CHGX

Stance Sustainable Beta ETF
UnclassifiedUSCUSIP 02072L151◍ Confluence graph
Tracked 13F Holders
10
+0 QoQ
13F Value (tracked)
$4.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for CHGX.
Build

Use CHGX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns CHGX

This stock page is the Follow view. The Build view lets your agent query CHGX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CHGX"
Ask your agent
Use Arkolith to show who owns CHGX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

10 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Private Advisor Group, LLC
$1.9M
71K
−1.8%
Reduced · −1K sh
Q1 2026
2MIRAE ASSET SECURITIES (USA) INC.
$962K
36K
+162%
Added · +22K sh
Q1 2026
3Pathstone Holdings, LLC
$729K
27K
−2.3%
Reduced · −628 sh
Q1 2026
4Sanctuary Advisors, LLC
$611K
23K
New
+23K sh
Q1 2026
5Laird Norton Wetherby Trust Company, LLC
$400K
15K
−59%
Reduced · −21K sh
Q1 2026
6Steward Partners Investment Advisory, LLC
$85K
3K
Held
Q1 2026
7ASSETMARK, INC
$74K
3K
−38%
Reduced · −2K sh
Q1 2026
8CWM, LLC
$14K
536
Held
Q1 2026
9Smartleaf Asset Management LLC
$4K
168
Held
Q1 2026
10O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$2K
57
New
+57 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
1
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

29 funds+4 since Q2 2025
01529Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $24.4M

Share classes

Class13F holdersValue held
BOXXmc136 funds$995.5M
FRDMmc132 funds$975.6M
STRVmc75 funds$194.4M
BSVOFUND62 funds$1.6B
DRLLmc61 funds$31.3M
BBLUmc46 funds$115.6M
QMOMmc37 funds$73.9M
QVALmc35 funds$91.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CHGX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA11 funds$5.4B
MICROSOFT CORPMSFT11 funds$4.0B
SS SPDR S&P 500 ETF TRUST-USSPY11 funds$3.6B
ALPHABET INC-CL AGOOGL11 funds$2.8B
BROADCOM INCAVGO11 funds$2.0B
META PLATFORMS INC-CLASS AMETA11 funds$1.9B
ALPHABET INC-CL CGOOG11 funds$1.5B
EXXON MOBIL CORPXOM11 funds$1.1B
TESLA INCTSLA11 funds$1.1B
WALMART INCWMT11 funds$1.0B
JOHNSON & JOHNSONJNJ11 funds$939.7M
VISA INC-CLASS A SHARESV11 funds$835.4M

Ranked by how many of CHGX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CHGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.