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 93 institutions that hold shares in the stock, with a total of 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
23,329
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Added 35.33%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22,700
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
21,693
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
19,171
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 162.08%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
16,911
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
16,683
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,904
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,615
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 38.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
13,710
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.12%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,570
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,515
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,472
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 178.83%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
11,387
shares
|
$915,400
0.33% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
11,288
shares
|
$907,442
0.29% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
10,659
shares
|
$856,877
0.43% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
9,756
shares
|
$784,284
0.02% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
9,578
shares
|
$769,975
0.02% of portfolio
|
Q4 2024
Added 100.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
9,409
shares
|
$756,389
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,941
shares
|
$718,766
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,420
shares
|
$676,883
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
8,417
shares
|
$676,642
0.06% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
8,417
shares
|
$676,642
0.1% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
8,050
shares
|
$647,139
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,090
shares
|
$489,575
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,969
shares
|
$479,847
0.06% of portfolio
|
Q2 2025
Reduced 3.66%
|