CHGX institutional holders

STANCE SUSTAINABLE BETA ETF · 13F, 2026Q2

Managers holding44
Shares held2,659,409
Reported value$87.0m
Quarter flows7 new, 12 added, 8 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
PFG Investments, LLC465,343$15.5m0.6%
NATURAL INVESTMENTS, LLC369,592$12.3m2.7%
WCG Wealth Advisors LLC360,215$12.0m0.3%
STANCE CAPITAL LLC272,253$9.0m2.8%
World Investment Advisors206,809$5.5m0.1%
Cambridge Investment Research Advisors, Inc.162,882$5.4m0.0%
Colorado Capital Management, Inc.157,978$5.2m1.8%
Westfuller Advisors, LLC104,651$3.5m1.3%
COMMONWEALTH EQUITY SERVICES, LLC71,013$2.4m0.0%
SEEDS INVESTOR LLC62,295$2.1m0.2%
LPL Financial LLC52,790$1.8m0.0%
ENVESTNET ASSET MANAGEMENT INC51,848$1.7m0.0%
LaSalle St. Investment Advisors, LLC39,488$1.3m0.2%
OSAIC HOLDINGS, INC.30,496$1.0m0.0%
Pathstone Holdings, LLC27,164$902,0380.0%
HighTower Advisors, LLC19,523$648,3020.0%
Moss Adams Wealth Advisors LLC18,986$630,4600.0%
Modern Wealth Management, LLC16,451$546,2900.0%
ROYAL BANK OF CANADA16,263$540,0000.0%
Laird Norton Wetherby Trust Company, LLC14,925$495,6160.0%
Aegis Wealth Management LLC14,096$468,0870.2%
CITADEL ADVISORS LLC14,053$466,6590.0%
Sanctuary Advisors, LLC13,582$451,0230.0%
Farther Finance Advisors, LLC10,649$353,6220.0%
MIRAE ASSET SECURITIES (USA) INC.9,760$324,1010.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CHGX"). CHGX price history · All 13F data

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