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 28 institutions that hold shares in the stock, with a total of 442,889 shares, which have been reported (via 13F filing form) to have a value of $19 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
100,388
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$3.14 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
49,322
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
36,250
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
26,150
shares
|
$1.12 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
23,963
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,589
shares
|
$795,980
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,414
shares
|
$702,847
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
|
$589,203
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,693
shares
|
$586,334
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,023
shares
|
$557,644
0.0% of portfolio
|
Q3 2024
Reduced 32.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
10,572
shares
|
$452,693
0.01% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$404,649
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,412
shares
|
$403,021
0.0% of portfolio
|
Q3 2024
Reduced 76.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,468
shares
|
$276,959
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
5,807
shares
|
$248,655
0.09% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,952
shares
|
$212,044
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,692
shares
|
$200,911
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,359
shares
|
$101,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,320
shares
|
$99,342
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
620
shares
|
$26,548
0.0% of portfolio
|
Q1 2023
Reduced 5.05%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
394
shares
|
$16,871
0.0% of portfolio
|
Q2 2023
Reduced 17.92%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
355
shares
|
$15,201
0.0% of portfolio
|
Q4 2024
Reduced 29.14%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
306
shares
|
$13,102
0.0% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
85
shares
|
$3,639
0.0% of portfolio
|
Q1 2024
Added 41.67%
|