Public ownership evidence

Vert Global Sustainable Real Estate ETF (VGSR) Ownership Disclosures

Read VGSR 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

Vert Global Sustainable Real Estate 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
43,780
Value (USD)
$498,430
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 VGSR fundamentals

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

Read VGSR 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 LP2026-06-302026-08-2843,780$498,430None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2682,216$855,045None
Beacon Pointe Advisors, LLC2026-06-302026-08-19249,156$2,836,643None
Orion Capital Management LLC2026-06-302026-08-191,118$12,728None
Balanced Rock Investment Advisors LLC2026-06-302026-08-18258,929$2,947,906None
Corient Private Wealth LP2026-06-302026-08-1843,780$498,430None
Equitable Holdings, Inc.2026-06-302026-08-1837,073$422,075None
WCG Wealth Advisors LLC2026-06-302026-08-15624,753$7,112,826None
OSAIC HOLDINGS, INC.2026-06-302026-08-1547,515$540,958None
OSAIC HOLDINGS, INC.2026-06-302026-08-15481$5,477None
Betterment LLC2026-06-302026-08-15118,698$1,352,000None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1536,900$420,107None
ROYAL BANK OF CANADA2026-06-302026-08-15606$7,000None
ROYAL BANK OF CANADA2026-06-302026-08-15871$10,000None
Cloud Capital Management, LLC2026-06-302026-08-1418,344$208,000None
Ariadne Wealth Management, LP2026-06-302026-08-1445,222$514,856None
FIDELIS CAPITAL PARTNERS, LLC2026-06-302026-08-1418,885$215,006None
Quantinno Capital Management LP2026-06-302026-08-1416,642$189,469None
Index Fund Advisors, Inc.2026-06-302026-08-1481,635$929,412None
Mariner, LLC2026-06-302026-08-1412,900$146,867None
MORGAN STANLEY2026-06-302026-08-14601$6,842None
MORGAN STANLEY2026-06-302026-08-145,987$68,162None
FMR LLC2026-06-302026-08-1438$433None
FMR LLC2026-06-302026-08-142,001,177$22,783,405None
Corient Private Wealth LP2026-06-302026-08-1343,780$498,430None
Cetera Investment Advisers2026-06-302026-08-1332,592$371,055None
Focus Partners Wealth2026-06-302026-08-133,314,493$37,735,506None
EP Wealth Advisors, LLC2026-06-302026-08-13368,065$4,190,419None
US BANCORP \DE\2026-06-302026-08-13121,079$1,378,484None
JPMORGAN CHASE & CO2026-06-302026-08-130$6None
Millstone Evans Group, LLC2026-06-302026-08-121,408$16,030None
Greykasell Wealth Strategies, Inc.2026-06-302026-08-127,175$81,687None
Wealthspire Advisors, LLC2026-06-302026-08-121,516,164$17,261,530None
Sand Hill Global Advisors, LLC2026-06-302026-08-12404,502$4,605,255None
BRIGHTON JONES LLC2026-06-302026-08-123,867,693$44,033,681None
Allworth Financial LP2026-06-302026-08-122$23None
TRILLIUM ASSET MANAGEMENT, LLC2026-06-302026-08-1221,066$239,836None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-125,457$62,127None
Koss-Olinger Consulting, LLC2026-06-302026-08-11191,759$2,183,176None
Savant Capital, LLC2026-06-302026-08-111,123,472$12,258,235None
Perigon Wealth Management, LLC2026-06-302026-08-08216,361$2,463,274None
Aegis Wealth Management LLC2026-06-302026-08-0837,766$429,966None
Fund Evaluation Group, LLC2026-06-302026-08-0814,204$161,713None
LPL Financial LLC2026-06-302026-08-0833,801$384,824None
BRIGHTON JONES LLC2026-03-312026-08-083,674,039$37,952,827None
Three Arch Wealth Management LLC2026-06-302026-08-0712,908$146,962None
Focus Partners Advisor Solutions, LLC2026-06-302026-08-07317,422$3,613,857None
MASECO LLP2026-06-302026-08-06527,020$6,000,122None
Parallel Advisors, LLC2026-06-302026-08-06953$10,850None
Prime Capital Investment Advisors, LLC2026-06-302026-08-06132,462$1,508,083None

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

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Balanced Rock Investment Advisors LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗WCG Wealth Advisors LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

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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