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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,440
shares
|
$290,731
0.0% of portfolio
|
Q4 2024
Reduced 22.39%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
4,344
shares
|
$284,445
0.02% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,189
shares
|
$274,295
0.01% of portfolio
|
Q4 2024
Reduced 47.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,152
shares
|
$271,872
0.0% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
3,691
shares
|
$241,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,378
shares
|
$221,191
0.13% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,055
shares
|
$134,561
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,967
shares
|
$128,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,724
shares
|
$112,887
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,488
shares
|
$97,434
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,035
shares
|
$67,771
0.06% of portfolio
|
Q3 2024
Added 43.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
990
shares
|
$64,825
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
923
shares
|
$60,438
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
693
shares
|
$45,377
0.0% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
500
shares
|
$32,740
0.0% of portfolio
|
Q3 2024
Reduced 49.44%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
438
shares
|
$28,680
0.0% of portfolio
|
Q3 2024
Added 329.41%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
310
shares
|
$20,298
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
200
shares
|
$13,096
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
135
shares
|
$8,839
0.0% of portfolio
|
N/A
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$6,548
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$6,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$4,583
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
26
shares
|
$1,702
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
4
shares
|
$261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2
shares
|
$130
0.0% of portfolio
|
Q4 2024
Reduced 97.47%
|