Institutional Ownership Impact Shs Fds I Tr Naacp Mino (NACP)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Naacp Mino (NACP). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 488,786 shares, which have been reported (via 13F filing form) to have a value of $23.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
119,231
shares
|
$5.82 Million
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$3.58 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
35,082
shares
|
$1.71 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
34,412
shares
|
$1.68 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
26,150
shares
|
$1.28 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
23,240
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,105
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.49%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
19,790
shares
|
$965,752
0.01% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
16,420
shares
|
$801,296
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,760
shares
|
$671,488
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,560
shares
|
$612,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,036
shares
|
$587,356
0.0% of portfolio
|
Q3 2025
Reduced 28.96%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$461,160
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
9,337
shares
|
$455,645
0.01% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
7,626
shares
|
$372,148
0.31% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,069
shares
|
$344,967
0.0% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,654
shares
|
$324,715
0.0% of portfolio
|
Q3 2025
Reduced 26.18%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
6,024
shares
|
$293,971
0.0% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
4,991
shares
|
$243,560
0.09% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
4,952
shares
|
$241,657
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,952
shares
|
$241,657
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
4,532
shares
|
$221,161
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,262
shares
|
$159,185
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,320
shares
|
$113,216
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,217
shares
|
$108,189
0.0% of portfolio
|
Q3 2025
New holding
|