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% | Mar 2026 |
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| OneAscent Financial Services | 503k | $8.7M | 21% | Mar 2026 |
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| Orgel Wealth Management | 286k | $5.0M | 0% | Mar 2026 |
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| Natural Investments | 256k | $4.4M | 55% | Mar 2026 |
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| LPL Financial | 137k | $2.4M | -87% | Mar 2026 |
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| OneAscent Wealth Management | 105k | $1.8M | 15% | Mar 2026 |
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| Tolleson Wealth Management | 71k | $1.3M | 0% | Dec 2025 |
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| Riverwater Partners | 65k | $1.1M | 11% | Mar 2026 |
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| Goldman Sachs Group | 63k | $1.1M | 384% | Mar 2026 |
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| Skyline Advisors | 62k | $1.1M | 59% | Mar 2026 |
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| True Blue Financial | 46k | $791k | 100% | Mar 2026 |
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| PFG Investments | 28k | $478k | 27% | Mar 2026 |
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| RFG Advisory | 27k | $463k | 20% | Mar 2026 |
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| Integrated Wealth Concepts | 22k | $382k | 37% | Mar 2026 |
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| Investor's Fiduciary Advisor Network | 21k | $364k | -3% | Mar 2026 |
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| First Affirmative Financial Network | 21k | $362k | 6% | Mar 2026 |
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| Merit Financial Group | 19k | $332k | 11% | Mar 2026 |
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| Atria Investments | 19k | $329k | 10% | Mar 2026 |
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| Mason & Associates | 13k | $234k | 100% | Mar 2026 |
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| Compton Financial Group | 11k | $190k | 0% | Mar 2026 |
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| Goss Wealth Management | 3.9k | $68k | 1% | Mar 2026 |
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| Western Wealth Management | 2.8k | $48k | 100% | Mar 2026 |
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| UBS Group | 1.8k | $31k | 899% | Mar 2026 |
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| Smartleaf Asset Management | 1.7k | $29k | 100% | Mar 2026 |
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| Midway Capital Research & Management | 1.2k | $20k | 100% | Mar 2026 |
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| Global Retirement Partners | 211.00 | $3.7k | 23% | Dec 2025 |
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| Ronald Blue Trust | 35.00 | $607.001500 | 100% | Mar 2026 |
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Who sold out of Impact Shs Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TrueWealth Financial Partners | Dec 2025 | 47k | $826k |
| Jane Street | Dec 2025 | 26k | $447k |
| Verus Capital Partners | Dec 2025 | 19k | $325k |
| Adviser Investments | Dec 2025 | 13k | $227k |
| Flagship Harbor Advisors | Dec 2025 | 5.7k | $100k |
| General Re - New England Asset Management | Dec 2025 | 300.00 | $5.2k |