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 | 465k | $16M | 9% | Jun 2026 |
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| Natural Investments | 370k | $12M | 17% | Jun 2026 |
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| WCG Wealth Advisors | 360k | $12M | 850% | Jun 2026 |
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| Stance Capital | 272k | $9.0M | 2% | Jun 2026 |
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| Pensionmark Financial Group | 207k | $5.5M | 0% | Jun 2026 |
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| Colorado Capital Management | 158k | $5.2M | -3% | Jun 2026 |
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| Westfuller Advisors | 105k | $3.5M | -6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 81k | $2.7M | 12% | Jun 2026 |
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| Commonwealth Equity Services | 71k | $2.4M | -8% | Jun 2026 |
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| Seeds Investor | 62k | $2.1M | 30% | Jun 2026 |
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| LPL Financial | 53k | $1.8M | -20% | Jun 2026 |
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| Envestnet Asset Management | 52k | $1.7M | 68% | Jun 2026 |
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| First Affirmative Financial Network | 46k | $1.2M | 100% | Mar 2026 |
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| LaSalle St. Investment Advisors | 40k | $1.3M | 3% | Jun 2026 |
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| Advisor Group Holdings | 31k | $1.0M | 100% | Jun 2026 |
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| Pathstone Holdings | 27k | $902k | 0% | Jun 2026 |
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| HighTower Advisors | 20k | $648k | 1% | Jun 2026 |
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| Moss Adams Wealth Advisors | 19k | $631k | 100% | Jun 2026 |
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| Modern Wealth Management | 17k | $546k | 100% | Jun 2026 |
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| Royal Bank of Canada | 16k | $540k | 0% | Jun 2026 |
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| Laird Norton Tyee Trust | 15k | $496k | 0% | Jun 2026 |
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| Aegis Wealth Management | 14k | $468k | 0% | Jun 2026 |
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| Citadel Advisors | 14k | $467k | 100% | Jun 2026 |
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| Sanctuary Advisors | 14k | $451k | -40% | Jun 2026 |
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| Farther Finance Advisors | 11k | $354k | 89% | Jun 2026 |
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| Mirae Asset Securities | 9.8k | $324k | -73% | Jun 2026 |
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| Morgan Stanley | 9.4k | $251k | 0% | Mar 2026 |
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| Colony | 7.9k | $261k | 0% | Jun 2026 |
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| Rossby Financial, LCC | 7.8k | $258k | 4% | Jun 2026 |
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| Creative Planning | 7.3k | $243k | 100% | Jun 2026 |
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| Wedbush Morgan Securities | 7.1k | $235k | 100% | Jun 2026 |
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| New Insight Wealth Advisors | 6.1k | $202k | 100% | Jun 2026 |
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| FMR | 5.9k | $196k | 0% | Jun 2026 |
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| Millstone Evans Group | 4.7k | $156k | 0% | Jun 2026 |
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| TFC Financial Management | 4.5k | $150k | 0% | Jun 2026 |
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| Asset Dedication | 4.1k | $137k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.2k | $105k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 2.7k | $89k | 100% | Jun 2026 |
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| Assetmark | 2.2k | $72k | -21% | Jun 2026 |
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| Mercer Global Advisors | 1.9k | $64k | 100% | Jun 2026 |
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| Pnc Financial Services | 1.7k | $57k | 0% | Jun 2026 |
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| AE Wealth Management | 1.2k | $40k | 0% | Jun 2026 |
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| CWM | 536.00 | $14k | 0% | Mar 2026 |
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| Harbour Investments | 302.00 | $10k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 168.00 | $5.5k | 0% | Jun 2026 |
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| Sankala Group | 124.00 | $4.2k | 0% | Jun 2026 |
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| O'shaughnessy Asset Management | 57.00 | $1.9k | 0% | Jun 2026 |
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Who sold out of Stance Sustainable Beta Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Mar 2026 | 71k | $1.9M |
| Tower Research Capital | Mar 2026 | 20k | $544k |
| Golden State Equity Partners | Mar 2026 | 2.4k | $64k |