 2026 |
|
THLIX
THRIVENT SHORT-TERM BOND FUND
|
MF | Independent / Boutique | 0.12% | $1,365,031.44 | 1,367,655 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Columbia Variable Portfolio - U.S. Government Mortgage Fund
|
ETF | Columbia Threadneedle | 0.10% | $1,347,039.57 | 1,347,050 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)