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 |
|---|---|---|---|---|---|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
32,824
shares
|
$2.59 Million
1.01% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
29,820
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
25,406
shares
|
$2.01 Million
0.77% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
24,332
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
23,824
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 24.27%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
21,693
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
16,911
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
16,846
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
16,101
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
15,896
shares
|
$1.25 Million
0.26% of portfolio
|
Q3 2025
Added 26.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,486
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 64.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,904
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,514
shares
|
$987,855
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
11,387
shares
|
$898,889
0.33% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
11,288
shares
|
$891,074
0.29% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
10,494
shares
|
$828,396
0.46% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
9,578
shares
|
$756,087
0.02% of portfolio
|
Q4 2024
Added 100.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,902
shares
|
$702,723
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,451
shares
|
$667,121
0.02% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,420
shares
|
$664,674
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
8,050
shares
|
$635,467
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
7,966
shares
|
$628,836
0.09% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
7,966
shares
|
$628,836
0.06% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,090
shares
|
$480,744
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
6,001
shares
|
$473,718
0.01% of portfolio
|
Q3 2025
Added 21.82%
|
|