Who Owns US VEGAN CLIMATE ETF (VEGN)? -- Institutional Holders (2026-06-30)
49 institutions reported holding $33.2M of US VEGAN CLIMATE ETF (VEGN) in SEC 13F filings for 2026-06-30. Largest institutional holders: NATURAL INVESTMENTS, LLC ($17.2M), Wealthfront Advisers LLC ($2.6M), KINGSWOOD WEALTH ADVISORS, LLC ($1.9M), CAPITAL CITY TRUST CO/FL ($1.6M), GAM Holding AG ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NATURAL INVESTMENTS, LLC | $17.2M | 209,479 | Added |
| 2 | Wealthfront Advisers LLC | $2.6M | 31,703 | Trimmed |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | $1.9M | 23,314 | Trimmed |
| 4 | CAPITAL CITY TRUST CO/FL | $1.6M | 19,781 | Trimmed |
| 5 | GAM Holding AG | $1.5M | 18,170 | Hold |
| 6 | Sunrise Financial Services, LLC | $851,987 | 10,357 | Added |
| 7 | Joel Adams & Associates, Inc. | $801,642 | 9,745 | Trimmed |
| 8 | Miracle Mile Advisors, LLC | $638,607 | 7,763 | Added |
| 9 | MORGAN STANLEY | $532,399 | 6,472 | Hold |
| 10 | Allegheny Financial Group | $480,875 | 5,845 | Added |
| 11 | PFG Investments, LLC | $454,032 | 5,519 | Hold |
| 12 | Beacon Pointe Advisors, LLC | $374,292 | 4,550 | Hold |
| 13 | Financial Engines Advisors L.L.C. | $362,199 | 4,403 | Trimmed |
| 14 | ANGELES WEALTH MANAGEMENT, LLC | $329,048 | 4,000 | New |
| 15 | GOLDMAN SACHS GROUP INC | $287,999 | 3,501 | New |
| 16 | HOWE & RUSLING INC | $279,445 | 3,397 | Hold |
| 17 | Belvedere Trading LLC | $253,531 | 3,082 | New |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $241,356 | 2,934 | New |
| 19 | RAYMOND JAMES FINANCIAL INC | $225,479 | 2,741 | New |
| 20 | Creative Planning | $218,076 | 2,651 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $214,880 | 2,612 | New |
| 22 | Garde Capital, Inc. | $208,205 | 2,531 | New |
| 23 | Mariner, LLC | $207,876 | 2,527 | New |
| 24 | BANK OF AMERICA CORP /DE/ | $200,306 | 2,435 | New |
| 25 | Royal Bank of Canada | $196,000 | 2,373 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30