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 | 426k | $11M | 0% | Mar 2026 |
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| Natural Investments | 315k | $8.4M | 4% | Mar 2026 |
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| Stance Capital | 266k | $7.1M | 2% | Mar 2026 |
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| Pensionmark Financial Group | 207k | $5.5M | 0% | Mar 2026 |
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| Colorado Capital Management | 162k | $4.4M | 100% | Mar 2026 |
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| Westfuller Advisors | 112k | $3.0M | 2% | Mar 2026 |
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| Commonwealth Equity Services | 77k | $2.1M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 73k | $2.0M | 7% | Mar 2026 |
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| Private Advisor | 71k | $1.9M | -2% | Mar 2026 |
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| LPL Financial | 66k | $1.8M | -1% | Mar 2026 |
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| Seeds Investor | 48k | $1.4M | 17% | Mar 2026 |
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| First Affirmative Financial Network | 46k | $1.2M | 0% | Mar 2026 |
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| LaSalle St. Investment Advisors | 38k | $1.0M | -1% | Mar 2026 |
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| WCG Wealth Advisors | 38k | $1.0M | -17% | Mar 2026 |
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| Laird Norton Tyee Trust | 36k | $990k | 100% | Dec 2025 |
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| Mirae Asset Securities | 36k | $962k | 162% | Mar 2026 |
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| Envestnet Asset Management | 31k | $827k | 220% | Mar 2026 |
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| Advisor Group Holdings | 30k | $815k | 0% | Dec 2025 |
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| Pathstone Holdings | 27k | $729k | -2% | Mar 2026 |
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| Sanctuary Advisors | 23k | $611k | 100% | Mar 2026 |
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| HighTower Advisors | 19k | $520k | 0% | Mar 2026 |
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| Royal Bank of Canada | 16k | $436k | -2% | Mar 2026 |
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| Aegis Wealth Management | 14k | $378k | 0% | Mar 2026 |
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| Tower Research Capital | 11k | $293k | 79% | Dec 2025 |
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| Morgan Stanley | 9.4k | $251k | 0% | Mar 2026 |
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| Colony | 7.9k | $214k | 0% | Dec 2025 |
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| Rossby Financial, LCC | 7.5k | $202k | 1% | Mar 2026 |
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| FMR | 5.9k | $161k | 0% | Dec 2025 |
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| Farther Finance Advisors | 5.6k | $153k | 4% | Mar 2026 |
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| Millstone Evans Group | 4.7k | $126k | 0% | Mar 2026 |
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| TFC Financial Management | 4.5k | $121k | 0% | Mar 2026 |
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| Asset Dedication | 4.1k | $110k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 3.2k | $85k | 0% | Mar 2026 |
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| Assetmark | 2.7k | $74k | -38% | Mar 2026 |
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| Golden State Equity Partners | 2.4k | $64k | 100% | Mar 2026 |
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| ORG Partners | 2.4k | $65k | -34% | Dec 2025 |
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| Pnc Financial Services | 1.7k | $46k | 0% | Mar 2026 |
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| AE Wealth Management | 1.2k | $33k | 0% | Mar 2026 |
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| CWM | 536.00 | $15k | 0% | Dec 2025 |
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| Harbour Investments | 302.00 | $8.1k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 168.00 | $4.4k | 0% | Mar 2026 |
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| Sankala Group | 124.00 | $3.3k | -64% | Mar 2026 |
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| O'shaughnessy Asset Management | 57.00 | $1.5k | 100% | Mar 2026 |
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| UBS Group | 11.00 | $295.000200 | -96% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $23.000000 | 0% | Mar 2026 |
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Who sold out of Stance Sustainable Beta Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2025 | 16k | $425k |
| Denver Wealth Management | Dec 2025 | 11k | $310k |
| Figure 8 Investment Strategies | Dec 2025 | 7.4k | $201k |
| Evolution Advisers | Dec 2025 | 1.5k | $41k |
| Kestra Advisory Services | Dec 2025 | 1.0k | $28k |
| Jpmorgan Chase & Co | Sep 2025 | 194.00 | $5.3k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 92.00 | $2.5k |