Latest Period
Q1 2026
Security Snapshot
EA SERIES TRUST - STANCE SUSTAINAB (CHGX) Institutional Ownership
CUSIP: 02072L151
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
44
Shares (Excl. Options)
2,208,478
Price
$26.82
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- Security type / class
- Equity / STANCE SUSTAINAB
- Symbol
- CHGX
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,208,478
- Total 13F value
- $59,318,860
- Portfolio coverage rank
- 0%
- Share change
- +169,017
- Value change
- +$4,521,843
- Number of holders
- 44
- SEC-reported price per share
- $33.21
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CHGX - EA SERIES TRUST - STANCE SUSTAINAB is tracked under CUSIP 02072L151.
- 44 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 44 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $59,318,860 to $5,599,622.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 44 institutions filings for Q1 2026.
Security key
02072L151
Latest holder period
Q1 2026
13F holders
44
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 02072L151:
As of 31 Mar 2026, 44 institutional investors reported holding 2,208,478 shares of EA SERIES TRUST - STANCE SUSTAINAB (CHGX).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 168,627 | $5,599,622 | +$21,252 | $33.21 | 2 |
| 2026 Q1 | 2,208,478 | $59,318,860 | +$4,521,843 | $26.82 | 44 |
| 2025 Q4 | 1,996,245 | $54,272,142 | +$15,665,542 | $27.19 | 46 |
| 2025 Q3 | 1,501,559 | $40,998,827 | -$11,101,926 | $27.30 | 41 |
| 2025 Q2 | 1,925,194 | $50,188,620 | +$50,038,432 | $26.07 | 40 |
| 2025 Q1 | 5,761 | $134,577 | +$134,577 | $23.36 | 1 |