Corient Private Wealth
TOV

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
Q1 		$1.09K Sell
39,936
-39,936
-50% -$1.14M ﹤0.01% 2818
2025
Q4 		$2.29M Buy
79,872
+39,936
+100% +$1.14M ﹤0.01% 1459
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

CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Corient Private Wealth's TOV Position: Q1 2026 in Review

Corient Private Wealth reduced its JLens 500 Jewish Advocacy U.S. ETF (TOV) stake by 50% in Q1 2026, selling an estimated $1.14M and leaving 39,936 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

Corient Private Wealth first reported a position in TOV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.29M in Q4 2025. 22 funds tracked by Wall St. Rank hold TOV as of Q1 2026.

  • Corient Private Wealth held 39,936 shares of JLens 500 Jewish Advocacy U.S. ETF worth $1.09K as of Q1 2026.
  • Corient Private Wealth sold 39,936 JLens 500 Jewish Advocacy U.S. ETF shares in Q1 2026, an estimated $1.14M.
  • JLens 500 Jewish Advocacy U.S. ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2818 holding.
  • Corient Private Wealth first reported a position in JLens 500 Jewish Advocacy U.S. ETF in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's JLens 500 Jewish Advocacy U.S. ETF position peaked at $2.29M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held JLens 500 Jewish Advocacy U.S. ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.