Institutional Ownership Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 6.1 Million shares, which have been reported (via 13F filing form) to have a value of $436 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,900
shares
|
$350,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
4,844
shares
|
$346,539
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,575
shares
|
$327,295
0.01% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,181
shares
|
$299,108
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
4,134
shares
|
$295,746
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,875
shares
|
$277,217
0.0% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,378
shares
|
$241,662
0.13% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,724
shares
|
$123,334
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,488
shares
|
$106,451
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,035
shares
|
$74,043
0.06% of portfolio
|
Q3 2024
Added 43.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
987
shares
|
$70,609
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
923
shares
|
$66,031
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
693
shares
|
$49,577
0.0% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
500
shares
|
$35,770
0.0% of portfolio
|
Q3 2024
Reduced 49.44%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
438
shares
|
$31,334
0.0% of portfolio
|
Q3 2024
Added 329.41%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
309
shares
|
$22,105
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
211
shares
|
$15,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
200
shares
|
$14,308
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
135
shares
|
$9,657
0.0% of portfolio
|
N/A
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$7,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
100
shares
|
$7,154
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
79
shares
|
$5,651
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
69
shares
|
$4,936
0.0% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
21
shares
|
$1,502
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
4
shares
|
$286
0.0% of portfolio
|
Q4 2024
New holding
|