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Disclosery

CHGX EA SERIES TRUST

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ETF (fund)

46 managers (46 13F filers) reported a position in CHGX shares at 2025-12-31, 1,996,245 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
46
13F filers
46
New
8
Added
13
Reduced
12
Sold out
3
Shares held by filers
1,996,245

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC424,416$11.5M0.54%+22,82913F-HRTimeline
NATURAL INVESTMENTS, LLC303,029$8.24M2.05%new13F-HRTimeline
STANCE CAPITAL LLC259,956$7.07M2.6%+209,99213F-HRTimeline
World Investment Advisors206,809$5.62M0.09%-34013F-HR/ATimeline
Westfuller Advisors, LLC109,052$2.96M1.2%-11,60813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,904$2.17M<0.01%-6,47213F-HRTimeline
Private Advisor Group, LLC72,252$1.96M0.01%-28313F-HRTimeline
Cambridge Investment Research Advisors,…68,161$1.85M<0.01%+10,59313F-HRTimeline
LPL Financial LLC67,312$1.83M<0.01%+3,31613F-HRTimeline
WCG Wealth Advisors LLC45,682$1.24M0.03%new13F-HRTimeline
SEEDS INVESTOR LLC40,919$1.11M0.21%+5,06913F-HRTimeline
LaSalle St. Investment Advisors, LLC38,628$1.05M0.17%+7,36113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…36,394$989K0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,767$809K<0.01%+7713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,792$756K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC19,396$527K<0.01%-94513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,664$453K<0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,634$425K0.01%new13F-HRTimeline
Aegis Wealth Management LLC14,096$383K0.22%013F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.13,712$373K0.01%+5,48913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.11,402$310K0.11%-41813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,779$293K0.01%+4,75913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,628$262K<0.01%-23,43013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,356$254K<0.01%-113F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,860$214K<0.01%013F-HRTimelineGroup
FIGURE 8 INVESTMENT STRATEGIES LLC7,407$201K0.18%-19,36413F-HRTimeline
Rossby Financial, LCC7,377$201K0.06%013F-HRTimeline
FMR LLCin group FMR LLC5,911$161K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5,442$148K<0.01%+2,82613F-HRTimeline
Millstone Evans Group, LLC4,699$128K0.08%013F-HRTimeline
TFC Financial Management, Inc.4,522$123K0.02%+3113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,396$120K<0.01%-55713F-HRTimelineGroup
Asset Dedication, LLC4,115$112K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,159$85.9K<0.01%013F-HRTimeline
ORG Partners LLC2,376$64.6K0.01%-1,23213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,729$47K<0.01%013F-HRTimelineGroup
Evolution Advisers, Inc.1,513$41K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,352$36.8K<0.01%+1,15813F-HRTimelineGroup
AE Wealth Management LLC1,211$32.9K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,020$27.7K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC536$15K<0.01%013F-HRTimelineGroup
Sankala Group LLC345$9.84K0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG274$7.45K<0.01%-16,01313F-HRTimelineGroup
Smartleaf Asset Management LLC168$4.61K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…92$2.5K<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%+113F-HRTimelineGroup