Impact Shares Naacp MinorityNACPETF

13F holders, Q1 2024 (March 31)
23holders
$38.31avg. 13F price*

At the end of Q1 2024, 23 institutions reported holding Impact Shares Naacp Minority (NACP) in their 13F filings. The largest holders were Betterment LLC ($3.7M), Clearstead Advisors, LLC ($1.9M) and Cambridge Investment Research Advisors, Inc. ($1.5M).

Company
Impact Shares Naacp Minority
CUSIP
45259A209
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 23Q1 2024Q2 2024: 25Q2 2024Q3 2024: 23Q3 2024Q4 2024: 28Q4 2024Q1 2025: 30Q1 2025Q2 2025: 31Q2 2025Q3 2025: 35Q3 2025Q4 2025: 41Q4 2025Q1 2026: 47Q1 2026Q2 2026: 45Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$465K
Exits2$1.0M

Ownership 23 holders

Betterment LLC 0.01% Reduce -1.4% 97,354 $3.7M
Clearstead Advisors, LLC 0.09% Add +153.7% 49,685 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.0% 39,882 $1.5M
Envestnet Asset Management Inc. 0.00% Add +60.8% 25,003 $959K
Wealthfront Advisers LLC 0.00% Add +10.2% 22,118 $848K
Blair William & Co. 0.00% Reduce -9.0% 17,688 $678K
JPMorgan Chase & Co. 0.00% Reduce -22.0% 13,114 $503K
Susquehanna International Group, LLP 0.00% New 12,129 $465K
Osaic Holdings, Inc. 0.00% Reduce -0.9% 10,789 $414K
Ameritas Investment Partners, Inc. 0.01% Reduce -0.5% 10,710 $411K
Equita Financial Network, Inc. 0.13% Reduce -31.5% 7,388 $283K
Commonwealth Equity Services, LLC 0.00% Reduce -12.9% 6,405 $246K
Syntrinsic LLC 0.06% No change 4,952 $190K
Concourse Financial Group Securities, Inc. 0.01% Add +3.5% 4,847 $186K
Bradley & Co. Private Wealth Management, LLC 0.07% No change 2,320 $89K
Royal Bank of Canada 0.00% No change 620 $24K
GHP Investment Advisors, Inc. 0.00% No change 501 $19K
Thompson Investment Management, Inc. 0.00% No change 394 $15K
Abound Wealth Management 0.00% No change 306 $12K
Morgan Stanley 0.00% Add +78.4% 91 $3K
Byrne Asset Management LLC 0.00% Add +41.7% 85 $3K
Smithfield Trust Co 0.00% No change 75 $3K
Northwestern Mutual Wealth Management Co. 0.00% No change 10 $384

"% of holder's portfolio" is NACP's weight in each manager's 13F, not the share of Impact Shares Naacp Minority the manager owns.