Purchases and Sales Made in Q3 2025 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q3 2025. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
790KNew |
$57.4M - $62.2M
|
790K
$62.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159K+ 2984.96% |
$11.6M - $12.5M
|
165K
$13M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
84.7K+ 30.41% |
$6.16M - $6.66M
|
363K
$28.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72.5K+ 7.13% |
$5.27M - $5.7M
|
1.09M
$86M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
35.4K+ 2.33% |
$2.57M - $2.78M
|
1.56M
$123M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20K+ 146.18% |
$1.46M - $1.58M
|
33.8K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14K+ 10.23% |
$1.02M - $1.1M
|
151K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13.6K+ 40.15% |
$991K - $1.07M
|
47.6K
$3.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.09KNew |
$443K - $479K
|
6.09K
$481K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.08K+ 64.59% |
$442K - $478K
|
15.5K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.07K+ 5.25% |
$442K - $478K
|
122K
$9.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.65K+ 24.27% |
$338K - $366K
|
23.8K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.03KNew |
$293K - $317K
|
4.03K
$318K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
3.79KNew |
$275K - $298K
|
3.79K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.33K+ 26.46% |
$242K - $262K
|
15.9K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.31K+ 3.24% |
$241K - $261K
|
106K
$8.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.27K+ 1.77% |
$238K - $257K
|
188K
$14.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
3.1KNew |
$225K - $244K
|
3.1K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.59KNew |
$188K - $204K
|
2.59K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.27K+ 3.03% |
$165K - $179K
|
77.1K
$6.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.61K+ 1.3% |
$117K - $127K
|
126K
$9.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.55KNew |
$113K - $122K
|
1.55K
$122K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.49K+ 10.17% |
$108K - $117K
|
16.1K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23KNew |
$89.6K - $96.9K
|
1.23K
$97.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.08K+ 21.82% |
$78.1K - $84.6K
|
6K
$474K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.06K+ 10.31% |
$76.7K - $83K
|
11.3K
$891K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1K+ 4.3% |
$72.9K - $78.9K
|
24.3K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
649+ 0.39% |
$47.2K - $51.1K
|
168K
$13.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
611+ 122.94% |
$44.4K - $48.1K
|
1.11K
$87.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
564+ 2.27% |
$41K - $44.4K
|
25.4K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
422+ 2.91% |
$30.7K - $33.2K
|
14.9K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
400New |
$29.1K - $31.5K
|
400
$31.6K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
268+ 0.62% |
$19.5K - $21.1K
|
43.5K
$3.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
232New |
$16.9K - $18.3K
|
232
$18.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$14.5K - $15.7K
|
200
$15.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
197+ 0.67% |
$14.3K - $15.5K
|
29.8K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
181New |
$13.2K - $14.2K
|
181
$14.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
163+ 0.98% |
$11.8K - $12.8K
|
16.8K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
127+ 13.03% |
$9.23K - $9.99K
|
1.1K
$87K
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
112New |
$8.14K - $8.81K
|
112
$8.84K
|
|
|
Nov 14, 2025
Q3 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
95+ 0.14% |
$6.91K - $7.47K
|
66.7K
$5.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.19% |
$2.98K - $3.23K
|
21.7K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26+ 5.94% |
$1.89K - $2.05K
|
464
$36.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
12+ 0.26% |
$872 - $944
|
4.6K
$363K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
11+ 0.56% |
$800 - $865
|
1.98K
$157K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4New |
$291 - $315
|
4
$316
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$218 - $236
|
999
$78.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3+ 0.06% |
$218 - $236
|
5.1K
$402K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1+ 0.32% |
$72.7 - $78.7
|
313
$24.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$72.7 - $78.7
|
12.5K
$988K
|
|