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 77 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $427 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
16,060
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
15,966
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2023
Reduced 12.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,096
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 45.28%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
13,114
shares
|
$925,979
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
12,839
shares
|
$906,561
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$847,320
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,752
shares
|
$829,808
0.0% of portfolio
|
Q3 2024
Added 12.13%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
11,167
shares
|
$788,501
0.28% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,944
shares
|
$772,755
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
10,824
shares
|
$764,282
0.31% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
10,255
shares
|
$724,105
0.02% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
9,535
shares
|
$673,266
0.17% of portfolio
|
Q2 2024
Reduced 16.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,462
shares
|
$597,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
8,147
shares
|
$575,259
0.08% of portfolio
|
Q3 2024
Added 22.64%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,045
shares
|
$568,057
0.01% of portfolio
|
Q4 2023
Added 15.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,990
shares
|
$564,173
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
7,725
shares
|
$545,462
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
7,270
shares
|
$513,334
0.06% of portfolio
|
Q2 2024
Reduced 18.08%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
6,110
shares
|
$431,427
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
5,844
shares
|
$412,644
0.1% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,759
shares
|
$406,642
0.0% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,721
shares
|
$403,959
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,322
shares
|
$375,786
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,962
shares
|
$350,366
0.0% of portfolio
|
Q3 2024
Reduced 88.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,900
shares
|
$345,989
0.0% of portfolio
|
Q3 2024
New holding
|