Who owns Stance Sustainable Beta ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CHGX from SEC Form 13F filings across 45 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 45 institutions disclosed 2.6M shares of Stance Sustainable Beta ETF worth $84.3M — about 46.8% of shares outstanding; the largest disclosed holder is PFG Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
45
13F holders
$84.3M
value, 2026 filers
46.8%
of shares outstanding (2.6M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CHGX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PFG Investments, LLC | 465,343 | $15.5M | 0.6% | 8.4% | +9.3% |
| 2 | NATURAL INVESTMENTS, LLC | 369,592 | $12.3M | 2.7% | 6.7% | +17.4% |
| 3 | WCG Wealth Advisors LLC | 360,215 | $12.0M | 0.3% | 6.5% | +850.1% |
| 4 | STANCE CAPITAL LLC | 272,253 | $9.0M | 2.8% | 4.9% | +2.3% |
| 5 | World Investment Advisors | 206,809 | $5.5M | 0.1% | 3.8% | 0.0% |
| 6 | Colorado Capital Management, Inc. | 157,978 | $5.2M | 1.8% | 2.9% | -2.7% |
| 7 | Westfuller Advisors, LLC | 104,651 | $3.5M | 1.3% | 1.9% | -6.4% |
| 8 | Cambridge Investment Research Advisors, Inc. | 81,441 | $2.7M | 0.0% | 1.5% | +12.0% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 71,013 | $2.4M | 0.0% | 1.3% | -7.6% |
| 10 | SEEDS INVESTOR LLC | 62,295 | $2.1M | 0.2% | 1.1% | +30.0% |
| 11 | LPL Financial LLC | 52,790 | $1.8M | 0.0% | 1% | -20.5% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 51,848 | $1.7M | 0.0% | 0.9% | +68.1% |
| 13 | LaSalle St. Investment Advisors, LLC | 39,488 | $1.3M | 0.2% | 0.7% | +3.2% |
| 14 | OSAIC HOLDINGS, INC.NEW | 30,496 | $1.0M | 0.0% | 0.6% | new |
| 15 | Pathstone Holdings, LLC | 27,164 | $902,038 | 0.0% | 0.5% | 0.0% |
| 16 | HighTower Advisors, LLC | 19,523 | $648,302 | 0.0% | 0.4% | +0.7% |
| 17 | Moss Adams Wealth Advisors LLCNEW | 18,986 | $630,460 | 0.0% | 0.3% | new |
| 18 | Modern Wealth Management, LLCNEW | 16,451 | $546,290 | 0.0% | 0.3% | new |
| 19 | ROYAL BANK OF CANADA | 16,263 | $540,000 | 0.0% | 0.3% | 0.0% |
| 20 | Laird Norton Wetherby Trust Company, LLC | 14,925 | $495,616 | 0.0% | 0.3% | 0.0% |
| 21 | Aegis Wealth Management LLC | 14,096 | $468,087 | 0.2% | 0.3% | 0.0% |
| 22 | CITADEL ADVISORS LLCNEW | 14,053 | $466,659 | 0.0% | 0.3% | new |
| 23 | Sanctuary Advisors, LLC | 13,582 | $451,023 | 0.0% | 0.2% | -40.3% |
| 24 | Farther Finance Advisors, LLC | 10,649 | $353,622 | 0.0% | 0.2% | +88.8% |
| 25 | MIRAE ASSET SECURITIES (USA) INC. | 9,760 | $324,101 | 0.0% | 0.2% | -72.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.