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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
464
shares
|
$36,628
0.0% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
400
shares
|
$31,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
313
shares
|
$24,708
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
311
shares
|
$24,550
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
232
shares
|
$18,314
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
200
shares
|
$15,788
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
192
shares
|
$15,156
0.0% of portfolio
|
Q2 2025
Added 61.34%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
181
shares
|
$14,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
135
shares
|
$10,656
0.0% of portfolio
|
N/A
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
112
shares
|
$8,841
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
100
shares
|
$7,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
83
shares
|
$6,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
75
shares
|
$5,920
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
70
shares
|
$5,525
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
30
shares
|
$2,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
6
shares
|
$473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
5
shares
|
$394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
4
shares
|
$315
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1
shares
|
$78
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|