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Disclosery

CHGX EA SERIES TRUST

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ETF (fund)

45 managers (45 13F filers) reported a position in CHGX shares at 2026-06-30, 2,577,968 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
45
New
7
Added
12
Reduced
9
Sold out
4
Shares held by filers
2,577,968

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PFG Investments, LLC465,343$15.5M0.6%+39,63513F-HRTimeline
NATURAL INVESTMENTS, LLC369,592$12.3M2.7%+54,71613F-HRTimeline
WCG Wealth Advisors LLC360,215$12M0.28%+322,30213F-HRTimeline
STANCE CAPITAL LLC272,253$9.04M2.75%+6,04913F-HRTimeline
World Investment Advisors206,809$5.55M0.09%013F-HRTimeline
Colorado Capital Management, Inc.157,978$5.25M1.79%-4,36813F-HRTimeline
Westfuller Advisors, LLC104,651$3.48M1.27%-7,09613F-HRTimeline
Cambridge Investment Research Advisors,…81,441$2.7M0.01%+8,73413F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC71,013$2.36M<0.01%-5,82713F-HRTimeline
SEEDS INVESTOR LLC62,295$2.07M0.21%+14,39113F-HRTimeline
LPL Financial LLC52,790$1.75M<0.01%-13,60913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,848$1.72M<0.01%+21,00613F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC39,488$1.31M0.16%+1,23913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,496$1.01M<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,164$902K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC19,523$648K<0.01%+12713F-HRTimeline
Moss Adams Wealth Advisors LLC18,986$630K0.04%new13F-HRTimeline
Modern Wealth Management, LLC16,451$546K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,263$540K<0.01%-113F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…14,925$496K0.01%013F-HRTimelineGroup
Aegis Wealth Management LLC14,096$468K0.22%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,053$467K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC13,582$451K<0.01%-9,18713F-HRTimeline
Farther Finance Advisors, LLC10,649$354K<0.01%+5,00813F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.9,760$324K0.01%-26,10313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,356$311K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,860$261K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC7,774$258K0.05%+31913F-HRTimeline
Creative Planningin group Creative Planning7,323$243K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC7,065$235K0.01%new13F-HRTimeline
New Insight Wealth Advisors6,073$202K0.06%new13F-HRTimeline
FMR LLCin group FMR LLC5,911$196K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC4,699$156K0.08%013F-HRTimeline
TFC Financial Management, Inc.4,522$150K0.02%013F-HRTimeline
Asset Dedication, LLC4,115$137K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,159$105K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,689$88.7K<0.01%+1,95113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,167$72K<0.01%-57613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,729$57.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,211$40.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.302$10K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC168$5.54K<0.01%013F-HRTimeline
Sankala Group LLC124$4.19K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC57$1.89K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$10<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.