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 34 institutions that hold shares in the stock, with a total of 547,768 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 |
May 13, 2025 Q1 2025 |
118,363
shares
|
$5.17 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
102,898
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$3.21 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
35,432
shares
|
$1.55 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
35,075
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
26,150
shares
|
$1.14 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
25,433
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,892
shares
|
$781,343
0.0% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
16,808
shares
|
$734,005
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,760
shares
|
$600,899
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,560
shares
|
$548,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
9,738
shares
|
$425,258
0.01% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$412,681
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
9,003
shares
|
$393,161
0.0% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
7,748
shares
|
$338,355
0.33% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,491
shares
|
$327,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
5,807
shares
|
$253,591
0.08% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,952
shares
|
$216,253
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
4,952
shares
|
$216,253
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,262
shares
|
$142,451
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,359
shares
|
$103,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,320
shares
|
$101,314
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
620
shares
|
$27,075
0.0% of portfolio
|
Q1 2023
Reduced 5.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
556
shares
|
$24,280
0.0% of portfolio
|
Q4 2024
Added 2182.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
431
shares
|
$18,821
0.0% of portfolio
|
Q1 2025
Added 1290.32%
|