Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR TRANSFORM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
879K+ 37.18% |
N/A
|
3.24M
$241M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
415K+ 18.5% |
N/A
|
2.66M
$198M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
202K+ 819.25% |
N/A
|
227K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
201K+ 8.58% |
N/A
|
2.55M
$190M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 93.79% |
N/A
|
232K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87KNew |
N/A
|
87K
$6.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
76.4KNew |
N/A
|
76.4K
$5.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
51.4KNew |
N/A
|
51.4K
$3.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.1K+ 713.35% |
N/A
|
57.2K
$4.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
37.6K+ 55.59% |
N/A
|
105K
$7.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
27.2K+ 17.48% |
N/A
|
183K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
22KNew |
N/A
|
22K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
21.3K+ 198.62% |
N/A
|
32K
$2.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21KNew |
N/A
|
21K
$1.56M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.1K+ 33.34% |
N/A
|
80.3K
$5.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14K+ 83.59% |
N/A
|
30.8K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.1K+ 20.83% |
N/A
|
70.1K
$5.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
10K+ 238.33% |
N/A
|
14.2K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.46KNew |
N/A
|
8.46K
$630K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.84KNew |
N/A
|
7.84K
$583K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.91KNew |
N/A
|
6.91K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.94K+ 7.1% |
N/A
|
89.6K
$6.67M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
5.76KNew |
N/A
|
5.76K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.11K+ 56.51% |
N/A
|
14.1K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.95KNew |
N/A
|
4.95K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.82K+ 201.17% |
N/A
|
7.22K
$538K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.77KNew |
N/A
|
4.77K
$355K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.35KNew |
N/A
|
4.35K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.27KNew |
N/A
|
4.27K
$318K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.2K+ 137.3% |
N/A
|
7.26K
$541K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4KNew |
N/A
|
4K
$298K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.97K+ 3.53% |
N/A
|
116K
$8.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.86K+ 87.93% |
N/A
|
8.24K
$613K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.7KNew |
N/A
|
3.7K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.46KNew |
N/A
|
3.46K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2.39KNew |
N/A
|
2.39K
$178K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.28K+ 26.77% |
N/A
|
10.8K
$805K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.24KNew |
N/A
|
2.24K
$167K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.12K+ 20.39% |
N/A
|
12.5K
$934K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.54K+ 20.02% |
N/A
|
9.23K
$687K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.36K+ 15.31% |
N/A
|
10.2K
$762K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.27K+ 12.27% |
N/A
|
11.6K
$864K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.27K+ 0.9% |
N/A
|
143K
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.17K+ 13.81% |
N/A
|
9.6K
$715K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
784New |
N/A
|
784
$58.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
708+ 4.62% |
N/A
|
16K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
463+ 4.38% |
N/A
|
11K
$822K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
336+ 0.63% |
N/A
|
53.5K
$3.99M
|
|