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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%
 
            Charting Not Avaliable

  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 690 - 2023-12-31 724,717 $41,124,000 33,141
   Jordan Park Group LLC 15 - 2023-12-31 379,877 $21,556,000 -47,744
   Signify Wealth 3 - 2024-03-31 80,563 $5,512,000 8,238
   DAVID R. RAHN & ASSOCIATES INC. 26 - 2024-03-31 42,894 $2,935,000 -218
   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
   TFC Financial Management - 2023-12-31 41,118 $2,333,000 -49,420
   Orion Portfolio Solutions LLC 774 - 2023-12-31 25,814 $1,453,000 1,734
   BELLEVUE ASSET MANAGEMENT LLC 16 - 2024-03-31 21,121 $1,445,000 1,988
   3EDGE Asset Management LP 32 - 2023-12-31 21,634 $1,228,000 -2,489
   J P MORGAN CHASE & CO 3269 - 2023-12-31 19,289 $1,095,000 17,347
   CLS INVESTMENT FIRM LLC 811 - 2022-12-31 16,843 $798,000 160
   GTS SECURITIES LLC 754 - 2023-12-31 12,458 $707,000 -18,991
   Portside Wealth Group LLC 180 - 2024-03-31 9,465 $648,000 185
   BECKER CAPITAL MANAGEMENT INC 192 - 2023-12-31 9,746 $553,000 0
   SMART PORTFOLIOS, LLC 41 - 2023-12-31 9,098 $547,000 -1,023
   TOWNSQUARE CAPITAL LLC 765 - 2023-12-31 9,408 $534,000 419
   Bristlecone Advisors LLC 198 - 2024-03-31 6,008 $411,000 80
   All Season Financial Advisors Inc. 82 *New 2024-03-31 5,371 $367,000 5,371
   Roberts Wealth Advisors LLC 83 - 2024-03-31 4,544 $306,000 0
   JANE STREET GROUP LLC 4429 *New 2023-12-31 5,153 $292,000 5,153
   Edge Capital Group LLC 293 *New 2023-12-31 3,623 $206,000 3,623
   TCTC HOLDINGS, LLC 387 - 2023-12-31 299 $17,000 0
   ROYAL BANK OF CANADA 5857 - 2023-12-31 118 $7,000 -3,149
   FMR LLC 4386 *New 2023-12-31 61 $3,000 61
   Financial Connections Group Inc. - 2023-12-31 60 $3,000 -100
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6342 *Closed 2023-12-31 0 $0 -5,985
   PROEQUITIES INC. 8558 - 2023-12-31 0 $0 0
  28 Records found
  1    
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