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Funds Holding CHGX

On this page, we present all of the funds holding CHGX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CHGX, with a link to that fund's top holdings. The next columns indicate the amount of CHGX stock held by each of the funds holding CHGX, followed by the CHGX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding CHGX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by WCG Wealth Advisors LLC. For more details on the positions held by WCG Wealth Advisors LLC (or by any of the other funds holding CHGX), click the fund name in the "Holder" column of the funds-holding-CHGX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
WCG Wealth Advisors LLC214,965$7,141 12/31/2023
     CHGX214,965$7,141 12/31/2023
Raymond James Financial Services Advisors Inc.182,348$6,057 12/31/2023
     CHGX182,348$6,057 12/31/2023
Colorado Capital Management Inc.91,677$3,363 03/31/2024
     CHGX91,677$3,363 03/31/2024
LPL Financial LLC71,634$2,380 12/31/2023
     CHGX71,634$2,380 12/31/2023
Commonwealth Equity Services LLC68,111$2,263 12/31/2023
     CHGX68,111$2,263 12/31/2023
IMPACTfolio LLC43,214$1,585 03/31/2024
     CHGX43,214$1,585 03/31/2024
Cambridge Investment Research Advisors Inc.36,625$1,217 12/31/2023
     CHGX36,625$1,217 12/31/2023
Envestnet Asset Management Inc.32,519$1,080 12/31/2023
     CHGX32,519$1,080 12/31/2023
Private Advisor Group LLC32,277$1,072 12/31/2023
     CHGX32,277$1,072 12/31/2023
Advisor Group Holdings Inc.20,875$693 12/31/2023
     CHGX20,875$693 12/31/2023
Arjuna Capital17,357$577 12/31/2023
     CHGX17,357$577 12/31/2023
HighTower Advisors LLC16,787$561 12/31/2023
     CHGX16,787$561 12/31/2023
Tower Research Capital LLC TRC 16,872$560 12/31/2023
     CHGX16,872$560 12/31/2023
Moneywise Inc.15,524$516 12/31/2023
     CHGX15,524$516 12/31/2023
Susquehanna International Group LLP15,266$507 12/31/2023
     CHGX15,266$507 12/31/2023
Etfidea LLC14,355$477 12/31/2023
     CHGX14,355$477 12/31/2023
First Affirmative Financial Network11,718$430 03/31/2024
     CHGX11,718$430 03/31/2024
GTS Securities LLC12,256$407 12/31/2023
     CHGX12,256$407 12/31/2023
Citadel Advisors LLC12,147$403 12/31/2023
     CHGX12,147$403 12/31/2023
Proequities Inc.11,971$398 12/31/2023
     CHGX11,971$398 12/31/2023
Mercer Global Advisors Inc. ADV11,308$376 12/31/2023
     CHGX11,308$376 12/31/2023
Royal Bank of Canada11,070$368 12/31/2023
     CHGX11,070$368 12/31/2023
The PNC Financial Services Group Inc.9,758$324 12/31/2023
     CHGX9,758$324 12/31/2023
Wetherby Asset Management Inc.9,594$319 12/31/2023
     CHGX9,594$319 12/31/2023
Denver Wealth Management Inc.7,241$266 03/31/2024
     CHGX7,241$266 03/31/2024
Wedbush Securities Inc.6,543$217 12/31/2023
     CHGX6,543$217 12/31/2023
Clarius Group LLC5,726$210 03/31/2024
     CHGX5,726$210 03/31/2024
Orion Portfolio Solutions LLC6,169$204 12/31/2023
     CHGX6,169$204 12/31/2023
Householder Group Estate & Retirement Specialist LLC3,307$109 12/31/2023
     CHGX3,307$109 12/31/2023
Steward Partners Investment Advisory LLC2,031$67 12/31/2023
     CHGX2,031$67 12/31/2023
Morgan Stanley2,001$66 12/31/2023
     CHGX2,001$66 12/31/2023
ORG Partners LLC1,459$48 12/31/2023
     CHGX1,459$48 12/31/2023
CWM LLC1,172$43 03/31/2024
     CHGX1,172$43 03/31/2024
Northwest Capital Management Inc1,172$43 03/31/2024
     CHGX1,172$43 03/31/2024
FMR LLC511$17 12/31/2023
     CHGX511$17 12/31/2023
Harbour Investments Inc.69$2 12/31/2023
     CHGX69$2 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     CHGX1$0 12/31/2023

See Summary: Institutional Holders of CHGX
See Details: Top 10 Hedge Funds Holding CHGX
Also See: CHGX Holdings Changes

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