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 85 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $502 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
135
shares
|
$10,223
0.0% of portfolio
|
N/A
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
100
shares
|
$7,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
92
shares
|
$6,967
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
83
shares
|
$6,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
75
shares
|
$5,679
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
70
shares
|
$5,301
0.0% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
30
shares
|
$2,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
22
shares
|
$1,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
5
shares
|
$378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1
shares
|
$75
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|