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Get Institutions for : 
Impact Shares Naacp Minority Empowerment Etf (NACP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    1
Total shares held : 
 308,372  
% of shares held : 
 3.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 21,095  
% of shares held change : 
   0.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 16,817
 5.45%
 
Increased Positions :
8
 9,542
 3.09%
 
Unchanged Positions :
7
 3,980
 1.29%
 
Decreased Positions :
6
-3,107
-1.01%
 
Closed Positions :
2
-2,157
-0.7%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Betterment LLC 107 - 2023-12-31 98,764 $3,354,000 1
   Momentum Advisors LLC 10 - 2022-12-31 73,431 $1,950,000 -1,341
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1431 - 2024-03-31 39,882 $1,530,000 392
   GTS SECURITIES LLC 602 - 2023-12-31 29,378 $998,000 -485
   Wealthfront Advisers LLC 646 - 2024-03-31 22,118 $848,000 2,054
   Hartland & Co. LLC 271 - 2023-12-31 19,588 $665,000 5,435
   BLAIR WILLIAM & CO/IL 990 - 2023-12-31 19,436 $660,000 459
   J P MORGAN CHASE & CO 3603 *New 2023-12-31 16,817 $571,000 16,817
   ENVESTNET ASSET MANAGEMENT INC 3276 - 2023-12-31 15,545 $528,000 210
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1310 - 2023-09-30 13,760 $425,000 -245
   Advisor Group Holdings Inc. 3389 - 2023-12-31 10,889 $370,000 955
   Equita Financial Network Inc. 52 - 2023-12-31 10,780 $366,000 -424
   SUMMIT INVESTMENT ADVISORS INC 913 - 2023-12-31 10,760 $365,000 -686
   COMMONWEALTH EQUITY SERVICES LLC. 3254 - 2023-12-31 7,355 $250,000 374
   PROEQUITIES INC. 736 - 2023-12-31 4,684 $159,000 -1,150
   Bradley & Co. Private Wealth Management LLC 43 - 2023-12-31 2,320 $79,000 0
   UBS Group AG 5585 - 2023-12-31 791 $27,000 789
   ROYAL BANK OF CANADA 5574 - 2023-12-31 620 $21,000 0
   GHP INVESTMENT ADVISORS INC 591 - 2024-03-31 501 $19,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 325 - 2024-03-31 394 $15,000 0
   Byrne Asset Management LLC 396 - 2024-03-31 85 $3,000 25
   SMITHFIELD TRUST CO 971 - 2023-12-31 75 $3,000 0
   MORGAN STANLEY 6749 - 2023-12-31 51 $2,000 -194
   BESSEMER GROUP INC 2187 *Closed 2023-12-31 0 $0 -1,657
   Crewe Advisors LLC 566 *Closed 2023-12-31 0 $0 -500
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3600 - 2023-12-31 10 $0 0
  26 Records found
  1    
  Page 1 of 1
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