US Vegan Climate ETF (VEGN)

CUSIP: 26922A297 | NYSE | 88 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Kingswood Wealth Advisors, LLC23,662

0.1% of portfolio$1.9M

GAM Holding AG18,170

0.1% of portfolio$1.4M

Capital City Trust Co16,352

0.3% of portfolio$1.3M

Sunrise Financial Services, LLC10,971

0.5% of portfolio$867.7K

Joel Adams & Associates, Inc.9,753

0.5% of portfolio$771.3K

Vontobel Holding Ltd.9,095

0.0% of portfolio$719.3K

Allegheny Financial Group5,850

0.0% of portfolio$462.7K

Wavvest Wealth LLC4,281

0.3% of portfolio$338.6K

Angeles Wealth Management, LLC4,000

0.0% of portfolio$316.4K

Nations Financial Group Inc,2,934

0.0% of portfolio$232.0K

Creative Planning2,651

0.0% of portfolio$209.7K

Garde Capital, Inc.2,531

0.0% of portfolio$200.2K

TD Waterhouse Canada Inc.2,366

0.0% of portfolio$188.7K

Dhjj Financial Advisors, Ltd.714

0.0% of portfolio$56.5K

First Community Trust NA595

0.0% of portfolio$47.1K

Flagship Wealth Advisors, LLC595

0.0% of portfolio$47.1K

Wealth Analytics Partners, LLC450

0.0% of portfolio$35.6K

Redwood Park Advisors LLC419

0.0% of portfolio$33.1K

Rossby Financial, LCC322

0.0% of portfolio$25.5K

Farther Finance Advisors, LLC125

0.0% of portfolio$9.9K

				Style	Turnover	Location	Filed
Kingswood Wealth Advisors, LLC	23,662	$1.9M	0.1%	Growth	Low	San Diego, CA	2026-10-23
GAM Holding AG	18,170	$1.4M	0.1%	Core	Medium	Zurich, Switzerland	2026-11-03
Capital City Trust Co	16,352	$1.3M	0.3%	Core	Very Low	Tallahassee, FL	2026-10-22
Sunrise Financial Services, LLC	10,971	$867.7K	0.5%	ETF	Medium	Burien, WA	2026-10-21
Joel Adams & Associates, Inc.	9,753	$771.3K	0.5%	ETF	Low	Asheville, NC	2026-11-02
Vontobel Holding Ltd.	9,095	$719.3K	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Allegheny Financial Group	5,850	$462.7K	0.0%	Core	Low	Pittsburgh, PA	2026-11-05
Wavvest Wealth LLC	4,281	$338.6K	0.3%	ETF	N/A	Chicago, IL	2026-10-21
Angeles Wealth Management, LLC	4,000	$316.4K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
Nations Financial Group Inc,	2,934	$232.0K	0.0%	Core	Low	Cedar Rapids, IA	2026-11-05
Creative Planning	2,651	$209.7K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Garde Capital, Inc.	2,531	$200.2K	0.0%	ETF	Low	Seattle, WA	2026-10-29
TD Waterhouse Canada Inc.	2,366	$188.7K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Dhjj Financial Advisors, Ltd.	714	$56.5K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
First Community Trust NA	595	$47.1K	0.0%	Growth	Low	Dubuque, IA	2026-10-07
Flagship Wealth Advisors, LLC	595	$47.1K	0.0%	ETF	Low	Wakefield, MA	2026-11-03
Wealth Analytics Partners, LLC	450	$35.6K	0.0%	ETF	Very Low	San Diego, CA	2026-10-19
Redwood Park Advisors LLC	419	$33.1K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Rossby Financial, LCC	322	$25.5K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Farther Finance Advisors, LLC	125	$9.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08