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Stance Sustainable Beta ETF (CHGX) Institutional Ownership

Stance Sustainable Beta ETF logo
$32.81 +0.01 (+0.03%)
As of 07/2/2026 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)
14
Total
Institutional Outflows
(last 12 months)
$8.71M
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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
5/18/2026Royal Bank of Canada16,264$436K0.0%-2.4%0.324%
5/6/2026Assetmark Inc.2,743$74K0.0%-37.6%0.055%
5/5/2026Sanctuary Advisors LLC22,769$611K0.0%N/A0.454%
4/28/2026Westfuller Advisors LLC111,747$3.00M1.3%+2.5%2.226%
4/28/2026Ascentis Independent Advisors2,376$64K0.0%N/A0.047%
4/27/2026PFG Investments LLC425,708$11.42M0.5%+0.3%8.480%
4/27/2026Private 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%
2/13/2026Kestra Advisory Services LLC1,020$28K0.0%N/A0.020%
2/13/2026Denver Wealth Management Inc.11,402$310K0.1%-3.5%0.224%
2/12/2026Commonwealth Equity Services LLC79,904$2.17M0.0%-7.5%1.573%
2/11/2026Mirae 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%
1/26/2026PFG Investments LLC424,416$11.54M0.5%+5.7%8.355%
1/23/2026Farther Finance Advisors LLC5,442$148K0.0%+108.0%0.107%
1/23/2026Natural Investments LLC303,029$8.24M2.1%N/A5.965%
1/23/2026Assetmark Inc.4,396$120K0.0%-11.2%0.087%
1/23/2026Evolution Advisers Inc.1,513$41K0.0%N/A0.030%
1/21/2026Westfuller Advisors LLC109,052$2.97M1.2%-9.6%2.147%
1/21/2026Figure 8 Investment Strategies LLC7,407$201K0.2%-72.3%0.146%
11/19/2025Stance Capital LLC49,964$1.36M0.5%N/A1.005%
11/13/2025Private 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%
11/6/2025Aegis Wealth Management LLC14,096$385K0.2%N/A0.284%
11/5/2025Envestnet Asset Management Inc.33,058$903K0.0%-32.4%0.665%
10/31/2025PFG Investments LLC401,587$10.97M0.6%-0.6%8.080%
10/30/2025Westfuller Advisors LLC120,660$3.29M1.5%-7.2%2.428%
10/30/2025Millstone Evans Group LLC4,699$128K0.1%N/A0.095%
10/28/2025Figure 8 Investment Strategies LLC26,771$731K0.7%-42.7%0.539%
10/24/2025Mirae 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%
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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%
7/25/2025Natural 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%
7/11/2025Farther 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

During the previous two years, 37 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.

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).

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.

Of the 14 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 ($186.63K), 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).

Institutional investors have sold a total of 328,280 shares in the last 24 months. This volume of shares sold represents approximately $8.71M in transactions.


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This page (NASDAQ:CHGX) was last updated on 7/5/2026 by MarketBeat.com Staff.
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