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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 2025-09-30, 1,501,559 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
8
Reduced
12
Sold out
6
Shares held by filers
1,501,559

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC401,587$11M0.57%-2,52713F-HRTimeline
World Investment Advisors207,149$5.66M0.12%013F-HRTimeline
Westfuller Advisors, LLC120,660$3.29M1.5%-9,36913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC86,376$2.36M<0.01%-4,70813F-HRTimeline
Private Advisor Group, LLC72,535$1.98M0.01%-11,52113F-HRTimeline
LPL Financial LLC63,996$1.75M<0.01%+4,97813F-HRTimeline
Cambridge Investment Research Advisors,…57,568$1.57M<0.01%-1,16613F-HRTimeline
STANCE CAPITAL LLC49,964$1.36M0.5%new13F-HRTimeline
First Affirmative Financial Network45,592$1.24M0.59%+2013F-HRTimeline
Laird Norton Wetherby Wealth Management…36,394$994K0.04%013F-HRTimeline
SEEDS INVESTOR LLC35,850$979K0.21%+1,29813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,058$903K<0.01%-15,81113F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC31,267$853K0.15%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,690$811K<0.01%-74,02613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,792$759K<0.01%+8,55613F-HRTimelineGroup
FIGURE 8 INVESTMENT STRATEGIES LLC26,771$731K0.65%-19,92513F-HRTimeline
HighTower Advisors, LLC20,341$555K<0.01%+1,07713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,664$455K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,287$445K<0.01%+2,70613F-HRTimelineGroup
Aegis Wealth Management LLC14,096$385K0.21%new13F-HRTimeline
Arjuna Capital12,951$354K0.09%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.11,820$323K0.12%-19113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,357$255K<0.01%013F-HR/ATimelineGroup
MIRAE ASSET SECURITIES (USA) INC.8,223$225K0.01%-25,82013F-HRTimeline
Creative Planningin group Creative Planning8,041$220K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,860$215K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC7,377$203K0.07%+1,61613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,020$164K<0.01%-7,52913F-HRTimelineGroup
FMR LLCin group FMR LLC5,911$161K<0.01%+18813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,953$135K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC4,699$128K0.08%new13F-HRTimeline
TFC Financial Management, Inc.4,491$123K0.02%013F-HRTimeline
Asset Dedication, LLC4,115$112K0.01%013F-HRTimeline
ORG Partners LLC3,608$98.5K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…3,159$86.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,616$71.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,729$47.2K<0.01%-45213F-HRTimelineGroup
CWM, LLCin group CWM, LLC536$15K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO194$5.3K<0.01%new13F-HR/ATimelineGroup
Smartleaf Asset Management LLC168$4.58K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA94$2.57K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$7<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.