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Stance Sustainable Beta ETF (CHGX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Colorado Capital Management, Inc.
DECREASED
Shares155,106 from 157,978
Change-2,872 (-2%)
Value$5.1M (-$130.0K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares68,819 from 71,013
Change-2,194 (-3%)
Value$2.3M (-$88.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares65,697 from 81,441
Change-15,744 (-19%)
Value$2.2M (-$537.0K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares46,800
Change+46,800
Value$1.5M
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares18,986 from 18,986
Change0 (0%)
Value$626.2K (-$4.2K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares13,709 from 10,649
Change+3,060 (+29%)
Value$452.2K (+$98.5K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares8,547 from 7,774
Change+773 (+10%)
Value$281.9K (+$23.8K)
Filed 2026-11-05
Creative Planning
UNCHANGED
Shares7,323 from 7,323
Change0 (0%)
Value$241.5K (-$1.6K)
Filed 2026-11-02
Wedbush Securities Inc
UNCHANGED
Shares7,065 from 7,065
Change0 (0%)
Value$233.0K (-$2.0K)
Filed 2026-10-22
TFC Financial Management, Inc.
UNCHANGED
Shares4,522 from 4,522
Change0 (0%)
Value$149.1K (-$1.0K)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares4,115 from 4,115
Change0 (0%)
Value$135.7K (-$921)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares2,376
Change+2,376
Value$78.4K
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares2,005 from 2,167
Change-162 (-7%)
Value$66.1K (-$5.8K)
Filed 2026-10-21
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 9,760
Change-9,760 (-100%)
Value$0 (-$324.1K)
Filed 2026-10-15
PFG Investments, LLC
N/A
Shares— from 465,343
Change-465,343 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 369,592
Change-369,592 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 360,215
Change-360,215 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 272,253
Change-272,253 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 206,809
Change-206,809 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 104,651
Change-104,651 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 62,295
Change-62,295 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 52,790
Change-52,790 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 51,848
Change-51,848 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 39,488
Change-39,488 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,496
Change-30,496 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 27,164
Change-27,164 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 19,523
Change-19,523 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 16,451
Change-16,451 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 16,263
Change-16,263 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 14,925
Change-14,925 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 14,096
Change-14,096 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,053
Change-14,053 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,582
Change-13,582 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,356
Change-9,356 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,911
Change-5,911 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,699
Change-4,699 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Colorado Capital Management, Inc.
DECREASED155,106157,978-2,872-2%$5.2M$5.1M-$130.0K2026-10-15
Commonwealth Equity Services, LLC
DECREASED68,81971,013-2,194-3%$2.4M$2.3M-$88.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED65,69781,441-15,744-19%$2.7M$2.2M-$537.0K2026-11-02
First Affirmative Financial Network
NEW46,800—+46,800——$1.5M—2026-10-21
Moss Adams Wealth Advisors LLC
UNCHANGED18,98618,98600%$630.5K$626.2K-$4.2K2026-10-28
Farther Finance Advisors, LLC
INCREASED13,70910,649+3,060+29%$353.6K$452.2K+$98.5K2026-10-08
Rossby Financial, LCC
INCREASED8,5477,774+773+10%$258.2K$281.9K+$23.8K2026-11-05
Creative Planning
UNCHANGED7,3237,32300%$243.2K$241.5K-$1.6K2026-11-02
Wedbush Securities Inc
UNCHANGED7,0657,06500%$235.0K$233.0K-$2.0K2026-10-22
TFC Financial Management, Inc.
UNCHANGED4,5224,52200%$150.2K$149.1K-$1.0K2026-10-26
Asset Dedication, LLC
UNCHANGED4,1154,11500%$136.6K$135.7K-$9212026-11-03
Ascentis Independent Advisors
NEW2,376—+2,376——$78.4K—2026-11-03
Assetmark, Inc
DECREASED2,0052,167-162-7%$72.0K$66.1K-$5.8K2026-10-21
Mirae Asset Securities (USA) Inc.
CLOSED09,760-9,760-100%$324.1K$0-$324.1K2026-10-15
PFG Investments, LLC
N/A—465,343-465,343-100%$15.5M———
Natural Investments, LLC
N/A—369,592-369,592-100%$12.3M———
WCG Wealth Advisors LLC
N/A—360,215-360,215-100%$12.0M———
Stance Capital LLC
N/A—272,253-272,253-100%$9.0M———
World Investment Advisors
N/A—206,809-206,809-100%$5.5M———
Westfuller Advisors, LLC
N/A—104,651-104,651-100%$3.5M———
Seeds Investor LLC
N/A—62,295-62,295-100%$2.1M———
LPL Financial LLC
N/A—52,790-52,790-100%$1.8M———
Envestnet Asset Management Inc
N/A—51,848-51,848-100%$1.7M———
LaSalle St. Investment Advisors, LLC
N/A—39,488-39,488-100%$1.3M———
Osaic Holdings, Inc.
N/A—30,496-30,496-100%$1.0M———
Pathstone Holdings, LLC
N/A—27,164-27,164-100%$902.0K———
HighTower Advisors, LLC
N/A—19,523-19,523-100%$648.3K———
Modern Wealth Management, LLC
N/A—16,451-16,451-100%$546.3K———
Royal Bank of Canada
N/A—16,263-16,263-100%$540.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—14,925-14,925-100%$495.6K———
Aegis Wealth Management LLC
N/A—14,096-14,096-100%$468.1K———
Citadel Advisors LLC
N/A—14,053-14,053-100%$466.7K———
Sanctuary Advisors, LLC
N/A—13,582-13,582-100%$451.0K———
Morgan Stanley
N/A—9,356-9,356-100%$310.7K———
Focus Partners Wealth
N/A—7,860-7,860-100%$261.0K———
New Insight Wealth Advisors
N/A—6,073-6,073-100%$201.7K———
FMR LLC
N/A—5,911-5,911-100%$196.3K———
Millstone Evans Group, LLC
N/A—4,699-4,699-100%$156.0K———
Steward Partners Investment Advisory, LLC
N/A—3,159-3,159-100%$104.9K———
JPMorgan Chase & Co
N/A—2,689-2,689-100%$88.7K———
PNC Financial Services Group, Inc.
N/A—1,729-1,729-100%$57.4K———
AE Wealth Management LLC
N/A—1,211-1,211-100%$40.2K———
Harbour Investments, Inc.
N/A—302-302-100%$10.0K———
Smartleaf Asset Management LLC
N/A—168-168-100%$5.5K———
Sankala Group LLC
N/A—124-124-100%$4.2K———
O'shaughnessy Asset Management, LLC
N/A—57-57-100%$1.9K———
Wells Fargo & Company
N/A—00—$10———
Showing 47 of 47 institutions