Creative Planning - ENGINE NO 1 ETF TRUST ownership

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
Creative Planning ownership history of ENGINE NO 1 ETF TRUST
ValueSharesWeighting
Q3 2023$532,269
+64.4%
10,671
+70.1%
0.00%
Q2 2023$323,687
-35.9%
6,273
-40.9%
0.00%
-100.0%
Q1 2023$504,882
-2.0%
10,609
-9.0%
0.00%0.0%
Q4 2022$515,384
+3.9%
11,655
-2.2%
0.00%0.0%
Q3 2022$496,000
+24.9%
11,920
+31.3%
0.00%0.0%
Q2 2022$397,000
-16.9%
9,075
+0.4%
0.00%0.0%
Q1 2022$478,000
+4.8%
9,043
+10.9%
0.00%0.0%
Q4 2021$456,0008,1510.00%
Other shareholders
ENGINE NO 1 ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 1,252,544$54,824,0005.35%
Phoenix Wealth Advisors 35,473$1,553,0001.53%
Litman Gregory Wealth Management LLC 158,990$6,959,0001.02%
Financial Insights, Inc. 15,673$686,0000.70%
Stephens Consulting, LLC 10,441$457,0030.37%
Abacus Wealth Partners, LLC 8,850$387,3650.20%
RIDGECREST WEALTH PARTNERS, LLC 5,065$222,0000.16%
Betterment LLC 805,173$35,242,0000.13%
Mutual Advisors, LLC 30,893$1,352,0000.09%
THRIVENT FINANCIAL FOR LUTHERANS 417,466$18,273,0000.05%
View complete list of ENGINE NO 1 ETF TRUST shareholders