Who Owns Stance Sustainable Beta ETF (CHGX)?Hedge Fund & Institutional Holders
Institutional Holders
47
as of Q4 2025
Total Institutional Value
$1.1538823856222962e+94T
% of Float Held
—
QoQ Change in Holders
+14 / -5
Price History
CHGX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| PFG Investments, LLC | New Position | +424K | +$11.5M |
| NATURAL INVESTMENTS, LLC | New Position | +303K | +$8.2M |
| Westfuller Advisors, LLC | New Position | +109K | +$3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +80K | +$2.0M |
| WCG Wealth Advisors LLC | New Position | +46K | +$1.2M |
| MIRAE ASSET SECURITIES (USA) INC. | New Position | +14K | +$372K |
| FIGURE 8 INVESTMENT STRATEGIES LLC | New Position | +7K | +$201K |
| LaSalle St. Investment Advisors, LLC | Increased | +7K | +$197K |
| Millstone Evans Group, LLC | New Position | +5K | +$127K |
| TFC Financial Management, Inc. | New Position | +5K | +$122K |
| Evolution Advisers, Inc. | New Position | +2K | +$41K |
| AE Wealth Management LLC | New Position | +1K | +$32K |
| CWM, LLC | New Position | +536 | +$15K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +10K | +$0 |
| FLOW TRADERS U.S. LLC | New Position | +16K | +$0 |
CHGX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| World Investment Advisors | Decreased | -340 | -$5.7B |
| First Affirmative Financial Network | Closed Position | -91K | -$2.4B |
| Private Advisor Group, LLC | Decreased | -283 | -$2.0B |
| STANCE CAPITAL LLC | Closed Position | -50K | -$1.4B |
| Laird Norton Wetherby Wealth Management, LLC | Closed Position | -36K | -$993.7M |
| HighTower Advisors, LLC | Decreased | -945 | -$555.4M |
| UBS Group AG | Decreased | -16K | -$444.7M |
| DENVER WEALTH MANAGEMENT, INC. | Decreased | -418 | -$322.4M |
| MORGAN STANLEY | Decreased | -1 | -$255.5M |
| Creative Planning | Closed Position | -8K | -$219.6M |
| ASSETMARK, INC | Decreased | -557 | -$135.1M |
| ALERUS FINANCIAL NA | Closed Position | -94 | -$2.6M |
Top Institutional Holders(Q4 2025)
CHGX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 43 | $39.0M | +13 |
| Q3 2025 | 30 | $20.6B | -6 |
| Q2 2025 | 36 | $32.2B | +35 |
| Q1 2025 | 1 | $134.6M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 47 institutional investors hold CHGX (Stance Sustainable Beta ETF). The largest holder is PFG Investments, LLC with $11.5M in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own CHGX?
As of Q4 2025, 47 institutional investors report holding CHGX (Stance Sustainable Beta ETF) in their 13F filings.
Who is the largest institutional holder of CHGX?
The largest institutional holder of CHGX is PFG Investments, LLC with $11.5M in shares.
Is institutional ownership of CHGX increasing or decreasing?
This quarter, 14 institutions opened new positions in CHGX and 5 closed their positions.