VEGN Institutional Ownership
US Vegan Climate ETF
1W: +1.0%
1M: +5.4%
3M: +1.3%
YTD: +31.4%
1Y: +34.9%
3Y: +115.7%
5Y: +101.6%
$80.27
+0.53 (+0.67%)
Weekly Expected Move ±2.1%
$77
$79
$80
$82
$84
Overview
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Holdings
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Short Interest
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Institutional Ownership — VEGN
50
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
33M
Total Invested
15
New Positions
7
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (51 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NATURAL INVESTMENTS, LLC | 209,479 | $17M | +10,214 | +5.1% | 3Q | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 31,703 | $3M | -2,534 | -7.4% | 20Q | SEC ↗ |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | 23,314 | $2M | -925 | -3.8% | 9Q | SEC ↗ |
| 4 | CAPITAL CITY TRUST CO/FL | 19,781 | $2M | -819 | -4.0% | 2Q | SEC ↗ |
| 5 | GAM Holding AG | 18,170 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 6 | Sunrise Financial Services, LLC | 10,357 | $831K | +1,108 | +12.0% | 2Q | SEC ↗ |
| 7 | Joel Adams & Associates, Inc. | 9,745 | $782K | -758 | -7.2% | 7Q | SEC ↗ |
| 8 | Composition Wealth, LLC | 7,763 | $623K | +2,315 | +42.5% | 4Q | SEC ↗ |
| 9 | MORGAN STANLEY | 6,472 | $520K | — | +0.0% | 27Q | SEC ↗ |
| 10 | Allegheny Financial Group | 5,845 | $469K | +264 | +4.7% | 9Q | SEC ↗ |
| 11 | PFG Investments, LLC | 5,519 | $443K | — | +0.0% | 11Q | SEC ↗ |
| 12 | Beacon Pointe Advisors, LLC | 4,550 | $365K | — | +0.0% | 7Q | SEC ↗ |
| 13 | Financial Engines Advisors L.L.C. | 4,403 | $353K | -377 | -7.9% | 3Q | SEC ↗ |
| 14 | ANGELES WEALTH MANAGEMENT, LLC NEW | 4,000 | $321K | — | +0.0% | 1Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC NEW | 3,501 | $281K | — | +0.0% | 1Q | SEC ↗ |
| 16 | HOWE & RUSLING INC | 3,397 | $273K | — | +0.0% | 5Q | SEC ↗ |
| 17 | Belvedere Trading LLC NEW | 3,082 | $247K | — | +0.0% | 1Q | SEC ↗ |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV NEW | 2,934 | $236K | — | +0.0% | 1Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC NEW | 2,741 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Creative Planning NEW | 2,651 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 2,612 | $210K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Garde Capital, Inc. NEW | 2,531 | $203K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Mariner, LLC NEW | 2,527 | $203K | — | +0.0% | 1Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE NEW | 2,435 | $195K | — | +0.0% | 1Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 2,373 | $190K | — | +0.0% | 27Q | SEC ↗ |
| 26 | TD Waterhouse Canada Inc. | 2,366 | $190K | — | +0.0% | 11Q | SEC ↗ |
| 27 | UBS Group AG | 1,375 | $110K | +1,198 | +676.8% | 5Q | SEC ↗ |
| 28 | SOA Wealth Advisors, LLC. | 1,000 | $80K | — | +0.0% | 23Q | SEC ↗ |
| 29 | FMR LLC | 893 | $72K | +266 | +42.4% | 8Q | SEC ↗ |
| 30 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 813 | $65K | — | +0.0% | 3Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 801 | $64K | — | +0.0% | 26Q | SEC ↗ |
| 32 | DHJJ Financial Advisors, Ltd. | 714 | $57K | — | +0.0% | 12Q | SEC ↗ |
| 33 | FIRST COMMUNITY TRUST NA | 595 | $48K | — | +0.0% | 19Q | SEC ↗ |
| 34 | FLAGSHIP WEALTH ADVISORS, LLC | 595 | $48K | +22 | +3.8% | 7Q | SEC ↗ |
| 35 | Capital Analysts, LLC | 584 | $47K | — | +0.0% | 12Q | SEC ↗ |
| 36 | Redwood Park Advisors LLC | 418 | $34K | — | +0.0% | 7Q | SEC ↗ |
| 37 | Rossby Financial, LCC | 322 | $26K | — | +0.0% | 6Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV NEW | 300 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Transamerica Financial Advisors, LLC NEW | 266 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Federation des caisses Desjardins du Q NEW | 133 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 41 | BANK OF MONTREAL /CAN | 125 | $10K | — | +0.0% | 11Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 125 | $10K | — | +0.0% | 2Q | SEC ↗ |
| 43 | Allworth Financial LP | 121 | $10K | — | +0.0% | 19Q | SEC ↗ |
| 44 | Sankala Group LLC | 85 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Anchor Bay Capital, Inc. NEW | 70 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 46 | HARBOUR INVESTMENTS, INC. NEW | 55 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 47 | AE Wealth Management LLC | 50 | $4K | — | +0.0% | 7Q | SEC ↗ |
| 48 | VANGUARD ADVISERS INC | 4 | $0K | -3 | -42.9% | 2Q | SEC ↗ |
| 49 | TWO SIGMA INVESTMENTS, LP | 0 | $0K | -5,100 | -100.0% | 1Q | SEC ↗ |
| 50 | Peregrine Asset Advisers, Inc. | 0 | $0K | -3,371 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| ANGELES WEALTH MANAGEMENT, LLC | 4,000 | $321K |
| GOLDMAN SACHS GROUP INC | 3,501 | $281K |
| Belvedere Trading LLC | 3,082 | $247K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 2,934 | $236K |
| RAYMOND JAMES FINANCIAL INC | 2,741 | $220K |
| Creative Planning | 2,651 | $213K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,612 | $210K |
| Garde Capital, Inc. | 2,531 | $203K |
| Mariner, LLC | 2,527 | $203K |
| BANK OF AMERICA CORP /DE | 2,435 | $195K |
| MERCER GLOBAL ADVISORS INC /ADV | 300 | $24K |
| Transamerica Financial Advisors, LL | 266 | $21K |
| Federation des caisses Desjardins d | 133 | $11K |
| Anchor Bay Capital, Inc. | 70 | $6K |
| HARBOUR INVESTMENTS, INC. | 55 | $4K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 5,100 | $409K |
| Peregrine Asset Advisers, Inc. | 3,371 | $271K |
| WELLS FARGO & COMPANY/MN | 93 | $7K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NATURAL INVESTMENTS, LLC | +10,214 | +5.1% | 209,479 |
| Composition Wealth, LLC | +2,315 | +42.5% | 7,763 |
| UBS Group AG | +1,198 | +676.8% | 1,375 |
| Sunrise Financial Services, LLC | +1,108 | +12.0% | 10,357 |
| FMR LLC | +266 | +42.4% | 893 |
| Allegheny Financial Group | +264 | +4.7% | 5,845 |
| FLAGSHIP WEALTH ADVISORS, LLC | +22 | +3.8% | 595 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Wealthfront Advisers LLC | -2,534 | -7.4% | 31,703 |
| KINGSWOOD WEALTH ADVISORS, LLC | -925 | -3.8% | 23,314 |
| CAPITAL CITY TRUST CO/FL | -819 | -4.0% | 19,781 |
| Joel Adams & Associates, Inc. | -758 | -7.2% | 9,745 |
| Financial Engines Advisors L.L.C. | -377 | -7.9% | 4,403 |
| VANGUARD ADVISERS INC | -3 | -42.9% | 4 |