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WOMN Institutional Ownership

Impact Shares YWCA Women's Empowerment ETF
1W: -0.1% 1M: -3.1% 3M: +2.2% YTD: +6.3% 1Y: +8.3% 3Y: +51.3% 5Y: +51.0%
$44.05
+0.17 (+0.39%)
 
Weekly Expected Move ±1.4%
$43 $43 $44 $45 $45
ETF AMEX · AUM $55.2M

Institutional Ownership — WOMN

44
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
4
New Positions
11
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (50 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Westfuller Advisors, LLC 85,395 4M -1,480 -1.7% 8Q SEC ↗
2 Rock Creek Group LLC 39,015 2M — +0.0% 5Q SEC ↗
3 Focus Partners Wealth 22,562 994K +13 +0.1% 11Q SEC ↗
4 GREENLEAF TRUST 18,665 822K -1,255 -6.3% 7Q SEC ↗
5 ZENITH SOLUTIONS, INC. NEW 16,307 718K — +0.0% 1Q SEC ↗
6 South Shore Capital Advisors 14,875 655K +120 +0.8% 3Q SEC ↗
7 Kestra Advisory Services, LLC 14,851 654K +346 +2.4% 10Q SEC ↗
8 Centric Wealth Management 13,692 603K — +0.0% 11Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 12,495 550K -10,784 -46.3% 17Q SEC ↗
10 BANK OF AMERICA CORP /DE 10,990 484K — +0.0% 15Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,427 459K +5,160 +98.0% 2Q SEC ↗
12 GOLDMAN SACHS GROUP INC 10,388 458K — +0.0% 3Q SEC ↗
13 LPL Financial LLC 10,376 457K -1,367 -11.6% 10Q SEC ↗
14 Sunrise Financial Services, LLC 7,807 344K +535 +7.4% 3Q SEC ↗
15 Sankala Group LLC 7,631 336K +2,741 +56.1% 3Q SEC ↗
16 CIBC Bancorp USA Inc. 6,069 267K — +0.0% 2Q SEC ↗
17 Cetera Investment Advisers 5,658 249K +157 +2.9% 10Q SEC ↗
18 Arax Advisory Partners 3,112 137K -2,281 -42.3% 2Q SEC ↗
19 CWM, LLC 1,500 66K — +0.0% 18Q SEC ↗
20 PNC Financial Services Group, Inc. 1,326 58K — +0.0% 8Q SEC ↗
21 BLAIR WILLIAM & CO/IL 1,312 58K +1 +0.1% 21Q SEC ↗
22 Farther Finance Advisors, LLC 1,157 51K +495 +74.8% 3Q SEC ↗
23 MORGAN STANLEY 1,133 50K -3 -0.3% 11Q SEC ↗
24 NBT BANK, N.A. 610 27K — +0.0% 8Q SEC ↗
25 OSAIC HOLDINGS, INC. 532 23K +77 +16.9% 26Q SEC ↗
26 Murphy & Mullick Capital Management Co 511 23K — +0.0% 4Q SEC ↗
27 Asset Dedication, LLC 387 17K +1 +0.3% 21Q SEC ↗
28 GHP Investment Advisors, Inc. 340 15K — +0.0% 18Q SEC ↗
29 Abound Wealth Management 324 14K — +0.0% 16Q SEC ↗
30 Creative Capital Management Investment NEW 300 13K — +0.0% 1Q SEC ↗
31 Rossby Financial, LCC 293 13K — +0.0% 6Q SEC ↗
32 Cassaday & Co Wealth Management LLC NEW 268 12K — +0.0% 1Q SEC ↗
33 Allworth Financial LP 220 10K — +0.0% 7Q SEC ↗
34 MERCER GLOBAL ADVISORS INC /ADV NEW 159 7K — +0.0% 1Q SEC ↗
35 Archer Investment Corp 125 6K — +0.0% 4Q SEC ↗
36 JPMORGAN CHASE & CO 116 5K -200 -63.3% 5Q SEC ↗
37 HARBOUR INVESTMENTS, INC. 100 4K — +0.0% 15Q SEC ↗
38 FMR LLC 87 4K -2 -2.2% 9Q SEC ↗
39 WHITTIER TRUST CO 77 3K -78 -50.3% 7Q SEC ↗
40 EVOLUTION WEALTH MANAGEMENT INC. 60 3K — +0.0% 2Q SEC ↗
41 FIRST HORIZON CORP 0 0K -905 -100.0% 2Q SEC ↗
42 Ethic Inc. 0 0K -5,634 -100.0% 4Q SEC ↗
43 JANE STREET GROUP, LLC 0 0K -8,094 -100.0% 2Q SEC ↗
44 Root Financial Partners, LLC 0 0K -147 -100.0% 3Q SEC ↗
45 Advisory Services Network, LLC 0 0K -75 -100.0% 1Q SEC ↗
46 Ameritas Investment Partners, Inc. 0 0K -11,100 -100.0% 16Q SEC ↗
47 Tidal Investments LLC 0 0K -26,333 -100.0% 3Q SEC ↗
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 0K -2,248 -100.0% 1Q SEC ↗
49 ZEGA Investments, LLC 0 0K -15,130 -100.0% 1Q SEC ↗
50 WELLS FARGO & COMPANY/MN 0 0K -360 -100.0% 1Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +5,160 +98.0% 10,427
Sankala Group LLC +2,741 +56.1% 7,631
Sunrise Financial Services, LLC +535 +7.4% 7,807
Farther Finance Advisors, LLC +495 +74.8% 1,157
Kestra Advisory Services, LLC +346 +2.4% 14,851
Cetera Investment Advisers +157 +2.9% 5,658
South Shore Capital Advisors +120 +0.8% 14,875
OSAIC HOLDINGS, INC. +77 +16.9% 532
Focus Partners Wealth +13 +0.1% 22,562
BLAIR WILLIAM & CO/IL +1 +0.1% 1,312
Asset Dedication, LLC +1 +0.3% 387
Biggest Decreases (9)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -10,784 -46.3% 12,495
Arax Advisory Partners -2,281 -42.3% 3,112
Westfuller Advisors, LLC -1,480 -1.7% 85,395
LPL Financial LLC -1,367 -11.6% 10,376
GREENLEAF TRUST -1,255 -6.3% 18,665
JPMORGAN CHASE & CO -200 -63.3% 116
WHITTIER TRUST CO -78 -50.3% 77
MORGAN STANLEY -3 -0.3% 1,133
FMR LLC -2 -2.2% 87

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