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Stance Sustainable Beta ETF (CHGX)

CUSIP: 02072L151 | NYSE | 66 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Colorado Capital Management, Inc.155,106
4.5% of portfolio›$5.1M
Commonwealth Equity Services, LLC68,819
0.0% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.65,697
0.0% of portfolio›$2.2M
First Affirmative Financial Network46,800
0.3% of portfolio›$1.5M
Moss Adams Wealth Advisors LLC18,986
0.0% of portfolio›$626.2K
Farther Finance Advisors, LLC13,709
0.0% of portfolio›$452.2K
Creative Planning7,323
0.0% of portfolio›$241.5K
Wedbush Securities Inc7,065
0.0% of portfolio›$233.0K
TFC Financial Management, Inc.4,522
0.0% of portfolio›$149.1K
Asset Dedication, LLC4,115
0.0% of portfolio›$135.7K
Ascentis Independent Advisors2,376
0.0% of portfolio›$78.4K
Assetmark, Inc2,005
0.0% of portfolio›$66.1K
StyleTurnoverLocationFiled
Colorado Capital Management, Inc.
155,106$5.1M4.5%ETFVery LowBoulder, CO2026-10-15
Commonwealth Equity Services, LLC
68,819$2.3M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
65,697$2.2M0.0%ETFLowFairfield, IA2026-11-02
First Affirmative Financial Network
46,800$1.5M0.3%CoreN/AColorado Springs, CO2026-10-21
Moss Adams Wealth Advisors LLC
18,986$626.2K0.0%ETFLowSeattle, WA2026-10-28
Farther Finance Advisors, LLC
13,709$452.2K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Planning
7,323$241.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Wedbush Securities Inc
7,065$233.0K0.0%CoreLowPasadena, CA2026-10-22
TFC Financial Management, Inc.
4,522$149.1K0.0%ETFVery LowBoston, MA2026-10-26
Asset Dedication, LLC
4,115$135.7K0.0%ETFLowSan Francisco, CA2026-11-03
Ascentis Independent Advisors
2,376$78.4K0.0%ETFLowDallas, TX2026-11-03
Assetmark, Inc
2,005$66.1K0.0%ETFLowConcord, CA2026-10-21