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 42 institutions that hold shares in the stock, with a total of 510,765 shares, which have been reported (via 13F filing form) to have a value of $20.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
143,324
shares
|
$5.82 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
86,567
shares
|
$3.52 Million
1.6% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2025 Q3 2025 |
39,015
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
26,005
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
25,256
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 94.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
23,137
shares
|
$940,287
0.0% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
22,385
shares
|
$909,726
0.01% of portfolio
|
Q2 2025
Reduced 39.76%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
21,856
shares
|
$888,227
0.21% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
18,209
shares
|
$740,013
0.02% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,450
shares
|
$668,528
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10,990
shares
|
$446,633
0.0% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
10,384
shares
|
$422,005
0.01% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,766
shares
|
$356,250
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,942
shares
|
$322,762
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,748
shares
|
$274,238
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,089
shares
|
$247,456
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
6,089
shares
|
$247,456
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
5,710
shares
|
$232,054
0.0% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,467
shares
|
$222,178
0.0% of portfolio
|
Q3 2025
Reduced 43.28%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,267
shares
|
$173,410
0.0% of portfolio
|
Q3 2025
Reduced 26.3%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,409
shares
|
$97,901
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,409
shares
|
$97,901
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,531
shares
|
$62,219
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,500
shares
|
$60,960
0.0% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,351
shares
|
$54,904
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|