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 83 institutions that hold shares in the stock, with a total of 6.91 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
4,675
shares
|
$327,857
0.04% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,589
shares
|
$321,826
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,473
shares
|
$313,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,453
shares
|
$312,288
0.15% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
4,207
shares
|
$295,036
0.0% of portfolio
|
Q1 2025
Reduced 69.53%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,691
shares
|
$258,849
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,277
shares
|
$229,816
0.0% of portfolio
|
Q1 2025
Reduced 26.19%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,063
shares
|
$144,678
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,972
shares
|
$138,296
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,724
shares
|
$120,904
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,035
shares
|
$72,584
0.07% of portfolio
|
Q3 2024
Added 43.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$70,130
0.0% of portfolio
|
Q1 2025
Reduced 32.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
993
shares
|
$69,639
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
923
shares
|
$64,729
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
835
shares
|
$58,558
0.0% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
713
shares
|
$50,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
549
shares
|
$38,501
0.0% of portfolio
|
Q4 2024
Added 1717.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
500
shares
|
$35,065
0.0% of portfolio
|
Q3 2024
Reduced 49.44%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
497
shares
|
$34,854
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
438
shares
|
$30,716
0.0% of portfolio
|
Q3 2024
Added 329.41%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
311
shares
|
$21,810
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
200
shares
|
$14,026
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
135
shares
|
$9,467
0.0% of portfolio
|
N/A
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
119
shares
|
$8,345
0.0% of portfolio
|
Q1 2025
Added 5850.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
100
shares
|
$7,013
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|