DOSSIER · 13F Holders · Q4 2025Mega-capCrowded
VOTE

Engine No. 1 Transform 500 ETF

117 institutions still hold Engine No. 1 Transform 500 ETF as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29287l106·117 13F holders·last filed Dec 31, 2025
Market cap
4.7%
vs prior quarter
13F value held
$431M
48.0% inst. owned
of float
Holders
117
-79 QoQ
filers reporting
Activity
+64 / −9
+888 added · −837 reduced
this quarter
Concentration
20.13%
PNC FINANCIAL SERVICES GROUP, INC. #1
top holder share
AI Holders Summary · Q4 2025

117 institutions reported VOTE in Q4 2025. PNC FINANCIAL SERVICES GROUP, INC. leads at 20.1% of the visible book. -79 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$87M1.1M0.05%Q4 2025
02
Angeles Investment Advisors, LLC
CIK 0001535695
$58M765K3.92%Q1 2026
03
National Philanthropic Trust
CIK 0001785342
$36M477K0.39%Q1 2026
04
Fund Evaluation Group, LLC
CIK 0001356249
$33M432K1.01%Q1 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$29M378K0.00%Q1 2026
06
Ethic Inc.
CIK 0001780570
$26M346K0.41%Q1 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$26M349K0.00%Q1 2026
08
Dorsey & Whitney Trust CO LLC
CIK 0001384042
$14M187K0.78%Q1 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M186K0.00%Q1 2026
10
Litman Gregory Wealth Management LLC
CIK 0001551867
$14M176K1.03%Q4 2025
11
Orion Porfolio Solutions, LLC
CIK 0001360533
$13M174K0.11%Q1 2026
12
Beacon Pointe Advisors, LLC
CIK 0001744317
$12M161K0.06%Q1 2026
13
MORGAN STANLEY
CIK 0000895421
$10M133K0.00%Q1 2026
14
ASPIRIANT, LLC
CIK 0001433541
$10M132K0.29%Q1 2026
15
Orion Portfolio Solutions, LLC
CIK 0001802647
$10M148K0.05%Q1 2025
16
Mutual Advisors, LLC
CIK 0001694080
$10M125K0.20%Q1 2026
17
Pathstone Holdings, LLC
CIK 0002011612
$8M111K0.03%Q1 2026
18
Gateway Wealth Partners, LLC
CIK 0001966037
$8M100K0.30%Q1 2026
19
Values Added Financial LLC
CIK 0001973921
$6M84K2.69%Q1 2026
20
Tolleson Wealth Management, Inc.
CIK 0001772937
$5M67K0.78%Q4 2025
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