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VGSR · Vert Global Sustainable Real Estate ETF ETF

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$11.25 -0.03 (-0.30%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $1,440,213
Total Shares: 126,501

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
65.4%
Dec 2025 → Jun 2026 · range 65.4% – 100.0%
−34.6 pts
Top 5
100.0%
Dec 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
5,474
Dec 2025 → Jun 2026 · range 5,474 – 10,000
Highly concentrated−4,526

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +1
Institutional value: +70.4%
Shares held: +54.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +889 82,721

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 43,780 $498,435

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group VGSR $941,778 65.39% 82,721
Corient Private Wealth LLC VGSR $498,435 34.61% 43,780