Who owns ENGINE NO 1 ETF TRUST?
- Ticker: VOTE
- CUSIP Number: 29287l106
Tip: Access positions for across all investors
Analyze quarterly positions in Engine No 1 Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Engine No 1 Etf Trust stock
Who bought or sold ENGINE NO 1 ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 1.7M | $94M | 3% | Dec 2023 |
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| Jordan Park Group | 1.2M | $67M | -6% | Dec 2023 |
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| Betterment | 965k | $54M | 0% | Dec 2023 |
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| Pnc Financial Services | 584k | $33M | 28% | Dec 2023 |
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| Goldman Sachs Group | 350k | $20M | 131% | Dec 2023 |
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| Litman Gregory Asset Management | 187k | $10M | -1% | Dec 2023 |
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| Bank of America Corporation | 181k | $10M | 12% | Dec 2023 |
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| Dorsey & Whitney Trust Company | 152k | $8.5M | 33% | Dec 2023 |
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| Pathstone Holdings | 115k | $6.4M | 100% | Dec 2023 |
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| Values Added Financial | 96k | $5.9M | 2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 88k | $5.4M | 12% | Mar 2024 |
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| Financial Insights | 87k | $5.3M | 18% | Mar 2024 |
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| Mutual Advisors | 84k | $4.6M | -32% | Dec 2023 |
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| Phoenix Wealth Advisors | 54k | $3.3M | -1% | Mar 2024 |
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| Bank of New York Mellon | 53k | $3.3M | 29% | Mar 2024 |
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| Moneta Group Investment Advisors | 25k | $1.4M | 5% | Dec 2023 |
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| Aspiriant | 19k | $1.2M | 0% | Mar 2024 |
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| Mission Wealth Management | 17k | $928k | 0% | Dec 2023 |
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| Sage Advisory Services | 12k | $703k | 22% | Mar 2024 |
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| Gts Securities | 11k | $606k | -64% | Dec 2023 |
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| Valeo Financial Advisors | 10k | $612k | 14% | Mar 2024 |
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| Kestra Advisory Services | 9.2k | $514k | 100% | Dec 2023 |
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| Fiduciary Trust Company | 8.0k | $448k | 15% | Dec 2023 |
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| Advisory Services Network | 7.6k | $424k | 36% | Dec 2023 |
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| Stephens Consulting | 6.5k | $398k | 11% | Mar 2024 |
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| Bp Wealth Management | 6.1k | $339k | 0% | Dec 2023 |
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| Creative Planning | 5.8k | $323k | -46% | Dec 2023 |
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| JMG Financial Group | 5.0k | $277k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 4.9k | $271k | 100% | Dec 2023 |
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| Caprock | 4.7k | $288k | 1% | Mar 2024 |
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| Two Sigma Investments | 4.2k | $234k | 100% | Dec 2023 |
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| Woodmont Investment Counsel | 4.2k | $256k | 0% | Mar 2024 |
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| Capasso Planning Partners | 4.1k | $253k | 100% | Mar 2024 |
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| Royal Bank of Canada | 4.0k | $222k | -72% | Dec 2023 |
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| Buckingham Strategic Partners | 3.7k | $206k | 100% | Dec 2023 |
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| Parallel Advisors | 2.0k | $111k | 0% | Dec 2023 |
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| Capital Analysts | 978.00 | $54k | 0% | Dec 2023 |
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| Blue Bell Private Wealth Management | 923.00 | $57k | 0% | Mar 2024 |
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| Advisor Group Holdings | 488.00 | $27k | -81% | Dec 2023 |
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| AdvisorNet Financial | 388.00 | $24k | 5% | Mar 2024 |
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| Mather Group | 200.00 | $11k | 100% | Mar 2024 |
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| GoalVest Advisory | 135.00 | $8.3k | 0% | Mar 2024 |
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| Us Bancorp | 100.00 | $5.6k | 0% | Dec 2023 |
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| Mine & Arao Wealth Creation & Management | 96.00 | $5.3k | 0% | Dec 2023 |
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| Financial Connections Group | 68.00 | $3.0k | 0% | Dec 2023 |
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| Baldwin Brothers | 50.00 | $3.1k | 0% | Mar 2024 |
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| Ruedi Wealth Management | 21.00 | $1.2k | 0% | Dec 2023 |
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| Farther Finance Advisors | 11.00 | $612.000400 | 0% | Dec 2023 |
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| Trust | 7.00 | $453.000100 | 100% | Mar 2024 |
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| Sandy Spring Bank | 2.00 | $112.000000 | 100% | Dec 2023 |
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Who sold out of Engine No 1 Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 58k | $2.9M |
| Abacus Wealth Partners | Dec 2023 | 9.0k | $501k |
| Orion Portfolio Solutions | Sep 2023 | 4.3k | $213k |
| UBS Group | Sep 2023 | 759.00 | $38k |