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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+21,006+68.1%51,848$1.72MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+14,053—14,053$466.66KQ2 2026Sep 02, 2026
Wcg Wealth Advisors LlcBuy+322,302+850.1%360,215$11.96MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+30,496—30,496$1.01MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+16,451—16,451$546.29KQ2 2026Aug 14, 2026
Stance Capital LlcBuy+6,049+2.3%272,253$9.04MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1-0.0%16,263$540.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1-100.0%0$10.00Q2 2026Aug 14, 2026
Sanctuary Advisors, LlcSell-9,187-40.3%13,582$451.02KQ2 2026Aug 13, 2026
Seeds Investor LlcBuy+14,391+30.0%62,295$2.07MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,689—2,689$88.66KQ2 2026Aug 12, 2026
Lasalle St. Investment Advisors, LlcBuy+1,239+3.2%39,488$1.31MQ2 2026Aug 11, 2026
Lpl Financial LlcSell-13,609-20.5%52,790$1.75MQ2 2026Aug 07, 2026
Mirae Asset Securities (Usa) Inc.Sell-26,103-72.8%9,760$324.10KQ2 2026Aug 05, 2026
Rossby Financial, LccBuy+319+4.3%7,774$258.15KQ2 2026Aug 04, 2026
Natural Investments, LlcBuy+54,716+17.4%369,592$12.27MQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+8,734+12.0%81,441$2.70KQ2 2026Jul 30, 2026
Asset Dedication, LlcBuy+4,115—4,115$136.65KQ2 2026Jul 30, 2026
Assetmark, IncSell-576-21.0%2,167$71.96KQ2 2026Jul 30, 2026
Westfuller Advisors, LlcSell-7,096-6.4%104,651$3.48MQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcSell-5,827-7.6%71,013$2.36MQ2 2026Jul 29, 2026
Wedbush Securities IncBuy+7,065—7,065$235.00KQ2 2026Jul 28, 2026
New Insight Wealth AdvisorsBuy+6,073—6,073$201.67KQ2 2026Jul 28, 2026
Moss Adams Wealth Advisors LlcBuy+18,986—18,986$630.46KQ2 2026Jul 27, 2026
Pfg Investments, LlcBuy+39,635+9.3%465,343$15.45MQ2 2026Jul 23, 2026
Farther Finance Advisors, LlcBuy+5,008+88.8%10,649$353.62KQ2 2026Jul 17, 2026
Colorado Capital Management, Inc.Sell-4,368-2.7%157,978$5.25MQ2 2026Jul 08, 2026
Tower Research Capital Llc (Trc)Sell-20,279-100.0%0$0.00Q2 2026May 15, 2026
Strategic Financial Planning, Inc.Sell-68,186-100.0%0$0.00Q2 2026May 14, 2026
Cwm, LlcSell-536-100.0%0$0.00Q2 2026May 14, 2026
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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.