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 | 0% | Jun 2026 |
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| OneAscent Financial Services | 541k | $9.3M | 8% | Jun 2026 |
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| Natural Investments | 295k | $5.1M | 15% | Jun 2026 |
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| Orgel Wealth Management | 295k | $5.1M | 3% | Jun 2026 |
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| LPL Financial | 185k | $3.2M | 35% | Jun 2026 |
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| OneAscent Wealth Management | 147k | $2.5M | 40% | Jun 2026 |
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| Tolleson Wealth Management | 113k | $2.0M | 0% | Jun 2026 |
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| Skyline Advisors | 86k | $1.5M | 39% | Jun 2026 |
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| Riverwater Partners | 66k | $1.1M | 1% | Jun 2026 |
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| True Blue Financial | 49k | $845k | 7% | Jun 2026 |
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| Integrated Wealth Concepts | 39k | $671k | 76% | Jun 2026 |
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| PFG Investments | 36k | $622k | 31% | Jun 2026 |
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| RFG Advisory | 32k | $550k | 19% | Jun 2026 |
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| Mason & Associates | 31k | $531k | 130% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 22k | $379k | 100% | Jun 2026 |
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| Merit Financial Group | 22k | $374k | 13% | Jun 2026 |
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| First Affirmative Financial Network | 21k | $362k | 100% | Mar 2026 |
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| Atria Investments | 20k | $339k | 3% | Jun 2026 |
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| Jane Street | 15k | $251k | 100% | Jun 2026 |
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| OneAscent Family Office | 11k | $181k | 100% | Jun 2026 |
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| Royal Bank of Canada | 6.2k | $106k | 100% | Jun 2026 |
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| First Pacific Financial | 5.7k | $99k | 100% | Jun 2026 |
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| Goss Wealth Management | 4.0k | $69k | 1% | Jun 2026 |
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| EverSource Wealth Advisors | 2.8k | $48k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 1.7k | $29k | 0% | Jun 2026 |
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| Midway Capital Research & Management | 1.4k | $25k | 25% | Jun 2026 |
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| Farther Finance Advisors | 651.00 | $11k | 100% | Jun 2026 |
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| General Re - New England Asset Management | 300.00 | $5.2k | 100% | Jun 2026 |
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| Advisor Group Holdings | 265.00 | $4.6k | 0% | Jun 2026 |
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Who sold out of Impact Shs Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 63k | $1.1M |
| Investor's Fiduciary Advisor Network | Mar 2026 | 21k | $364k |
| Compton Financial Group | Mar 2026 | 11k | $190k |
| UBS Group | Mar 2026 | 1.8k | $31k |