Who Owns ENGINE NO 1 ETF TR (PWRD)? -- Institutional Holders (2026-06-30)

149 institutions reported holding $2.25B of ENGINE NO 1 ETF TR (PWRD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dynasty Wealth Management, LLC ($679.1M), JPMORGAN CHASE & CO ($364.6M), OpenArc Corporate Advisory, LLC ($223.2M), SAGESPRING WEALTH PARTNERS, LLC ($213.8M), Quotient Wealth Partners, LLC ($116.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Dynasty Wealth Management, LLC$679.1M5.5MTrimmed
2JPMORGAN CHASE & CO$364.6M3.1MTrimmed
3OpenArc Corporate Advisory, LLC$223.2M1.8MTrimmed
4SAGESPRING WEALTH PARTNERS, LLC$213.8M1.7MTrimmed
5Quotient Wealth Partners, LLC$116.1M944,060Added
6LPL Financial LLC$72.1M586,451Added
7RAYMOND JAMES FINANCIAL INC$60.4M491,163Added
8WELLS FARGO & COMPANY/MN$47.0M382,371Added
9WCG Wealth Advisors LLC$41.7M339,471Trimmed
10BANK OF AMERICA CORP /DE/$30.8M250,629Added
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27.9M226,712Added
12ASPIRIANT, LLC$20.0M162,280Added
13Principle Wealth Partners LLC$18.8M152,553Added
14Procyon Advisors, LLC$17.7M143,637Added
15Mariner, LLC$17.2M139,898Added
16UNIQUE WEALTH, LLC$16.7M136,013Trimmed
17Centerline Wealth Advisors, LLC$14.0M114,143Trimmed
18PARTNERS CAPITAL INVESTMENT GROUP, LLP$13.0M105,393Added
19Quadcap Wealth Management, LLC$12.1M98,142Added
203EDGE Asset Management, LP$10.8M88,074Added
21Venture Visionary Partners LLC$10.7M87,121Added
22Thrivent Financial for Lutherans$10.2M82,890Trimmed
23ALBION FINANCIAL GROUP /UT$8.9M72,216Added
24WJ Wealth Management, LLC$8.7M70,610Trimmed
25Fusion Capital, LLC$8.4M68,243Added

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