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 95 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $796 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,531
shares
|
$188,458
0.0% of portfolio
|
Q3 2025
Reduced 18.64%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,393
shares
|
$178,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
2,239
shares
|
$166,715
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,221
shares
|
$90,915
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,021
shares
|
$76,023
0.0% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
808
shares
|
$60,163
0.0% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
552
shares
|
$41,101
0.04% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
340
shares
|
$25,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
329
shares
|
$24,497
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
275
shares
|
$20,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
236
shares
|
$17,572
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
142
shares
|
$10,573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
126
shares
|
$9,381
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
61
shares
|
$4,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
50
shares
|
$3,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
50
shares
|
$3,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
24
shares
|
$1,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1
shares
|
$74
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
0.24% of portfolio
|
Q3 2025
Closed
|
|