Who owns CHGX
Which tracked institutional funds hold CHGX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHGX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
11 tracked funds added or opened CHGX while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CHGX’s largest tracked holder by dollar value, PFG Investments, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CHGX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 40 tracked filers holding CHGX, 15 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CHGX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- OSAIC HOLDINGS, INC.$1M
- Moss Adams Wealth Advisors LLC$630K
- Modern Wealth Management, LLC$546K
Full exits 7
- NATURAL INVESTMENTS, LLC$8M
- Colorado Capital Management, Inc.$4M
- Cambridge Investment Research Advisors, Inc.$2M
- Private Advisor Group, LLC$2M
- First Affirmative Financial Network$1M
- Tower Research Capital LLC (TRC)$544K
Largest adds
- WCG Wealth Advisors LLC$11M
- PFG Investments, LLC$4M
- STANCE CAPITAL LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$895K
- SEEDS INVESTOR LLC$696K
- Westfuller Advisors, LLC$478K
Largest trims
- MIRAE ASSET SECURITIES (USA) INC.$638K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PFG Investments, LLC added | 465,343 | $15M | 18.0% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 360,215 | $12M | 14.0% | 2026-Q2 |
| STANCE CAPITAL LLC added | 272,253 | $9M | 10.6% | 2026-Q2 |
| World Investment Advisors | 206,809 | $6M | 6.5% | 2026-Q2 |
| Westfuller Advisors, LLC trimmed | 104,651 | $3M | 4.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 71,013 | $2M | 2.8% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 62,295 | $2M | 2.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 52,790 | $2M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 51,848 | $2M | 2.0% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 39,488 | $1M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 30,496 | $1M | 1.2% | 2026-Q2 |
| Pathstone Holdings, LLC | 27,164 | $902K | 1.1% | 2026-Q2 |
| Moss Adams Wealth Advisors LLC new | 18,986 | $630K | 0.7% | 2026-Q2 |
| Modern Wealth Management, LLC new | 16,451 | $546K | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 16,263 | $540K | 0.6% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC | 14,925 | $496K | 0.6% | 2026-Q2 |
| Aegis Wealth Management LLC | 14,096 | $468K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 14,053 | $467K | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 13,582 | $451K | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 10,649 | $354K | 0.4% | 2026-Q2 |
| MIRAE ASSET SECURITIES (USA) INC. trimmed | 9,760 | $324K | 0.4% | 2026-Q2 |
| MORGAN STANLEY | 9,356 | $311K | 0.4% | 2026-Q2 |
| Focus Partners Wealth | 7,860 | $261K | 0.3% | 2026-Q2 |
| Rossby Financial, LCC added | 7,774 | $258K | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 7,323 | $243K | 0.3% | 2026-Q2 |
| New Insight Wealth Advisors new | 6,073 | $202K | 0.2% | 2026-Q2 |
| FMR LLC | 5,911 | $196K | 0.2% | 2026-Q2 |
| Millstone Evans Group, LLC | 4,699 | $156K | 0.2% | 2026-Q2 |
| TFC Financial Management, Inc. | 4,522 | $150K | 0.2% | 2026-Q2 |
| Asset Dedication, LLC | 4,115 | $137K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,159 | $105K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,689 | $89K | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 2,167 | $72K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,729 | $57K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC | 1,211 | $40K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 302 | $10K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 168 | $6K | 0.0% | 2026-Q2 |
| Sankala Group LLC | 124 | $4K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 57 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $10 | 0.0% | 2026-Q2 |
| NATURAL INVESTMENTS, LLC added | 314,876 | $8M | 9.9% | 2026-Q1 stale (1 quarter behind) |
| Colorado Capital Management, Inc. new | 162,346 | $4M | 5.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 72,707 | $2M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 70,947 | $2M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| First Affirmative Financial Network | 45,592 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) added | 20,279 | $544K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 19,396 | $520K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 2,376 | $64K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 536 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 11 | $295 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 15,634 | $425K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| DENVER WEALTH MANAGEMENT, INC. trimmed | 11,402 | $310K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| FIGURE 8 INVESTMENT STRATEGIES LLC trimmed | 7,407 | $201K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC trimmed | 2,376 | $65K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Evolution Advisers, Inc. new | 1,513 | $41K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,020 | $28K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 92 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Laird Norton Wetherby Wealth Management, LLC | 36,394 | $994K | 1.2% | 2025-Q3 stale (3 quarters behind) |
| Arjuna Capital | 12,951 | $354K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| ALERUS FINANCIAL NA new | 94 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cetera Investment Advisers new | 17,975 | $469K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP new | 16,503 | $430K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 3,473 | $91K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CIBC Private Wealth Group LLC new | 6 | $156 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.