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Stance Sustainable Beta ETF (CHGX) Institutional Ownership

Stance Sustainable Beta ETF logo
$30.58 +0.40 (+1.33%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Stance Sustainable Beta ETF (NASDAQ:CHGX)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$38.13M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$8.65M
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CHGX Institutional Buying and Selling by Quarter

Stance Sustainable Beta ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary Advisors LLC22,769$611K0.0%N/A0.454%
4/28/2026 Westfuller Advisors LLC111,747$3.00M1.3%+2.5%2.226%
4/28/2026 Ascentis Independent Advisors2,376$64K0.0%N/A0.047%
4/27/2026 PFG Investments LLC425,708$11.42M0.5%+0.3%8.480%
4/27/2026 Private Advisor Group LLC70,947$1.90M0.0%-1.8%1.413%
3/17/2026Stance Capital LLC259,956$7.07M2.6%+420.3%5.117%
2/17/2026Laird Norton Wetherby Trust Company LLC36,394$989K0.0%N/A0.716%
2/13/2026 Kestra Advisory Services LLC1,020$28K0.0%N/A0.020%
2/13/2026 Denver Wealth Management Inc.11,402$310K0.1%-3.5%0.224%
2/12/2026 Commonwealth Equity Services LLC79,904$2.17M0.0%-7.5%1.573%
2/11/2026 Mirae Asset Securities USA Inc.13,712$373K0.0%+66.8%0.270%
2/11/2026LPL Financial LLC67,312$1.83M0.0%+5.2%1.325%
2/10/2026WCG Wealth Advisors LLC45,682$1.24M0.0%N/A0.899%
2/6/2026HighTower Advisors LLC19,396$527K0.0%-4.6%0.382%
1/27/2026Seeds Investor LLC40,919$1.11M0.2%+14.1%0.805%
1/26/2026 PFG Investments LLC424,416$11.54M0.5%+5.7%8.355%
1/23/2026 Farther Finance Advisors LLC5,442$148K0.0%+108.0%0.107%
1/23/2026 Natural Investments LLC303,029$8.24M2.1%N/A5.965%
1/23/2026Assetmark Inc.4,396$120K0.0%-11.2%0.087%
1/23/2026 Evolution Advisers Inc.1,513$41K0.0%N/A0.030%
1/21/2026 Westfuller Advisors LLC109,052$2.97M1.2%-9.6%2.147%
1/21/2026 Figure 8 Investment Strategies LLC7,407$201K0.2%-72.3%0.146%
11/19/2025Stance Capital LLC49,964$1.36M0.5%N/A1.005%
11/13/2025 Private Advisor Group LLC72,535$1.98M0.0%-13.7%1.459%
11/10/2025Rossby Financial LCC7,377$203K0.1%+28.1%0.148%
11/7/2025PNC Financial Services Group Inc.1,729$47K0.0%-20.7%0.035%
11/6/2025Assetmark Inc.4,953$135K0.0%N/A0.100%
11/6/2025 Aegis Wealth Management LLC14,096$385K0.2%N/A0.284%
11/5/2025Envestnet Asset Management Inc.33,058$903K0.0%-32.4%0.665%
10/31/2025 PFG Investments LLC401,587$10.97M0.6%-0.6%8.080%
10/30/2025 Westfuller Advisors LLC120,660$3.29M1.5%-7.2%2.428%
10/30/2025 Millstone Evans Group LLC4,699$128K0.1%N/A0.095%
10/28/2025 Figure 8 Investment Strategies LLC26,771$731K0.7%-42.7%0.539%
10/24/2025 Mirae Asset Securities USA Inc.8,223$225K0.0%-75.8%0.165%
9/4/2025Osaic 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%
8/13/2025 Denver 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%
8/5/2025 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%
8/1/2025Envestnet 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%
5/14/2025WCG Wealth Advisors LLC234,869$8.65M0.7%-8.3%3.967%
4/28/2025Rossby Financial LCC5,761$212K0.1%N/A0.097%
2/11/2025Millstone Evans Group LLC3,021$115K0.1%N/A0.088%
8/12/2024WCG Wealth Advisors LLC253,075$9.15M0.7%+13.0%7.336%
7/16/2024ORG Partners LLC2,320$84K0.0%N/A0.067%
11/13/2023WCG Wealth Advisors LLC224,642$7.09M0.5%-0.9%5.616%
8/23/2022WCG Wealth Advisors LLC185,217$4.85M0.7%N/A5.145%
8/23/2022Captrust Financial Advisors4,056$106K0.0%N/A0.113%
8/13/2022Concourse Financial Group Securities Inc.11,383$298K0.0%+10.2%0.316%
7/19/2022Commonwealth Equity Services LLC75,115$1.97M0.0%+9.9%2.087%
7/13/2022Private Advisor Group LLC18,390$482K0.0%N/A0.511%
5/11/2022Raymond James Financial Services Advisors Inc.106,580$3.35M0.0%+72.5%2.768%
5/10/2022Mercer Global Advisors Inc. ADV15,655$491K0.0%-6.0%0.407%
5/9/2022Concourse Financial Group Securities Inc.10,331$324K0.0%+6.6%0.268%
5/5/2022Financial Architects Inc11,496$361K0.1%+20.6%0.299%
5/4/2022Commonwealth Equity Services LLC68,318$2.14M0.0%+5.1%1.774%
5/2/2022Steward Partners Investment Advisory LLC2,031$64K0.0%N/A0.053%


CHGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHGX shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Stance Sustainable Beta ETF. The most heavily invested institutionals were PFG Investments LLC ($11.42M), Natural Investments LLC ($8.24M), Stance Capital LLC ($7.07M), World Investment Advisors ($5.40M), Westfuller Advisors LLC ($3.00M), Osaic Holdings Inc. ($2.70M), and Commonwealth Equity Services LLC ($2.17M).Learn more on Stance Sustainable Beta ETF's institutional investors.

Which institutional investors have been buying Stance Sustainable Beta ETF's stock?

Of the 32 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 ($502.62K), Stance Capital LLC ($259.96K), PFG Investments LLC ($163.21K), Osaic Holdings Inc. ($81.33K), WCG Wealth Advisors LLC ($74.74K), World Investment Advisors ($73.98K), and Westfuller Advisors LLC ($49.14K).

How much institutional buying is happening at Stance Sustainable Beta ETF?

Institutional investors have bought a total of 1,430,880 shares in the last 24 months. This purchase volume represents approximately $38.13M in transactions.

Which of Stance Sustainable Beta ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold Stance Sustainable Beta ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WCG Wealth Advisors LLC ($207.77K), Figure 8 Investment Strategies LLC ($39.29K), Mirae Asset Securities USA Inc. ($25.82K), Westfuller Advisors LLC ($20.98K), Envestnet Asset Management Inc. ($15.81K), Tower Research Capital LLC TRC ($13.51K), and Private Advisor Group LLC ($12.83K).

How much institutional selling is happening at Stance Sustainable Beta ETF?

Institutional investors have sold a total of 347,368 shares in the last 24 months. This volume of shares sold represents approximately $8.65M in transactions.


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This page (NASDAQ:CHGX) was last updated on 5/5/2026 by MarketBeat.com Staff.
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