Stance Sustainable Beta ETF (CHGX) Institutional Ownership $27.75 +0.09 (+0.33%) As of 12:27 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Stance Sustainable Beta ETF (NASDAQ:CHGX)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$17.97MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$5.22M 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. 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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 CompanyDetails9/4/2025Osaic Holdings Inc.103,716$2.70M0.0%+363.3%2.050% 8/19/2025Asset Dedication LLC4,115$107K0.0%N/A0.081% 8/15/2025Tower Research Capital LLC TRC 13,549$353K0.0%-49.9%0.268% 8/14/2025Raymond James Financial Inc.3,473$91K0.0%N/A0.069% 8/13/2025WCG Wealth Advisors LLC48,241$1.26M0.1%-79.5%0.953% 8/13/2025Arjuna Capital12,951$338K0.1%N/A0.256% 8/13/2025Denver Wealth Management Inc.12,011$313K0.1%+55.1%0.237% 8/12/2025Steward Partners Investment Advisory LLC3,159$82K0.0%+55.5%0.062% 8/12/2025Seeds Investor LLC34,552$901K0.2%+6.6%0.683% 8/8/2025Cetera Investment Advisers17,975$469K0.0%+47.1%0.355% 8/8/2025Creative Planning8,041$210K0.0%N/A0.159% 8/8/2025PNC Financial Services Group Inc.2,181$57K0.0%+55.6%0.043% 8/5/2025Mirae Asset Securities USA Inc.34,043$888K0.0%N/A0.673% 8/4/2025World Investment Advisors207,149$5.40M0.1%+55.6%4.094% 8/1/2025Envestnet Asset Management Inc.48,869$1.27M0.0%+60.1%0.966% 7/29/2025TFC Financial Management Inc.4,491$117K0.0%N/A0.089% 7/25/2025 Natural Investments LLC290,098$7.56M2.0%+220.5%5.733% 7/22/2025Figure 8 Investment Strategies LLC46,696$1.22M1.2%N/A0.923% 7/18/2025PFG Investments LLC404,114$10.54M0.6%+52.5%7.986% 7/11/2025Westfuller Advisors LLC130,029$3.39M1.9%+55.6%2.555% 7/11/2025 Farther Finance Advisors LLC2,616$68K0.0%N/A0.051% 5/14/2025WCG Wealth Advisors LLC234,869$8.65M0.7%-8.3%3.967% 4/28/2025Rossby 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, 22 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), Osaic Holdings Inc. ($2.70M), Envestnet Asset Management Inc. ($1.27M), and WCG Wealth Advisors LLC ($1.26M).Learn more on Stance Sustainable Beta ETF's institutional investors. Which institutional investors have been buying Stance Sustainable Beta ETF's stock? Of the 20 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), Osaic Holdings Inc. ($81.33K), World Investment Advisors ($73.98K), Figure 8 Investment Strategies LLC ($46.70K), Westfuller Advisors LLC ($46.45K), and Mirae Asset Securities USA Inc. ($34.04K). How much institutional buying is happening at Stance Sustainable Beta ETF? Institutional investors have bought a total of 695,022 shares in the last 24 months. This purchase volume represents approximately $17.97M 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), and Tower Research Capital LLC TRC ($13.51K). How much institutional selling is happening at Stance Sustainable Beta ETF? Institutional investors have sold a total of 221,274 shares in the last 24 months. This volume of shares sold represents approximately $5.22M in transactions. 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