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 86 institutions that hold shares in the stock, with a total of 6.94 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,520,777
shares
|
$115 Million
0.24% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,054,544
shares
|
$79.9 Million
4.37% of portfolio
|
Q2 2025
Added 22.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,016,587
shares
|
$77 Million
0.05% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
586,889
shares
|
$44.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
401,847
shares
|
$30.4 Million
0.0% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
278,514
shares
|
$21.1 Million
0.37% of portfolio
|
Q2 2025
Added 41.39%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
189,634
shares
|
$14.4 Million
1.09% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
185,099
shares
|
$14 Million
0.75% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
167,212
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
136,885
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Added 81.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
124,320
shares
|
$9.41 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
113,452
shares
|
$8.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
103,209
shares
|
$7.82 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
102,247
shares
|
$7.74 Million
0.24% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
99,375
shares
|
$7.53 Million
3.5% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
75,405
shares
|
$5.71 Million
0.05% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
74,782
shares
|
$5.66 Million
0.02% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
71,842
shares
|
$5.44 Million
1.96% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
66,650
shares
|
$5.05 Million
0.83% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
43,258
shares
|
$3.28 Million
1.78% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
33,955
shares
|
$2.57 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
33,921
shares
|
$2.57 Million
1.05% of portfolio
|
Q2 2025
Reduced 44.22%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
29,623
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
24,842
shares
|
$1.88 Million
0.8% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
23,329
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 35.33%
|