Who owns Vert Global Sustainable Real Estate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VGSR from SEC Form 13F filings across 89 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 89 institutions disclosed 36.3M shares of Vert Global Sustainable Real Estate ETF worth $393.5M — about 80.8% of shares outstanding; the largest disclosed holder is Abacus Wealth Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
89
13F holders
$393.5M
value, 2026 filers
80.8%
of shares outstanding (36.3M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VGSR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | 11.1M | $126.0M | 13.2% | 24.6% | -12.6% |
| 2 | BRIGHTON JONES LLC | 3.9M | $44.0M | 0.8% | 8.6% | +5.3% |
| 3 | Focus Partners Wealth | 3.3M | $37.7M | 0.0% | 7.4% | -6.3% |
| 4 | FMR LLC | 2.0M | $22.8M | 0.0% | 4.5% | +32.7% |
| 5 | First Pacific Financial | 1.5M | $17.3M | 2.1% | 3.4% | +0.5% |
| 6 | Wealthspire Advisors, LLCNEW | 1.5M | $17.3M | 0.1% | 3.4% | new |
| 7 | Forum Financial Management, LP | 1.4M | $15.4M | 0.2% | 3% | +2.3% |
| 8 | Savant Capital, LLC | 1.1M | $12.3M | 0.0% | 2.5% | +121.5% |
| 9 | PFG Investments, LLC | 902,746 | $10.3M | 0.4% | 2% | -1.8% |
| 10 | NATURAL INVESTMENTS, LLC | 880,979 | $10,029 | 2.2% | 2% | +8.5% |
| 11 | SOA Wealth Advisors, LLC. | 625,963 | $7.1M | 1.2% | 1.4% | +15.9% |
| 12 | WCG Wealth Advisors LLC | 624,753 | $7.1M | 0.2% | 1.4% | +14.4% |
| 13 | Colorado Capital Management, Inc. | 601,126 | $6,844 | 2.3% | 1.3% | +1.7% |
| 14 | MASECO LLP | 527,020 | $6.0M | 0.2% | 1.2% | +5.2% |
| 15 | MISSION WEALTH MANAGEMENT, LP | 496,294 | $5.7M | 0.1% | 1.1% | -21.5% |
| 16 | North Berkeley Wealth Management, LLC | 456,331 | $5.2M | 2.1% | 1% | -4.9% |
| 17 | Sand Hill Global Advisors, LLC | 404,502 | $4.6M | 0.1% | 0.9% | +2.0% |
| 18 | EP Wealth Advisors, LLC | 368,065 | $4.2M | 0.0% | 0.8% | +0.9% |
| 19 | Envestnet Portfolio Solutions, Inc. | 333,764 | $3.8M | 0.0% | 0.7% | +0.8% |
| 20 | HighTower Advisors, LLC | 322,160 | $3.7M | 0.0% | 0.7% | -3.4% |
| 21 | Focus Partners Advisor Solutions, LLC | 317,422 | $3.6M | 0.0% | 0.7% | -9.7% |
| 22 | Meritas Wealth Management, LLC | 260,974 | $3.0M | 1.2% | 0.6% | +15.9% |
| 23 | Balanced Rock Investment Advisors LLC | 258,929 | $2.9M | 1.8% | 0.6% | +1.1% |
| 24 | Allodium Investment Consultants, LLC | 257,545 | $2.9M | 1.2% | 0.6% | +6.1% |
| 25 | Beacon Pointe Advisors, LLC | 249,156 | $2.8M | 0.0% | 0.6% | +0.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.