Stance Sustainable Beta ETFCHGXETF
13F holders, Q1 2026 (March 31)44holders −2
5new positions
7sold out
$26.86avg. 13F price*
At the end of Q1 2026, 44 institutions reported holding Stance Sustainable Beta ETF (CHGX) in their 13F filings, down 2 from Q4 2025. 5 opened new positions and 7 sold out. The largest holders were PFG Investments, LLC ($11.4M), Natural Investments, LLC ($8.4M) and Stance Capital LLC ($7.1M).
- Company
- Stance Sustainable Beta ETF
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072L151
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.0M |
| Exits | 7 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 274,605 shares bought and 105,513 shares sold, net +169,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| PFG Investments, LLC | 0.53% | Add +0.3% | 425,708 | $11.4M |
| Natural Investments, LLC | 2.08% | Add +3.9% | 314,876 | $8.4M |
| Stance Capital LLC | 3.46% | Add +2.4% | 266,204 | $7.1M |
| World Investment Advisors | 0.09% | No change | 206,809 | $5.5M |
| Colorado Capital Management, Inc. | 1.62% | New | 162,346 | $4.4M |
| Westfuller Advisors, LLC | 1.29% | Add +2.5% | 111,747 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 76,840 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.7% | 72,707 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.8% | 70,947 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 66,399 | $1.8M |
| Seeds Investor LLC | 0.19% | Add +17.1% | 47,904 | $1.4M |
| First Affirmative Financial Network | 0.47% | — | 45,517 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -1.0% | 38,249 | $1.0M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -17.0% | 37,913 | $1.0M |
| Mirae Asset Securities (usa) Inc. | 0.05% | Add +161.5% | 35,863 | $962K |
| Envestnet Asset Management Inc. | 0.00% | Add +220.3% | 30,842 | $827K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.3% | 27,164 | $729K |
| Sanctuary Advisors, LLC | 0.00% | New | 22,769 | $611K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +88.1% | 20,279 | $544K |
| HighTower Advisors, LLC | 0.00% | No change | 19,396 | $520K |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 16,264 | $436K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -59.0% | 14,925 | $400K |
| Aegis Wealth Management LLC | 0.22% | No change | 14,096 | $378K |
| Morgan Stanley | 0.00% | No change | 9,356 | $251K |
| Focus Partners Wealth | 0.00% | No change | 7,860 | $211K |
| Rossby Financial, LCC | 0.04% | Add +1.1% | 7,455 | $202K |
| FMR LLC | 0.00% | No change | 5,911 | $159K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.7% | 5,641 | $153K |
| Millstone Evans Group, LLC | 0.08% | No change | 4,699 | $126K |
| TFC Financial Management, Inc. | 0.01% | No change | 4,522 | $121K |
| Asset Dedication, LLC | 0.01% | No change | 4,115 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,159 | $85K |
| Assetmark, Inc. | 0.00% | Reduce -37.6% | 2,743 | $74K |
| Ascentis Independent Advisors | 0.00% | New | 2,376 | $64K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,729 | $46K |
| AE Wealth Management LLC | 0.00% | No change | 1,211 | $32K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.4% | 738 | $19K |
| Cwm, LLC | 0.00% | No change | 536 | $14K |
| Harbour Investments, Inc. | 0.00% | New | 302 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 168 | $4K |
| Sankala Group LLC | 0.00% | Reduce -64.1% | 124 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 57 | $2K |
| UBS Group AG | 0.00% | Reduce -96.0% | 11 | $295 |
| Wells Fargo & Company | 0.00% | No change | 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.