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Get Institutions for : 
Engine No 1 Transform 500 Etf (VOTE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    10
Total shares held : 
7,844,162  
% of shares held : 
8.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
1,057,492  
% of shares held change : 
  1.17%  
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 :
13
 128,328
 1.64%
 
Increased Positions :
17
 1,171,090
 14.93%
 
Unchanged Positions :
18
 197,125
 2.51%
 
Decreased Positions :
13
-179,234
-2.28%
 
Closed Positions :
3
-62,692
-0.8%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   J P MORGAN CHASE & CO 1240 - 2024-03-31 705,768 $43,230,000 -979,827
   GOLDMAN SACHS GROUP INC/ 1904 - 2024-03-31 199,830 $12,240,000 -150,298
   LITMAN GREGORY ASSET MANAGEMENT LLC 26 - 2024-03-31 175,098 $10,725,000 -12,038
   BANK OF AMERICA CORP /DE/ 2456 - 2024-03-31 163,739 $10,029,000 -16,999
   Phoenix Wealth Advisors 16 - 2024-03-31 53,716 $3,290,000 -669
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1707 - 2024-03-31 34,067 $2,087,000 -8,025
   TOWER RESEARCH CAPITAL LLC 435 - 2024-03-31 20,278 $1,242,000 -593
   Ruedi Wealth Management Inc. 236 - 2024-03-31 18 $1,000 -3
   FMR LLC 5308 - 2024-03-31 1 $0 -88

  9 Records found
  1    
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