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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

VEGN

VEGN — Institutional Holders Breakdown

US Vegan Climate ETF

-$1.5M

Net Activity

Institutions Holding

33

Popularity Rank

#7002

Avg Weight

0.12%

Total Value

$19.8M

Ownership Trend

33 institutions currently hold VEGN, with 14 net buyers and 9 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

9

Net Buying Institutions

14

Key Holders

Key Holders

Top 5 by Value

Natural Investments, LLC

Wealthfront Advisers LLC

Kingswood Wealth Advisors, LLC

Capital City Trust Co/fl

Joel Adams & Associates, Inc.

Top 5 by Conviction

Natural Investments, LLC

Joel Adams & Associates, Inc.

Sunrise Financial Services, LLC

Capital City Trust Co/fl

Kingswood Wealth Advisors, LLC

View all 33 holding institutions

Quarterly Activity

Recent Activity

+$15.8M

Total Buy Value

$4.5M

Total Sell Value

New buy5

Trim4

Add9

Sold out5

14

Net Buyers

9

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding US VEGAN CLIMATE ETF (VEGN)?

Major stakeholders currently include Natural Investments, LLC ($11.3M), Wealthfront Advisers LLC ($1.9M), Kingswood Wealth Advisors, LLC ($1.4M). Based on the latest 13F filings, there are a total of 33 tracked investment funds and institutions maintaining positions in VEGN.

What is the overall institutional sentiment toward VEGN recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.5M, driven by 14 managers accumulating shares while 9 reduced their exposure.

Which institutions have been selling or reducing their VEGN positions?

In the latest period, 4 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $4.5M.

Are there any notable investors adding VEGN to their portfolios?

Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $15.8M.

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