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Stance Sustainable Beta ETF (CHGX) Institutional Ownership

Stance Sustainable Beta ETF logo
$33.20 -0.20 (-0.60%)
Closing price 03:59 PM Eastern
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$33.20 +0.00 (+0.02%)
As of 04:10 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)
20
Total
Institutional Inflows
(last 12 months)
$23.14M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.64M
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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
9/23/2026 Envestnet Asset Management Inc.51,848$1.72M0.0%+68.1%0.971%
9/2/2026 Citadel Advisors LLC14,053$467K0.0%N/A0.268%
8/21/2026 Natural Investments LLC369,592$12.27M2.8%+17.4%7.040%
7/8/2026 Colorado Capital Management Inc.157,978$5.25M1.8%-2.7%2.931%
5/18/2026 Royal Bank of Canada16,264$436K0.0%-2.4%0.324%
5/6/2026 Assetmark Inc.2,743$74K0.0%-37.6%0.055%
5/5/2026 Sanctuary 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%
3/17/2026 Stance Capital LLC259,956$7.07M2.6%+420.3%5.117%
2/17/2026 Laird 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%
2/11/2026 LPL Financial LLC67,312$1.83M0.0%+5.2%1.325%
2/10/2026 WCG Wealth Advisors LLC45,682$1.24M0.0%N/A0.899%
2/6/2026 HighTower Advisors LLC19,396$527K0.0%-4.6%0.382%
1/27/2026 Seeds 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%
1/23/2026 Assetmark 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%
11/19/2025 Stance Capital LLC49,964$1.36M0.5%N/A1.005%
11/13/2025 Private Advisor Group LLC72,535$1.98M0.0%-13.7%1.459%
11/10/2025 Rossby Financial LCC7,377$203K0.1%+28.1%0.148%
11/7/2025 PNC Financial Services Group Inc.1,729$47K0.0%-20.7%0.035%
11/6/2025 Assetmark Inc.4,953$135K0.0%N/A0.100%
11/6/2025 Aegis Wealth Management LLC14,096$385K0.2%N/A0.284%
11/5/2025 Envestnet 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%
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9/4/2025 Osaic Holdings Inc.103,716$2.70M0.0%+363.3%2.050%
8/19/2025 Asset Dedication LLC4,115$107K0.0%N/A0.081%
8/15/2025 Tower Research Capital LLC TRC 13,549$353K0.0%-49.9%0.268%
8/14/2025 Raymond 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%
5/14/2025WCG 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%


CHGX Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of Stance Sustainable Beta ETF. The most heavily invested institutionals were Natural Investments LLC ($12.27M), PFG Investments LLC ($11.42M), Stance Capital LLC ($7.07M), World Investment Advisors ($5.40M), Colorado Capital Management Inc. ($5.25M), Westfuller Advisors LLC ($3.00M), and Osaic Holdings Inc. ($2.70M).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 ($557.33K), Stance Capital LLC ($259.96K), PFG Investments LLC ($163.21K), Osaic Holdings Inc. ($81.33K), World Investment Advisors ($73.98K), Westfuller Advisors LLC ($49.14K), and Figure 8 Investment Strategies LLC ($46.70K).

Institutional investors have bought a total of 831,394 shares in the last 24 months. This purchase volume represents approximately $23.14M in transactions.

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: 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), Private Advisor Group LLC ($12.83K), Commonwealth Equity Services LLC ($6.47K), and Colorado Capital Management Inc. ($4.37K).

Institutional investors have sold a total of 132,515 shares in the last 24 months. This volume of shares sold represents approximately $3.64M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CHGX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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