Institutional Ownership Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 6.89 Million shares, which have been reported (via 13F filing form) to have a value of $449 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,320,747
shares
|
$86 Million
0.2% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Angeles Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
861,919
shares
|
$56.1 Million
3.05% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
843,901
shares
|
$54.9 Million
0.03% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
803,360
shares
|
$52.3 Million
0.2% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
586,889
shares
|
$38.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
376,316
shares
|
$24.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
197,062
shares
|
$12.8 Million
1.11% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
196,977
shares
|
$12.8 Million
0.27% of portfolio
|
Q1 2025
Added 295.48%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
182,749
shares
|
$11.9 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
180,686
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
127,218
shares
|
$8.28 Million
0.25% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
113,452
shares
|
$7.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
106,023
shares
|
$6.9 Million
2.8% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
103,209
shares
|
$6.72 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
98,493
shares
|
$6.41 Million
3.57% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
93,543
shares
|
$6.09 Million
0.21% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
75,405
shares
|
$4.91 Million
0.05% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
73,941
shares
|
$4.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
66,650
shares
|
$4.34 Million
0.84% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
60,809
shares
|
$3.96 Million
1.75% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
41,298
shares
|
$2.69 Million
1.83% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
29,623
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
26,428
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
21,613
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
18,795
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Added 44.67%
|