Institutional Ownership Impact Shs Fds I Tr Ywca Women (WOMN)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Ywca Women (WOMN). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 355,920 shares, which have been reported (via 13F filing form) to have a value of $14 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
86,357
shares
|
$3.4 Million
1.95% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
39,015
shares
|
$1.54 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
25,704
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
25,490
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
22,385
shares
|
$881,073
0.01% of portfolio
|
Q2 2025
Reduced 39.76%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
21,826
shares
|
$859,071
0.22% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,209
shares
|
$716,706
0.02% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,450
shares
|
$647,472
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,968
shares
|
$510,420
0.0% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,140
shares
|
$438,470
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
10,693
shares
|
$420,876
0.01% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
9,639
shares
|
$379,391
0.0% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,750
shares
|
$344,400
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,942
shares
|
$312,597
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
6,737
shares
|
$265,168
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,089
shares
|
$239,663
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,790
shares
|
$227,894
0.0% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
5,548
shares
|
$218,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,275
shares
|
$128,904
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,409
shares
|
$94,818
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,500
shares
|
$59,040
0.0% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,366
shares
|
$53,765
0.0% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,350
shares
|
$53,136
0.0% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,326
shares
|
$52,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,133
shares
|
$44,594
0.0% of portfolio
|
Q1 2025
Added 758.33%
|