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 27 institutions that hold shares in the stock, with a total of 557,150 shares, which have been reported (via 13F filing form) to have a value of $23.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
150,371
shares
|
$6.34 Million
0.01% of portfolio
|
Q3 2024
Added 4035.62%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
100,388
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$3.1 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
49,322
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
26,150
shares
|
$1.1 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
23,963
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,589
shares
|
$783,526
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,414
shares
|
$691,850
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,760
shares
|
$579,984
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,693
shares
|
$577,159
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,023
shares
|
$548,919
0.0% of portfolio
|
Q3 2024
Reduced 32.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
10,572
shares
|
$445,609
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$398,317
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,412
shares
|
$396,715
0.0% of portfolio
|
Q3 2024
Reduced 76.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,468
shares
|
$272,626
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
5,808
shares
|
$244,807
0.09% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,952
shares
|
$208,726
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,692
shares
|
$197,767
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,359
shares
|
$99,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,320
shares
|
$97,788
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
620
shares
|
$26,133
0.0% of portfolio
|
Q1 2023
Reduced 5.05%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
501
shares
|
$21,117
0.0% of portfolio
|
Q2 2023
Reduced 38.15%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
394
shares
|
$16,607
0.0% of portfolio
|
Q2 2023
Reduced 17.92%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
306
shares
|
$12,897
0.0% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
85
shares
|
$3,582
0.0% of portfolio
|
Q1 2024
Added 41.67%
|