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 598,730 shares, which have been reported (via 13F filing form) to have a value of $23.4 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
|
$5.25 Million
0.09% of portfolio
|
Q4 2024
Added 172.21%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
101,034
shares
|
$3.95 Million
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$2.87 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
35,432
shares
|
$1.38 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
35,075
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
26,150
shares
|
$1.02 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
25,433
shares
|
$993,921
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
21,469
shares
|
$839,008
0.04% of portfolio
|
Q4 2024
Added 64.85%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
17,892
shares
|
$699,219
0.0% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
16,505
shares
|
$645,015
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,766
shares
|
$537,975
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
|
$537,740
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,560
shares
|
$490,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
10,526
shares
|
$411,356
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$369,306
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
7,748
shares
|
$302,791
0.33% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,491
shares
|
$292,748
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,753
shares
|
$263,907
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
5,807
shares
|
$226,937
0.08% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
4,952
shares
|
$193,524
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,952
shares
|
$193,524
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,421
shares
|
$172,772
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,262
shares
|
$127,478
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,359
shares
|
$92,189
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,320
shares
|
$90,665
0.06% of portfolio
|
Q3 2021
New holding
|