Stance Sustainable Beta ETF (CHGX) Institutional Ownership $26.67 -0.11 (-0.41%) As of 08/14/2025 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Stance Sustainable Beta ETF (NASDAQ:CHGX)Number ofInstitutional Buyers(last 12 months)18TotalInstitutional Inflows(last 12 months)$15.74MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$4.87M Get CHGX Insider Trade Alerts Want to know when executives and insiders are buying or selling Stance Sustainable Beta ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CHGX Institutional Buying and Selling by Quarter Stance Sustainable Beta ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025Raymond James Financial Inc.3,473$91K0.0%N/A0.069% 8/13/2025 WCG Wealth Advisors LLC48,241$1.26M0.1%-79.5%0.953% 8/13/2025 Arjuna Capital12,951$338K0.1%N/A0.256% 8/13/2025 Denver Wealth Management Inc.12,011$313K0.1%+55.1%0.237% 8/12/2025 Steward Partners Investment Advisory LLC3,159$82K0.0%+55.5%0.062% 8/12/2025 Seeds Investor LLC34,552$901K0.2%+6.6%0.683% 8/8/2025 Cetera Investment Advisers17,975$469K0.0%+47.1%0.355% 8/8/2025 Creative Planning8,041$210K0.0%N/A0.159% 8/8/2025 PNC Financial Services Group Inc.2,181$57K0.0%+55.6%0.043% 8/5/2025 Mirae Asset Securities USA Inc.34,043$888K0.0%N/A0.673% 8/4/2025 World Investment Advisors207,149$5.40M0.1%+55.6%4.094% 8/1/2025 Envestnet Asset Management Inc.48,869$1.27M0.0%+60.1%0.966% 7/29/2025 TFC Financial Management Inc.4,491$117K0.0%N/A0.089% 7/25/2025 Natural Investments LLC290,098$7.56M2.0%+220.5%5.733% 7/22/2025 Figure 8 Investment Strategies LLC46,696$1.22M1.2%N/A0.923% 7/18/2025 PFG Investments LLC404,114$10.54M0.6%+52.5%7.986% 7/11/2025 Westfuller Advisors LLC130,029$3.39M1.9%+55.6%2.555% 7/11/2025 Farther Finance Advisors LLC2,616$68K0.0%N/A0.051% 5/14/2025 WCG Wealth Advisors LLC234,869$8.65M0.7%-8.3%3.967% 4/28/2025 Rossby Financial LCC5,761$212K0.1%N/A0.097% (Data available from 1/1/2016 forward) CHGX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CHGX shares? During the previous two years, 19 institutional investors and hedge funds held shares of Stance Sustainable Beta ETF. The most heavily invested institutionals were PFG Investments LLC ($10.54M), Natural Investments LLC ($7.56M), World Investment Advisors ($5.40M), Westfuller Advisors LLC ($3.39M), Envestnet Asset Management Inc. ($1.27M), WCG Wealth Advisors LLC ($1.26M), and Figure 8 Investment Strategies LLC ($1.22M).Learn more on Stance Sustainable Beta ETF's institutional investors. Which institutional investors have been buying Stance Sustainable Beta ETF's stock? Of the 18 institutional investors that purchased Stance Sustainable Beta ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Natural Investments LLC ($199.59K), PFG Investments LLC ($139.09K), World Investment Advisors ($73.98K), Figure 8 Investment Strategies LLC ($46.70K), Westfuller Advisors LLC ($46.45K), Mirae Asset Securities USA Inc. ($34.04K), and Envestnet Asset Management Inc. ($18.35K). How much institutional buying is happening at Stance Sustainable Beta ETF? Institutional investors have bought a total of 609,576 shares in the last 24 months. This purchase volume represents approximately $15.74M in transactions. Which of Stance Sustainable Beta ETF's major shareholders have been selling company stock? The following institutional investors have sold Stance Sustainable Beta ETF stock in the last 24 months: WCG Wealth Advisors LLC ($207.77K). How much institutional selling is happening at Stance Sustainable Beta ETF? Institutional investors have sold a total of 207,769 shares in the last 24 months. This volume of shares sold represents approximately $4.87M in transactions. 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