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 6.57 Million shares, which have been reported (via 13F filing form) to have a value of $430 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
17,584
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
16,683
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
15,966
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2023
Reduced 12.15%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
14,179
shares
|
$928,440
0.0% of portfolio
|
Q4 2024
Reduced 18.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,806
shares
|
$904,016
0.0% of portfolio
|
Q4 2024
Reduced 34.7%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
12,992
shares
|
$850,716
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,140
shares
|
$794,927
0.0% of portfolio
|
Q4 2024
Added 110.8%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
12,126
shares
|
$794,010
0.24% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,973
shares
|
$783,992
0.01% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
10,824
shares
|
$708,755
0.31% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
10,746
shares
|
$703,648
0.44% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,665
shares
|
$698,344
0.0% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,255
shares
|
$671,497
0.02% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,699
shares
|
$635,090
0.0% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,578
shares
|
$627,167
0.02% of portfolio
|
Q4 2024
Added 100.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,876
shares
|
$581,200
0.0% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
8,563
shares
|
$560,705
0.0% of portfolio
|
Q4 2024
Added 120.98%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,420
shares
|
$551,341
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
7,270
shares
|
$476,039
0.06% of portfolio
|
Q2 2024
Reduced 18.08%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,196
shares
|
$405,714
0.06% of portfolio
|
Q4 2024
Reduced 23.95%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
6,110
shares
|
$400,082
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,090
shares
|
$398,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,826
shares
|
$381,486
0.0% of portfolio
|
Q4 2024
Added 18.9%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
5,725
shares
|
$374,873
0.1% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,575
shares
|
$299,571
0.01% of portfolio
|
Q4 2024
Reduced 3.4%
|