Purchases and Sales Made in Q2 2025 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q2 2025. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
200K+ 15.15% |
$11.6M - $14.6M
|
1.52M
$122M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
193K+ 22.35% |
$11.2M - $14M
|
1.05M
$84.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173K+ 20.46% |
$10.1M - $12.6M
|
1.02M
$81.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 643.7% |
$5.82M - $7.28M
|
116K
$9.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
81.5K+ 41.39% |
$4.75M - $5.93M
|
279K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
61.5K+ 81.53% |
$3.58M - $4.47M
|
137K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
34KNew |
$1.98M - $2.47M
|
34K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 6.78% |
$1.49M - $1.86M
|
402K
$32.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.7KNew |
$1.32M - $1.65M
|
22.7K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 162.08% |
$690K - $862K
|
19.2K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.83K+ 1608.2% |
$514K - $642K
|
9.38K
$754K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.7K+ 9.3% |
$507K - $633K
|
102K
$8.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
8.05KNew |
$469K - $586K
|
8.05K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8K+ 178.83% |
$466K - $582K
|
12.5K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.09K+ 35.33% |
$354K - $443K
|
23.3K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.97K+ 70.04% |
$347K - $434K
|
14.5K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.34KNew |
$311K - $388K
|
5.34K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.03K+ 38.05% |
$234K - $293K
|
14.6K
$1.17M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
3.48KNew |
$203K - $253K
|
3.48K
$280K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.97KNew |
$173K - $216K
|
2.97K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.42KNew |
$141K - $176K
|
2.42K
$194K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.35K+ 1.29% |
$137K - $171K
|
185K
$14.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.03K+ 24.81% |
$118K - $148K
|
10.2K
$823K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.96K+ 4.75% |
$114K - $143K
|
43.3K
$3.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.27K+ 123.0% |
$74.1K - $92.6K
|
2.31K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2KNew |
$69.7K - $87.1K
|
1.2K
$96.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
909+ 12.11% |
$52.9K - $66.1K
|
8.42K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
909+ 12.11% |
$52.9K - $66.1K
|
8.42K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
887+ 21.08% |
$51.6K - $64.5K
|
5.09K
$410K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
882+ 0.9% |
$51.3K - $64.2K
|
99.4K
$7.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
841+ 1.14% |
$48.9K - $61.2K
|
74.8K
$6.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
661+ 132.2% |
$38.5K - $48.1K
|
1.16K
$93.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
575+ 12.91% |
$33.5K - $41.8K
|
5.03K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
383+ 2.32% |
$22.3K - $27.9K
|
16.9K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
349+ 1.42% |
$20.3K - $25.4K
|
24.8K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
312New |
$18.2K - $22.7K
|
312
$25.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
265+ 2.16% |
$15.4K - $19.3K
|
12.5K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 16.77% |
$8.15K - $10.2K
|
975
$78.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
92New |
$5.35K - $6.69K
|
92
$7.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73+ 61.34% |
$4.25K - $5.31K
|
192
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50+ 0.56% |
$2.91K - $3.64K
|
8.94K
$719K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
39+ 0.18% |
$2.27K - $2.84K
|
21.7K
$1.74M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31+ 0.33% |
$1.8K - $2.25K
|
9.41K
$756K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
30+ 0.61% |
$1.75K - $2.18K
|
4.93K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$1.28K - $1.6K
|
22
$1.77K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 0.3% |
$989 - $1.24K
|
5.72K
$460K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$349 - $436
|
6
$482
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$175 - $218
|
996
$80.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-25- 25.0% |
$1.46K - $1.82K
|
75
$6.03K
|