Who Owns ENGINE NO 1 ETF TRUST TRANSFRM (VOTE)? -- Institutional Holders (2026-06-30)

120 institutions reported holding $761.6M of ENGINE NO 1 ETF TRUST TRANSFRM (VOTE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Betterment LLC ($142.9M), PNC Financial Services Group, Inc. ($105.7M), Angeles Investment Advisors, LLC ($78.4M), Thrivent Financial for Lutherans ($69.7M), Fund Evaluation Group, LLC ($45.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Betterment LLC$142.9M1.6MAdded
2PNC Financial Services Group, Inc.$105.7M1.2MAdded
3Angeles Investment Advisors, LLC$78.4M889,414Added
4Thrivent Financial for Lutherans$69.7M790,935Added
5Fund Evaluation Group, LLC$45.2M512,574Added
6National Philanthropic Trust$42.0M476,634Hold
7GOLDMAN SACHS GROUP INC$34.5M391,401Added
8JPMORGAN CHASE & CO$24.7M282,396Trimmed
9Orion Porfolio Solutions, LLC$18.6M211,498Added
10Ethic Inc.$17.1M194,114Trimmed
11Dorsey & Whitney Trust CO LLC$16.5M186,983Hold
12BANK OF AMERICA CORP /DE/$16.4M185,599Trimmed
13ASPIRIANT, LLC$14.8M167,619Added
14Beacon Pointe Advisors, LLC$14.1M160,262Trimmed
15MORGAN STANLEY$12.5M141,392Added
16Mutual Advisors, LLC$10.9M123,719Trimmed
17Pathstone Holdings, LLC$9.8M110,650Trimmed
18Values Added Financial LLC$7.6M85,748Added
19Cambridge Investment Research Advisors, Inc.$5.7M64,726Trimmed
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M63,084Added
21Gateway Wealth Partners, LLC$4.5M51,211Trimmed
22Financial Insights, Inc.$4.1M46,806Trimmed
23Modern Wealth Management, LLC$4.1M46,340Added
24MONETA GROUP INVESTMENT ADVISORS LLC$3.8M42,809Added
25A&I FINANCIAL SERVICES, LLC$3.7M42,458Trimmed

Source: SEC Form 13F filings · as of 2026-06-30