Who owns IMPACT SHS TR I?
- Ticker: OWNS
- CUSIP Number: 74741a106
Tip: Access positions for across all investors
Analyze quarterly positions in Impact Shs Tr I with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Impact Shs Tr I stock
Who bought or sold IMPACT SHS TR I this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allianz Se | 1.2M | $22M | 100% | Dec 2025 |
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| LPL Financial | 1.0M | $18M | 7% | Dec 2025 |
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| OneAscent Financial Services | 416k | $7.3M | 870% | Dec 2025 |
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| Orgel Wealth Management | 288k | $5.0M | 2% | Dec 2025 |
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| Natural Investments | 165k | $2.9M | 100% | Dec 2025 |
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| OneAscent Wealth Management | 91k | $1.6M | 27% | Dec 2025 |
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| Tolleson Wealth Management | 71k | $1.3M | 0% | Dec 2025 |
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| Riverwater Partners | 59k | $1.0M | 1% | Dec 2025 |
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| TrueWealth Financial Partners | 47k | $826k | 100% | Dec 2025 |
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| Skyline Advisors | 39k | $678k | 11% | Dec 2025 |
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| Jane Street | 26k | $447k | 100% | Dec 2025 |
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| RFG Advisory | 22k | $389k | 26% | Dec 2025 |
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| PFG Investments | 22k | $378k | 10% | Dec 2025 |
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| Investor's Fiduciary Advisor Network | 22k | $377k | 9% | Dec 2025 |
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| First Affirmative Financial Network | 20k | $342k | -60% | Sep 2025 |
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| Verus Capital Partners | 19k | $325k | 10% | Dec 2025 |
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| Atria Investments | 17k | $302k | -89% | Dec 2025 |
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| Merit Financial Group | 17k | $302k | 25% | Dec 2025 |
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| Integrated Wealth Concepts | 16k | $282k | -24% | Dec 2025 |
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| Goldman Sachs Group | 13k | $228k | 100% | Dec 2025 |
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| Adviser Investments | 13k | $227k | 0% | Dec 2025 |
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| Compton Financial Group | 11k | $191k | 100% | Dec 2025 |
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| Flagship Harbor Advisors | 5.7k | $100k | 100% | Dec 2025 |
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| Goss Wealth Management | 3.9k | $68k | 1% | Dec 2025 |
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| General Re - New England Asset Management | 300.00 | $5.2k | 0% | Sep 2025 |
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| Global Retirement Partners | 211.00 | $3.7k | 23% | Dec 2025 |
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| UBS Group | 177.00 | $3.1k | 100% | Dec 2025 |
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Who sold out of Impact Shs Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| First Heartland Consultants | Sep 2025 | 34k | $598k |
| Dynamic Advisors Solutions | Sep 2025 | 10k | $174k |
| Geneos Wealth Management | Sep 2025 | 446.00 | $7.8k |