US VEGAN CLIMATE ETF (VEGN) Institutional Shareholders
US VEGAN CLIMATE ETF (VEGN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $31.46M in VEGN holdings during the latest filing period.
Natural Investments, Llc is currently the largest disclosed institutional shareholder of VEGN tracked by InsiderSet, reporting ownership valued at approximately $17.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.70M, representing an estimated loss of -3.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed VEGN value among the investors covered in this analysis. Major shareholders include Natural Investments, Llc, Wealthfront Advisers Llc, Kingswood Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in US VEGAN CLIMATE ETF (VEGN).
This page ranks the largest institutional VEGN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$31.46M
Largest Holder
Natural Investments, Llc
Largest Position
$17.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Natural Investments, Llc | 3.79% | 209,479 | $17,232,000 | $16,703,311 | -$528,689 | -3.07% | |
| Wealthfront Advisers Llc | 0.01% | 31,703 | $2,607,949 | $2,527,915 | -$80,034 | -3.07% | |
| Kingswood Wealth Advisors, Llc | 0.08% | 23,314 | $1,917,854 | $1,858,998 | -$58,856 | -3.07% | |
| Capital City Trust Co/Fl | 0.34% | 19,781 | $1,627,223 | $1,577,286 | -$49,937 | -3.07% | |
| Sunrise Financial Services, Llc | 0.51% | 10,357 | $851,987 | $825,840 | -$26,147 | -3.07% | |
| Joel Adams & Associates, Inc. | 0.51% | 9,745 | $801,642 | $777,041 | -$24,601 | -3.07% | |
| Composition Wealth, Llc | 0.01% | 7,763 | $638,607 | $619,001 | -$19,606 | -3.07% | |
| Morgan Stanley | 0.00% | 6,472 | $532,399 | $516,060 | -$16,339 | -3.07% | |
| Allegheny Financial Group | 0.05% | 5,845 | $480,875 | $466,065 | -$14,810 | -3.08% | |
| Pfg Investments, Llc | 0.02% | 5,519 | $454,032 | $440,071 | -$13,961 | -3.07% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,550 | $374,292 | $362,805 | -$11,487 | -3.07% | |
| Financial Engines Advisors L.L.C. | 0.00% | 4,403 | $362,199 | $351,084 | -$11,115 | -3.07% | |
| Angeles Wealth Management, Llc | 0.02% | 4,000 | $329,048 | $318,950 | -$10,098 | -3.07% | |
| Goldman Sachs Group Inc | 0.00% | 3,501 | $287,999 | $279,161 | -$8,838 | -3.07% | |
| Howe & Rusling Inc | 0.02% | 3,397 | $279,445 | $270,868 | -$8,577 | -3.07% | |
| Belvedere Trading Llc | 0.02% | 3,082 | $253,531 | $245,751 | -$7,780 | -3.07% | |
| Nations Financial Group Inc | 0.01% | 2,934 | $241,356 | $233,950 | -$7,406 | -3.07% | |
| Raymond James Financial Inc | 0.00% | 2,741 | $225,479 | $218,560 | -$6,919 | -3.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,612 | $214,880 | $208,274 | -$6,606 | -3.07% | |
| Garde Capital, Inc. | 0.01% | 2,531 | $208,205 | $201,815 | -$6,390 | -3.07% | |
| Mariner, Llc | 0.00% | 2,527 | $207,876 | $201,496 | -$6,380 | -3.07% | |
| Bank Of America Corp | 0.00% | 2,435 | $200,306 | $194,161 | -$6,145 | -3.07% | |
| Royal Bank Of Canada | 0.00% | 2,373 | $196,000 | $189,217 | -$6,783 | -3.46% | |
| Td Waterhouse Canada Inc. | 0.00% | 2,366 | $194,674 | $188,659 | -$6,015 | -3.09% | |
| Ubs Group Ag | 0.00% | 1,375 | $113,110 | $109,639 | -$3,471 | -3.07% | |
| Soa Wealth Advisors, Llc. | 0.01% | 1,000 | $82,262 | $79,737 | -$2,525 | -3.07% | |
| Fmr Llc | 0.00% | 893 | $73,496 | $71,205 | -$2,291 | -3.12% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 813 | $66,879 | $64,827 | -$2,052 | -3.07% | |
| Osaic Holdings, Inc. | 0.00% | 801 | $65,955 | $63,870 | -$2,085 | -3.16% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 714 | $58,735 | $56,933 | -$1,802 | -3.07% | |
| First Community Trust Na | 0.02% | 595 | $48,946 | $47,444 | -$1,502 | -3.07% | |
| Flagship Wealth Advisors, Llc | 0.01% | 595 | $48,946 | $47,444 | -$1,502 | -3.07% | |
| Capital Analysts, Llc | 0.00% | 584 | $48,000 | $46,567 | -$1,433 | -2.99% | |
| Redwood Park Advisors Llc | 0.02% | 418 | $34,407 | $33,330 | -$1,077 | -3.13% | |
| Rossby Financial, Lcc | 0.00% | 322 | $26,488 | $25,675 | -$813 | -3.07% | |
| Transamerica Financial Advisors, Llc | 0.00% | 266 | $21,881 | $21,210 | -$671 | -3.07% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 133 | $10,941 | $10,605 | -$336 | -3.07% | |
| Bank Of Montreal | 0.00% | 125 | $10,283 | $9,967 | -$316 | -3.07% | |
| Farther Finance Advisors, Llc | 0.00% | 125 | $10,283 | $9,967 | -$316 | -3.07% | |
| Allworth Financial Lp | 0.00% | 121 | $9,954 | $9,648 | -$306 | -3.07% | |
| Harbour Investments, Inc. | 0.00% | 55 | $4,524 | $4,386 | -$138 | -3.06% | |
| Game Plan Financial Advisors, Llc | 0.00% | 13 | $1,088 | $1,037 | -$51 | -4.73% | |
| Vanguard Advisers Inc | 0.00% | 4 | $333 | $319 | -$14 | -4.22% |
Frequently asked questions about VEGN
Who are the largest institutional holders of VEGN?
The largest institutional holders of VEGN reported in the latest SEC Form 13F filings include Natural Investments, Llc, Wealthfront Advisers Llc, Kingswood Wealth Advisors, Llc, Capital City Trust Co/Fl, and Sunrise Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported VEGN position.
What is VEGN institutional ownership?
This page tracks VEGN positions reported by institutional investment managers through SEC Form 13F. US VEGAN CLIMATE ETF (VEGN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VEGN?
InsiderSet currently tracks 43 institutional managers reporting VEGN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VEGN shareholders.
How much VEGN stock do institutions own?
Institutional investment managers disclosed approximately $31.46M in VEGN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VEGN institutional ownership last updated?
The latest VEGN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VEGN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VEGN position after the reporting date.
Are institutions buying or selling VEGN?
Institutional buying and selling can be analyzed by comparing VEGN positions across consecutive 13F reporting periods. InsiderSet's VEGN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VEGN ownership changes.
How has VEGN institutional ownership changed over time?
InsiderSet tracks VEGN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.