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 36 institutions that hold shares in the stock, with a total of 498,413 shares, which have been reported (via 13F filing form) to have a value of $22 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
118,998
shares
|
$5.25 Million
0.07% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$3.24 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
35,082
shares
|
$1.55 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
34,412
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
26,150
shares
|
$1.15 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
25,101
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,105
shares
|
$931,996
0.0% of portfolio
|
Q2 2025
Reduced 79.49%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
21,000
shares
|
$927,359
0.01% of portfolio
|
Q2 2025
Reduced 40.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,943
shares
|
$748,202
0.0% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
16,420
shares
|
$725,107
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
|
$607,641
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,560
shares
|
$554,649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
9,668
shares
|
$426,938
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$417,311
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,211
shares
|
$406,757
0.0% of portfolio
|
Q2 2025
Added 1556.65%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,014
shares
|
$398,058
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
7,610
shares
|
$336,057
0.32% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,069
shares
|
$312,167
0.0% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
5,667
shares
|
$250,254
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
5,519
shares
|
$243,719
0.1% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,952
shares
|
$218,680
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
4,952
shares
|
$218,680
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,262
shares
|
$144,049
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,320
shares
|
$102,451
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,217
shares
|
$97,902
0.0% of portfolio
|
Q2 2025
Reduced 6.02%
|