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 76 institutions that hold shares in the stock, with a total of 6.56 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,274,494
shares
|
$91.9 Million
0.21% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
813,269
shares
|
$58.7 Million
0.04% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
803,360
shares
|
$57.9 Million
0.11% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
765,439
shares
|
$55.2 Million
2.55% of portfolio
|
Q4 2024
Added 49.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
602,943
shares
|
$43.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
372,480
shares
|
$26.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
194,822
shares
|
$14.1 Million
1.16% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
183,121
shares
|
$13.2 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
164,803
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
113,823
shares
|
$8.21 Million
0.24% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
113,452
shares
|
$8.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
107,173
shares
|
$7.73 Million
2.37% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
103,209
shares
|
$7.44 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
97,825
shares
|
$7.06 Million
3.89% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
84,135
shares
|
$6.07 Million
0.21% of portfolio
|
Q4 2024
Added 39.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
78,100
shares
|
$5.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
72,191
shares
|
$5.21 Million
0.05% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
66,350
shares
|
$4.79 Million
0.94% of portfolio
|
Q4 2024
Added 452.92%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
62,959
shares
|
$4.54 Million
1.89% of portfolio
|
Q4 2024
Added 24.22%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
49,807
shares
|
$3.59 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
38,818
shares
|
$2.8 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
29,623
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
28,000
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
24,355
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
20,904
shares
|
$1.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|