Stance Sustainable Beta ETF (CHGX)

ETF ยท Nasdaq

Stance Sustainable Beta ETF (CHGX) is an exchange-traded fund listed on Nasdaq, where it has traded since October 9, 2017.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
October 9, 2017

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 43 institutions reported holding CHGX, with 2.5 million shares worth $80.2 million in aggregate. The largest reported holder was Pfg Investments, with 465,343 shares worth $15.5 million. Of the 5 largest holders listed below, 4 added shares and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Pfg Investments465,343$15MAdded 9.31%
Natural Investments369,592$12MAdded 17.38%
Wcg Wealth Advisors360,215$12MAdded 850.11%
Stance Capital272,253$9MAdded 2.27%
World Investment Advisors206,809$6MUnchanged

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CHGX?

Stance Sustainable Beta ETF (CHGX) is an exchange-traded fund listed on Nasdaq, where it has traded since October 9, 2017.

Who are the largest institutional holders of CHGX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CHGX were Pfg Investments, Natural Investments and Wcg Wealth Advisors.

How many institutions own CHGX?

43 institutions reported a position in CHGX for the quarter ended June 30, 2026, worth $80.2 million in total.

Did institutions buy or sell CHGX last quarter?

Of the 5 largest reported holders, 4 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for CHGX.

Every reported institutional holder, plus insider and congressional trades in CHGX, on SentiSense.