Who owns Stance Sustainable Beta ETF?
Institutional ownership of CHGX from SEC Form 13F filings across 36 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.
36
13F holders
$50.0M
value, 2026 filers
31.1%
of shares outstanding (1.7M 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 | WCG Wealth Advisors LLC | 360,215 | $12.0M | 0.3% | 6.5% | +850.1% |
| 3 | World Investment Advisors | 206,809 | $5.5M | 0.1% | 3.8% | 0.0% |
| 4 | Cambridge Investment Research Advisors, Inc. | 162,882 | $5,408 | 0.0% | 3% | +124.0% |
| 5 | Westfuller Advisors, LLC | 104,651 | $3.5M | 1.3% | 1.9% | -6.4% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 71,013 | $2.4M | 0.0% | 1.3% | -7.6% |
| 7 | LPL Financial LLC | 52,790 | $1.8M | 0.0% | 1% | -20.5% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 51,848 | $1.7M | 0.0% | 0.9% | +68.1% |
| 9 | OSAIC HOLDINGS, INC.NEW | 30,496 | $1.0M | 0.0% | 0.6% | new |
| 10 | Pathstone Holdings, LLC | 27,164 | $902,038 | 0.0% | 0.5% | 0.0% |
| 11 | HighTower Advisors, LLC | 19,523 | $648,302 | 0.0% | 0.4% | +0.7% |
| 12 | Modern Wealth Management, LLCNEW | 16,451 | $546,290 | 0.0% | 0.3% | new |
| 13 | ROYAL BANK OF CANADA | 16,263 | $540,000 | 0.0% | 0.3% | 0.0% |
| 14 | Laird Norton Wetherby Trust Company, LLC | 14,925 | $495,616 | 0.0% | 0.3% | 0.0% |
| 15 | CITADEL ADVISORS LLCNEW | 14,053 | $466,659 | 0.0% | 0.3% | new |
| 16 | Sanctuary Advisors, LLC | 13,582 | $451,023 | 0.0% | 0.2% | -40.3% |
| 17 | MIRAE ASSET SECURITIES (USA) INC. | 9,760 | $324,101 | 0.0% | 0.2% | -72.8% |
| 18 | MORGAN STANLEY | 9,356 | $310,686 | 0.0% | 0.2% | 0.0% |
| 19 | Focus Partners Wealth | 7,860 | $261,008 | 0.0% | 0.1% | 0.0% |
| 20 | Rossby Financial, LCC | 7,774 | $258,152 | 0.0% | 0.1% | +4.3% |
| 21 | Creative PlanningNEW | 7,323 | $243,176 | 0.0% | 0.1% | new |
| 22 | WEDBUSH SECURITIES INCNEW | 7,065 | $235 | 0.0% | 0.1% | new |
| 23 | New Insight Wealth AdvisorsNEW | 6,073 | $201,667 | 0.1% | 0.1% | new |
| 24 | FMR LLC | 5,911 | $196,273 | 0.0% | 0.1% | 0.0% |
| 25 | Millstone Evans Group, LLC | 4,699 | $156,040 | 0.1% | 0.1% | 0.0% |
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.