Impact Shares Naacp MinorityNACPETF
13F holders, Q4 2024 (December 31)28holders +5
3new positions
2sold out
$40.89avg. 13F price*
At the end of Q4 2024, 28 institutions reported holding Impact Shares Naacp Minority (NACP) in their 13F filings, up 5 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Clearstead Advisors, LLC ($5.5M), Betterment LLC ($4.1M) and Greenleaf Trust ($1.5M).
- Company
- Impact Shares Naacp Minority
- Filed as
- TIDAL TRUST III (Q4 2024)
- CUSIP
- 45259A209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 2 | $539K |
All 13F filers, Q3 2024 → Q4 2024: 136,558 shares bought and 14,634 shares sold, net +121,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Clearstead Advisors, LLC | 0.08% | Add +172.2% | 134,261 | $5.5M |
| Betterment LLC | 0.01% | Add +0.6% | 101,034 | $4.1M |
| Greenleaf Trust | 0.01% | New | 36,250 | $1.5M |
| Rossby Financial, LCC | 0.93% | — | 35,709 | $1.5M |
| Westfuller Advisors, LLC | 0.68% | No change | 26,150 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +2.6% | 24,596 | $1.0M |
| GTS Securities LLC | 0.04% | Add +64.8% | 21,469 | $878K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 18,469 | $755K |
| Blair William & Co. | 0.00% | Add +0.6% | 16,505 | $675K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.3% | 12,692 | $519K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.4% | 10,526 | $430K |
| Sincerus Advisory, LLC | 0.34% | — | 7,771 | $318K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.4% | 6,753 | $276K |
| Equita Financial Network, Inc. | 0.09% | Reduce -0.0% | 5,807 | $237K |
| IMA Advisory Services, Inc. | 0.02% | New | 4,952 | $202K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -5.8% | 4,421 | $189K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,359 | $96K |
| Bradley & Co. Private Wealth Management, LLC | 0.06% | — | 2,320 | $95K |
| Royal Bank of Canada | 0.00% | No change | 620 | $25K |
| Thompson Investment Management, Inc. | 0.00% | No change | 394 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -29.1% | 355 | $15K |
| FMR LLC | 0.00% | New | 316 | $13K |
| Abound Wealth Management | 0.00% | No change | 306 | $13K |
| Byrne Asset Management LLC | 0.00% | No change | 85 | $3K |
| Smithfield Trust Co | 0.00% | No change | 75 | $3K |
| Morgan Stanley | 0.00% | Reduce -3.1% | 31 | $1K |
| Redwood Park Advisors LLC | 0.00% | — | 11 | $464 |
| Financial Life Planners | 0.00% | — | 7 | $293 |
"% of holder's portfolio" is NACP's weight in each manager's 13F, not the share of Impact Shares Naacp Minority the manager owns.