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 30 institutions that hold shares in the stock, with a total of 543,554 shares, which have been reported (via 13F filing form) to have a value of $23.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
134,261
shares
|
$5.86 Million
0.09% of portfolio
|
Q4 2024
Added 172.21%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
101,034
shares
|
$4.41 Million
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$3.2 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
36,250
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
35,709
shares
|
$1.56 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
26,150
shares
|
$1.14 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,469
shares
|
$805,802
0.0% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
16,505
shares
|
$720,113
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,766
shares
|
$600,610
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,760
shares
|
$600,348
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,023
shares
|
$568,193
0.0% of portfolio
|
Q3 2024
Reduced 32.66%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
10,526
shares
|
$459,249
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$412,303
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
7,771
shares
|
$339,048
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,753
shares
|
$294,633
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
5,807
shares
|
$253,359
0.09% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,952
shares
|
$216,055
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
4,952
shares
|
$216,055
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,421
shares
|
$192,888
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,359
shares
|
$102,923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,320
shares
|
$101,221
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
620
shares
|
$27,050
0.0% of portfolio
|
Q1 2023
Reduced 5.05%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
394
shares
|
$17,190
0.0% of portfolio
|
Q2 2023
Reduced 17.92%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
355
shares
|
$15,488
0.0% of portfolio
|
Q4 2024
Reduced 29.14%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
306
shares
|
$13,350
0.0% of portfolio
|
Q4 2023
Added 0.66%
|