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 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-87- 0.81% |
$5.06K - $6.33K
|
10.7K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-175- 3.74% |
$10.2K - $12.7K
|
4.5K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-227- 3.66% |
$13.2K - $16.5K
|
5.97K
$480K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.9K- 2.28% |
$169K - $211K
|
124K
$9.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.43K- 3.77% |
$432K - $540K
|
190K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.7K- 48.12% |
$740K - $925K
|
13.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.5K- 7.46% |
$784K - $980K
|
167K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.6K- 99.09% |
$1.08M - $1.35M
|
171
$13.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-26.9K- 44.22% |
$1.56M - $1.96M
|
33.9K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-34.2K- 32.24% |
$1.99M - $2.49M
|
71.8K
$5.78M
|