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Vert GLB Sust RE ETF (VGSR)

CUSIP: 56170L695 | NYSE | 133 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Abacus Wealth Partners, LLC8,597,854
10.3% of portfolio›$91.3M
Brighton Jones LLC4,016,346
0.7% of portfolio›$42.7M
First Pacific Financial1,605,841
1.7% of portfolio›$17.1M
Forum Financial Management, LP1,390,266
0.2% of portfolio›$14.8M
Colorado Capital Management, Inc.616,426
0.0% of portfolio›$6.5K
Willow Creek Wealth Management Inc.577,954
0.4% of portfolio›$6.1M
Maseco LLP576,703
0.2% of portfolio›$6.1M
North Berkeley Wealth Management, LLC473,686
2.0% of portfolio›$5.0M
Mission Wealth Management, LP440,278
0.1% of portfolio›$4.7M
Meritas Wealth Management, LLC305,380
1.2% of portfolio›$3.2M
Allodium Investment Consultants, LLC281,220
1.2% of portfolio›$3.0M
RED Lighthouse Investment Management, LLC223,325
0.7% of portfolio›$2.4M
Perigon Wealth Management, LLC220,373
0.0% of portfolio›$2.3M
US Bancorp \de\162,695
0.0% of portfolio›$1.7M
Prime Capital Investment Advisors, LLC131,595
0.0% of portfolio›$1.4M
Quantum Financial Advisors, LLC120,563
0.1% of portfolio›$1.3M
Level Financial Advisors101,762
0.2% of portfolio›$1.1M
Pine Haven Investment Counsel, Inc81,048
0.6% of portfolio›$860.9K
MLG Wealth Management DBA Pine Grove Financial Group80,513
0.1% of portfolio›$855.2K
Modera Wealth Management, LLC63,499
0.0% of portfolio›$674.5K
Index Fund Advisors, Inc.57,854
0.0% of portfolio›$614.5K
Apella Capital, LLC55,326
0.0% of portfolio›$581.2K
Dynamic Advisor Solutions LLC48,188
0.0% of portfolio›$511.9K
Boston Common Asset Management, LLC46,995
0.0% of portfolio›$499.2K
Private Wealth Management Group, LLC46,882
0.1% of portfolio›$498.0K
D.A. Davidson & Co.41,836
0.0% of portfolio›$444.4K
Powerhouse Assets LLC27,656
0.2% of portfolio›$293.8K
BetterWealth, LLC23,400
0.0% of portfolio›$248.6K
Wheels Up Wealth, Inc.19,452
0.2% of portfolio›$206.6K
Commonwealth Equity Services, LLC18,680
0.0% of portfolio›$198.4K
First Affirmative Financial Network16,050
0.0% of portfolio›$170.5K
AdvisorNet Financial, Inc15,723
0.0% of portfolio›$166.6K
JDH Wealth Management, LLC15,083
0.1% of portfolio›$160.2K
Fund Evaluation Group, LLC14,204
0.0% of portfolio›$150.9K
Ethic Inc.14,118
0.0% of portfolio›$150.0K
Three Arch Wealth Management LLC13,522
0.0% of portfolio›$143.6K
Kestra Advisory Services, LLC12,881
0.0% of portfolio›$136.8K
Vise Technologies, Inc.11,353
0.0% of portfolio›$120.6K
American Capital Advisory, LLC7,806
0.0% of portfolio›$82.9K
Aspect Partners, LLC6,794
0.0% of portfolio›$72.2K
Farther Finance Advisors, LLC5,048
0.0% of portfolio›$53.6K
SJS Investment Consulting Inc.1,794
0.0% of portfolio›$19.1K
Bank of New Hampshire1,155
0.0% of portfolio›$12.3K
Parallel Advisors, LLC953
0.0% of portfolio›$10.1K
Rossby Financial, LCC70
0.0% of portfolio›$744
StyleTurnoverLocationFiled
Abacus Wealth Partners, LLC
8,597,854$91.3M10.3%ETFLowSanta Monica, CA2026-11-03
Brighton Jones LLC
4,016,346$42.7M0.7%CoreVery LowSeattle, WA2026-11-03
First Pacific Financial
1,605,841$17.1M1.7%ETFLowVancouver, WA2026-10-14
Forum Financial Management, LP
1,390,266$14.8M0.2%ETFLowLombard, IL2026-10-16
Colorado Capital Management, Inc.
616,426$6.5K0.0%ETFVery LowBoulder, CO2026-10-15
Willow Creek Wealth Management Inc.
577,954$6.1M0.4%ETFVery LowSebastopol, CA2026-10-26
Maseco LLP
576,703$6.1M0.2%ETFVery LowLondon, United Kingdom2026-10-27
North Berkeley Wealth Management, LLC
473,686$5.0M2.0%ETFMediumBerkeley, CA2026-11-02
Mission Wealth Management, LP
440,278$4.7M0.1%ETFLowSanta Barbara, CA2026-10-15
Meritas Wealth Management, LLC
305,380$3.2M1.2%ETFVery LowSan Rafael, CA2026-10-14
Allodium Investment Consultants, LLC
281,220$3.0M1.2%ETFVery LowMinneapolis, MN2026-10-14
RED Lighthouse Investment Management, LLC
223,325$2.4M0.7%ETFVery LowHillsdale, NY2026-11-02
Perigon Wealth Management, LLC
220,373$2.3M0.0%GrowthLowSan Francisco, CA2026-10-22
US Bancorp \de\
162,695$1.7M0.0%IndexLowMinneapolis, MN2026-11-05
Prime Capital Investment Advisors, LLC
131,595$1.4M0.0%ETFLowOverland Park, KS2026-10-20
Quantum Financial Advisors, LLC
120,563$1.3M0.1%ETFLowSanta Monica, CA2026-11-03
Level Financial Advisors
101,762$1.1M0.2%ETFLowEast Amherst, NY2026-10-13
Pine Haven Investment Counsel, Inc
81,048$860.9K0.6%CoreVery LowFairhaven, MA2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
80,513$855.2K0.1%ETFMediumWoodbury, MN2026-10-13
Modera Wealth Management, LLC
63,499$674.5K0.0%ETFVery LowWestwood, NJ2026-10-28
Index Fund Advisors, Inc.
57,854$614.5K0.0%ETFVery LowIrvine, CA2026-11-05
Apella Capital, LLC
55,326$581.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
Dynamic Advisor Solutions LLC
48,188$511.9K0.0%ETFLowPhoenix, AZ2026-10-13
Boston Common Asset Management, LLC
46,995$499.2K0.0%CoreLowBoston, MA2026-10-13
Private Wealth Management Group, LLC
46,882$498.0K0.1%ETFLowPrinceton, NJ2026-10-19
D.A. Davidson & Co.
41,836$444.4K0.0%CoreLowGreat Falls, MT2026-10-28
Powerhouse Assets LLC
27,656$293.8K0.2%ETFVery LowLincoln, MA2026-10-19
BetterWealth, LLC
23,400$248.6K0.0%ETFVery LowSan Jose, CA2026-10-15
Wheels Up Wealth, Inc.
19,452$206.6K0.2%ETFVery LowBenicia, CA2026-10-27
Commonwealth Equity Services, LLC
18,680$198.4K0.0%ETFLowWaltham, MA2026-11-02
First Affirmative Financial Network
16,050$170.5K0.0%CoreN/AColorado Springs, CO2026-10-21
AdvisorNet Financial, Inc
15,723$166.6K0.0%ETFLowMinnetonka, MN2026-10-15
JDH Wealth Management, LLC
15,083$160.2K0.1%ETFVery LowSanta Rosa, CA2026-10-20
Fund Evaluation Group, LLC
14,204$150.9K0.0%ETFLowCincinnati, OH2026-11-05
Ethic Inc.
14,118$150.0K0.0%CoreLowNew York, NY2026-11-03
Three Arch Wealth Management LLC
13,522$143.6K0.0%ETFVery LowIrvine, CA2026-10-20
Kestra Advisory Services, LLC
12,881$136.8K0.0%CoreLowAustin, TX2026-11-02
Vise Technologies, Inc.
11,353$120.6K0.0%IndexLowNew York, NY2026-10-29
American Capital Advisory, LLC
7,806$82.9K0.0%ETFLowKetchum, ID2026-10-28
Aspect Partners, LLC
6,794$72.2K0.0%ETFMediumFairfax, VA2026-10-20
Farther Finance Advisors, LLC
5,048$53.6K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
1,794$19.1K0.0%ETFVery LowSylvania, OH2026-10-26
Bank of New Hampshire
1,155$12.3K0.0%CoreLowLaconia, NH2026-10-06
Parallel Advisors, LLC
953$10.1K0.0%IndexLowSan Francisco, CA2026-11-03
Rossby Financial, LCC
70$7440.0%ETFMediumMelbourne, FL2026-11-05