Institutional Ownership Engine No 1 ETF Tr Transform C (NETZ)
This table provides information about the institutional ownership of Engine No 1 ETF Tr Transform C (NETZ). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 8.32 Million shares, which have been reported (via 13F filing form) to have a value of $619 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
12,556
shares
|
$934,919
0.16% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
12,552
shares
|
$934,621
0.04% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
10,727
shares
|
$798,732
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
10,106
shares
|
$752,492
0.02% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
10,087
shares
|
$751,078
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
10,002
shares
|
$744,748
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,724
shares
|
$575,129
0.01% of portfolio
|
Q4 2024
Added 515.46%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
7,032
shares
|
$523,602
0.22% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
5,895
shares
|
$438,941
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
5,059
shares
|
$376,693
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,645
shares
|
$345,866
0.0% of portfolio
|
Q4 2024
Reduced 23.94%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,544
shares
|
$338,346
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
4,345
shares
|
$323,528
0.11% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
4,155
shares
|
$309,381
0.24% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,448
shares
|
$256,738
0.22% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,111
shares
|
$231,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
3,000
shares
|
$223,379
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,974
shares
|
$221,444
0.01% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
2,910
shares
|
$216,678
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,194
shares
|
$88,905
0.0% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
606
shares
|
$45,122
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
420
shares
|
$31,273
0.0% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
385
shares
|
$28,667
0.0% of portfolio
|
Q4 2024
Added 73.42%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
60
shares
|
$4,467
0.0% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1
shares
|
$74
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|