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 94 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $819 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
24,605
shares
|
$1.83 Million
1.95% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
23,292
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
22,047
shares
|
$1.64 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,997
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
20,843
shares
|
$1.55 Million
0.75% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
17,291
shares
|
$1.29 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
16,025
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
15,204
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
14,210
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Added 238.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,144
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 56.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,541
shares
|
$933,802
0.0% of portfolio
|
Q3 2025
Added 20.39%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
12,402
shares
|
$923,452
0.17% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,868
shares
|
$883,691
0.01% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
11,599
shares
|
$863,661
0.3% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
11,590
shares
|
$862,991
0.26% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
11,044
shares
|
$822,336
0.69% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,806
shares
|
$804,614
0.02% of portfolio
|
Q3 2025
Added 26.77%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
10,230
shares
|
$761,725
0.47% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
10,218
shares
|
$760,832
0.01% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
9,699
shares
|
$722,187
0.73% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
9,602
shares
|
$714,964
0.06% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
9,228
shares
|
$687,116
0.13% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,461
shares
|
$630,006
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
|