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Public ownership evidence

Stance Sustainable Beta ETF (CHGX) Ownership Disclosures

Read CHGX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Sankala Group LLC2026-06-302026-08-19124$4,186None
STANCE CAPITAL LLC2026-06-302026-08-15211,540$7,024,630None
STANCE CAPITAL LLC2026-06-302026-08-1560,713$2,016,103None
Modern Wealth Management, LLC2026-06-302026-08-1516,451$546,290None
WCG Wealth Advisors LLC2026-06-302026-08-15360,215$11,961,695None
OSAIC HOLDINGS, INC.2026-06-302026-08-1529,690$985,919None
OSAIC HOLDINGS, INC.2026-06-302026-08-15806$26,767None
Laird Norton Wetherby Trust Company, LLC2026-06-302026-08-1514,925$495,616None
ROYAL BANK OF CANADA2026-06-302026-08-1516,263$540,000None
CITADEL ADVISORS LLC2026-06-302026-08-1514,053$466,659None
World Investment Advisors2026-06-302026-08-15206,809$5,546,452None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$10None
Pathstone Holdings, LLC2026-06-302026-08-1427,164$902,038None
Sanctuary Advisors, LLC2026-06-302026-08-1413,582$451,023None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,159$104,901None
Creative Planning2026-06-302026-08-147,323$243,176None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1457$1,893None
MORGAN STANLEY2026-06-302026-08-149,356$310,686None
FMR LLC2026-06-302026-08-145,911$196,273None
SEEDS INVESTOR LLC2026-06-302026-08-1362,295$2,068,620None
Smartleaf Asset Management LLC2026-06-302026-08-13168$5,539None
Focus Partners Wealth2026-06-302026-08-137,860$261,008None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13302$10,029None
JPMORGAN CHASE & CO2026-06-302026-08-132,689$88,656None
Millstone Evans Group, LLC2026-06-302026-08-124,699$156,040None
LaSalle St. Investment Advisors, LLC2026-06-302026-08-1239,488$1,311,291None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,914$63,558None
Aegis Wealth Management LLC2026-06-302026-08-0814,096$468,087None
LPL Financial LLC2026-06-302026-08-0852,790$1,753,007None
PNC Financial Services Group, Inc.2026-06-302026-08-081,729$57,415None
HighTower Advisors, LLC2026-06-302026-08-0619,523$648,302None
MIRAE ASSET SECURITIES (USA) INC.2026-06-302026-08-069,760$324,101None
Rossby Financial, LCC2026-06-302026-08-057,774$258,152None
AE Wealth Management LLC2026-06-302026-08-041,211$40,214None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0451,848$1,721,707None
NATURAL INVESTMENTS, LLC2026-06-302026-08-01369,592$12,273,000None
Asset Dedication, LLC2026-06-302026-07-314,115$136,648None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3181,441$2,704,000None
ASSETMARK, INC2026-06-302026-07-312,167$71,960None
Westfuller Advisors, LLC2026-06-302026-07-30104,651$3,475,141None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3071,013$2,358,140None
New Insight Wealth Advisors2026-06-302026-07-296,073$201,667None
WEDBUSH SECURITIES INC2026-06-302026-07-297,065$235,000None
Moss Adams Wealth Advisors LLC2026-06-302026-07-2818,986$630,460None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2881,441$2,704,000None
PFG Investments, LLC2026-06-302026-07-24465,343$15,452,702None
TFC Financial Management, Inc.2026-06-302026-07-244,522$150,154None
Farther Finance Advisors, LLC2026-06-302026-07-1810,649$353,622None

90-day public filing window, up to 50 source positions.

Sankala Group LLC ↗STANCE CAPITAL LLC ↗STANCE CAPITAL LLC ↗Modern Wealth Management, LLC ↗WCG Wealth Advisors LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Laird Norton Wetherby Trust Company, LLC ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.