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 77 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $429 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,229,328
shares
|
$87.4 Million
0.2% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
794,765
shares
|
$56.5 Million
0.1% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
743,107
shares
|
$52.8 Million
0.03% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
640,586
shares
|
$45.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
510,784
shares
|
$36.3 Million
1.76% of portfolio
|
Q3 2024
Reduced 52.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
374,865
shares
|
$26.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
189,262
shares
|
$13.4 Million
1.06% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
185,506
shares
|
$13.2 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
164,672
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
114,627
shares
|
$8.15 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
107,173
shares
|
$7.62 Million
2.37% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
104,670
shares
|
$7.44 Million
0.2% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
103,209
shares
|
$7.33 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
95,570
shares
|
$6.79 Million
4.04% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
83,739
shares
|
$5.95 Million
0.02% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
66,574
shares
|
$4.73 Million
0.05% of portfolio
|
Q3 2024
Added 543.66%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
60,493
shares
|
$4.3 Million
0.16% of portfolio
|
Q3 2024
Added 213.18%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
50,684
shares
|
$3.6 Million
1.58% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
29,623
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
24,209
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,142
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
21,130
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
17,431
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,765
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2024
Added 61.89%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
16,683
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2023
New holding
|