STANCE SUSTAINABLE BETA ETF (CHGX) Institutional Shareholders
STANCE SUSTAINABLE BETA ETF (CHGX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $81.73M in CHGX holdings during the latest filing period.
Pfg Investments, Llc is currently the largest disclosed institutional shareholder of CHGX tracked by InsiderSet, reporting ownership valued at approximately $15.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.46M, representing an estimated gain of +0.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed CHGX value among the investors covered in this analysis. Major shareholders include Pfg Investments, Llc, Natural Investments, Llc, Wcg Wealth Advisors Llc, and several other long-term asset managers with concentrated positions in STANCE SUSTAINABLE BETA ETF (CHGX).
This page ranks the largest institutional CHGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$81.73M
Largest Holder
Pfg Investments, Llc
Largest Position
$15.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pfg Investments, Llc | 0.60% | 465,343 | $15,452,702 | $15,464,186 | +$11,484 | +0.07% | |
| Natural Investments, Llc | 2.70% | 369,592 | $12,273,000 | $12,282,207 | +$9,207 | +0.08% | |
| Wcg Wealth Advisors Llc | 0.28% | 360,215 | $11,961,695 | $11,970,593 | +$8,898 | +0.07% | |
| Stance Capital Llc | 2.75% | 272,253 | $9,040,733 | $9,047,457 | +$6,724 | +0.07% | |
| World Investment Advisors | 0.09% | 206,809 | $5,546,452 | $6,872,635 | +$1,326,183 | +23.91% | |
| Colorado Capital Management, Inc. | 1.79% | 157,978 | $5,246,000 | $5,249,893 | +$3,893 | +0.07% | |
| Westfuller Advisors, Llc | 1.27% | 104,651 | $3,475,141 | $3,477,741 | +$2,600 | +0.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 71,013 | $2,358,140 | $2,359,890 | +$1,750 | +0.07% | |
| Seeds Investor Llc | 0.21% | 62,295 | $2,068,620 | $2,070,175 | +$1,555 | +0.08% | |
| Lpl Financial Llc | 0.00% | 52,790 | $1,753,007 | $1,754,307 | +$1,300 | +0.07% | |
| Envestnet Asset Management Inc | 0.00% | 51,848 | $1,721,707 | $1,723,002 | +$1,295 | +0.08% | |
| Lasalle St. Investment Advisors, Llc | 0.16% | 39,488 | $1,311,291 | $1,312,257 | +$966 | +0.07% | |
| First Affirmative Financial Network | 0.59% | 45,592 | $1,244,823 | $1,515,104 | +$270,281 | +21.71% | |
| Osaic Holdings, Inc. | 0.00% | 30,496 | $1,012,686 | $1,013,437 | +$751 | +0.07% | |
| Pathstone Holdings, Llc | 0.00% | 27,164 | $728,517 | $902,709 | +$174,192 | +23.91% | |
| Moss Adams Wealth Advisors Llc | 0.04% | 18,986 | $630,460 | $630,939 | +$479 | +0.08% | |
| Modern Wealth Management, Llc | 0.01% | 16,451 | $546,290 | $546,696 | +$406 | +0.07% | |
| Royal Bank Of Canada | 0.00% | 16,263 | $540,000 | $540,449 | +$449 | +0.08% | |
| Laird Norton Wetherby Trust Company, Llc | 0.01% | 14,925 | $495,616 | $495,985 | +$369 | +0.07% | |
| Aegis Wealth Management Llc | 0.22% | 14,096 | $468,087 | $468,435 | +$348 | +0.07% | |
| Citadel Advisors Llc | 0.00% | 14,053 | $466,659 | $467,006 | +$347 | +0.07% | |
| Sanctuary Advisors, Llc | 0.00% | 13,582 | $451,023 | $451,354 | +$331 | +0.07% | |
| Farther Finance Advisors, Llc | 0.00% | 10,649 | $353,622 | $353,885 | +$263 | +0.07% | |
| Mirae Asset Securities (Usa) Inc. | 0.01% | 9,760 | $324,101 | $324,342 | +$241 | +0.07% | |
| Morgan Stanley | 0.00% | 9,356 | $310,686 | $310,917 | +$231 | +0.07% | |
| Focus Partners Wealth | 0.00% | 7,860 | $261,008 | $261,202 | +$194 | +0.07% | |
| Rossby Financial, Lcc | 0.05% | 7,774 | $258,152 | $258,344 | +$192 | +0.07% | |
| Wedbush Securities Inc | 0.01% | 7,065 | $235,000 | $234,783 | -$217 | -0.09% | |
| New Insight Wealth Advisors | 0.06% | 6,073 | $201,667 | $201,817 | +$150 | +0.07% | |
| Fmr Llc | 0.00% | 5,911 | $196,273 | $196,433 | +$160 | +0.08% | |
| Millstone Evans Group, Llc | 0.08% | 4,699 | $156,040 | $156,156 | +$116 | +0.07% | |
| Tfc Financial Management, Inc. | 0.02% | 4,522 | $150,154 | $150,274 | +$120 | +0.08% | |
| Asset Dedication, Llc | 0.01% | 4,115 | $136,648 | $136,749 | +$101 | +0.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,159 | $104,901 | $104,979 | +$78 | +0.07% | |
| Jpmorgan Chase & Co | 0.00% | 2,689 | $88,656 | $89,360 | +$704 | +0.79% | |
| Assetmark, Inc | 0.00% | 2,167 | $71,960 | $72,013 | +$53 | +0.07% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,729 | $57,415 | $57,458 | +$43 | +0.07% | |
| Cwm, Llc | 0.00% | 536 | $14,375 | $17,812 | +$3,437 | +23.91% | |
| Harbour Investments, Inc. | 0.00% | 302 | $10,029 | $10,036 | +$7 | +0.07% | |
| Smartleaf Asset Management Llc | 0.00% | 168 | $5,539 | $5,583 | +$44 | +0.79% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 81,441 | $2,704 | $2,706,431 | +$2,703,727 | +99989.90% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 57 | $1,893 | $1,894 | +$1 | +0.06% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $10 | — | — | — |
Frequently asked questions about CHGX
Who are the largest institutional holders of CHGX?
The largest institutional holders of CHGX reported in the latest SEC Form 13F filings include Pfg Investments, Llc, Natural Investments, Llc, Wcg Wealth Advisors Llc, Stance Capital Llc, and World Investment Advisors. InsiderSet ranks institutional holders by their latest reported CHGX position.
What is CHGX institutional ownership?
This page tracks CHGX positions reported by institutional investment managers through SEC Form 13F. STANCE SUSTAINABLE BETA ETF (CHGX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CHGX?
InsiderSet currently tracks 43 institutional managers reporting CHGX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CHGX shareholders.
How much CHGX stock do institutions own?
Institutional investment managers disclosed approximately $81.73M in CHGX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CHGX institutional ownership last updated?
The latest CHGX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CHGX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CHGX position after the reporting date.
Are institutions buying or selling CHGX?
Institutional buying and selling can be analyzed by comparing CHGX positions across consecutive 13F reporting periods. InsiderSet's CHGX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CHGX ownership changes.
How has CHGX institutional ownership changed over time?
InsiderSet tracks CHGX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.