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 76 institutions that hold shares in the stock, with a total of 6.57 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,453
shares
|
$280,271
0.15% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,440
shares
|
$279,453
0.0% of portfolio
|
Q4 2024
Reduced 22.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,189
shares
|
$263,655
0.01% of portfolio
|
Q4 2024
Reduced 47.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,152
shares
|
$261,326
0.0% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
3,691
shares
|
$232,311
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,055
shares
|
$129,341
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,967
shares
|
$123,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,724
shares
|
$108,508
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,488
shares
|
$93,654
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,035
shares
|
$65,142
0.06% of portfolio
|
Q3 2024
Added 43.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
990
shares
|
$62,310
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
923
shares
|
$58,093
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
835
shares
|
$52,554
0.0% of portfolio
|
Q1 2025
Added 20.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
500
shares
|
$31,470
0.0% of portfolio
|
Q3 2024
Reduced 49.44%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
438
shares
|
$27,567
0.0% of portfolio
|
Q3 2024
Added 329.41%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
310
shares
|
$19,511
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
200
shares
|
$12,588
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
135
shares
|
$8,496
0.0% of portfolio
|
N/A
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$6,294
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$6,294
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
70
shares
|
$4,405
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
27
shares
|
$1,699
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
5
shares
|
$314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2
shares
|
$125
0.0% of portfolio
|
Q4 2024
Reduced 97.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 23, 2025 Q1 2025 |
2
shares
|
$125
0.0% of portfolio
|
Q1 2025
New holding
|