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NACP Institutional Ownership

Impact Shares NAACP Minority Empowerment ETF
1W: +0.4% 1M: +3.6% 3M: +3.0% YTD: +23.4% 1Y: +28.7% 3Y: +108.8% 5Y: +104.0%
$61.80
+0.58 (+0.95%)
 
Weekly Expected Move ±2.1%
$59 $60 $62 $63 $64
ETF AMEX · AUM $80.6M

Institutional Ownership — NACP

52
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
30M
Total Invested
5
New Positions
13
Increased
17
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (53 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ZENITH SOLUTIONS, INC. NEW 116,057 7M — +0.0% 1Q SEC ↗
2 Clearstead Advisors, LLC 93,354 6M -12,180 -11.5% 14Q SEC ↗
3 Rossby Financial, LCC 34,644 2M -150 -0.4% 7Q SEC ↗
4 Westfuller Advisors, LLC 27,676 2M +1,526 +5.8% 8Q SEC ↗
5 Wealthfront Advisers LLC 22,367 1M -1,217 -5.2% 20Q SEC ↗
6 BLAIR WILLIAM & CO/IL 22,078 1M -81 -0.4% 21Q SEC ↗
7 GTS SECURITIES LLC 21,135 1M +7,611 +56.3% 5Q SEC ↗
8 GREENLEAF TRUST 15,215 940K -1,235 -7.5% 7Q SEC ↗
9 South Shore Capital Advisors 10,261 634K +666 +6.9% 3Q SEC ↗
10 Kestra Advisory Services, LLC 9,712 600K +2,823 +41.0% 3Q SEC ↗
11 Ameritas Investment Partners, Inc. 9,625 595K +293 +3.1% 29Q SEC ↗
12 Farther Finance Advisors, LLC 9,515 588K +8,864 +1361.6% 3Q SEC ↗
13 LPL Financial LLC 9,290 574K -12 -0.1% 6Q SEC ↗
14 Sincerus Advisory, LLC 8,617 533K +206 +2.4% 7Q SEC ↗
15 Naviter Wealth, LLC 7,824 484K +616 +8.5% 3Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 7,667 474K +509 +7.1% 21Q SEC ↗
17 Sankala Group LLC 6,357 393K +2,038 +47.2% 3Q SEC ↗
18 OLD NATIONAL BANCORP /IN 6,024 372K — +0.0% 5Q SEC ↗
19 Rockefeller Capital Management L.P. 5,184 320K +3 +0.1% 4Q SEC ↗
20 IMA Advisory Services, Inc. 4,952 306K — +0.0% 7Q SEC ↗
21 COMMONWEALTH EQUITY SERVICES, LLC 4,825 298K -214 -4.2% 17Q SEC ↗
22 Chesapeake Wealth Management 4,532 280K — +0.0% 4Q SEC ↗
23 INTERNATIONAL ASSETS INVESTMENT MANAGE 4,289 265K — +0.0% 3Q SEC ↗
24 Vise Technologies, Inc. NEW 4,248 263K — +0.0% 1Q SEC ↗
25 Equita Financial Network, Inc. 4,134 256K -166 -3.9% 12Q SEC ↗
26 Cetera Investment Advisers NEW 3,943 244K — +0.0% 1Q SEC ↗
27 Cassaday & Co Wealth Management LLC 2,622 162K — +0.0% 2Q SEC ↗
28 Bradley & Co. Private Wealth Managemen 2,320 143K — +0.0% 7Q SEC ↗
29 Arax Advisory Partners 2,247 139K -2,188 -49.3% 2Q SEC ↗
30 FMR LLC 1,843 114K +12 +0.7% 7Q SEC ↗
31 OSAIC HOLDINGS, INC. 1,707 106K +476 +38.7% 26Q SEC ↗
32 FIRST HORIZON CORP 966 60K — +0.0% 4Q SEC ↗
33 ROYAL BANK OF CANADA 620 38K — +0.0% 22Q SEC ↗
34 Glassman Wealth Services 574 35K — +0.0% 4Q SEC ↗
35 MORGAN STANLEY 555 34K -312 -36.0% 12Q SEC ↗
36 THOMPSON INVESTMENT MANAGEMENT, INC. 394 24K — +0.0% 14Q SEC ↗
37 GHP Investment Advisors, Inc. 355 22K — +0.0% 18Q SEC ↗
38 Abound Wealth Management 306 19K — +0.0% 16Q SEC ↗
39 Tower View Wealth Management LLC NEW 126 8K — +0.0% 1Q SEC ↗
40 Byrne Asset Management LLC 85 5K — +0.0% 19Q SEC ↗
41 Smithfield Trust Co 75 5K — +0.0% 21Q SEC ↗
42 MERCER GLOBAL ADVISORS INC /ADV NEW 70 4K — +0.0% 1Q SEC ↗
43 VANGUARD ADVISERS INC 59 4K -124 -67.8% 2Q SEC ↗
44 Redwood Park Advisors LLC 11 1K — +0.0% 7Q SEC ↗
45 Godfrey Financial Associates, Inc. 10 1K — +0.0% 3Q SEC ↗
46 Financial Life Planners 7 0K — +0.0% 2Q SEC ↗
47 Russell Investments Group, Ltd. 0 0K -55 -100.0% 1Q SEC ↗
48 Ascentis Independent Advisors 0 0K -2,233 -100.0% 1Q SEC ↗
49 JPMORGAN CHASE & CO 0 0K -110 -100.0% 1Q SEC ↗
50 UBS Group AG 0 0K -736 -100.0% 2Q SEC ↗

Recent Activity

Sold Out (7)
Biggest Increases (13)
HolderAddedChange %Total Shares
Farther Finance Advisors, LLC +8,864 +1361.6% 9,515
GTS SECURITIES LLC +7,611 +56.3% 21,135
Kestra Advisory Services, LLC +2,823 +41.0% 9,712
Sankala Group LLC +2,038 +47.2% 6,357
Westfuller Advisors, LLC +1,526 +5.8% 27,676
South Shore Capital Advisors +666 +6.9% 10,261
Naviter Wealth, LLC +616 +8.5% 7,824
ENVESTNET ASSET MANAGEMENT INC +509 +7.1% 7,667
OSAIC HOLDINGS, INC. +476 +38.7% 1,707
Ameritas Investment Partners, Inc. +293 +3.1% 9,625
Sincerus Advisory, LLC +206 +2.4% 8,617
FMR LLC +12 +0.7% 1,843
Rockefeller Capital Management L.P. +3 +0.1% 5,184
Biggest Decreases (11)
HolderReducedChange %Total Shares
Clearstead Advisors, LLC -12,180 -11.5% 93,354
Arax Advisory Partners -2,188 -49.3% 2,247
GREENLEAF TRUST -1,235 -7.5% 15,215
Wealthfront Advisers LLC -1,217 -5.2% 22,367
MORGAN STANLEY -312 -36.0% 555
COMMONWEALTH EQUITY SERVICES, LLC -214 -4.2% 4,825
Equita Financial Network, Inc. -166 -3.9% 4,134
Rossby Financial, LCC -150 -0.4% 34,644
VANGUARD ADVISERS INC -124 -67.8% 59
BLAIR WILLIAM & CO/IL -81 -0.4% 22,078
LPL Financial LLC -12 -0.1% 9,290

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms