CHGX Institutional Ownership
Stance Sustainable Beta ETF
1W: +0.3%
1M: +0.0%
3M: +1.1%
YTD: +22.0%
1Y: +22.2%
3Y: +15.8%
5Y: +2.6%
$33.33
+0.10 (+0.30%)
Weekly Expected Move ±1.5%
$32
$33
$33
$34
$34
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — CHGX
50
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
84M
Total Invested
8
New Positions
12
Increased
13
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (58 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PFG Investments, LLC | 465,343 | $16M | +39,635 | +9.3% | 5Q | SEC ↗ |
| 2 | NATURAL INVESTMENTS, LLC | 369,592 | $12M | +54,716 | +17.4% | 3Q | SEC ↗ |
| 3 | WCG Wealth Advisors LLC | 360,215 | $12M | +322,302 | +850.1% | 3Q | SEC ↗ |
| 4 | STANCE CAPITAL LLC | 272,253 | $9M | +6,049 | +2.3% | 4Q | SEC ↗ |
| 5 | World Investment Advisors | 206,809 | $7M | — | +0.0% | 5Q | SEC ↗ |
| 6 | Colorado Capital Management, Inc. | 157,978 | $5M | -4,368 | -2.7% | 2Q | SEC ↗ |
| 7 | Westfuller Advisors, LLC | 104,651 | $3M | -7,096 | -6.4% | 5Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 81,441 | $3M | +8,734 | +12.0% | 5Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 71,013 | $2M | -5,827 | -7.6% | 5Q | SEC ↗ |
| 10 | SEEDS INVESTOR LLC | 62,295 | $2M | +14,391 | +30.0% | 5Q | SEC ↗ |
| 11 | LPL Financial LLC | 52,790 | $2M | -13,609 | -20.5% | 5Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 51,848 | $2M | +21,006 | +68.1% | 5Q | SEC ↗ |
| 13 | First Affirmative Financial Network NEW | 45,517 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | LaSalle St. Investment Advisors, LLC | 39,488 | $1M | +1,239 | +3.2% | 4Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. NEW | 30,496 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Pathstone Holdings, LLC | 27,164 | $905K | — | +0.0% | 5Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 19,523 | $651K | +127 | +0.7% | 5Q | SEC ↗ |
| 18 | Moss Adams Wealth Advisors LLC NEW | 18,986 | $633K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Modern Wealth Management, LLC NEW | 16,451 | $548K | — | +0.0% | 1Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 16,263 | $542K | -1 | -0.0% | 5Q | SEC ↗ |
| 21 | Laird Norton Wetherby Trust Company, L | 14,925 | $497K | — | +0.0% | 3Q | SEC ↗ |
| 22 | Aegis Wealth Management LLC | 14,096 | $470K | — | +0.0% | 4Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC NEW | 14,053 | $468K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Sanctuary Advisors, LLC | 13,582 | $453K | -9,187 | -40.3% | 2Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 10,649 | $355K | +5,008 | +88.8% | 5Q | SEC ↗ |
| 26 | MIRAE ASSET SECURITIES (USA) INC. | 9,760 | $325K | -26,103 | -72.8% | 5Q | SEC ↗ |
| 27 | MORGAN STANLEY | 9,356 | $312K | — | +0.0% | 5Q | SEC ↗ |
| 28 | Focus Partners Wealth | 7,860 | $262K | — | +0.0% | 5Q | SEC ↗ |
| 29 | Rossby Financial, LCC | 7,774 | $259K | +319 | +4.3% | 6Q | SEC ↗ |
| 30 | Creative Planning NEW | 7,323 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 31 | WEDBUSH SECURITIES INC NEW | 7,065 | $235K | — | +0.0% | 1Q | SEC ↗ |
| 32 | New Insight Wealth Advisors NEW | 6,073 | $202K | — | +0.0% | 1Q | SEC ↗ |
| 33 | FMR LLC | 5,911 | $197K | — | +0.0% | 5Q | SEC ↗ |
| 34 | Millstone Evans Group, LLC | 4,699 | $157K | — | +0.0% | 4Q | SEC ↗ |
| 35 | TFC Financial Management, Inc. | 4,522 | $151K | — | +0.0% | 5Q | SEC ↗ |
| 36 | Asset Dedication, LLC | 4,115 | $137K | — | +0.0% | 5Q | SEC ↗ |
| 37 | Steward Partners Investment Advisory, | 3,159 | $105K | — | +0.0% | 5Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 2,689 | $90K | +1,951 | +264.4% | 4Q | SEC ↗ |
| 39 | ASSETMARK, INC | 2,167 | $72K | -576 | -21.0% | 4Q | SEC ↗ |
| 40 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,914 | $64K | — | +0.0% | 1Q | SEC ↗ |
| 41 | PNC Financial Services Group, Inc. | 1,729 | $58K | — | +0.0% | 5Q | SEC ↗ |
| 42 | AE Wealth Management LLC | 1,211 | $40K | — | +0.0% | 3Q | SEC ↗ |
| 43 | CWM, LLC | 536 | $18K | — | +0.0% | 4Q | SEC ↗ |
| 44 | HARBOUR INVESTMENTS, INC. | 302 | $10K | — | +0.0% | 2Q | SEC ↗ |
| 45 | Smartleaf Asset Management LLC | 168 | $6K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Sankala Group LLC | 124 | $4K | — | +0.0% | 3Q | SEC ↗ |
| 47 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 57 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 0 | $0K | -1 | -100.0% | 5Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 0 | $0K | -1,020 | -100.0% | 1Q | SEC ↗ |
| 50 | FIGURE 8 INVESTMENT STRATEGIES LLC | 0 | $0K | -7,407 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| First Affirmative Financial Network | 45,517 | $2M |
| OSAIC HOLDINGS, INC. | 30,496 | $1M |
| Moss Adams Wealth Advisors LLC | 18,986 | $633K |
| Modern Wealth Management, LLC | 16,451 | $548K |
| CITADEL ADVISORS LLC | 14,053 | $468K |
| Creative Planning | 7,323 | $244K |
| WEDBUSH SECURITIES INC | 7,065 | $235K |
| New Insight Wealth Advisors | 6,073 | $202K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,914 | $64K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 70,947 | $2M |
| Tower Research Capital LLC (TRC) | 20,279 | $676K |
| FLOW TRADERS U.S. LLC | 15,634 | $521K |
| DENVER WEALTH MANAGEMENT, INC. | 11,402 | $380K |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 7,407 | $247K |
| Ascentis Independent Advisors | 2,376 | $79K |
| Evolution Advisers, Inc. | 1,513 | $50K |
| Kestra Advisory Services, LLC | 1,020 | $34K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 92 | $3K |
| UBS Group AG | 11 | $0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WCG Wealth Advisors LLC | +322,302 | +850.1% | 360,215 |
| NATURAL INVESTMENTS, LLC | +54,716 | +17.4% | 369,592 |
| PFG Investments, LLC | +39,635 | +9.3% | 465,343 |
| ENVESTNET ASSET MANAGEMENT INC | +21,006 | +68.1% | 51,848 |
| SEEDS INVESTOR LLC | +14,391 | +30.0% | 62,295 |
| Cambridge Investment Research Advis | +8,734 | +12.0% | 81,441 |
| STANCE CAPITAL LLC | +6,049 | +2.3% | 272,253 |
| Farther Finance Advisors, LLC | +5,008 | +88.8% | 10,649 |
| JPMORGAN CHASE & CO | +1,951 | +264.4% | 2,689 |
| LaSalle St. Investment Advisors, LL | +1,239 | +3.2% | 39,488 |
| Rossby Financial, LCC | +319 | +4.3% | 7,774 |
| HighTower Advisors, LLC | +127 | +0.7% | 19,523 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MIRAE ASSET SECURITIES (USA) INC. | -26,103 | -72.8% | 9,760 |
| LPL Financial LLC | -13,609 | -20.5% | 52,790 |
| Sanctuary Advisors, LLC | -9,187 | -40.3% | 13,582 |
| Westfuller Advisors, LLC | -7,096 | -6.4% | 104,651 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,827 | -7.6% | 71,013 |
| Colorado Capital Management, Inc. | -4,368 | -2.7% | 157,978 |
| ASSETMARK, INC | -576 | -21.0% | 2,167 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |
| ROYAL BANK OF CANADA | -1 | -0.0% | 16,263 |