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VEGN · US Vegan Climate ETF ETF

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$77.76 +0.85 (+1.10%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 11
Total Value: $4,366,752
Total Shares: 130,432

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 11 13F filers · Δ vs Dec 31, 2022
Top Holder
41.1%
Jun 2020 → Mar 2023 · range 24.0% – 41.1%
+9.0 pts
Top 5
94.7%
Jun 2020 → Mar 2023 · range 80.4% – 99.7%
+7.1 pts
Top 10
100.0%
Jun 2020 → Mar 2023 · range 97.9% – 100.0%
+0.4 pts
HHI
2,903
Jun 2020 → Mar 2023 · range 1,694 – 2,903
Highly concentrated+947

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
3
Decreased
3
Sold Out
6
Unchanged
3
Holder count: -4
Institutional value: -1.4%
Shares held: -7.4%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
WOLVERINE TRADING, LLC +12,094 39,326
ROYAL BANK OF CANADA +6,180 51,282
JPMORGAN CHASE & CO +155 165

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
UBS Group AG −2,002 295
MORGAN STANLEY −300 3,087
Cadence Bank −274 9,109

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
Garde Capital, Inc. 2,879 $100,710
HBK Sorce Advisory LLC 5,608 $294

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
Wealthfront Advisers LLC 26,255 $825,483
REDMONT WEALTH ADVISORS LLC 7,781 $244,642
Coppell Advisory Solutions LLC 273 $8,583
Coppell Advisory Solutions Corp. 273 $8,583
BANK OF MONTREAL /CAN/ 103 $3,238
Filter: New 2 Increased 3 Reduced 3 Sold out 6 Unchanged 3
Showing 11 of 11
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
ROYAL BANK OF CANADA VEGN $1,793,893 41.08% 51,282
WOLVERINE TRADING, LLC VEGN $1,375,662 31.50% 39,326
OSAIC HOLDINGS, INC. VEGN $538,565 12.33% 15,396
Cadence Bank VEGN $318,641 7.30% 9,109
MORGAN STANLEY VEGN $107,985 2.47% 3,087
BANK OF AMERICA CORP /DE/ VEGN $107,916 2.47% 3,085
Garde Capital, Inc. VEGN $100,710 2.31% 2,879
UBS Group AG VEGN $10,319 0.24% 295
PROEQUITIES, INC. VEGN $6,996 0.16% 200
JPMORGAN CHASE & CO VEGN $5,771 0.13% 165
HBK Sorce Advisory LLC VEGN $294 0.01% 5,608