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 67 institutions that hold shares in the stock, with a total of 5.87 Million shares, which have been reported (via 13F filing form) to have a value of $373 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Angeles Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
1,050,387
shares
|
$66.8 Million
3.44% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
975,704
shares
|
$62 Million
0.16% of portfolio
|
Q1 2024
Added 1.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
705,768
shares
|
$44.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 58.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
689,560
shares
|
$43.8 Million
0.03% of portfolio
|
Q1 2024
Added 18.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
681,895
shares
|
$43.4 Million
0.08% of portfolio
|
Q1 2024
Added 1.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
199,830
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 42.93%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 09, 2024 Q1 2024 |
187,719
shares
|
$11.9 Million
0.79% of portfolio
|
Q1 2024
Added 23.24%
|
|
|
Litman Gregory Wealth Management LLC
|
May 03, 2024 Q1 2024 |
175,098
shares
|
$11.1 Million
0.97% of portfolio
|
Q1 2024
Reduced 6.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
163,739
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.41%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
114,627
shares
|
$7.29 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
105,562
shares
|
$6.71 Million
0.21% of portfolio
|
Q1 2024
Added 26.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
103,209
shares
|
$6.56 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 25, 2024 Q1 2024 |
95,701
shares
|
$6.08 Million
4.57% of portfolio
|
Q1 2024
Added 2.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
88,286
shares
|
$5.61 Million
0.02% of portfolio
|
Q1 2024
Added 11.53%
|
|
|
Financial Insights, Inc.
|
Apr 25, 2024 Q1 2024 |
86,827
shares
|
$5.52 Million
1.54% of portfolio
|
Q1 2024
Added 17.55%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
54,076
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2024
Added 396.47%
|
|
|
Phoenix Wealth Advisors
|
Apr 26, 2024 Q1 2024 |
53,716
shares
|
$3.42 Million
2.01% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
34,067
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.07%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
24,509
shares
|
$1.56 Million
0.03% of portfolio
|
Q4 2023
Added 5.23%
|
|
|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
21,124
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
20,278
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
19,316
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
16,683
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 10, 2024 Q1 2024 |
15,966
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2023
Reduced 12.15%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
15,108
shares
|
$960,566
0.0% of portfolio
|
Q1 2024
Added 10.08%
|
|