Among active 13F managers last quarter, 2 opened and 6 added, while 2 reduced; the largest holder to move was PFG Investments, LLC (+0.3%).
40 tracked 13F filers disclose a position in CHGX as of the latest SEC 13F filings, a combined $31.8M in reported value. 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PFG Investments, LLC | 426K | $11.4M | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 2 | Westfuller Advisors, LLC | 105K | $3.5M | ▼−6.3% Reduced · −7K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 77K | $2.1M | ▼−3.8% Reduced · −3K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 66K | $1.8M | ▼−1.4% Reduced · −913 sh | Q1 2026 | |
| 5 | Seeds Investor LLC | 62K | $2.1M | ▲+30% Added · +14K sh | Q2 2026 | |
| 6 | LaSalle St. Investment Advisors, LLC | 39K | $1.3M | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 7 | WCG Wealth Advisors LLC | 38K | $1.0M | ▼−17% Reduced · −8K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 31K | $827K | ▲+220% Added · +21K sh | Q1 2026 | |
| 9 | Pathstone Holdings, LLC | 27K | $902K | —Held | Q2 2026 | |
| 10 | Tower Research Capital LLC (TRC) | 20K | $544K | ▲+88% Added · +10K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | 19K | $520K | —Held | Q1 2026 | |
| 12 | Moss Adams Wealth Advisors LLC | 19K | $630K | ▲New +19K sh | Q2 2026 | |
| 13 | Modern Wealth Management, LLC | 16K | $546K | ▲New +16K sh | Q2 2026 | |
| 14 | Royal Bank Of Canada | 16K | $436K | ▼−2.4% Reduced · −400 sh | Q1 2026 | |
| 15 | Laird Norton Wetherby Trust Company, LLC | 15K | $496K | —Held | Q2 2026 | |
| 16 | Aegis Wealth Management LLC | 14K | $468K | —Held | Q2 2026 | |
| 17 | Citadel Advisors LLC | 14K | $467K | ▲New +14K sh | Q2 2026 | |
| 18 | Sanctuary Advisors, LLC | 14K | $451K | ▼−40% Reduced · −9K sh | Q2 2026 | |
| 19 | Mirae Asset Securities (USA) Inc. | 10K | $324K | ▼−73% Reduced · −26K sh | Q2 2026 | |
| 20 | Morgan Stanley | 9K | $251K | —Held | Q1 2026 | |
| 21 | Focus Partners Wealth | 8K | $211K | —Held | Q1 2026 | |
| 22 | Rossby Financial, LCC | 8K | $258K | ▲+4.3% Added · +319 sh | Q2 2026 | |
| 23 | New Insight Wealth Advisors | 6K | $202K | ▲New +6K sh | Q2 2026 | |
| 24 | FMR LLC | 6K | $196K | —Held | Q2 2026 | |
| 25 | Farther Finance Advisors, LLC | 6K | $153K | ▲+3.6% Added · +199 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.
Last quarter, 2 funds opened a new position in CHGX and 6 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 16 funds | $4.1B |
| Nvidia CorpNVDA | 16 funds | $3.8B |
| Amazon.com IncAMZN | 16 funds | $3.3B |
| Microsoft CorpMSFT | 16 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.8B |
| Broadcom IncAVGO | 16 funds | $1.6B |
| Alphabet Inc-CL CGOOG | 16 funds | $1.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $1.4B |
| Advanced Micro DevicesAMD | 16 funds | $1.2B |
| Micron Technology IncMU | 16 funds | $1.1B |
| JPMorgan Chase & CoJPM | 16 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 16 funds | $975.8M |
Ranked by how many of CHGX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CHGX.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 289 funds | $2.2B |
| BSVOFUND | 123 funds | $2.1B |
| STRVmc | 123 funds | $381.3M |
| DRLLmc | 91 funds | $35.5M |
| QMOMmc | 65 funds | $196.3M |
| BBLUmc | 64 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CHGX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CHGX/capital-change-brief"
Use Arkolith's capital_change_brief for CHGX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.