Institutional Ownership Engine No 1 ETF Tr Transform C (NETZ)
This table provides information about the institutional ownership of Engine No 1 ETF Tr Transform C (NETZ). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 8.32 Million shares, which have been reported (via 13F filing form) to have a value of $661 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,663,043
shares
|
$211 Million
3.33% of portfolio
|
Q4 2024
Added 264.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,010,112
shares
|
$160 Million
0.01% of portfolio
|
Q4 2024
Added 2033.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,905,886
shares
|
$151 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
741,435
shares
|
$58.9 Million
0.02% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
131,487
shares
|
$10.4 Million
0.35% of portfolio
|
Q4 2024
Added 380.76%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
101,147
shares
|
$8.03 Million
0.48% of portfolio
|
Q4 2024
Added 93.64%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
91,025
shares
|
$7.23 Million
7.81% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
68,842
shares
|
$5.47 Million
2.93% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
64,221
shares
|
$5.1 Million
0.33% of portfolio
|
Q4 2024
Added 62.68%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
60,470
shares
|
$4.8 Million
0.3% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
57,766
shares
|
$4.59 Million
0.87% of portfolio
|
Q4 2024
Added 77.47%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
49,963
shares
|
$3.97 Million
1.23% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
48,876
shares
|
$3.88 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
25,617
shares
|
$2.03 Million
2.16% of portfolio
|
Q4 2024
Added 119.06%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
20,918
shares
|
$1.66 Million
0.79% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
19,176
shares
|
$1.52 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
18,112
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Reduced 75.57%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,843
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2022
Added 0.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
15,436
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,486
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
14,147
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
14,015
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 30.62%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
13,040
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 54.92%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,869
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
12,799
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|