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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,340
shares
|
$429,282
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
5,094
shares
|
$409,506
0.0% of portfolio
|
Q2 2025
Added 21.08%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
5,028
shares
|
$404,200
0.18% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,926
shares
|
$396,001
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,589
shares
|
$368,909
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
4,500
shares
|
$361,755
0.04% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
3,786
shares
|
$304,356
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,691
shares
|
$296,719
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
3,480
shares
|
$279,757
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
3,100
shares
|
$249,209
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
2,974
shares
|
$239,079
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,417
shares
|
$194,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
2,308
shares
|
$185,540
0.15% of portfolio
|
Q2 2025
Added 123.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,063
shares
|
$165,844
0.1% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,972
shares
|
$158,529
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,724
shares
|
$138,592
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,551
shares
|
$124,684
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,179
shares
|
$94,779
0.0% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,161
shares
|
$93,332
0.0% of portfolio
|
Q2 2025
Added 132.2%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,102
shares
|
$88,589
0.01% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$80,390
0.0% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
996
shares
|
$80,068
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
923
shares
|
$74,199
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
497
shares
|
$39,953
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
438
shares
|
$35,210
0.0% of portfolio
|
Q3 2024
Added 329.41%
|