Latest Institutional Purchases of Engine No 1 ETF Tr (VOTE)
This list provides information on the latest institutional transactions involving Engine No 1 ETF Tr (VOTE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$115M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
193K+ 22.35% |
$11.2M - $14M
|
1.05M
$79.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173K+ 20.46% |
$10.1M - $12.6M
|
1.02M
$77M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 643.7% |
$5.82M - $7.28M
|
116K
$8.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
81.5K+ 41.39% |
$4.75M - $5.93M
|
279K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
61.5K+ 81.53% |
$3.58M - $4.47M
|
137K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
34KNew |
$1.98M - $2.47M
|
34K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.5K+ 6.78% |
$1.49M - $1.86M
|
402K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.7KNew |
$1.32M - $1.65M
|
22.7K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 162.08% |
$690K - $862K
|
19.2K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.83K+ 1608.2% |
$514K - $642K
|
9.38K
$710K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
8.7K+ 9.3% |
$507K - $633K
|
102K
$7.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
8.05KNew |
$469K - $586K
|
8.05K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8K+ 178.83% |
$466K - $582K
|
12.5K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.09K+ 35.33% |
$354K - $443K
|
23.3K
$1.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.97K+ 70.04% |
$347K - $434K
|
14.5K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.34KNew |
$311K - $388K
|
5.34K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.03K+ 38.05% |
$234K - $293K
|
14.6K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.97KNew |
$173K - $216K
|
2.97K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.42KNew |
$141K - $176K
|
2.42K
$183K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.35K+ 1.29% |
$137K - $171K
|
185K
$14M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.03K+ 24.81% |
$118K - $148K
|
10.2K
$775K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.96K+ 4.75% |
$114K - $143K
|
43.3K
$3.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.27K+ 123.0% |
$74.1K - $92.6K
|
2.31K
$175K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.2KNew |
$69.7K - $87.1K
|
1.2K
$90.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
909+ 12.11% |
$52.9K - $66.1K
|
8.42K
$637K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
909+ 12.11% |
$52.9K - $66.1K
|
8.42K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
887+ 21.08% |
$51.6K - $64.5K
|
5.09K
$386K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
882+ 0.9% |
$51.3K - $64.2K
|
99.4K
$7.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
841+ 1.14% |
$48.9K - $61.2K
|
74.8K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
661+ 132.2% |
$38.5K - $48.1K
|
1.16K
$87.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
575+ 12.91% |
$33.5K - $41.8K
|
5.03K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
383+ 2.32% |
$22.3K - $27.9K
|
16.9K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
349+ 1.42% |
$20.3K - $25.4K
|
24.8K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
312New |
$18.2K - $22.7K
|
312
$23.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
265+ 2.16% |
$15.4K - $19.3K
|
12.5K
$948K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 16.77% |
$8.15K - $10.2K
|
975
$73.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
92New |
$5.35K - $6.69K
|
92
$6.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73+ 61.34% |
$4.25K - $5.31K
|
192
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50+ 0.56% |
$2.91K - $3.64K
|
8.94K
$677K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
39+ 0.18% |
$2.27K - $2.84K
|
21.7K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
30+ 0.61% |
$1.75K - $2.18K
|
4.93K
$373K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$1.28K - $1.6K
|
22
$1.67K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
17+ 0.3% |
$989 - $1.24K
|
5.72K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$175 - $218
|
996
$75.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
4.84KNew |
$313K - $349K
|
4.84K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.21K+ 4.45% |
$208K - $232K
|
75.4K
$5.71M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
713New |
$46.1K - $51.4K
|
713
$54K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
497New |
$32.1K - $35.8K
|
497
$37.6K
|
|