Purchases and Sales Made in Q3 2025 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
84.7K+ 30.41% |
$6.16M - $6.66M
|
363K
$29.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
3.79KNew |
$275K - $298K
|
3.79K
$304K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.31K+ 3.24% |
$241K - $261K
|
106K
$8.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
3.1KNew |
$225K - $244K
|
3.1K
$249K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.55KNew |
$113K - $122K
|
1.55K
$125K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.06K+ 10.31% |
$76.7K - $83K
|
11.3K
$907K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
422+ 2.91% |
$30.7K - $33.2K
|
14.9K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
400New |
$29.1K - $31.5K
|
400
$32.2K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
268+ 0.62% |
$19.5K - $21.1K
|
43.5K
$3.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
232New |
$16.9K - $18.3K
|
232
$18.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$14.5K - $15.7K
|
200
$16.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
197+ 0.67% |
$14.3K - $15.5K
|
29.8K
$2.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
127+ 13.03% |
$9.23K - $9.99K
|
1.1K
$88.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.19% |
$2.98K - $3.23K
|
21.7K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 1.5% |
$1.31K - $1.42K
|
1.18K
$94.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.1K- 3.23% |
$79.7K - $86.3K
|
32.8K
$2.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 13.38% |
$94.9K - $103K
|
8.45K
$679K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8.24K- 4.35% |
$599K - $649K
|
181K
$14.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-11.9K- 12.0% |
$867K - $938K
|
87.4K
$7.03M
|