18 institutions reported holding $48.0M of STANCE (CHGX1) in SEC 13F filings for 2026-06-30. Largest institutional holders: PFG Investments, LLC ($15.5M), NATURAL INVESTMENTS, LLC ($12.3M), Cambridge Investment Research Advisors, Inc. ($5.4M), Colorado Capital Management, Inc. ($5.2M), Westfuller Advisors, LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PFG Investments, LLC | $15.5M | 465,343 | Added |
| 2 | NATURAL INVESTMENTS, LLC | $12.3M | 369,592 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $5.4M | 162,882 | Added |
| 4 | Colorado Capital Management, Inc. | $5.2M | 157,978 | Trimmed |
| 5 | Westfuller Advisors, LLC | $3.5M | 104,651 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 71,013 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 51,848 | Added |
| 8 | Moss Adams Wealth Advisors LLC | $630,460 | 18,986 | New |
| 9 | Farther Finance Advisors, LLC | $353,622 | 10,649 | Added |
| 10 | Rossby Financial, LCC | $258,152 | 7,774 | Added |
| 11 | WEDBUSH SECURITIES INC | $235,000 | 7,065 | New |
| 12 | New Insight Wealth Advisors | $201,667 | 6,073 | New |
| 13 | TFC Financial Management, Inc. | $150,154 | 4,522 | Hold |
| 14 | Asset Dedication, LLC | $136,648 | 4,115 | Hold |
| 15 | ASSETMARK, INC | $71,960 | 2,167 | Trimmed |
| 16 | AE Wealth Management LLC | $40,214 | 1,211 | Hold |
| 17 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 18 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30