ENGINE NO 1 ETF TRUST's ticker is VOTE and the CUSIP is 29287L106. A total of 50 filers reported holding ENGINE NO 1 ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,161,684 | +51.3% | 23,290 | +56.5% | 0.03% | +52.9% |
| Q2 2023 | $767,969 | +19.3% | 14,883 | +10.1% | 0.02% | +13.3% |
| Q1 2023 | $643,529 | +7.8% | 13,522 | +6.6% | 0.02% | -6.2% |
| Q4 2022 | $597,195 | -5.1% | 12,685 | -16.1% | 0.02% | -33.3% |
| Q3 2022 | $629,000 | -12.8% | 15,124 | -8.2% | 0.02% | -4.0% |
| Q2 2022 | $721,000 | – | 16,472 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 1,252,544 | $54,824,000 | 5.35% |
| Phoenix Wealth Advisors | 35,473 | $1,553,000 | 1.53% |
| Litman Gregory Wealth Management LLC | 158,990 | $6,959,000 | 1.02% |
| Financial Insights, Inc. | 15,673 | $686,000 | 0.70% |
| Stephens Consulting, LLC | 10,441 | $457,003 | 0.37% |
| Abacus Wealth Partners, LLC | 8,850 | $387,365 | 0.20% |
| RIDGECREST WEALTH PARTNERS, LLC | 5,065 | $222,000 | 0.16% |
| Betterment LLC | 805,173 | $35,242,000 | 0.13% |
| Mutual Advisors, LLC | 30,893 | $1,352,000 | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 417,466 | $18,273,000 | 0.05% |