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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

  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
   KOCHIS FITZ/QUINTILE LLC 135 - 2024-03-31 19,316 $1,183,000 0
   MISSION WEALTH MANAGEMENT LLC 275 - 2024-03-31 16,683 $1,022,000 0
   HIRTLE CALLAGHAN & CO INC 39 - 2024-03-31 15,966 $978,000 0
   BP WEALTH MANAGEMENT LLC 577 - 2023-12-31 6,090 $339,000 0
   JMG FINANCIAL GROUP, LTD. 102 - 2024-03-31 4,982 $305,000 0
   WOODMONT INVESTMENT COUNSEL LLC 235 - 2024-03-31 4,181 $256,000 0
   Parallel Advisors LLC 1077 - 2024-03-31 1,993 $122,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 332 - 2024-03-31 923 $57,000 0
   Capital Analysts Inc. 630 - 2023-12-31 978 $54,000 0
   GoalVest Advisory LLC 324 - 2024-03-31 135 $8,000 0
   US BANCORP 3431 - 2024-03-31 100 $6,000 0
   Mine & Arao Wealth Creation & Management LLC. 239 - 2024-03-31 96 $6,000 0
   BALDWIN BROTHERS INC/MA 629 - 2024-03-31 50 $3,000 0
   Farther Finance Advisors LLC 2712 - 2023-12-31 11 $1,000 0
   PROEQUITIES INC. 9567 - 2024-03-31 0 $0 0
  15 Records found
  1    
  Page 1 of 1
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