Stance Sustainable Beta ETFCHGXETF
13F holders, Q4 2025 (December 31)46holders +5
8new positions
3sold out
$27.19avg. 13F price*
At the end of Q4 2025, 46 institutions reported holding Stance Sustainable Beta ETF (CHGX) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 3 sold out. The largest holders were PFG Investments, LLC ($11.5M), Natural Investments, LLC ($8.2M) and Stance Capital LLC ($7.1M).
- Company
- Stance Sustainable Beta ETF
- Filed as
- EA SERIES TRUST (Q4 2025)
- CUSIP
- 02072L151
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $11.0M |
| Exits | 3 | $576K |
All 13F filers, Q3 2025 → Q4 2025: 678,076 shares bought and 101,749 shares sold, net +576,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| PFG Investments, LLC | 0.54% | Add +5.7% | 424,416 | $11.5M |
| Natural Investments, LLC | 2.05% | New | 303,029 | $8.2M |
| Stance Capital LLC | 2.60% | Add +420.3% | 259,956 | $7.1M |
| World Investment Advisors | 0.09% | Reduce -0.2% | 206,809 | $5.6M |
| Westfuller Advisors, LLC | 1.20% | Reduce -9.6% | 109,052 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.5% | 79,904 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.4% | 72,252 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.4% | 68,161 | $1.9M |
| LPL Financial LLC | 0.00% | Add +5.2% | 67,312 | $1.8M |
| WCG Wealth Advisors LLC | 0.03% | New | 45,682 | $1.2M |
| Seeds Investor LLC | 0.21% | Add +14.1% | 40,919 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +23.5% | 38,628 | $1.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 36,394 | $989K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 29,767 | $809K |
| Pathstone Holdings, LLC | 0.00% | No change | 27,792 | $756K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.7% | 19,396 | $527K |
| Royal Bank of Canada | 0.00% | No change | 16,664 | $453K |
| Flow Traders U.S. LLC | 0.01% | New | 15,634 | $425K |
| Aegis Wealth Management LLC | 0.22% | No change | 14,096 | $383K |
| Mirae Asset Securities (usa) Inc. | 0.01% | Add +66.8% | 13,712 | $373K |
| Denver Wealth Management, Inc. | 0.11% | Reduce -3.5% | 11,402 | $310K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +79.0% | 10,779 | $293K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -70.9% | 9,628 | $262K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 9,356 | $254K |
| Focus Partners Wealth | 0.00% | No change | 7,860 | $214K |
| Figure 8 Investment Strategies LLC | 0.18% | Reduce -72.3% | 7,407 | $201K |
| Rossby Financial, LCC | 0.06% | No change | 7,377 | $201K |
| FMR LLC | 0.00% | No change | 5,911 | $161K |
| Farther Finance Advisors, LLC | 0.00% | Add +108.0% | 5,442 | $148K |
| Millstone Evans Group, LLC | 0.08% | No change | 4,699 | $128K |
| TFC Financial Management, Inc. | 0.02% | Add +0.7% | 4,522 | $123K |
| Assetmark, Inc. | 0.00% | Reduce -11.3% | 4,396 | $120K |
| Asset Dedication, LLC | 0.01% | No change | 4,115 | $112K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,159 | $86K |
| ORG Partners LLC | 0.01% | Reduce -34.1% | 2,376 | $65K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,729 | $47K |
| Evolution Advisers, Inc. | 0.02% | New | 1,513 | $41K |
| JPMorgan Chase & Co. | 0.00% | Add +596.9% | 1,352 | $37K |
| AE Wealth Management LLC | 0.00% | New | 1,211 | $33K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,020 | $28K |
| Cwm, LLC | 0.00% | No change | 536 | $15K |
| Sankala Group LLC | 0.01% | — | 345 | $10K |
| UBS Group AG | 0.00% | Reduce -98.3% | 274 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 168 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 92 | $3K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $23 |
"% of holder's portfolio" is CHGX's weight in each manager's 13F, not the share of Stance Sustainable Beta ETF the manager owns.