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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
17,238
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,683
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
16,528
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
15,543
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,570
shares
|
$818,432
0.23% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,250
shares
|
$797,597
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,031
shares
|
$783,338
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
11,387
shares
|
$741,407
0.32% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
10,746
shares
|
$699,672
0.41% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,587
shares
|
$689,319
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,756
shares
|
$635,213
0.01% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
9,578
shares
|
$623,623
0.02% of portfolio
|
Q4 2024
Added 100.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,891
shares
|
$578,893
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
8,517
shares
|
$554,541
0.0% of portfolio
|
Q1 2025
Added 46.19%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
8,420
shares
|
$548,226
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
8,199
shares
|
$533,836
0.23% of portfolio
|
Q1 2025
Added 34.19%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
7,508
shares
|
$488,845
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
7,508
shares
|
$488,845
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,315
shares
|
$476,279
0.0% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
6,196
shares
|
$403,421
0.06% of portfolio
|
Q4 2024
Reduced 23.95%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,090
shares
|
$396,519
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5,707
shares
|
$371,582
0.09% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,896
shares
|
$318,778
0.01% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
4,844
shares
|
$315,392
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
4,675
shares
|
$304,389
0.04% of portfolio
|
Q1 2025
Reduced 35.69%
|