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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 *New 2023-12-31 2,694,263 $26,835,000 2,694,263
   MERRIMAN WEALTH MANAGEMENT, LLC 18 *New 2023-12-31 1,765,208 $17,581,000 1,765,208
   Vista Wealth Management Group LLC 17 *New 2023-12-31 1,335,449 $13,301,000 1,335,449
   First Pacific Financial 10 - 2024-03-31 1,147,919 $11,255,000 77,586
   MISSION WEALTH MANAGEMENT LLC *New 2023-12-31 829,786 $8,265,000 829,786
   HIGHTOWER ADVISORS, LLC 857 *New 2023-12-31 642,522 $6,396,000 642,522
   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 5 - 2023-12-31 458,081 $4,562,000 0
   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 307 *New 2023-12-31 289,634 $2,885,000 289,634
   Buckingham Strategic Partners 79 *New 2023-12-31 269,601 $2,685,000 269,601
   Perigon Wealth Management LLC *New 2023-12-31 246,770 $2,458,000 246,770
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC *New 2023-12-31 239,446 $2,385,000 239,446
   SAVANT CAPITAL MANAGEMENT INC *New 2023-12-31 213,579 $2,127,000 213,579
   Advisor Group Holdings Inc. 2171 *New 2023-12-31 140,347 $1,398,000 140,347
   Hemington Wealth Management *New 2023-12-31 134,301 $1,338,000 134,301
   CI Private Wealth LLC *New 2023-12-31 134,030 $1,335,000 134,030
   Envestnet Portfolio Solutions Inc. *New 2023-12-31 132,273 $1,317,000 132,273
   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
   Waypoint Wealth Partners Inc. 30 - 2024-03-31 73,316 $719,000 6,382
   MODERA WEALTH MANAGEMENT, LLC 329 *New 2023-12-31 70,606 $703,000 70,606
   Pine Haven Investment Counsel Inc 52 - 2024-03-31 59,295 $581,000 3,150
   Silver Oak Advisory Group Inc. *New 2023-12-31 55,568 $553,000 55,568
   BUCKINGHAM ASSET MANAGEMENT, LLC 423 *New 2023-12-31 53,869 $537,000 53,869
   Index Fund Advisors Inc. 54 *New 2023-12-31 47,673 $475,000 47,673
   NWAM LLC 397 *New 2023-12-31 35,791 $356,000 35,791
   Ethic Inc. 862 *New 2023-12-31 31,355 $312,000 31,355
   CRESTWOOD ADVISORS LLC *New 2023-12-31 30,827 $307,000 30,827
   MB Generational Wealth LLC - 2023-12-31 27,955 $278,000 0
   GTS SECURITIES LLC 1149 *New 2023-12-31 27,038 $269,000 27,038
   FINANCIAL NETWORK 2318 *New 2023-12-31 26,883 $268,000 26,883
   BetterWealth LLC 54 *New 2024-03-31 25,339 $248,000 25,339
   TRILLIUM ASSET MANAGEMENT CORP *New 2023-12-31 23,566 $234,000 23,566
   DAVIDSON D A & CO *New 2023-12-31 23,001 $229,000 23,001
   MML INVESTORS SERVICES LLC 2249 *New 2023-12-31 22,104 $220,000 22,104
   Forum Financial Management LP *New 2023-12-31 21,588 $215,000 21,588
   First Affirmative Financial Network 216 - 2024-03-31 21,171 $208,000 212
   Private Wealth Management Group LLC - 2023-12-31 20,157 $201,000 0
   JANE STREET GROUP LLC 4885 *New 2023-12-31 14,332 $143,000 14,332
   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
   ETFIDEA LLC *New 2023-12-31 11,772 $117,000 11,772
   MATHER GROUP, INC. 724 *New 2024-03-31 9,056 $90,000 9,056
   SJS Investment Consulting Inc. 213 - 2024-03-31 3,623 $36,000 500
   HANSON MCCLAIN, INC. 1915 - 2024-03-31 1,541 $15,000 -1,934
   FMR LLC 4200 *New 2023-12-31 752 $7,000 752
   SCBT FINANCIAL CORP *New 2023-12-31 661 $7,000 661
   UBS Group AG *New 2023-12-31 344 $3,000 344
   CLEAN YIELD GROUP *New 2023-12-31 148 $1,000 148
   TOWER RESEARCH CAPITAL LLC 5519 *New 2023-12-31 67 $1,000 67
   Koss-Olinger Consulting LLC 53 *Closed 2024-03-31 0 $0 -285,568
   Private Ocean LLC 514 *Closed 2024-03-31 0 $0 -560
   Apella Capital LLC 303 *Closed 2024-03-31 0 $0 -18,296
  57 Records found
  1    
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