Who owns STANCE SUSTAINABLE BETA ETF?
- Ticker: CHGX
- CUSIP Number: 02072l151
Tip: Access positions for across all investors
Analyze quarterly positions in Stance Sustainable Beta Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Stance Sustainable Beta Etf stock
Who bought or sold STANCE SUSTAINABLE BETA ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| PFG Investments | 424k | $12M | 6% | Dec 2025 |
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| Natural Investments | 303k | $8.2M | 100% | Dec 2025 |
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| Pensionmark Financial Group | 207k | $5.6M | 0% | Dec 2025 |
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| Westfuller Advisors | 109k | $3.0M | -10% | Dec 2025 |
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| Commonwealth Equity Services | 80k | $2.2M | -7% | Dec 2025 |
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| Private Advisor | 72k | $2.0M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 68k | $1.9M | 18% | Dec 2025 |
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| LPL Financial | 67k | $1.8M | 5% | Dec 2025 |
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| Stance Capital | 50k | $1.4M | 100% | Sep 2025 |
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| WCG Wealth Advisors | 46k | $1.2M | 100% | Dec 2025 |
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| First Affirmative Financial Network | 46k | $1.2M | 0% | Sep 2025 |
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| Seeds Investor | 41k | $1.1M | 14% | Dec 2025 |
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| LaSalle St. Investment Advisors | 39k | $1.1M | 24% | Dec 2025 |
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| Laird Norton Tyee Trust | 36k | $990k | 100% | Dec 2025 |
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| Wetherby Asset Management | 36k | $994k | 0% | Sep 2025 |
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| Advisor Group Holdings | 30k | $815k | 0% | Dec 2025 |
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| Pathstone Holdings | 28k | $756k | 0% | Dec 2025 |
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| HighTower Advisors | 19k | $527k | -5% | Dec 2025 |
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| Royal Bank of Canada | 17k | $455k | 0% | Sep 2025 |
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| Flow Traders US | 16k | $425k | 100% | Dec 2025 |
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| Aegis Wealth Management | 14k | $383k | 0% | Dec 2025 |
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| Mirae Asset Securities | 14k | $373k | 67% | Dec 2025 |
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| Denver Wealth Management | 11k | $310k | -4% | Dec 2025 |
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| Tower Research Capital | 11k | $293k | 79% | Dec 2025 |
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| Envestnet Asset Management | 9.6k | $262k | -71% | Dec 2025 |
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| Colony | 7.9k | $214k | 0% | Dec 2025 |
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| Figure 8 Investment Strategies | 7.4k | $201k | -72% | Dec 2025 |
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| Rossby Financial, LCC | 7.4k | $201k | 0% | Dec 2025 |
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| FMR | 5.9k | $161k | 3% | Sep 2025 |
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| Farther Finance Advisors | 5.4k | $148k | 108% | Dec 2025 |
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| Millstone Evans Group | 4.7k | $128k | 0% | Dec 2025 |
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| TFC Financial Management | 4.5k | $123k | 1% | Dec 2025 |
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| Assetmark | 4.4k | $120k | -11% | Dec 2025 |
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| Asset Dedication | 4.1k | $112k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 3.2k | $86k | 0% | Dec 2025 |
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| ORG Partners | 2.4k | $65k | -34% | Dec 2025 |
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| Pnc Financial Services | 1.7k | $47k | 0% | Dec 2025 |
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| Evolution Advisers | 1.5k | $41k | 100% | Dec 2025 |
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| AE Wealth Management | 1.2k | $33k | 100% | Dec 2025 |
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| Kestra Advisory Services | 1.0k | $28k | 100% | Dec 2025 |
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| CWM | 536.00 | $15k | 0% | Dec 2025 |
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| Sankala Group | 345.00 | $9.8k | 100% | Dec 2025 |
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| UBS Group | 274.00 | $7.4k | -98% | Dec 2025 |
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| Jpmorgan Chase & Co | 194.00 | $5.3k | 100% | Sep 2025 |
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| Smartleaf Asset Management | 168.00 | $4.6k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 92.00 | $2.5k | 100% | Dec 2025 |
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| Wells Fargo & Company | 1.00 | $23.000000 | 100% | Dec 2025 |
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Who sold out of Stance Sustainable Beta Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arjuna Capital | Sep 2025 | 13k | $354k |
| Creative Planning | Sep 2025 | 8.0k | $220k |
| Alerus Financial | Sep 2025 | 94.00 | $2.6k |