13FBOX
US VEGAN CLIMATE ETF · 13F Institutional Holdings
Options Calculator Rankings
U

US VEGAN CLIMATE ETF

VEGN
Institutions
49
Combined AUM (Q2 2026)
$33.2M
Combined Shares (Q2 2026)
403,708
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+63,480
24 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-10,797
8 · 1 Exit · ≈
⚖️ Net
+52,683
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$33.2M
Institutions
49
New Buys
17
Adds
7
Reduces
7
Exits
1
Unchanged
18
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NATURAL INVESTMENTS, LLC
3.78%2.78%#1$17.2M209,479$11.3M199,265+10,214+5.13%Add
Wealthfront Advisers LLC
0.01%<0.01%#19$2.6M31,703$1.9M34,237-2,534-7.40%Reduce
KINGSWOOD WEALTH ADVISORS, LLC
0.08%0.06%#6$1.9M23,314$1.4M24,239-925-3.82%Reduce
CAPITAL CITY TRUST CO/FL
0.34%0.27%#4$1.6M19,781$1.2M20,600-819-3.98%Reduce
GAM Holding AG
0.11%#5$1.5M18,170$00+18,170New Buy
Sunrise Financial Services, LLC
0.51%0.37%#3$851,98710,357$522,5489,249+1,108+11.98%Add
Joel Adams & Associates, Inc.
0.51%0.44%#2$801,6429,745$593,39610,503-758-7.22%Reduce
Composition Wealth, LLC
0.01%<0.01%#17$638,6077,763$307,7875,448+2,315+42.49%Add
MORGAN STANLEY
<0.01%<0.01%#42$532,3996,472$401,5666,753-281-4.16%Reduce
Allegheny Financial Group
0.05%0.04%#7$480,8755,845$315,3495,581+264+4.73%Add
PFG Investments, LLC
0.02%0.01%#10$454,0325,519$311,8295,51900.00%Unchanged
Beacon Pointe Advisors, LLC
<0.01%<0.01%#24$374,2924,550$257,0654,55000.00%Unchanged
Financial Engines Advisors L.L.C.
<0.01%<0.01%#26$362,1994,403$270,0594,780-377-7.89%Reduce
ANGELES WEALTH MANAGEMENT, LLC
0.01%#13$329,0484,000$00+4,000New Buy
GOLDMAN SACHS GROUP INC
<0.01%#43$287,9993,501$00+3,501New Buy
HOWE & RUSLING INC
0.02%0.01%#12$279,4453,397$191,9243,39700.00%Unchanged
Belvedere Trading LLC
<0.01%#30$253,5313,082$00+3,082New Buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.01%#14$241,3562,934$00+2,934New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%#36$225,4792,741$00+2,741New Buy
Creative Planning
<0.01%#33$218,0762,651$00+2,651New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#31$214,8802,612$00+2,612New Buy
Garde Capital, Inc.
0.01%#16$208,2052,531$00+2,531New Buy
Mariner, LLC
<0.01%#32$207,8762,527$00+2,527New Buy
BANK OF AMERICA CORP /DE/
<0.01%#46$200,3062,435$00+2,435New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#41$196,0002,373$134,0002,37300.00%Unchanged
TD Waterhouse Canada Inc.
<0.01%<0.01%#27$194,6742,366$135,4112,36600.00%Unchanged
UBS Group AG
<0.01%<0.01%#45$113,1101,375$10,000177+1,198+676.84%Add
SOA Wealth Advisors, LLC.
0.01%0.01%#18$82,2621,000$56,4981,00000.00%Unchanged
FMR LLC
<0.01%<0.01%#48$73,496893$35,449627+266+42.42%Add
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#29$66,879813$45,93381300.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#35$65,955801$45,27180100.00%Unchanged
DHJJ Financial Advisors, Ltd.
0.02%0.01%#11$58,735714$40,34071400.00%Unchanged
FIRST COMMUNITY TRUST NA
0.02%0.02%#9$48,946595$33,61659500.00%Unchanged
FLAGSHIP WEALTH ADVISORS, LLC
0.01%0.01%#15$48,946595$32,100573+22+3.84%Add
Capital Analysts, LLC
<0.01%<0.01%#25$48,041584$36,00058400.00%Unchanged
Redwood Park Advisors LLC
0.02%0.02%#8$34,407418$23,61241800.00%Unchanged
Rossby Financial, LCC
<0.01%<0.01%#20$26,488322$18,44132200.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$24,679300$00+300New Buy
Transamerica Financial Advisors, LLC
<0.01%#23$21,881266$00+266New Buy
Federation des caisses Desjardins du Quebec
<0.01%#39$10,941133$00+133New Buy
BANK OF MONTREAL /CAN/
<0.01%<0.01%#47$10,283125$7,06212500.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#34$10,283125$7,15912500.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#38$9,954121$6,83712100.00%Unchanged
Sankala Group LLC
<0.01%#21$6,60385$00+85New Buy
Anchor Bay Capital, Inc.
<0.01%#22$5,42470$00+70New Buy
HARBOUR INVESTMENTS, INC.
<0.01%#37$4,52455$00+55New Buy
AE Wealth Management LLC
<0.01%<0.01%#44$4,11350$2,8255000.00%Unchanged
Game Plan Financial Advisors, LLC
<0.01%<0.01%#28$1,08813$7471300.00%Unchanged
VANGUARD ADVISERS INC
<0.01%<0.01%#49$3334$3987-3-42.86%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow