$65.82
-0.05 (-0.07%)
Market Cap
$135.6M
Shares Outstanding
2,041,561
Institutional Holders
32
Total Inst. Value
$12.1M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
9
Closed Positions
4
Increased
7
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NATURAL INVESTMENTS, LLC | $5.4M | 109,567 |
| 2 | ROYAL BANK OF CANADA | $1.5M | 29,785 |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | $846K | 17,024 |
| 4 | Allegheny Financial Group | $765K | 15,388 |
| 5 | Joel Adams & Associates, Inc.New | $557K | 11,203 |
| 6 | MORGAN STANLEY | $433K | 8,750 |
| 7 | Cadence Bank | $351K | 7,056 |
| 8 | PFG Investments, LLC | $343K | 6,900 |
| 9 | BANK OF AMERICA CORP /DE/ | $305K | 6,142 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $305K | 6,128 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NATURAL INVESTMENTS, LLC | +94K | $5.4M |
| Allegheny Financial Group | +1K | $765K |
| Joel Adams & Associates, Inc.New | +11K | $557K |
| MORGAN STANLEY | +4K | $433K |
| BANK OF AMERICA CORP /DE/ | +4K | $305K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | -4K | $846K |
| ROYAL BANK OF CANADA | -3K | $1.5M |
| OSAIC HOLDINGS, INC. | -259 | $16K |
| PFG Investments, LLC | -210 | $343K |
| TD Waterhouse Canada Inc. | -139 | $84K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold VEGN?
As of Q1 2025, 32 institutional investors report holding VEGN (US Vegan Climate ETF) in their 13F filings.
Which hedge fund owns the most VEGN?
The largest institutional holder of VEGN is NATURAL INVESTMENTS, LLC with $5.4M in shares.
Are institutions buying or selling VEGN?
This quarter, 9 institutions opened new positions in VEGN and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.