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Get Institutions for : 
Impact Shares Affordable Housing Mbs Etf (OWNS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    3
Total shares held : 
 2,629,447  
% of shares held : 
 29.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 370,573  
% of shares held change : 
   4.12%  
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  : 
0.00 (0.00%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 153,174
 5.83%
 
Increased Positions :
8
 228,074
 8.67%
 
Unchanged Positions :
8
 1,263,485
 48.05%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
1
-10,675
-0.41%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Allianz Investment Management U.S. LLC 8 - 2023-12-31 1,248,751 $21,491,000 0
   LPL FINANCIAL CORP 1185 - 2024-03-31 735,810 $12,443,000 65,649
   WCG Wealth Advisors LLC 81 - 2023-12-31 238,754 $4,116,000 5,896
   Adviser Investments LLC 189 - 2024-03-31 189,006 $3,196,000 3,501
   JANE STREET GROUP LLC 2828 - 2023-12-31 80,089 $1,381,000 45,817
   Abacus Wealth Partners LLC *New 2024-03-31 64,651 $1,093,000 64,651
   OneAscent Financial Services LLC *New 2024-03-31 38,353 $654,000 38,353
   OneAscent Wealth Management LLC *New 2024-03-31 36,429 $622,000 36,429
   Tolleson Wealth Management Inc. 55 - 2023-12-31 34,512 $595,000 600
   VERUS CAPITAL PARTNERS LLC 291 - 2024-03-31 14,708 $249,000 967
   PFG Investments LLC 898 - 2024-03-31 12,176 $206,000 12,176
   Goss Wealth Management LLC 2203 - 2023-12-31 3,029 $52,000 600
   NATIONAL BANK OF CANADA /FI/ 1747 - 2023-12-31 1,700 $29,000 0
   ICA Group Wealth Management LLC 931 - 2023-12-31 380 $7,000 380
   Global Retirement Partners LLC 2319 - 2024-03-31 358 $6,000 0
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 106 - 2023-12-31 300 $5,000 0
   PRIVATE TRUST CO NA 2114 - 2024-03-31 100 $2,000 0
   PROEQUITIES INC. 9203 - 2024-03-31 0 $0 0
  18 Records found
  1    
  Page 1 of 1
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