CHGX institutional holders

Stance Sustainable Beta ETF · 49 reporting institutions · $66.1M reported value

Funds that can replace CHGX · CHGX return decomposition

Institutional holdings

Institutions reporting CHGX, largest first
InstitutionReported positionAdvisors at firmReport period
Pfg Investments, LLC$15.5M02026-06-30
Wcg Wealth Advisors LLC$12M1302026-06-30
Stance Capital LLC$9M42026-06-30
World Investment Advisors$5.5M3592026-06-30
Westfuller Advisors, LLC$3.5M82026-06-30
Commonwealth Equity Services, LLC$2.4M2,8632026-06-30
Seeds Investor LLC$2.1M32026-06-30
Lpl Financial LLC$1.8M23,4582026-06-30
Envestnet Pmc$1.7M602026-06-30
Lasalle St. Investment Advisors, LLC$1.3M1612026-06-30
First Affirmative Financial Network$1.2M132026-03-31
Osaic Holdings, Inc.$1M02026-06-30
Laird Norton Wetherby Wealth Management, LLC$993.7K612025-09-30
Pathstone Holdings, LLC$902K02026-06-30
Hightower Advisors, LLC$648.3K1,0462026-06-30
Moss Adams Wealth Advisors LLC$630.5K212026-06-30
Modern Wealth Management, LLC$546.3K1612026-06-30
Royal Bank of Canada$540K02026-06-30
Laird Norton Wetherby Trust Company, LLC$495.6K02026-06-30
Aegis Wealth Management LLC$468.1K02026-06-30
Citadel Advisors LLC$466.7K02026-06-30
Sanctuary Advisors, LLC$451K4012026-06-30
Farther Finance Advisors, LLC$353.6K3342026-06-30
Mirae Asset Securities (USA) Inc.$324.1K02026-06-30
Morgan Stanley$310.7K23,1852026-06-30
Focus Partners Wealth$261K1,0482026-06-30
Rossby Financial, Lcc$258.2K312026-06-30
Creative Planning$243.2K1,1712026-06-30
New Insight Wealth Advisors$201.7K52026-06-30
Fmr LLC$196.3K02026-06-30
Millstone Evans Group, LLC$156K72026-06-30
Tfc Financial Management, Inc.$150.2K122026-06-30
Asset Dedication, LLC$136.6K112026-06-30
Steward Partners Investment Advisory, LLC$104.9K4812026-06-30
Jpmorgan Chase & Co$88.7K02026-06-30
Assetmark, Inc$72K2202026-06-30
Org Partners LLC$64.6K02025-12-31
PNC Financial Services Group, Inc.$57.4K02026-06-30
Ae Wealth Management LLC$40.2K4712026-06-30
Cwm, LLC$14.4K6672026-03-31
Natural Investments$12.3K232026-06-30
Harbour Investments, Inc.$10K2472026-06-30
Smartleaf Asset Management LLC$5.5K92026-06-30
Colorado Capital Management, Inc.$5.2K102026-06-30
Sankala Group LLC$4.2K42026-06-30
Cambridge Investment Research Advisors, Inc.$2K3,9402026-03-31
O'Shaughnessy Asset Management, LLC$1.9K582026-06-30
Wedbush Securities Inc$2352202026-06-30
Wells Fargo & Company/mn$1002026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30