Stance Sustainable Beta ETFCHGXETF
13F holders, Q2 2026 (June 30)44holders
7new positions
4sold out
1famous investor
$32.69avg. 13F price*
At the end of Q2 2026, 44 institutions reported holding Stance Sustainable Beta ETF (CHGX) in their 13F filings, unchanged from Q1 2026. 7 opened new positions and 4 sold out. The largest holders were PFG Investments, LLC ($15.5M), Natural Investments, LLC ($12.3M) and WCG Wealth Advisors LLC ($12.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Stance Sustainable Beta ETF
- Filed as
- EA SERIES TRUST (Q2 2026)
- CUSIP
- 02072L151
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.3M |
| Exits | 4 | $2.5M |
All 13F filers, Q1 2026 → Q2 2026: 575,924 shares bought and 160,381 shares sold, net +415,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| PFG Investments, LLC | 0.60% | Add +9.3% | 465,343 | $15.5M |
| Natural Investments, LLC | 2.70% | Add +17.4% | 369,592 | $12.3M |
| WCG Wealth Advisors LLC | 0.28% | Add +850.1% | 360,215 | $12.0M |
| Stance Capital LLC | 2.75% | Add +2.3% | 272,253 | $9.0M |
| World Investment Advisors | 0.09% | No change | 206,809 | $5.5M |
| Colorado Capital Management, Inc. | 1.79% | Reduce -2.7% | 157,978 | $5.2M |
| Westfuller Advisors, LLC | 1.26% | Reduce -6.3% | 104,651 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.0% | 81,441 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.6% | 71,013 | $2.4M |
| Seeds Investor LLC | 0.21% | Add +30.0% | 62,295 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -20.5% | 52,790 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +68.1% | 51,848 | $1.7M |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +3.2% | 39,488 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | New | 30,496 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | No change | 27,164 | $902K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 19,523 | $648K |
| Moss Adams Wealth Advisors LLC | 0.04% | New | 18,986 | $630K |
| Modern Wealth Management, LLC | 0.01% | New | 16,451 | $546K |
| Royal Bank of Canada | 0.00% | Reduce -0.0% | 16,263 | $540K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 14,925 | $496K |
| Aegis Wealth Management LLC | 0.22% | No change | 14,096 | $468K |
| Citadel Advisors | 0.00% | New | 14,053 | $467K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -40.4% | 13,582 | $451K |
| Farther Finance Advisors, LLC | 0.00% | Add +88.8% | 10,649 | $354K |
| Mirae Asset Securities (usa) Inc. | 0.01% | Reduce -72.8% | 9,760 | $324K |
| Morgan Stanley | 0.00% | No change | 9,356 | $311K |
| Focus Partners Wealth | 0.00% | No change | 7,860 | $261K |
| Rossby Financial, LCC | 0.05% | Add +4.3% | 7,774 | $258K |
| Creative Planning | 0.00% | New | 7,323 | $243K |
| Wedbush Securities Inc. | 0.01% | New | 7,065 | $235K |
| New Insight Wealth Advisors | 0.06% | New | 6,073 | $202K |
| FMR LLC | 0.00% | No change | 5,911 | $196K |
| Millstone Evans Group, LLC | 0.08% | No change | 4,699 | $156K |
| TFC Financial Management, Inc. | 0.02% | No change | 4,522 | $150K |
| Asset Dedication, LLC | 0.01% | No change | 4,115 | $137K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,159 | $105K |
| JPMorgan Chase & Co. | 0.00% | Add +264.4% | 2,689 | $89K |
| Assetmark, Inc. | 0.00% | Reduce -21.0% | 2,167 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,729 | $57K |
| AE Wealth Management LLC | 0.00% | No change | 1,211 | $40K |
| Harbour Investments, Inc. | 0.00% | No change | 302 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 168 | $6K |
| Sankala Group LLC | 0.00% | No change | 124 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 57 | $2K |
"% of holder's portfolio" is CHGX's weight in each manager's 13F, not the share of Stance Sustainable Beta ETF the manager owns.