AXS Change Finance ESG ETF (CHGX) Institutional Ownership $37.30 -0.10 (-0.27%) As of 03/27/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for AXS Change Finance ESG ETF (NYSEARCA:CHGX)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$1.25MNumber ofInstitutional Sellers(last 12 months)0 Get CHGX Insider Trade Alerts Want to know when executives and insiders are buying or selling AXS Change Finance ESG ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CHGX Institutional Buying and Selling by Quarter Remove Ads AXS Change Finance ESG ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/11/2025 Millstone Evans Group LLC3,021$115K0.1%N/A0.088% 8/12/2024 WCG Wealth Advisors LLC253,075$9.15M0.7%+13.0%7.336% 7/16/2024 ORG Partners LLC2,320$84K0.0%N/A0.067% 11/13/2023 WCG Wealth Advisors LLC224,642$7.09M0.5%-0.9%5.616% 8/23/2022 WCG Wealth Advisors LLC185,217$4.85M0.7%N/A5.145% 8/23/2022 Captrust Financial Advisors4,056$106K0.0%N/A0.113% 8/13/2022 Concourse Financial Group Securities Inc.11,383$298K0.0%+10.2%0.316% 7/19/2022 Commonwealth Equity Services LLC75,115$1.97M0.0%+9.9%2.087% 7/13/2022 Private Advisor Group LLC18,390$482K0.0%N/A0.511% 5/11/2022Raymond James Financial Services Advisors Inc.106,580$3.35M0.0%+72.5%2.768% 5/10/2022 Mercer Global Advisors Inc. ADV15,655$491K0.0%-6.0%0.407% 5/9/2022 Concourse Financial Group Securities Inc.10,331$324K0.0%+6.6%0.268% 5/5/2022Financial Architects Inc11,496$361K0.1%+20.6%0.299% 5/4/2022 Commonwealth Equity Services LLC68,318$2.14M0.0%+5.1%1.774% 5/2/2022 Steward Partners Investment Advisory LLC2,031$64K0.0%N/A0.053% (Data available from 1/1/2016 forward)Remove Ads 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 AXS Change Finance ESG ETF shares: WCG Wealth Advisors LLC ($9.15M), and Millstone Evans Group LLC ($115K), ORG Partners LLC ($84K).Learn more on CHGX's institutional investors. Which institutional investors have been buying AXS Change Finance ESG ETF stock? The following institutional investors have purchased AXS Change Finance ESG ETF stock in the last 24 months: WCG Wealth Advisors LLC ($29.06K), Millstone Evans Group LLC ($3.02K), and ORG Partners LLC ($2.32K). How much institutional buying is happening at AXS Change Finance ESG ETF? Institutional investors have bought a total of 34,399 shares in the last 24 months. This purchase volume represents approximately $1.25M in transactions. Which AXS Change Finance ESG ETF major shareholders have been selling company stock? The following institutional investors have sold AXS Change Finance ESG ETF stock in the last 24 months: WCG Wealth Advisors LLC ($2.08K). How much institutional selling is happening at AXS Change Finance ESG ETF? Institutional investors have sold a total of 2,080 shares in the last 24 months. This volume of shares sold represents approximately $61.57K in transactions. 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