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Get Institutions for : 
Vert Global Sustainable Real Estate Etf (VGSR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    48
Total shares held : 
 25,875,654  
% of shares held : 
 28.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   48  
Amount of shares held : 
 25,369,461  
% of shares held change : 
   28.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 25,369,461
 98.04%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 506,193
 1.96%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Abacus Wealth Partners LLC 1 - 2024-03-31 14,317,589 $140,380,000 602,948
   BRIGHTON JONES LLC 13 - 2024-03-31 2,793,065 $27,385,000 98,802
   MERRIMAN WEALTH MANAGEMENT, LLC 18 - 2024-03-31 1,824,016 $17,884,000 58,808
   Vista Wealth Management Group LLC 23 - 2024-03-31 1,183,779 $11,607,000 -151,670
   First Pacific Financial 10 - 2024-03-31 1,147,919 $11,255,000 77,586
   MISSION WEALTH MANAGEMENT LLC 69 - 2024-03-31 826,464 $8,103,000 -3,322
   HIGHTOWER ADVISORS, LLC 904 - 2024-03-31 567,083 $5,565,000 -75,439
   PFG Investments LLC 63 *New 2024-03-31 533,053 $5,226,000 533,053
   Colorado Capital Management Inc. 12 - 2024-03-31 508,779 $4,988,000 64,286
   Balanced Rock Investment Advisor 7 - 2024-03-31 393,158 $3,855,000 -64,923
   Prime Capital Investment Advisors LLC 242 *New 2024-03-31 374,184 $3,669,000 374,184
   Willow Creek Wealth Management Inc. 37 *New 2023-12-31 337,724 $3,364,000 337,724
   SOA Wealth Advisors LLC. 36 *New 2024-03-31 311,175 $3,051,000 311,175
   COLONY GROUP, LLC 445 - 2024-03-31 251,686 $2,467,000 -37,948
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 17 - 2024-03-31 240,275 $2,356,000 829
   Perigon Wealth Management LLC 232 - 2024-03-31 236,151 $2,315,000 -10,619
   NORTHERN TRUST CORP 2887 *New 2024-03-31 233,261 $2,287,000 233,261
   Advisor Group Holdings Inc. 1867 - 2024-03-31 160,130 $1,593,000 19,783
   JANE STREET GROUP LLC 2560 - 2024-03-31 156,153 $1,531,000 141,821
   Envestnet Portfolio Solutions Inc. 719 - 2024-03-31 152,196 $1,492,000 19,923
   Hemington Wealth Management 31 - 2024-03-31 143,053 $1,403,000 8,752
   SAVANT CAPITAL MANAGEMENT INC 457 - 2024-03-31 140,735 $1,380,000 -72,844
   Meritas Wealth Management LLC 21 *New 2024-03-31 113,427 $1,112,000 113,427
   Level Financial Advisors Inc. 39 - 2024-03-31 94,254 $924,000 -1,221
   MODERA WEALTH MANAGEMENT, LLC 343 - 2024-03-31 74,363 $729,000 3,757
   Waypoint Wealth Partners Inc. 30 - 2024-03-31 73,316 $719,000 6,382
   CI Private Wealth LLC 1509 - 2024-03-31 63,376 $621,000 -70,654
   BUCKINGHAM ASSET MANAGEMENT, LLC 424 - 2024-03-31 61,304 $601,000 7,435
   Pine Haven Investment Counsel Inc 52 - 2024-03-31 59,295 $581,000 3,150
   Silver Oak Advisory Group Inc. 35 - 2024-03-31 55,268 $542,000 -300
   Index Fund Advisors Inc. 59 - 2024-03-31 49,534 $486,000 1,861
   NWAM LLC 405 - 2024-03-31 35,301 $346,000 -490
   DAVIDSON D A & CO 1125 - 2024-03-31 34,925 $342,000 11,924
   CRESTWOOD ADVISORS LLC 347 - 2024-03-31 31,496 $309,000 669
   Ethic Inc. 883 - 2024-03-31 30,123 $295,000 -1,232
   MB Generational Wealth LLC 44 - 2024-03-31 5,195 $265,000 -22,760
   FINANCIAL NETWORK 2366 - 2024-03-31 26,883 $264,000 0
   BetterWealth LLC 54 *New 2024-03-31 25,339 $248,000 25,339
   Private Wealth Management Group LLC 59 - 2024-03-31 25,051 $246,000 4,894
   TRILLIUM ASSET MANAGEMENT CORP 229 - 2024-03-31 23,566 $231,000 0
   First Affirmative Financial Network 216 - 2024-03-31 21,171 $208,000 212
   Forum Financial Management LP 707 - 2024-03-31 19,147 $188,000 -2,441
   Buckingham Strategic Partners 592 - 2024-03-31 13,488 $132,000 -256,113
   AdvisorNet Financial Inc 579 - 2024-03-31 12,500 $123,000 22
   MORRIS FINANCIAL CONCEPTS INC. 106 - 2024-03-31 11,982 $117,000 155
   MATHER GROUP, INC. 724 *New 2024-03-31 9,056 $90,000 9,056
   J P MORGAN CHASE & CO 4755 *New 2024-03-31 4,216 $41,000 4,216
   Financial Connections Group Inc. *New 2024-03-31 1,529 $37,000 1,529
   SJS Investment Consulting Inc. 213 - 2024-03-31 3,623 $36,000 500
   UBS Group AG 5591 - 2024-03-31 2,543 $25,000 2,199
   HANSON MCCLAIN, INC. 1915 - 2024-03-31 1,541 $15,000 -1,934
   FMR LLC 4199 - 2024-03-31 794 $8,000 42
   Orion Capital Management LLC 457 *New 2024-03-31 178 $2,000 178
   CLEAN YIELD GROUP *New 2023-12-31 148 $1,000 148
   Koss-Olinger Consulting LLC 53 *Closed 2024-03-31 0 $0 -285,568
   MML INVESTORS SERVICES LLC 2467 *Closed 2024-03-31 0 $0 -22,104
   ETFIDEA LLC 113 *Closed 2024-03-31 0 $0 -11,772
   PROEQUITIES INC. 7399 *New 2024-03-31 0 $0 0
   Private Ocean LLC 514 *Closed 2024-03-31 0 $0 -560
   TOWER RESEARCH CAPITAL LLC 6147 *Closed 2024-03-31 0 $0 -67
   SCBT FINANCIAL CORP 725 *Closed 2024-03-31 0 $0 -661
   Apella Capital LLC 303 *Closed 2024-03-31 0 $0 -18,296
   GTS SECURITIES LLC 1607 *Closed 2024-03-31 0 $0 -27,038
  63 Records found
  1    
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