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 85 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $502 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22,700
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
21,652
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
19,171
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 162.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
18,795
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Added 44.67%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
16,911
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
16,683
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
15,543
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
14,482
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 70.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
13,710
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.12%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,570
shares
|
$951,926
0.23% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,515
shares
|
$947,760
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
11,387
shares
|
$862,337
0.32% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
10,659
shares
|
$807,206
0.43% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,587
shares
|
$801,753
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
10,233
shares
|
$774,945
0.28% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,756
shares
|
$738,821
0.0% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,578
shares
|
$725,341
0.02% of portfolio
|
Q4 2024
Added 100.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,378
shares
|
$710,195
0.0% of portfolio
|
Q2 2025
Added 1608.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,941
shares
|
$677,101
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,420
shares
|
$637,646
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
8,417
shares
|
$637,419
0.1% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
8,417
shares
|
$637,419
0.06% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
8,050
shares
|
$609,626
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,090
shares
|
$461,195
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,969
shares
|
$452,032
0.06% of portfolio
|
Q2 2025
Reduced 3.66%
|