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Impact Shares Women's Empowe (WOMN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares18,988 from 14,851
Change+4,137 (+28%)
Value$830.8K (+$201.1K)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares15,915 from 18,665
Change-2,750 (-15%)
Value$696.3K (-$95.1K)
Filed 2026-10-29
South Shore Capital Advisors
DECREASED
Shares14,675 from 14,875
Change-200 (-1%)
Value$642.1K (+$11.3K)
Filed 2026-10-20
Zenith Solutions, Inc.
DECREASED
Shares13,482 from 16,307
Change-2,825 (-17%)
Value$589.9K (-$101.6K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares12,836 from 12,495
Change+341 (+3%)
Value$561.6K (+$31.8K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares9,596 from 10,376
Change-780 (-8%)
Value$419.9K (-$20.1K)
Filed 2026-11-06
Sunrise Financial Services, LLC
INCREASED
Shares7,858 from 7,807
Change+51 (+1%)
Value$343.8K (+$12.8K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$58.0K (+$1.8K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares1,159 from 1,157
Change+2 (+0%)
Value$50.7K (+$1.6K)
Filed 2026-10-08
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$22.4K (+$690)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares388 from 387
Change+1 (+0%)
Value$17.0K (+$562)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$14.9K (+$460)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$14.2K (+$438)
Filed 2026-10-26
Creative Capital Management Investments LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.1K (+$405)
Filed 2026-10-28
Rossby Financial, LCC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$12.8K (+$396)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$11.7K (+$362)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$9.3K ($0)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares147
Change+147
Value$6.4K
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$5.5K (+$169)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.6K (+$81)
Filed 2026-10-28
NBT Bank, N.A.
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$25.9K)
Filed 2026-10-21
Westfuller Advisors, LLC
N/A
Shares— from 85,395
Change-85,395 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 39,015
Change-39,015 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 22,562
Change-22,562 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,990
Change-10,990 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,427
Change-10,427 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 7,631
Change-7,631 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 532
Change-532 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 116
Change-116 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
FMR LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 77
Change-77 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED18,98814,851+4,137+28%$629.7K$830.8K+$201.1K2026-11-02
Greenleaf Trust
DECREASED15,91518,665-2,750-15%$791.4K$696.3K-$95.1K2026-10-29
South Shore Capital Advisors
DECREASED14,67514,875-200-1%$630.7K$642.1K+$11.3K2026-10-20
Zenith Solutions, Inc.
DECREASED13,48216,307-2,825-17%$691.5K$589.9K-$101.6K2026-10-19
Commonwealth Equity Services, LLC
INCREASED12,83612,495+341+3%$529.8K$561.6K+$31.8K2026-11-02
LPL Financial LLC
DECREASED9,59610,376-780-8%$440.0K$419.9K-$20.1K2026-11-06
Sunrise Financial Services, LLC
INCREASED7,8587,807+51+1%$331.0K$343.8K+$12.8K2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED1,3261,32600%$56.2K$58.0K+$1.8K2026-11-06
Farther Finance Advisors, LLC
INCREASED1,1591,157+2+0%$49.1K$50.7K+$1.6K2026-10-08
Murphy & Mullick Capital Management Corp
UNCHANGED51151100%$21.7K$22.4K+$6902026-11-02
Asset Dedication, LLC
INCREASED388387+1+0%$16.4K$17.0K+$5622026-11-03
GHP Investment Advisors, Inc.
UNCHANGED34034000%$14.4K$14.9K+$4602026-10-15
Abound Wealth Management
UNCHANGED32432400%$13.7K$14.2K+$4382026-10-26
Creative Capital Management Investments LLC
UNCHANGED30030000%$12.7K$13.1K+$4052026-10-28
Rossby Financial, LCC
UNCHANGED29329300%$12.4K$12.8K+$3962026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED26826800%$11.4K$11.7K+$3622026-10-27
Allworth Financial LP
UNCHANGED22022000%$9.3K$9.3K$02026-11-06
Root Financial Partners, LLC
NEW147—+147——$6.4K—2026-10-21
Archer Investment Corp
UNCHANGED12512500%$5.3K$5.5K+$1692026-11-05
Evolution Wealth Management Inc.
UNCHANGED606000%$2.5K$2.6K+$812026-10-28
NBT Bank, N.A.
CLOSED0610-610-100%$25.9K$0-$25.9K2026-10-21
Westfuller Advisors, LLC
N/A—85,395-85,395-100%$3.6M———
Rock Creek Group LLC
N/A—39,015-39,015-100%$1.7M———
Focus Partners Wealth
N/A—22,562-22,562-100%$956.7K———
Centric Wealth Management
N/A—13,692-13,692-100%$573.6K———
Bank of America Corp
N/A—10,990-10,990-100%$466.0K———
Susquehanna International Group, LLP
N/A—10,427-10,427-100%$442.1K———
Goldman Sachs Group Inc
N/A—10,388-10,388-100%$440.5K———
Sankala Group LLC
N/A—7,631-7,631-100%$346.6K———
CIBC Bancorp USA Inc.
N/A—6,069-6,069-100%$257.3K———
Cetera Investment Advisers
N/A—5,658-5,658-100%$239.9K———
Arax Advisory Partners
N/A—3,112-3,112-100%$132.0K———
Blair William & Co
N/A—1,312-1,312-100%$55.6K———
Morgan Stanley
N/A—1,133-1,133-100%$48.1K———
Osaic Holdings, Inc.
N/A—532-532-100%$22.6K———
JPMorgan Chase & Co
N/A—116-116-100%$4.9K———
Harbour Investments, Inc.
N/A—100-100-100%$4.2K———
FMR LLC
N/A—87-87-100%$3.7K———
Whittier Trust Co
N/A—77-77-100%$3.3K———
Showing 39 of 39 institutions