STANCE SUSTAINABLE BETA ETF (CHGX) Institutional Ownership Changes & 13F Activity
STANCE SUSTAINABLE BETA ETF (CHGX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wcg Wealth Advisors Llc, Strategic Financial Planning, Inc., Natural Investments, Llc, Pfg Investments, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +21,006 | +68.1% | 51,848 | $1.72M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +14,053 | — | 14,053 | $466.66K | Q2 2026 | Sep 02, 2026 |
| Wcg Wealth Advisors Llc | Buy | +322,302 | +850.1% | 360,215 | $11.96M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +30,496 | — | 30,496 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +16,451 | — | 16,451 | $546.29K | Q2 2026 | Aug 14, 2026 |
| Stance Capital Llc | Buy | +6,049 | +2.3% | 272,253 | $9.04M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1 | -0.0% | 16,263 | $540.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -100.0% | 0 | $10.00 | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Sell | -9,187 | -40.3% | 13,582 | $451.02K | Q2 2026 | Aug 13, 2026 |
| Seeds Investor Llc | Buy | +14,391 | +30.0% | 62,295 | $2.07M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,689 | — | 2,689 | $88.66K | Q2 2026 | Aug 12, 2026 |
| Lasalle St. Investment Advisors, Llc | Buy | +1,239 | +3.2% | 39,488 | $1.31M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -13,609 | -20.5% | 52,790 | $1.75M | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Securities (Usa) Inc. | Sell | -26,103 | -72.8% | 9,760 | $324.10K | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, Lcc | Buy | +319 | +4.3% | 7,774 | $258.15K | Q2 2026 | Aug 04, 2026 |
| Natural Investments, Llc | Buy | +54,716 | +17.4% | 369,592 | $12.27M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +8,734 | +12.0% | 81,441 | $2.70K | Q2 2026 | Jul 30, 2026 |
| Asset Dedication, Llc | Buy | +4,115 | — | 4,115 | $136.65K | Q2 2026 | Jul 30, 2026 |
| Assetmark, Inc | Sell | -576 | -21.0% | 2,167 | $71.96K | Q2 2026 | Jul 30, 2026 |
| Westfuller Advisors, Llc | Sell | -7,096 | -6.4% | 104,651 | $3.48M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -5,827 | -7.6% | 71,013 | $2.36M | Q2 2026 | Jul 29, 2026 |
| Wedbush Securities Inc | Buy | +7,065 | — | 7,065 | $235.00K | Q2 2026 | Jul 28, 2026 |
| New Insight Wealth Advisors | Buy | +6,073 | — | 6,073 | $201.67K | Q2 2026 | Jul 28, 2026 |
| Moss Adams Wealth Advisors Llc | Buy | +18,986 | — | 18,986 | $630.46K | Q2 2026 | Jul 27, 2026 |
| Pfg Investments, Llc | Buy | +39,635 | +9.3% | 465,343 | $15.45M | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, Llc | Buy | +5,008 | +88.8% | 10,649 | $353.62K | Q2 2026 | Jul 17, 2026 |
| Colorado Capital Management, Inc. | Sell | -4,368 | -2.7% | 157,978 | $5.25M | Q2 2026 | Jul 08, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -20,279 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | Sell | -68,186 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -536 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
Frequently asked questions about CHGX activity
Which institutional owners are buying CHGX?
Institutional owners buying CHGX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CHGX activity?
"Buy" means an investor increased their reported position in CHGX compared to the prior reporting period. This reflects growing exposure to STANCE SUSTAINABLE BETA ETF (CHGX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CHGX increasing?
Institutional interest in CHGX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.