Stance Sustainable Beta ETFCHGX ETF 13F holders, Q2 2025 (June 30) 40 holders +39
40 new positions
0 sold out
$26.07 avg. 13F price*
At the end of Q2 2025 , 40 institutions reported holding Stance Sustainable Beta ETF (CHGX) in their 13F filings, up 39 from Q1 2025. 40 opened new positions and 0 sold out. The largest holders were PFG Investments, LLC ($10.5M), Natural Investments, LLC ($7.6M) and World Investment Advisors ($5.4M).
Company Stance Sustainable Beta ETF
Filed as EA SERIES TRUST (Q2 2025)
CUSIP 02072L151
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025 Institutions Total Value New Positions 40 $49.1M Exits 0 $0
All 13F filers, Q1 2025 → Q2 2025: 1,883,039 shares bought, net +1,883,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders Portfolio Manager % of Holder's Portfolio Change vs Q1 2025 Shares Value ▼ PFG Investments, LLC 0.62% New 404,114 $10.5M Natural Investments, LLC 1.96% New 290,098 $7.6M World Investment Advisors 0.12% New 207,149 $5.4M Westfuller Advisors, LLC 1.93% New 130,029 $3.4M Osaic Holdings, Inc. 0.00% New 103,716 $2.7M Commonwealth Equity Services, LLC 0.00% New 91,084 $2.4M Private Advisor Group, LLC 0.01% New 84,056 $2.2M LPL Financial LLC 0.00% New 59,018 $1.5M Cambridge Investment Research Advisors, Inc. 0.00% New 58,734 $1.5M Envestnet Asset Management Inc. 0.00% New 48,869 $1.3M WCG Wealth Advisors LLC 0.08% New 48,241 $1.3M Figure 8 Investment Strategies LLC 1.19% New 46,696 $1.2M First Affirmative Financial Network 0.61% New 45,572 $1.2M Laird Norton Wetherby Wealth Management, LLC 0.04% — 36,394 $949K Seeds Investor LLC 0.21% New 34,552 $901K Mirae Asset Securities (usa) Inc. 0.04% New 34,043 $888K HighTower Advisors, LLC 0.00% New 19,264 $502K Pathstone Holdings, LLC 0.00% New 19,236 $501K Cetera Investment Advisers 0.00% New 17,975 $469K Royal Bank of Canada 0.00% New 16,664 $434K HRT Financial LP 0.00% New 16,503 $430K UBS Group AG 0.00% New 13,581 $354K Tower Research Capital LLC (TRC) 0.01% New 13,549 $353K Arjuna Capital 0.09% New 12,951 $338K Denver Wealth Management, Inc. 0.13% New 12,011 $313K Morgan Stanley 0.00% New 9,357 $244K Creative Planning 0.00% New 8,041 $210K Focus Partners Wealth 0.00% New 7,860 $205K Rossby Financial, LCC 0.06% No change 5,761 $150K FMR LLC 0.00% New 5,723 $149K TFC Financial Management, Inc. 0.02% New 4,491 $117K Asset Dedication, LLC 0.01% New 4,115 $107K ORG Partners LLC 0.02% New 3,608 $94K Raymond James Financial Inc. 0.00% New 3,473 $91K Steward Partners Investment Advisory, LLC 0.00% New 3,159 $82K Farther Finance Advisors, LLC 0.00% New 2,616 $68K PNC Financial Services Group, Inc. 0.00% New 2,181 $57K Cwm, LLC 0.00% New 536 $14K Smartleaf Asset Management LLC 0.00% New 168 $4K CIBC Private Wealth Group LLC 0.00% New 6 $156
"% of holder's portfolio" is CHGX's weight in each manager's 13F, not the share of Stance Sustainable Beta ETF the manager owns.