Skip to content
Disclosery

CHGX EA SERIES TRUST

Follow

ETF (fund)

44 managers (44 13F filers) reported a position in CHGX shares at 2026-03-31, 2,208,478 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
11
Reduced
12
Sold out
7
Shares held by filers
2,208,478

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC425,708$11.4M0.53%+1,29213F-HRTimeline
NATURAL INVESTMENTS, LLC314,876$8.44M2.08%+11,84713F-HRTimeline
STANCE CAPITAL LLC266,204$7.14M3.46%+6,24813F-HRTimeline
World Investment Advisors206,809$5.55M0.09%013F-HRTimeline
Colorado Capital Management, Inc.162,346$4.35M1.62%new13F-HRTimeline
Westfuller Advisors, LLC111,747$3M1.29%+2,69513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,840$2.06M<0.01%-3,06413F-HRTimeline
Cambridge Investment Research Advisors,…72,707$1.95M0.01%+4,54613F-HRTimeline
Private Advisor Group, LLC70,947$1.9M0.01%-1,30513F-HRTimeline
LPL Financial LLC66,399$1.78M<0.01%-91313F-HRTimeline
SEEDS INVESTOR LLC47,904$1.37M0.19%+6,98513F-HRTimeline
First Affirmative Financial Network45,517$1.22M0.47%13F-HR/ATimeline
LaSalle St. Investment Advisors, LLC38,249$1.03M0.14%-37913F-HRTimeline
WCG Wealth Advisors LLC37,913$1.02M0.03%-7,76913F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.35,863$962K0.05%+22,15113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,842$827K<0.01%+21,21413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,164$729K<0.01%-62813F-HRTimelineGroup
Sanctuary Advisors, LLC22,769$611K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,279$544K0.01%+9,50013F-HRTimelineGroup
HighTower Advisors, LLC19,396$520K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,264$436K<0.01%-40013F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…14,925$400K0.01%-21,46913F-HRTimelineGroup
Aegis Wealth Management LLC14,096$378K0.22%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,356$251K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth7,860$211K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC7,455$202K0.04%+7813F-HRTimeline
FMR LLCin group FMR LLC5,911$159K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5,641$153K<0.01%+19913F-HRTimeline
Millstone Evans Group, LLC4,699$126K0.08%013F-HRTimeline
TFC Financial Management, Inc.4,522$121K0.01%013F-HRTimeline
Asset Dedication, LLC4,115$110K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,159$84.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,743$73.6K<0.01%-1,65313F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,376$63.7K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,729$46.4K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,211$32.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO738$19.2K<0.01%-61413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC536$14.4K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.302$8.1K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC168$4.38K<0.01%013F-HRTimeline
Sankala Group LLC124$3.27K<0.01%-22113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC57$1.53K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG11$295<0.01%-26313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%013F-HR/ATimelineGroup