IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vert GLB Sust RE ETF (VGSR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Abacus Wealth Partners, LLC
DECREASED
Shares8,597,854 from 11,063,945
Change-2,466,091 (-22%)
Value$91.3M (-$34.6M)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares4,016,346 from 3,867,693
Change+148,653 (+4%)
Value$42.7M (-$1.4M)
Filed 2026-11-03
First Pacific Financial
INCREASED
Shares1,605,841 from 1,521,618
Change+84,223 (+6%)
Value$17.1M (-$265.9K)
Filed 2026-10-14
Forum Financial Management, LP
INCREASED
Shares1,390,266 from 1,355,310
Change+34,956 (+3%)
Value$14.8M (-$662.4K)
Filed 2026-10-16
Natural Investments, LLC
INCREASED
Shares962,083 from 880,979
Change+81,104 (+9%)
Value$10.2M (+$190.5K)
Filed 2026-11-06
Savant Capital, LLC
DECREASED
Shares801,116 from 1,123,472
Change-322,356 (-29%)
Value$8.5M (-$3.7M)
Filed 2026-11-06
Colorado Capital Management, Inc.
INCREASED
Shares616,426 from 601,126
Change+15,300 (+3%)
Value$6.5K (-$296)
Filed 2026-10-15
Willow Creek Wealth Management Inc.
DECREASED
Shares577,954 from 579,450
Change-1,496 (0%)
Value$6.1M (-$457.8K)
Filed 2026-10-26
Maseco LLP
INCREASED
Shares576,703 from 527,020
Change+49,683 (+9%)
Value$6.1M (+$118.7K)
Filed 2026-10-27
North Berkeley Wealth Management, LLC
INCREASED
Shares473,686 from 456,331
Change+17,355 (+4%)
Value$5.0M (-$163.7K)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares440,278 from 496,294
Change-56,016 (-11%)
Value$4.7M (-$973.5K)
Filed 2026-10-15
Meritas Wealth Management, LLC
INCREASED
Shares305,380 from 260,974
Change+44,406 (+17%)
Value$3.2M (+$272.7K)
Filed 2026-10-14
Allodium Investment Consultants, LLC
INCREASED
Shares281,220 from 257,545
Change+23,675 (+9%)
Value$3.0M (+$55.0K)
Filed 2026-10-14
RED Lighthouse Investment Management, LLC
DECREASED
Shares223,325 from 231,474
Change-8,149 (-4%)
Value$2.4M (-$263.1K)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares220,373 from 216,361
Change+4,012 (+2%)
Value$2.3M (-$122.4K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares162,695 from 121,079
Change+41,616 (+34%)
Value$1.7M (+$349.7K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares131,595 from 132,462
Change-867 (-1%)
Value$1.4M (-$110.2K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
NEW
Shares120,563
Change+120,563
Value$1.3M
Filed 2026-11-03
Silver Oak Advisory Group, Inc.
INCREASED
Shares106,957 from 104,767
Change+2,190 (+2%)
Value$1.1M (-$55.9K)
Filed 2026-11-06
Level Financial Advisors
DECREASED
Shares101,762 from 102,899
Change-1,137 (-1%)
Value$1.1M (-$90.6K)
Filed 2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED
Shares81,048 from 81,487
Change-439 (-1%)
Value$860.9K (-$66.8K)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares80,513 from 82,721
Change-2,208 (-3%)
Value$855.2K (-$86.5K)
Filed 2026-10-13
Modera Wealth Management, LLC
UNCHANGED
Shares63,499 from 63,499
Change0 (0%)
Value$674.5K (-$48.4K)
Filed 2026-10-28
Index Fund Advisors, Inc.
DECREASED
Shares57,854 from 81,635
Change-23,781 (-29%)
Value$614.5K (-$314.9K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares55,326 from 35,446
Change+19,880 (+56%)
Value$581.2K (+$174.3K)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares49,168 from 33,801
Change+15,367 (+45%)
Value$522.3K (+$137.4K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares48,188 from 101,998
Change-53,810 (-53%)
Value$511.9K (-$649.4K)
Filed 2026-10-13
Boston Common Asset Management, LLC
UNCHANGED
Shares46,995 from 46,995
Change0 (0%)
Value$499.2K (-$35.8K)
Filed 2026-10-13
Private Wealth Management Group, LLC
INCREASED
Shares46,882 from 45,151
Change+1,731 (+4%)
Value$498.0K (-$16.1K)
Filed 2026-10-19
Ariadne Wealth Management, LP
INCREASED
Shares45,377 from 45,222
Change+155 (+0%)
Value$482.0K (-$32.8K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares41,836 from 41,117
Change+719 (+2%)
Value$444.4K (-$23.7K)
Filed 2026-10-28
Powerhouse Assets LLC
INCREASED
Shares27,656 from 27,636
Change+20 (+0%)
Value$293.8K (-$20.9K)
Filed 2026-10-19
BetterWealth, LLC
INCREASED
Shares23,400 from 19,911
Change+3,489 (+18%)
Value$248.6K (+$21.9K)
Filed 2026-10-15
Wheels Up Wealth, Inc.
DECREASED
Shares19,452 from 21,639
Change-2,187 (-10%)
Value$206.6K (-$39.7K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares18,680 from 18,638
Change+42 (+0%)
Value$198.4K (-$13.8K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares16,050
Change+16,050
Value$170.5K
Filed 2026-10-21
AdvisorNet Financial, Inc
INCREASED
Shares15,723 from 13,822
Change+1,901 (+14%)
Value$166.6K (+$9.2K)
Filed 2026-10-15
JDH Wealth Management, LLC
DECREASED
Shares15,083 from 16,432
Change-1,349 (-8%)
Value$160.2K (-$26.9K)
Filed 2026-10-20
Fund Evaluation Group, LLC
UNCHANGED
Shares14,204 from 14,204
Change0 (0%)
Value$150.9K (-$10.8K)
Filed 2026-11-05
Ethic Inc.
DECREASED
Shares14,118 from 14,194
Change-76 (-1%)
Value$150.0K (-$11.6K)
Filed 2026-11-03
Three Arch Wealth Management LLC
INCREASED
Shares13,522 from 12,908
Change+614 (+5%)
Value$143.6K (-$3.3K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares12,881 from 13,305
Change-424 (-3%)
Value$136.8K (-$14.6K)
Filed 2026-11-02
Vise Technologies, Inc.
NEW
Shares11,353
Change+11,353
Value$120.6K
Filed 2026-10-29
American Capital Advisory, LLC
UNCHANGED
Shares7,806 from 7,806
Change0 (0%)
Value$82.9K (-$6.0K)
Filed 2026-10-28
Aspect Partners, LLC
UNCHANGED
Shares6,794 from 6,794
Change0 (0%)
Value$72.2K (-$5.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares5,048 from 4,846
Change+202 (+4%)
Value$53.6K (-$1.6K)
Filed 2026-10-08
SJS Investment Consulting Inc.
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$19.1K (-$1.4K)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares1,175 from 1,139
Change+36 (+3%)
Value$12.5K (-$487)
Filed 2026-11-05
Bank of New Hampshire
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$12.3K (-$881)
Filed 2026-10-06
Parallel Advisors, LLC
UNCHANGED
Shares953 from 953
Change0 (0%)
Value$10.1K (-$727)
Filed 2026-11-03
Rossby Financial, LCC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$744 (-$53)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$23 ($0)
Filed 2026-11-06
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 16,477
Change-16,477 (-100%)
Value$0 (-$187.6K)
Filed 2026-10-21
Focus Partners Wealth
N/A
Shares— from 3,314,493
Change-3,314,493 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,001,215
Change-2,001,215 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,516,164
Change-1,516,164 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 902,746
Change-902,746 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 625,963
Change-625,963 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 624,753
Change-624,753 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 404,502
Change-404,502 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 368,065
Change-368,065 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 333,764
Change-333,764 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 322,160
Change-322,160 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 317,422
Change-317,422 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 258,929
Change-258,929 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 249,156
Change-249,156 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 191,759
Change-191,759 (-100%)
Value—
Betterment LLC
N/A
Shares— from 118,698
Change-118,698 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 84,057
Change-84,057 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 56,907
Change-56,907 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 47,996
Change-47,996 (-100%)
Value—
Nwam LLC
N/A
Shares— from 41,504
Change-41,504 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 37,766
Change-37,766 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 37,073
Change-37,073 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 36,900
Change-36,900 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,592
Change-32,592 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 22,994
Change-22,994 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 21,066
Change-21,066 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 18,885
Change-18,885 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 18,344
Change-18,344 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 17,158
Change-17,158 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,642
Change-16,642 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 11,298
Change-11,298 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,588
Change-6,588 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
Abacus Wealth Partners, LLC
DECREASED8,597,85411,063,945-2,466,091-22%$126.0M$91.3M-$34.6M2026-11-03
Brighton Jones LLC
INCREASED4,016,3463,867,693+148,653+4%$44.0M$42.7M-$1.4M2026-11-03
First Pacific Financial
INCREASED1,605,8411,521,618+84,223+6%$17.3M$17.1M-$265.9K2026-10-14
Forum Financial Management, LP
INCREASED1,390,2661,355,310+34,956+3%$15.4M$14.8M-$662.4K2026-10-16
Natural Investments, LLC
INCREASED962,083880,979+81,104+9%$10.0M$10.2M+$190.5K2026-11-06
Savant Capital, LLC
DECREASED801,1161,123,472-322,356-29%$12.3M$8.5M-$3.7M2026-11-06
Colorado Capital Management, Inc.
INCREASED616,426601,126+15,300+3%$6.8K$6.5K-$2962026-10-15
Willow Creek Wealth Management Inc.
DECREASED577,954579,450-1,4960%$6.6M$6.1M-$457.8K2026-10-26
Maseco LLP
INCREASED576,703527,020+49,683+9%$6.0M$6.1M+$118.7K2026-10-27
North Berkeley Wealth Management, LLC
INCREASED473,686456,331+17,355+4%$5.2M$5.0M-$163.7K2026-11-02
Mission Wealth Management, LP
DECREASED440,278496,294-56,016-11%$5.7M$4.7M-$973.5K2026-10-15
Meritas Wealth Management, LLC
INCREASED305,380260,974+44,406+17%$3.0M$3.2M+$272.7K2026-10-14
Allodium Investment Consultants, LLC
INCREASED281,220257,545+23,675+9%$2.9M$3.0M+$55.0K2026-10-14
RED Lighthouse Investment Management, LLC
DECREASED223,325231,474-8,149-4%$2.6M$2.4M-$263.1K2026-11-02
Perigon Wealth Management, LLC
INCREASED220,373216,361+4,012+2%$2.5M$2.3M-$122.4K2026-10-22
US Bancorp \de\
INCREASED162,695121,079+41,616+34%$1.4M$1.7M+$349.7K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED131,595132,462-867-1%$1.5M$1.4M-$110.2K2026-10-20
Quantum Financial Advisors, LLC
NEW120,563—+120,563——$1.3M—2026-11-03
Silver Oak Advisory Group, Inc.
INCREASED106,957104,767+2,190+2%$1.2M$1.1M-$55.9K2026-11-06
Level Financial Advisors
DECREASED101,762102,899-1,137-1%$1.2M$1.1M-$90.6K2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED81,04881,487-439-1%$927.7K$860.9K-$66.8K2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED80,51382,721-2,208-3%$941.8K$855.2K-$86.5K2026-10-13
Modera Wealth Management, LLC
UNCHANGED63,49963,49900%$722.9K$674.5K-$48.4K2026-10-28
Index Fund Advisors, Inc.
DECREASED57,85481,635-23,781-29%$929.4K$614.5K-$314.9K2026-11-05
Apella Capital, LLC
INCREASED55,32635,446+19,880+56%$406.9K$581.2K+$174.3K2026-10-08
LPL Financial LLC
INCREASED49,16833,801+15,367+45%$384.8K$522.3K+$137.4K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED48,188101,998-53,810-53%$1.2M$511.9K-$649.4K2026-10-13
Boston Common Asset Management, LLC
UNCHANGED46,99546,99500%$535.0K$499.2K-$35.8K2026-10-13
Private Wealth Management Group, LLC
INCREASED46,88245,151+1,731+4%$514.0K$498.0K-$16.1K2026-10-19
Ariadne Wealth Management, LP
INCREASED45,37745,222+155+0%$514.9K$482.0K-$32.8K2026-11-06
D.A. Davidson & Co.
INCREASED41,83641,117+719+2%$468.1K$444.4K-$23.7K2026-10-28
Powerhouse Assets LLC
INCREASED27,65627,636+20+0%$314.6K$293.8K-$20.9K2026-10-19
BetterWealth, LLC
INCREASED23,40019,911+3,489+18%$226.7K$248.6K+$21.9K2026-10-15
Wheels Up Wealth, Inc.
DECREASED19,45221,639-2,187-10%$246.4K$206.6K-$39.7K2026-10-27
Commonwealth Equity Services, LLC
INCREASED18,68018,638+42+0%$212.2K$198.4K-$13.8K2026-11-02
First Affirmative Financial Network
NEW16,050—+16,050——$170.5K—2026-10-21
AdvisorNet Financial, Inc
INCREASED15,72313,822+1,901+14%$157.4K$166.6K+$9.2K2026-10-15
JDH Wealth Management, LLC
DECREASED15,08316,432-1,349-8%$187.1K$160.2K-$26.9K2026-10-20
Fund Evaluation Group, LLC
UNCHANGED14,20414,20400%$161.7K$150.9K-$10.8K2026-11-05
Ethic Inc.
DECREASED14,11814,194-76-1%$161.6K$150.0K-$11.6K2026-11-03
Three Arch Wealth Management LLC
INCREASED13,52212,908+614+5%$147.0K$143.6K-$3.3K2026-10-20
Kestra Advisory Services, LLC
DECREASED12,88113,305-424-3%$151.5K$136.8K-$14.6K2026-11-02
Vise Technologies, Inc.
NEW11,353—+11,353——$120.6K—2026-10-29
American Capital Advisory, LLC
UNCHANGED7,8067,80600%$88.9K$82.9K-$6.0K2026-10-28
Aspect Partners, LLC
UNCHANGED6,7946,79400%$77.4K$72.2K-$5.2K2026-10-20
Farther Finance Advisors, LLC
INCREASED5,0484,846+202+4%$55.2K$53.6K-$1.6K2026-10-08
SJS Investment Consulting Inc.
UNCHANGED1,7941,79400%$20.4K$19.1K-$1.4K2026-10-26
Fifth Third Bancorp
INCREASED1,1751,139+36+3%$13.0K$12.5K-$4872026-11-05
Bank of New Hampshire
UNCHANGED1,1551,15500%$13.2K$12.3K-$8812026-10-06
Parallel Advisors, LLC
UNCHANGED95395300%$10.9K$10.1K-$7272026-11-03
Rossby Financial, LCC
UNCHANGED707000%$797$744-$532026-11-05
Allworth Financial LP
UNCHANGED2200%$23$23$02026-11-06
Axxcess Wealth Management, LLC
CLOSED016,477-16,477-100%$187.6K$0-$187.6K2026-10-21
Focus Partners Wealth
N/A—3,314,493-3,314,493-100%$37.7M———
FMR LLC
N/A—2,001,215-2,001,215-100%$22.8M———
Wealthspire Advisors, LLC
N/A—1,516,164-1,516,164-100%$17.3M———
PFG Investments, LLC
N/A—902,746-902,746-100%$10.3M———
SOA Wealth Advisors, Llc.
N/A—625,963-625,963-100%$7.1M———
WCG Wealth Advisors LLC
N/A—624,753-624,753-100%$7.1M———
Sand Hill Global Advisors, LLC
N/A—404,502-404,502-100%$4.6M———
EP Wealth Advisors, LLC
N/A—368,065-368,065-100%$4.2M———
Envestnet Portfolio Solutions, Inc.
N/A—333,764-333,764-100%$3.8M———
HighTower Advisors, LLC
N/A—322,160-322,160-100%$3.7M———
Focus Partners Advisor Solutions, LLC
N/A—317,422-317,422-100%$3.6M———
Balanced Rock Investment Advisors LLC
N/A—258,929-258,929-100%$2.9M———
Beacon Pointe Advisors, LLC
N/A—249,156-249,156-100%$2.8M———
Koss-Olinger Consulting, LLC
N/A—191,759-191,759-100%$2.2M———
Betterment LLC
N/A—118,698-118,698-100%$1.4M———
Mason & Associates Inc
N/A—84,057-84,057-100%$957.0K———
Composition Wealth, LLC
N/A—56,907-56,907-100%$647.9K———
Osaic Holdings, Inc.
N/A—47,996-47,996-100%$546.4K———
Nwam LLC
N/A—41,504-41,504-100%$472.5K———
Aegis Wealth Management LLC
N/A—37,766-37,766-100%$430.0K———
Equitable Holdings, Inc.
N/A—37,073-37,073-100%$422.1K———
AQR Capital Management LLC
N/A—36,900-36,900-100%$420.1K———
Cetera Investment Advisers
N/A—32,592-32,592-100%$371.1K———
MB Generational Wealth, LLC
N/A—22,994-22,994-100%$261.8K———
Trillium Asset Management, LLC
N/A—21,066-21,066-100%$239.8K———
Fidelis Capital Partners, LLC
N/A—18,885-18,885-100%$215.0K———
Cloud Capital Management, LLC
N/A—18,344-18,344-100%$208.0K———
Morris Financial Concepts, Inc.
N/A—17,158-17,158-100%$195.3K———
Quantinno Capital Management LP
N/A—16,642-16,642-100%$189.5K———
Mariner, LLC
N/A—12,900-12,900-100%$146.9K———
Caprock Group, LLC
N/A—11,298-11,298-100%$128.6K———
Greykasell Wealth Strategies, Inc.
N/A—7,175-7,175-100%$81.7K———
Morgan Stanley
N/A—6,588-6,588-100%$75.0K———
Westfuller Advisors, LLC
N/A—5,523-5,523-100%$62.9K———
Royal Bank of Canada
N/A—1,477-1,477-100%$17.0K———
Millstone Evans Group, LLC
N/A—1,408-1,408-100%$16.0K———
Orion Capital Management LLC
N/A—1,118-1,118-100%$12.7K———
JPMorgan Chase & Co
N/A—00—$6———
Showing 91 of 91 institutions