Stance Sustainable Beta ETF(CHGX)

$33.25—Stale · unknown old

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Stance Sustainable Beta ETF(CHGX)

NASDAQ • Last print unknown ago

$33.25—Stale · unknown old

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CHGX(CHGX)

CHGX

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Institutional Ownership

Top 62 Institutional Holders

Holder	Shares	Date	Change	% Held
PFG Investments, LLC	465.34K	Jun 30, 26	+39.63K	8.44%
NATURAL INVESTMENTS, LLC	369.59K	Jun 30, 26	+54.72K	6.70%
WCG Wealth Advisors LLC	360.21K	Jun 30, 26	+322.30K	6.53%
STANCE CAPITAL LLC	272.25K	Jun 30, 26	+6.05K	4.94%
Pensionmark Financial Group, LLC	206.81K	Jun 30, 26	--	3.75%
Colorado Capital Management, Inc.	157.98K	Jun 30, 26	-4.37K	2.87%
Westfuller Advisors, LLC	104.65K	Jun 30, 26	-7.10K	1.90%
Cambridge Investment Research Advisors, Inc.	81.44K	Jun 30, 26	+8.73K	1.48%
COMMONWEALTH EQUITY SERVICES, LLC	71.01K	Jun 30, 26	-5.83K	1.29%
SEEDS INVESTOR LLC	62.30K	Jun 30, 26	+14.39K	1.13%
LPL Financial LLC	52.79K	Jun 30, 26	-13.61K	0.96%
ENVESTNET ASSET MANAGEMENT INC	51.85K	Jun 30, 26	+21.01K	0.94%
LaSalle St. Investment Advisors, LLC	39.49K	Jun 30, 26	+1.24K	0.72%
ADVISOR GROUP HOLDINGS, INC.	30.50K	Jun 30, 26	+30.50K	0.55%
Pathstone Holdings, LLC	27.16K	Jun 30, 26	--	0.49%
HighTower Advisors, LLC	19.52K	Jun 30, 26	+127	0.35%
Moss Adams Wealth Advisors LLC	18.99K	Jun 30, 26	+18.99K	0.34%
Modern Wealth Management, LLC	16.45K	Jun 30, 26	+16.45K	0.30%
ROYAL BANK OF CANADA	16.26K	Jun 30, 26	-1	0.29%
LAIRD NORTON TRUST COMPANY, LLC	14.93K	Jun 30, 26	--	0.27%
Aegis Wealth Management LLC	14.10K	Jun 30, 26	--	0.26%
CITADEL ADVISORS LLC	14.05K	Jun 30, 26	+14.05K	0.25%
Sanctuary Advisors, LLC	13.58K	Jun 30, 26	-9.19K	0.25%
Farther Finance Advisors, LLC	10.65K	Jun 30, 26	+5.01K	0.19%
MIRAE ASSET SECURITIES (USA) INC.	9.76K	Jun 30, 26	-26.10K	0.18%
MORGAN STANLEY	9.36K	Jun 30, 26	--	0.17%
Colony Group, LLC	7.86K	Jun 30, 26	--	0.14%
Rossby Financial, LCC	7.77K	Jun 30, 26	+319	0.14%
Creative Planning	7.32K	Jun 30, 26	+7.32K	0.13%
WEDBUSH SECURITIES INC	7.07K	Jun 30, 26	+7.07K	0.13%
New Insight Wealth Advisors	6.07K	Jun 30, 26	+6.07K	0.11%
FMR LLC	5.91K	Jun 30, 26	--	0.11%
Millstone Evans Group, LLC	4.70K	Jun 30, 26	--	0.09%
TFC Financial Management, Inc.	4.52K	Jun 30, 26	--	0.08%
Asset Dedication, LLC	4.12K	Jun 30, 26	--	0.07%
Steward Partners Investment Advisory, LLC	3.16K	Jun 30, 26	--	0.06%
JPMORGAN CHASE & CO	2.69K	Jun 30, 26	+1.95K	0.05%
ASSETMARK, INC	2.17K	Jun 30, 26	-576	0.04%
MERCER GLOBAL ADVISORS INC /ADV	1.91K	Jun 30, 26	+1.91K	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	1.73K	Jun 30, 26	--	0.03%
AE Wealth Management LLC	1.21K	Jun 30, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	302	Jun 30, 26	--	0.01%
Smartleaf Asset Management LLC	168	Jun 30, 26	--	0.00%
Sankala Group LLC	124	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	57	Jun 30, 26	--	0.00%
Golden State Equity Partners	--	Jun 30, 26	-2.38K	--
UBS Group AG	--	Jun 30, 26	-11	--
Private Advisor Group, LLC	--	Jun 30, 26	-70.95K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-20.28K	--
WELLS FARGO & COMPANY/MN	--	Jun 30, 26	-1	--
First Affirmative Financial Network	45.52K	Mar 31, 26	+45.52K	0.83%
CWM, LLC	536	Mar 31, 26	--	0.01%
ORG Partners LLC	2.38K	Dec 31, 25	-1.23K	0.04%
WETHERBY ASSET MANAGEMENT INC	36.39K	Sep 30, 25	--	0.66%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-3.52K	--
ETFIDEA, LLC	16.06K	Sep 30, 24	-269	0.29%
Raymond James Financial Services Advisors, Inc.	--	Sep 30, 24	-135.60K	--
PATHSTONE FAMILY OFFICE, LLC	13.14K	Sep 30, 23	-28	0.24%
Financial Architects, Inc	17.11K	Jun 30, 23	-1.89K	0.31%
Stone Asset Management Inc.	8.34K	Mar 31, 23	-17.30K	0.15%
Sargent Bickham Lagudis LLC	2.32K	Dec 31, 22	--	0.04%
American Portfolios Advisors	1.55K	Sep 30, 22	-72	0.03%

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Market Movers

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Holder

Date

Change

% Held

PFG Investments, LLC

465.34K

Jun 30, 26

+39.63K

8.44%

NATURAL INVESTMENTS, LLC

369.59K

Jun 30, 26

+54.72K

6.70%

WCG Wealth Advisors LLC

360.21K

Jun 30, 26

+322.30K

6.53%

STANCE CAPITAL LLC

272.25K

Jun 30, 26

+6.05K

4.94%

Pensionmark Financial Group, LLC

206.81K

Jun 30, 26

3.75%

Colorado Capital Management, Inc.

157.98K

Jun 30, 26

-4.37K

2.87%

Westfuller Advisors, LLC

104.65K

Jun 30, 26

-7.10K

1.90%

Cambridge Investment Research Advisors, Inc.

81.44K

Jun 30, 26

+8.73K

1.48%

COMMONWEALTH EQUITY SERVICES, LLC

71.01K

Jun 30, 26

-5.83K

1.29%

SEEDS INVESTOR LLC

62.30K

Jun 30, 26

+14.39K

1.13%

LPL Financial LLC

52.79K

Jun 30, 26

-13.61K

0.96%

ENVESTNET ASSET MANAGEMENT INC

51.85K

Jun 30, 26

+21.01K

0.94%

LaSalle St. Investment Advisors, LLC

39.49K

Jun 30, 26

+1.24K

0.72%

ADVISOR GROUP HOLDINGS, INC.

30.50K

Jun 30, 26

+30.50K

0.55%

Pathstone Holdings, LLC

27.16K

Jun 30, 26

0.49%

HighTower Advisors, LLC

19.52K

Jun 30, 26

+127

0.35%

Moss Adams Wealth Advisors LLC

18.99K

Jun 30, 26

+18.99K

0.34%

Modern Wealth Management, LLC

16.45K

Jun 30, 26

+16.45K

0.30%

ROYAL BANK OF CANADA

16.26K

Jun 30, 26

-1

0.29%

LAIRD NORTON TRUST COMPANY, LLC

14.93K

Jun 30, 26

0.27%

Aegis Wealth Management LLC

14.10K

Jun 30, 26

0.26%

CITADEL ADVISORS LLC

14.05K

Jun 30, 26

+14.05K

0.25%

Sanctuary Advisors, LLC

13.58K

Jun 30, 26

-9.19K

0.25%

Farther Finance Advisors, LLC

10.65K

Jun 30, 26

+5.01K

0.19%

MIRAE ASSET SECURITIES (USA) INC.

9.76K

Jun 30, 26

-26.10K

0.18%

MORGAN STANLEY

9.36K

Jun 30, 26

0.17%

Colony Group, LLC

7.86K

Jun 30, 26

0.14%

Rossby Financial, LCC

7.77K

Jun 30, 26

+319

0.14%

Creative Planning

7.32K

Jun 30, 26

+7.32K

0.13%

WEDBUSH SECURITIES INC

7.07K

Jun 30, 26

+7.07K

0.13%

New Insight Wealth Advisors

6.07K

Jun 30, 26

+6.07K

0.11%

FMR LLC

5.91K

Jun 30, 26

0.11%

Millstone Evans Group, LLC

4.70K

Jun 30, 26

0.09%

TFC Financial Management, Inc.

4.52K

Jun 30, 26

0.08%

Asset Dedication, LLC

4.12K

Jun 30, 26

0.07%

Steward Partners Investment Advisory, LLC

3.16K

Jun 30, 26

0.06%

JPMORGAN CHASE & CO

2.69K

Jun 30, 26

+1.95K

0.05%

ASSETMARK, INC

2.17K

Jun 30, 26

-576

0.04%

MERCER GLOBAL ADVISORS INC /ADV

1.91K

Jun 30, 26

+1.91K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

1.73K

Jun 30, 26

0.03%

AE Wealth Management LLC

1.21K

Jun 30, 26

0.02%

HARBOUR INVESTMENTS, INC.

302

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

168

Jun 30, 26

0.00%

Sankala Group LLC

124

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

Golden State Equity Partners

Jun 30, 26

-2.38K

UBS Group AG

Jun 30, 26

-11

Private Advisor Group, LLC

Jun 30, 26

-70.95K

Tower Research Capital LLC (TRC)

Jun 30, 26

-20.28K

WELLS FARGO & COMPANY/MN

Jun 30, 26

-1

First Affirmative Financial Network

45.52K

Mar 31, 26

+45.52K

0.83%

CWM, LLC

536

Mar 31, 26

0.01%

ORG Partners LLC

2.38K

Dec 31, 25

-1.23K

0.04%

WETHERBY ASSET MANAGEMENT INC

36.39K

Sep 30, 25

0.66%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-3.52K

ETFIDEA, LLC

16.06K

Sep 30, 24

-269

0.29%

Raymond James Financial Services Advisors, Inc.

Sep 30, 24

-135.60K

PATHSTONE FAMILY OFFICE, LLC

13.14K

Sep 30, 23

-28

0.24%

Financial Architects, Inc

17.11K

Jun 30, 23

-1.89K

0.31%

Stone Asset Management Inc.

8.34K

Mar 31, 23

-17.30K

0.15%

Sargent Bickham Lagudis LLC

2.32K

Dec 31, 22

0.04%

American Portfolios Advisors

1.55K

Sep 30, 22

-72

0.03%