Public ownership evidence

JLens 500 Jewish Advocacy U.S. ETF (TOV) Ownership Disclosures

Read TOV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JLens 500 Jewish Advocacy U.S. ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
39,936
Value (USD)
$1,258,539
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read TOV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read TOV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2839,936$1,258,539None
Corient Private Wealth LP2026-06-302026-08-1839,936$1,258,539None
JPL Wealth Management, LLC2026-06-302026-08-15430$13,551None
NFSG Corp2026-06-302026-08-15380$11,975None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,039$64,255None
ROYAL BANK OF CANADA2026-06-302026-08-15100$3,000None
CITADEL ADVISORS LLC2026-06-302026-08-1514,991$472,425None
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV2026-06-302026-08-15626,403$19,740,464None
NEPC LLC2026-06-302026-08-15404,606$12,750,713None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15300$9,454None
Rockefeller Capital Management L.P.2026-06-302026-08-141,913$60,290None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14233,726$7,365,618None
MORGAN STANLEY2026-06-302026-08-142,007$63,248None
FMR LLC2026-06-302026-08-1454$1,707None
Corient Private Wealth LP2026-06-302026-08-1339,936$1,258,539None
Sand Hill Global Advisors, LLC2026-06-302026-08-1233,779$1,064,508None
Atlantic Union Bankshares Corp2026-06-302026-08-1212$379None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12818$25,778None
Savant Capital, LLC2026-06-302026-08-1114,155$446,080None
Pitcairn Wealth Advisors LLC2026-06-302026-08-117,293$229,850None
PNC Financial Services Group, Inc.2026-06-302026-08-081,510$47,586None
Bank of New York Mellon Corp2026-06-302026-08-075$160None
Bank of New York Mellon Corp2026-06-302026-08-07103,514$3,262,130None
HighTower Advisors, LLC2026-06-302026-08-0610,304$324,728None
Tiller Private Wealth, Inc.2026-06-302026-07-259,124$287,533None
SOA Wealth Advisors, LLC.2026-06-302026-07-22174$5,483None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Corient Private Wealth LP ↗JPL Wealth Management, LLC ↗NFSG Corp ↗OSAIC HOLDINGS, INC. ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗CAMBRIDGE ASSOCIATES LLC /MA/ /ADV ↗NEPC LLC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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