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 28 institutions that hold shares in the stock, with a total of 560,718 shares, which have been reported (via 13F filing form) to have a value of $23 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
150,371
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2024
Added 4035.62%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
99,872
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
73,431
shares
|
$3.01 Million
2.02% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
49,685
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2024
Added 153.65%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
23,598
shares
|
$968,225
0.0% of portfolio
|
Q2 2024
Added 6.69%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
20,009
shares
|
$820,969
0.0% of portfolio
|
Q2 2024
Reduced 19.97%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,340
shares
|
$793,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
16,681
shares
|
$684,421
0.0% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
14,179
shares
|
$581,764
0.0% of portfolio
|
Q2 2024
Added 31.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,760
shares
|
$564,572
0.0% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
13,114
shares
|
$538,067
0.0% of portfolio
|
Q1 2024
Reduced 22.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
10,656
shares
|
$437,215
0.01% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
9,450
shares
|
$387,733
0.57% of portfolio
|
Q1 2022
Added 3.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,412
shares
|
$386,174
0.0% of portfolio
|
Q3 2024
Reduced 76.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
7,691
shares
|
$315,561
0.0% of portfolio
|
Q2 2024
Reduced 36.59%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jul 31, 2024 Q2 2024 |
7,089
shares
|
$290,861
0.12% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,468
shares
|
$265,382
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,952
shares
|
$203,180
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,692
shares
|
$192,512
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,320
shares
|
$95,189
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,915
shares
|
$78,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
620
shares
|
$25,438
0.0% of portfolio
|
Q1 2023
Reduced 5.05%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
501
shares
|
$20,556
0.0% of portfolio
|
Q2 2023
Reduced 38.15%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
394
shares
|
$16,165
0.0% of portfolio
|
Q2 2023
Reduced 17.92%
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
306
shares
|
$12,555
0.0% of portfolio
|
Q4 2023
Added 0.66%
|