Who owns Impact Shs Fds I Tr naacp mino etf?

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Analyze quarterly positions in Impact Shs Fds I Tr naacp mino etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Impact Shs Fds I Tr naacp mino etf stock

Who bought or sold Impact Shs Fds I Tr naacp mino etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Hartland & Co 119k $5.7M 0% Sep 2025
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Rossby Financial, LCC 35k $1.7M 0% Sep 2025
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Gts Securities 33k $1.6M -5% Sep 2025
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Westfuller Advisors 26k $1.2M 0% Sep 2025
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Wealthfront Advisers 23k $1.1M -7% Sep 2025
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Greenleaf Trust 20k $944k -6% Sep 2025
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William Blair $ Company 18k $841k 7% Sep 2025
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Betterment 15k $696k -31% Sep 2025
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LPL Financial 13k $602k 1% Sep 2025
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Envestnet Asset Management 12k $574k -29% Sep 2025
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Summit Investment Advisors 9.3k $445k -3% Sep 2025
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Sincerus Advisory 7.6k $364k 0% Sep 2025
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Commonwealth Equity Services 6.7k $317k -26% Sep 2025
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Old National Trust Company 6.0k $287k 6% Sep 2025
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Equita Financial Network 5.0k $238k -10% Sep 2025
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TrueNorth 5.0k $236k 0% Sep 2025
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Rockefeller Capital Management 4.8k $227k 100% Sep 2025
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Chesapeake Wealth Management 4.5k $216k 100% Sep 2025
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Bradley & Co. Private Wealth Management 2.3k $111k 0% Sep 2025
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FTB Advisors 2.2k $97k -6% Jun 2025
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First Horizon National Corp 2.2k $106k 100% Sep 2025
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Root Financial Partners 2.0k $94k 100% Sep 2025
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FMR 1.8k $87k 62% Sep 2025
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Advisor Group Holdings 863.00 $41k 0% Sep 2025
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Royal Bank of Canada 620.00 $30k 0% Sep 2025
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Glassman Wealth Services 590.00 $28k 100% Sep 2025
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Morgan Stanley 431.00 $19k 100% Jun 2025
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Thompson Investment Management 394.00 $19k 0% Sep 2025
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GHP Investment Advisors 355.00 $17k 0% Sep 2025
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Abound Wealth Management 306.00 $15k 0% Sep 2025
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Byrne Asset Management 85.00 $4.1k 0% Sep 2025
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Smithfield Trust Company 75.00 $3.0k 0% Sep 2025
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Garde Capital 44.00 $1.9k 0% Jun 2025
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Advisory Services Network 12.00 $572.000400 100% Sep 2025
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Redwood Park Advisors 11.00 $545.000500 0% Sep 2025
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Bank Julius Baer & Co. Ltd, Zurich 10.00 $475.000000 100% Sep 2025
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Financial Life Planners 7.00 $344.999900 100% Sep 2025
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Who sold out of Impact Shs Fds I Tr naacp mino etf?

Fund or Company Name Date Sold Shares Held Valued At
Cetera Investment Advisers Jun 2025 7.1k $309k
Financial Network Wealth Management Mar 2025 3.3k $129k
UBS Group Jun 2025 219.00 $9.6k