MISSION WEALTH MANAGEMENT, LP - ENGINE NO 1 ETF TRUST ownership

ENGINE NO 1 ETF TRUST's ticker is VOTE and the CUSIP is 29287L106. A total of 62 filers reported holding ENGINE NO 1 ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ENGINE NO 1 ETF TRUST
ValueSharesWeighting
Q2 2024$1,060,706
+3.8%
16,6830.0%0.03%
+3.7%
Q1 2024$1,021,881
+10.1%
16,6830.0%0.03%
-10.0%
Q4 2023$927,909
+11.5%
16,6830.0%0.03%
-3.2%
Q3 2023$832,149
+314.0%
16,683
+340.1%
0.03%
+244.4%
Q1 2022$201,0003,7910.01%
Other shareholders
ENGINE NO 1 ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Values Added Financial LLC 94,239$5,991,7164.32%
Angeles Investment Advisors, LLC 1,080,609$68,705,1383.50%
Financial Insights, Inc. 100,180$6,369,4441.77%
Phoenix Wealth Advisors 52,583$3,343,2271.68%
Litman Gregory Wealth Management LLC 174,350$11,085,1730.98%
Dorsey & Whitney Trust CO LLC 186,849$11,879,8590.82%
SEEDS INVESTOR LLC 10,452$664,5370.34%
Breakwater Investment Management 10,824$688,1900.31%
Mutual Advisors, LLC 104,342$6,641,5250.20%
Betterment LLC 1,187,388$75,4940.20%
View complete list of ENGINE NO 1 ETF TRUST shareholders