Who Owns US Vegan Climate ETF (VEGN)?Hedge Fund & Institutional Holders

$58.23-0.00 (-0.01%)Financial ServicesBATS

Institutional Holders

39

as of Q4 2025

Total Institutional Value

$9.85221092000142e+68T

% of Float Held

QoQ Change in Holders

+15 / -6

Price History

$44.25$48.78$53.31$57.85$62.38Sep 24Jun 25Mar 26

VEGN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NATURAL INVESTMENTS, LLCNew Position+162K+$9.9M
Wealthfront Advisers LLCNew Position+35K+$2.1M
GAM Holding AGNew Position+36K+$2.0M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+23K+$1.4M
Joel Adams & Associates, Inc.New Position+11K+$638K
Allegheny Financial GroupNew Position+6K+$338K
PFG Investments, LLCNew Position+5K+$334K
Composition Wealth, LLCNew Position+5K+$326K
Financial Engines Advisors L.L.C.New Position+5K+$290K
Peregrine Asset Advisers, Inc.New Position+3K+$204K
TD Waterhouse Canada Inc.New Position+2K+$126K
SOA Wealth Advisors, LLC.New Position+1K+$60K
DHJJ Financial Advisors, Ltd.New Position+714+$43K
FLAGSHIP WEALTH ADVISORS, LLCNew Position+573+$34K
AE Wealth Management LLCNew Position+50+$3K

VEGN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
REDMONT WEALTH ADVISORS LLCDecreased-4K-$494.1M
Cadence BankClosed Position-7K-$415.1M
MORGAN STANLEYDecreased-280-$401.6M
RFG Advisory, LLCClosed Position-6K-$375.6M
WOLVERINE TRADING, LLCClosed Position-6K-$347.7M
GOLDMAN SACHS GROUP INCDecreased-1K-$283.2M
OSAIC HOLDINGS, INC.Decreased-633-$61.2M
UBS Group AGDecreased-804-$58.3M
Wealthspire Advisors, LLCClosed Position-347-$20.6M
Farther Finance Advisors, LLCClosed Position-245-$14.5M
PRINCIPAL SECURITIES, INC.Closed Position-224-$13.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NATURAL INVESTMENTS, LLC162,029$9.9M2.45%Share
2Wealthfront Advisers LLC34,693$2.1M0.00%Share
3GAM Holding AG36,340$2.0M0.13%Share
4KINGSWOOD WEALTH ADVISORS, LLC23,389$1.4M0.07%Share
5ROYAL BANK OF CANADA22,624$1.0M0.00%Share
6Joel Adams & Associates, Inc.10,503$638K0.48%Share
7Allegheny Financial Group5,572$338K0.05%Share
8PFG Investments, LLC5,494$334K0.02%Share
9Composition Wealth, LLC5,371$326K0.00%Share
10Financial Engines Advisors L.L.C.4,780$290K0.00%Share
11REDMONT WEALTH ADVISORS LLC4,281$260K0.39%Share
12Peregrine Asset Advisers, Inc.3,371$204K0.06%Share
13TD Waterhouse Canada Inc.2,083$126K0.00%Share
14SOA Wealth Advisors, LLC.1,000$60K0.01%Share
15DHJJ Financial Advisors, Ltd.714$43K0.01%Share
16Capital Analysts, LLC584$36K0.00%Share
17FIRST COMMUNITY TRUST NA595$36K0.03%Share
18FLAGSHIP WEALTH ADVISORS, LLC573$34K0.01%Share
19Redwood Park Advisors LLC417$25K0.02%Share
20Rossby Financial, LCC322$19K0.01%Share
21UBS Group AG177$10K0.00%Share
22Allworth Financial LP121$7K0.00%Share
23AE Wealth Management LLC50$3K0.00%Share
24GOLDMAN SACHS GROUP INC3,501$00.00%Share
25FMR LLC596$00.00%Share
26BANK OF AMERICA CORP /DE/2,435$00.00%Share
27HOWE & RUSLING INC1,399$00.00%Share
28HOWE & RUSLING INC1,998$00.00%Share
29BANK OF MONTREAL /CAN/125$00.00%Share
30O'SHAUGHNESSY ASSET MANAGEMENT, LLC813$00.00%Share
31ROYAL BANK OF CANADA725$00.00%Share
32MORGAN STANLEY400$00.00%Share
33MORGAN STANLEY6,072$00.00%Share
34CIBC Private Wealth Group LLC1,500$00.00%Share
35OSAIC HOLDINGS, INC.408$00.00%Share
36WELLS FARGO & COMPANY/MN93$00.00%Share
37Beacon Pointe Advisors, LLC4,550$00.00%Share
38Game Plan Financial Advisors, LLC13$00.00%Share
39MORGAN STANLEY1$00.00%Share

VEGN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202535$19.2M+12
Q3 202523$4.5B-6
Q2 202529$6.7B-3
Q1 202532$9.4B+5
Q4 202427$1.5T+4
Q3 202423$4.1T+1
Q2 202422$4.5T+1
Q1 202421$3.5T

Similar Stocks by Institutional Ownership

As of Q4 2025, 39 institutional investors hold VEGN (US Vegan Climate ETF). The largest holder is NATURAL INVESTMENTS, LLC with $9.9M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own VEGN?

As of Q4 2025, 39 institutional investors report holding VEGN (US Vegan Climate ETF) in their 13F filings.

Who is the largest institutional holder of VEGN?

The largest institutional holder of VEGN is NATURAL INVESTMENTS, LLC with $9.9M in shares.

Is institutional ownership of VEGN increasing or decreasing?

This quarter, 15 institutions opened new positions in VEGN and 6 closed their positions.