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 95 institutions that hold shares in the stock, with a total of 7.86 Million shares, which have been reported (via 13F filing form) to have a value of $620 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,556,154
shares
|
$123 Million
0.24% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,089,061
shares
|
$86 Million
0.05% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
790,255
shares
|
$62.4 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
729,569
shares
|
$57.6 Million
3.8% of portfolio
|
Q3 2025
Reduced 30.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
570,113
shares
|
$45 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
391,641
shares
|
$30.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
363,221
shares
|
$28.7 Million
0.48% of portfolio
|
Q3 2025
Added 30.41%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
188,372
shares
|
$14.9 Million
0.81% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
181,390
shares
|
$14.3 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
167,861
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
164,737
shares
|
$13 Million
0.15% of portfolio
|
Q3 2025
Added 2984.96%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
150,886
shares
|
$11.9 Million
0.1% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
125,933
shares
|
$9.94 Million
0.24% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
121,668
shares
|
$9.6 Million
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
111,620
shares
|
$8.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
105,559
shares
|
$8.33 Million
0.26% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
103,209
shares
|
$8.15 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
87,447
shares
|
$6.9 Million
3.05% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
77,051
shares
|
$6.08 Million
0.02% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
75,405
shares
|
$5.95 Million
0.05% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
71,842
shares
|
$5.67 Million
1.96% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
66,745
shares
|
$5.27 Million
0.86% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
47,588
shares
|
$3.76 Million
0.5% of portfolio
|
Q3 2025
Added 40.15%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
43,526
shares
|
$3.44 Million
1.67% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
33,751
shares
|
$2.66 Million
0.02% of portfolio
|
Q3 2025
Added 146.18%
|
|