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 99 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $805 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,461
shares
|
$630,006
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 29, 2026 Q4 2025 |
8,450
shares
|
$629,187
0.1% of portfolio
|
Q4 2025
Added 70.71%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 28, 2026 Q4 2025 |
8,306
shares
|
$618,464
0.44% of portfolio
|
Q4 2025
Added 24.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,239
shares
|
$613,475
0.0% of portfolio
|
Q3 2025
Added 87.93%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
8,079
shares
|
$601,562
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
7,976
shares
|
$593,892
0.02% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
7,304
shares
|
$543,855
0.01% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,219
shares
|
$537,526
0.0% of portfolio
|
Q3 2025
Added 201.17%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
6,874
shares
|
$511,838
0.27% of portfolio
|
Q4 2025
Added 58.2%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
5,756
shares
|
$428,591
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,768
shares
|
$355,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
4,544
shares
|
$338,346
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,268
shares
|
$317,795
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,998
shares
|
$297,691
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,698
shares
|
$275,353
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,457
shares
|
$257,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,448
shares
|
$256,738
0.22% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Redw Wealth LLC
|
Jan 28, 2026 Q4 2025 |
3,337
shares
|
$248,473
0.1% of portfolio
|
Q3 2025
Reduced 19.08%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,196
shares
|
$237,974
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,073
shares
|
$228,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,000
shares
|
$223,379
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,000
shares
|
$223,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,974
shares
|
$221,444
0.01% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
2,769
shares
|
$206,179
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,746
shares
|
$204,467
0.0% of portfolio
|
Q3 2025
New holding
|
|