Who owns CHGX?
Stance Sustainable Beta ETF
45 institutions reported holding CHGX, worth $87.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CHGX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| PFG Investments, LLC | Woodbury, NY | $15.5M | 465,343 | +39,635 shares |
| Natural Investments, LLC | Windsor, CA | $12.3M | 369,592 | +54,716 shares |
| WCG Wealth Advisors LLC | Las Vegas, NV | $12.0M | 360,215 | +322,302 shares |
| Stance Capital LLC | Boston, MA | $9.0M | 272,253 | +6,049 shares |
| World Investment Advisors | Lincroft, NJ | $5.5M | 206,809 | No change |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $5.4M | 162,882 | +90,175 shares |
| Colorado Capital Management, Inc. | Boulder, CO | $5.2M | 157,978 | −4,368 shares |
| Westfuller Advisors, LLC | New York, NY | $3.5M | 104,651 | −7,096 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.4M | 71,013 | −5,827 shares |
| Seeds Investor LLC | New York, NY | $2.1M | 62,295 | +14,391 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CHGX?
45 institutional managers reported holding CHGX in Form 13F filings for June 30, 2026, worth $87.0M in total. The largest reported position was held by PFG Investments, LLC, at $15.5M.
Did institutions buy or sell CHGX last quarter?
Reported 13F value rose 49.8% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CHGX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.