Corient Private Wealth’s JLens 500 Jewish Advocacy U.S. ETF TOV Stock Holding History

Corient Private Wealth’s Portfolio TOV Stock Details TOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Hold	39,936	–	–	﹤0.01%	1672
2026 Q1	$1.09K	Hold	39,936	–	–	﹤0.01%	2818
2025 Q4	$1.15M	Hold	39,936	–	–	﹤0.01%	1444
2025 Q3	$1.12M	Hold	39,936	–	–	﹤0.01%	1379
2025 Q2	$1.04M	Buy	+39,936	New	+$960K	﹤0.01%	1347

Other funds holding TOV

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Corient Private Wealth's TOV Position: Q2 2026 in Review

Corient Private Wealth held its JLens 500 Jewish Advocacy U.S. ETF (TOV) position steady in Q2 2026 at 39,936 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Corient Private Wealth first reported a position in TOV in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold TOV as of Q2 2026.

Corient Private Wealth held 39,936 shares of JLens 500 Jewish Advocacy U.S. ETF worth $1.26M as of Q2 2026.
Corient Private Wealth left its JLens 500 Jewish Advocacy U.S. ETF share count unchanged in Q2 2026.
JLens 500 Jewish Advocacy U.S. ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1672 holding.
Corient Private Wealth first reported a position in JLens 500 Jewish Advocacy U.S. ETF in Q2 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held JLens 500 Jewish Advocacy U.S. ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.