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Get Institutions for : 
Engine No 1 Transform Climate Etf (NETZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    2
Total shares held : 
 1,468,138  
% of shares held : 
 16.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 -256,278  
% of shares held change : 
   -2.85%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 93,031
 6.34%
 
Increased Positions :
8
 79,304
 5.4%
 
Unchanged Positions :
3
 10,045
 0.68%
 
Decreased Positions :
7
-122,916
-8.37%
 
Closed Positions :
4
-305,697
-20.82%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 667 - 2024-03-31 733,663 $50,197,000 8,946
   Signify Wealth 3 - 2024-03-31 80,563 $5,512,000 8,238
   3EDGE Asset Management LP 18 - 2024-03-31 57,760 $3,952,000 36,126
   J P MORGAN CHASE & CO 2753 - 2024-03-31 42,552 $2,911,000 23,263
   Cyndeo Wealth Partners LLC 130 - 2024-03-31 37,724 $2,581,000 15,775
   ALBION FINANCIAL GROUP /UT 73 - 2024-03-31 36,181 $2,476,000 2,243
   BELLEVUE ASSET MANAGEMENT LLC 16 - 2024-03-31 21,121 $1,445,000 1,988
   JANE STREET GROUP LLC 3026 - 2024-03-31 15,130 $1,035,000 9,977
   CLS INVESTMENT FIRM LLC 811 - 2022-12-31 16,843 $798,000 160
   TOWNSQUARE CAPITAL LLC 758 - 2024-03-31 9,971 $682,000 563
   Portside Wealth Group LLC 180 - 2024-03-31 9,465 $648,000 185
   Bristlecone Advisors LLC 198 - 2024-03-31 6,008 $411,000 80
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3698 - 2024-03-31 5,848 $400,000 5,848
   ROYAL BANK OF CANADA 5407 - 2024-03-31 217 $15,000 99
  14 Records found
  1    
  Page 1 of 1
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