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 41 institutions that hold shares in the stock, with a total of 476,209 shares, which have been reported (via 13F filing form) to have a value of $23.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,976
shares
|
$96,389
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
863
shares
|
$42,097
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
620
shares
|
$30,243
0.0% of portfolio
|
Q1 2023
Reduced 5.05%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
590
shares
|
$28,780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
431
shares
|
$21,024
0.0% of portfolio
|
Q1 2025
Added 1290.32%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
394
shares
|
$19,219
0.0% of portfolio
|
Q2 2023
Reduced 17.92%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
355
shares
|
$17,316
0.0% of portfolio
|
Q4 2024
Reduced 29.14%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
306
shares
|
$14,926
0.0% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
85
shares
|
$4,146
0.0% of portfolio
|
Q1 2024
Added 41.67%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
75
shares
|
$3,658
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
44
shares
|
$2,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12
shares
|
$585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
11
shares
|
$536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
10
shares
|
$487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
7
shares
|
$341
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|