Stance Sustainable Beta ETFCHGXETF
13F holders, Q3 2025 (September 30)41holders +1
7new positions
6sold out
$27.30avg. 13F price*
At the end of Q3 2025, 41 institutions reported holding Stance Sustainable Beta ETF (CHGX) in their 13F filings, up 1 from Q2 2025. 7 opened new positions and 6 sold out. The largest holders were PFG Investments, LLC ($11.0M), World Investment Advisors ($5.7M) and Westfuller Advisors, LLC ($3.3M).
- Company
- Stance Sustainable Beta ETF
- Filed as
- EA SERIES TRUST (Q3 2025)
- CUSIP
- 02072L151
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.9M |
| Exits | 6 | $9.8M |
All 13F filers, Q2 2025 → Q3 2025: 125,706 shares bought and 549,341 shares sold, net −423,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| PFG Investments, LLC | 0.57% | Reduce -0.6% | 401,587 | $11.0M |
| World Investment Advisors | 0.12% | No change | 207,149 | $5.7M |
| Westfuller Advisors, LLC | 1.50% | Reduce -7.2% | 120,660 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.2% | 86,376 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.7% | 72,535 | $2.0M |
| LPL Financial LLC | 0.00% | Add +8.4% | 63,996 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 57,568 | $1.6M |
| Stance Capital LLC | 0.50% | New | 49,964 | $1.4M |
| First Affirmative Financial Network | 0.59% | Add +0.0% | 45,592 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | No change | 36,394 | $994K |
| Seeds Investor LLC | 0.21% | Add +3.8% | 35,850 | $979K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.4% | 33,058 | $903K |
| LaSalle St. Investment Advisors, LLC | 0.15% | New | 31,267 | $853K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.4% | 29,690 | $811K |
| Pathstone Holdings, LLC | 0.00% | Add +44.5% | 27,792 | $759K |
| Figure 8 Investment Strategies LLC | 0.65% | Reduce -42.7% | 26,771 | $731K |
| HighTower Advisors, LLC | 0.00% | Add +5.6% | 20,341 | $555K |
| Royal Bank of Canada | 0.00% | No change | 16,664 | $455K |
| UBS Group AG | 0.00% | Add +19.9% | 16,287 | $445K |
| Aegis Wealth Management LLC | 0.21% | New | 14,096 | $385K |
| Arjuna Capital | 0.09% | No change | 12,951 | $354K |
| Denver Wealth Management, Inc. | 0.12% | Reduce -1.6% | 11,820 | $323K |
| Morgan Stanley | 0.00% | No change | 9,357 | $255K |
| Mirae Asset Securities (usa) Inc. | 0.01% | Reduce -75.8% | 8,223 | $225K |
| Creative Planning | 0.00% | No change | 8,041 | $220K |
| Focus Partners Wealth | 0.00% | No change | 7,860 | $215K |
| Rossby Financial, LCC | 0.07% | Add +28.1% | 7,377 | $203K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -55.6% | 6,020 | $164K |
| FMR LLC | 0.00% | Add +3.3% | 5,911 | $161K |
| Assetmark, Inc. | 0.00% | New | 4,953 | $135K |
| Millstone Evans Group, LLC | 0.08% | New | 4,699 | $128K |
| TFC Financial Management, Inc. | 0.02% | No change | 4,491 | $123K |
| Asset Dedication, LLC | 0.01% | No change | 4,115 | $112K |
| ORG Partners LLC | 0.02% | No change | 3,608 | $99K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,159 | $86K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,616 | $71K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.7% | 1,729 | $47K |
| Cwm, LLC | 0.00% | No change | 536 | $15K |
| JPMorgan Chase & Co. | 0.00% | New | 194 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 168 | $5K |
| Alerus Financial NA | 0.00% | New | 94 | $3K |
"% of holder's portfolio" is CHGX's weight in each manager's 13F, not the share of Stance Sustainable Beta ETF the manager owns.