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Stance Sustainable Beta ETF (CHGX) Institutional Ownership

$25.94 +0.12 (+0.46%)
As of 03:13 PM Eastern

Institutional Ownership Changes (13F Filings) for Stance Sustainable Beta ETF (NASDAQ:CHGX)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.28M
Number of
Institutional Sellers
(last 12 months)
1
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Stance Sustainable Beta ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025 Westfuller Advisors LLC130,029$3.39M1.9%+55.6%2.555%
7/11/2025 Farther Finance Advisors LLC2,616$68K0.0%N/A0.051%
5/14/2025WCG Wealth Advisors LLC234,869$8.65M0.7%-8.3%3.967%
4/28/2025Rossby Financial LCC5,761$212K0.1%N/A0.097%
(Data available from 1/1/2016 forward)

CHGX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CHGX shares?

During the previous two years, the following institutional investors and hedge funds held shares of Stance Sustainable Beta ETF shares: WCG Wealth Advisors LLC ($8.65M), Westfuller Advisors LLC ($3.39M), and Rossby Financial LCC ($212K), Farther Finance Advisors LLC ($68K).Learn more on Stance Sustainable Beta ETF's institutional investors.

Which institutional investors have been buying Stance Sustainable Beta ETF's stock?

The following institutional investors have purchased Stance Sustainable Beta ETF's stock in the last 24 months: Westfuller Advisors LLC ($46.45K), Rossby Financial LCC ($5.76K), and Farther Finance Advisors LLC ($2.62K).

How much institutional buying is happening at Stance Sustainable Beta ETF?

Institutional investors have bought a total of 54,823 shares in the last 24 months. This purchase volume represents approximately $1.28M in transactions.

Which of Stance Sustainable Beta ETF's major shareholders have been selling company stock?

The following institutional investors have sold Stance Sustainable Beta ETF stock in the last 24 months: WCG Wealth Advisors LLC ($21.14K).

How much institutional selling is happening at Stance Sustainable Beta ETF?

Institutional investors have sold a total of 21,141 shares in the last 24 months. This volume of shares sold represents approximately $0.00 in transactions.



This page (NASDAQ:CHGX) was last updated on 7/16/2025 by MarketBeat.com Staff
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