Purchases and Sales Made in Q1 2025 in Engine No 1 ETF Tr (VOTE)
This table provides information about the institutional ownership of Engine No 1 ETF Tr (VOTE) during Q1 2025. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
147K+ 295.48% |
$9.51M - $10.6M
|
197K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
96.5K+ 12.6% |
$6.23M - $6.96M
|
862K
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
46.3K+ 3.63% |
$2.99M - $3.34M
|
1.32M
$96M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30.6K+ 3.77% |
$1.98M - $2.21M
|
844K
$61.3M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.9K+ 221.35% |
$1.09M - $1.22M
|
24.5K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 9.64% |
$1.03M - $1.15M
|
181K
$13.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.4K+ 11.77% |
$865K - $966K
|
127K
$9.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
9.41K+ 11.18% |
$608K - $679K
|
93.5K
$6.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.51KNew |
$485K - $541K
|
7.51K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
7.51KNew |
$485K - $541K
|
7.51K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.8K+ 44.67% |
$375K - $419K
|
18.8K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
4.84KNew |
$313K - $349K
|
4.84K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.47KNew |
$289K - $323K
|
4.47K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.84K+ 1.03% |
$248K - $277K
|
376K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.21K+ 4.45% |
$208K - $232K
|
75.4K
$5.48M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.69K+ 46.19% |
$174K - $194K
|
8.52K
$619K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.48K+ 6.39% |
$160K - $179K
|
41.3K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.24K+ 1.15% |
$145K - $162K
|
197K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.09K+ 34.19% |
$135K - $151K
|
8.2K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.07K+ 8.51% |
$134K - $150K
|
26.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.36K+ 9.62% |
$88.1K - $98.4K
|
15.5K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.08K+ 31.82% |
$69.4K - $77.5K
|
4.45K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
713New |
$46.1K - $51.4K
|
713
$51.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
709+ 3.39% |
$45.8K - $51.1K
|
21.6K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
707+ 16.88% |
$45.7K - $51K
|
4.9K
$356K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
668+ 0.68% |
$43.2K - $48.2K
|
98.5K
$7.16M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
562+ 3.52% |
$36.3K - $40.5K
|
16.5K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
497New |
$32.1K - $35.8K
|
497
$36.1K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
444+ 3.66% |
$28.7K - $32K
|
12.6K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
300+ 0.45% |
$19.4K - $21.6K
|
66.7K
$4.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
142+ 20.49% |
$9.17K - $10.2K
|
835
$60.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117+ 5850.0% |
$7.56K - $8.44K
|
119
$8.65K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110+ 0.91% |
$7.11K - $7.93K
|
12.3K
$890K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
83New |
$5.36K - $5.99K
|
83
$6.03K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58+ 0.48% |
$3.75K - $4.18K
|
12K
$875K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
43+ 0.38% |
$2.78K - $3.1K
|
11.4K
$828K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30New |
$1.94K - $2.16K
|
30
$2.18K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15+ 0.17% |
$969 - $1.08K
|
8.89K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
14+ 0.31% |
$904 - $1.01K
|
4.59K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 0.39% |
$517 - $577
|
2.06K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5+ 0.25% |
$323 - $361
|
1.97K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$323 - $361
|
5
$363
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.3% |
$194 - $216
|
993
$72.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$129 - $144
|
2
$145
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 3.85% |
$64.6 - $72.1
|
27
$1.96K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.32% |
$64.6 - $72.1
|
311
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1- 50.0% |
$64.6 - $72.1
|
1
$72.7
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-18- 0.31% |
$1.16K - $1.3K
|
5.71K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-78- 0.73% |
$5.04K - $5.63K
|
10.6K
$770K
|