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Disclosery

CHGX EA SERIES TRUST

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ETF (fund)

42 managers (42 13F filers) reported a position in CHGX shares at 2025-06-30, 1,925,194 shares in all. 40 filers opened a position and 0 filers sold out during the quarter.

Managers
42
13F filers
42
New
40
Added
0
Reduced
0
Sold out
0
Shares held by filers
1,925,194

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC404,114$10.5M0.62%new13F-HRTimeline
NATURAL INVESTMENTS, LLC290,098$7.56M1.96%new13F-HRTimeline
World Investment Advisors207,149$5.4M0.12%new13F-HRTimeline
Westfuller Advisors, LLC130,029$3.39M1.93%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,716$2.7M<0.01%new13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC91,084$2.38M<0.01%new13F-HRTimeline
Private Advisor Group, LLC84,056$2.19M0.01%new13F-HRTimeline
LPL Financial LLC59,018$1.54M<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…58,734$1.53M<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,869$1.27M<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC48,241$1.26M0.08%new13F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC46,696$1.22M1.19%new13F-HRTimeline
First Affirmative Financial Network45,572$1.19M0.61%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…36,394$949K0.04%13F-HRTimeline
SEEDS INVESTOR LLC34,552$901K0.21%new13F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.34,043$888K0.04%new13F-HRTimeline
HighTower Advisors, LLC19,264$502K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,236$501K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers17,975$469K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,664$434K<0.01%new13F-HR/ATimelineGroup
HRT FINANCIAL LP16,503$430K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG13,581$354K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,549$353K0.01%new13F-HRTimelineGroup
Arjuna Capital12,951$338K0.09%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.12,011$313K0.13%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,357$244K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning8,041$210K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,860$205K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC5,761$150K0.06%013F-HRTimeline
FMR LLCin group FMR LLC5,723$149K<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.4,491$117K0.02%new13F-HRTimeline
Asset Dedication, LLC4,115$107K0.01%new13F-HRTimeline
ORG Partners LLC3,608$94.2K0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,473$90.5K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,159$82.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,616$68.2K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,181$56.9K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC536$14K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC168$4.34K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6$156<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$7<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.