Stance Sustainable Beta ETF (CHGX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.85x

52th percentile

17 buying20 selling

+6

New

-8

Closed

+212K

Net shares

Ownership Concentration

Top 5: 71.4%Top 10: 92.1%

PFG Investments,22.1%

NATURAL INVESTMENTS,16.4%

STANCE CAPITAL13.8%

World Investment Advisors10.7%

Colorado Capital Management,8.4%

Others (37)28.6%

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Institutional Trends (5 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.31%Avg weight: 0.91%Max: 3.46%High conviction (>1%): 4

PFG Investments,

NATURAL INVESTMENTS,

STANCE CAPITAL

World Investment Advisors

Colorado Capital Management,

Westfuller Advisors,

COMMONWEALTH EQUITY SERVICES,

Cambridge Investment Research Advisors,

Private Advisor Group,

LPL Financial

Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.85x

52th percentile

17 buying20 selling

+6

New

-8

Closed

+212K

Net shares

Ownership Concentration

Top 5: 71.4%Top 10: 92.1%

PFG Investments,22.1%

NATURAL INVESTMENTS,16.4%

STANCE CAPITAL13.8%

World Investment Advisors10.7%

Colorado Capital Management,8.4%

Others (37)28.6%

Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.85x

52th percentile

17 buying20 selling

+6

New

-8

Closed

+212K

Net shares

Ownership Concentration

Top 5: 71.4%Top 10: 92.1%

PFG Investments,22.1%

NATURAL INVESTMENTS,16.4%

STANCE CAPITAL13.8%

World Investment Advisors10.7%

Colorado Capital Management,8.4%

Others (37)28.6%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$16,329

CHGX · +63%

$18,666

S&P 500 · +87%

−$2,336

behind the index

Total return (5Y)

+63%

S&P 500

+87%

vs. market

-23%

underperformed

Annualized

10.3%

mkt 13.3%

Volatility

18%

annualized

Beta

1.11

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

CHGXS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

CHGX (solid)S&P 500 (outline)Green = positive year, red = negative. Number = CHGX's return.

Beat the market

1 / 6 yrs

17% win rate

Best year

+24%

2023

Worst year

-22%

2022

Worst drawdown

-29%

recovered in 6 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -29%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.