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 24 institutions that hold shares in the stock, with a total of 417,849 shares, which have been reported (via 13F filing form) to have a value of $16.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
97,354
shares
|
$3.84 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$2.9 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
49,685
shares
|
$1.96 Million
0.09% of portfolio
|
Q1 2024
Added 153.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
39,882
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
25,003
shares
|
$987,368
0.0% of portfolio
|
Q1 2024
Added 60.84%
|
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
22,118
shares
|
$873,439
0.0% of portfolio
|
Q1 2024
Added 10.24%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
17,688
shares
|
$698,499
0.0% of portfolio
|
Q1 2024
Reduced 8.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,760
shares
|
$543,382
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
13,114
shares
|
$517,871
0.0% of portfolio
|
Q1 2024
Reduced 22.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
12,129
shares
|
$478,974
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
10,789
shares
|
$426,057
0.0% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
10,710
shares
|
$422,937
0.01% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$373,180
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
May 02, 2024 Q1 2024 |
7,388
shares
|
$291,752
0.13% of portfolio
|
Q1 2024
Reduced 31.47%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
6,405
shares
|
$252,933
0.0% of portfolio
|
Q1 2024
Reduced 12.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
4,847
shares
|
$191,408
0.01% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
2,320
shares
|
$91,616
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
620
shares
|
$24,483
0.0% of portfolio
|
Q1 2023
Reduced 5.05%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
501
shares
|
$19,784
0.0% of portfolio
|
Q2 2023
Reduced 38.15%
|
|
|
Thompson Investment Management, Inc.
|
Apr 12, 2024 Q1 2024 |
394
shares
|
$15,559
0.0% of portfolio
|
Q2 2023
Reduced 17.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
91
shares
|
$3,593
0.0% of portfolio
|
Q1 2024
Added 78.43%
|
|
|
Byrne Asset Management LLC
|
Apr 22, 2024 Q1 2024 |
85
shares
|
$3,356
0.0% of portfolio
|
Q1 2024
Added 41.67%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 07, 2024 Q1 2024 |
75
shares
|
$2,961
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
10
shares
|
$394
0.0% of portfolio
|
Q1 2023
New holding
|
|