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Impact Shares Naacp Minority (NACP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Zenith Solutions, Inc.
DECREASED
Shares101,994 from 116,057
Change-14,063 (-12%)
Value$6.2M (-$838.0K)
Filed 2026-10-19
Clearstead Advisors, LLC
DECREASED
Shares86,442 from 93,354
Change-6,912 (-7%)
Value$5.3M (-$405.8K)
Filed 2026-11-06
Rossby Financial, LCC
DECREASED
Shares34,015 from 34,644
Change-629 (-2%)
Value$2.1M (-$32.5K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares16,028 from 9,515
Change+6,513 (+68%)
Value$977.2K (+$398.7K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares15,408 from 9,712
Change+5,696 (+59%)
Value$939.5K (+$348.9K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares14,590
Change+14,590
Value$889.6K
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares12,385 from 15,215
Change-2,830 (-19%)
Value$755.1K (-$170.0K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares9,535 from 9,290
Change+245 (+3%)
Value$581.4K (+$16.5K)
Filed 2026-11-06
South Shore Capital Advisors
DECREASED
Shares9,161 from 10,261
Change-1,100 (-11%)
Value$558.5K (-$65.3K)
Filed 2026-10-20
Sincerus Advisory, LLC
DECREASED
Shares8,568 from 8,617
Change-49 (-1%)
Value$522.4K (-$1.5K)
Filed 2026-10-09
Old National Bancorp
UNCHANGED
Shares6,024 from 6,024
Change0 (0%)
Value$367.3K (+$1.0K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares4,829 from 4,825
Change+4 (+0%)
Value$294.4K (+$1.0K)
Filed 2026-11-02
International Assets Investment Management, LLC
UNCHANGED
Shares4,289 from 4,289
Change0 (0%)
Value$262.6K (+$4.9K)
Filed 2026-11-02
Vise Technologies, Inc.
UNCHANGED
Shares4,248 from 4,248
Change0 (0%)
Value$259.0K (+$713)
Filed 2026-10-29
Equita Financial Network, Inc.
UNCHANGED
Shares4,134 from 4,134
Change0 (0%)
Value$252.1K (+$694)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$159.9K (+$440)
Filed 2026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$141.5K (+$389)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares1,976
Change+1,976
Value$120.5K
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$58.9K (+$162)
Filed 2026-10-26
Thompson Investment Management, Inc.
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$24.0K (+$66)
Filed 2026-10-14
GHP Investment Advisors, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$21.6K (+$60)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$18.7K (+$51)
Filed 2026-10-26
Tower View Wealth Management LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$7.7K (+$34)
Filed 2026-10-23
Byrne Asset Management LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$5.2K (+$36)
Filed 2026-10-06
Redwood Park Advisors LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$701 (+$4)
Filed 2026-11-02
Westfuller Advisors, LLC
N/A
Shares— from 27,676
Change-27,676 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 22,367
Change-22,367 (-100%)
Value—
Blair William & Co
N/A
Shares— from 22,078
Change-22,078 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 21,135
Change-21,135 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 9,625
Change-9,625 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 620
Change-620 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 574
Change-574 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 555
Change-555 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 75
Change-75 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Zenith Solutions, Inc.
DECREASED101,994116,057-14,063-12%$7.1M$6.2M-$838.0K2026-10-19
Clearstead Advisors, LLC
DECREASED86,44293,354-6,912-7%$5.7M$5.3M-$405.8K2026-11-06
Rossby Financial, LCC
DECREASED34,01534,644-629-2%$2.1M$2.1M-$32.5K2026-11-05
Farther Finance Advisors, LLC
INCREASED16,0289,515+6,513+68%$578.5K$977.2K+$398.7K2026-10-08
Kestra Advisory Services, LLC
INCREASED15,4089,712+5,696+59%$590.5K$939.5K+$348.9K2026-11-02
Ascentis Independent Advisors
NEW14,590—+14,590——$889.6K—2026-11-03
Greenleaf Trust
DECREASED12,38515,215-2,830-19%$925.1K$755.1K-$170.0K2026-10-29
LPL Financial LLC
INCREASED9,5359,290+245+3%$564.9K$581.4K+$16.5K2026-11-06
South Shore Capital Advisors
DECREASED9,16110,261-1,100-11%$623.9K$558.5K-$65.3K2026-10-20
Sincerus Advisory, LLC
DECREASED8,5688,617-49-1%$523.9K$522.4K-$1.5K2026-10-09
Old National Bancorp
UNCHANGED6,0246,02400%$366.3K$367.3K+$1.0K2026-10-20
Commonwealth Equity Services, LLC
INCREASED4,8294,825+4+0%$293.4K$294.4K+$1.0K2026-11-02
International Assets Investment Management, LLC
UNCHANGED4,2894,28900%$257.7K$262.6K+$4.9K2026-11-02
Vise Technologies, Inc.
UNCHANGED4,2484,24800%$258.3K$259.0K+$7132026-10-29
Equita Financial Network, Inc.
UNCHANGED4,1344,13400%$251.4K$252.1K+$6942026-10-19
Cassaday & Co Wealth Management LLC
UNCHANGED2,6222,62200%$159.4K$159.9K+$4402026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED2,3202,32000%$141.1K$141.5K+$3892026-10-23
Root Financial Partners, LLC
NEW1,976—+1,976——$120.5K—2026-10-21
First Horizon Corp
UNCHANGED96696600%$58.7K$58.9K+$1622026-10-26
Thompson Investment Management, Inc.
UNCHANGED39439400%$24.0K$24.0K+$662026-10-14
GHP Investment Advisors, Inc.
UNCHANGED35535500%$21.6K$21.6K+$602026-10-15
Abound Wealth Management
UNCHANGED30630600%$18.6K$18.7K+$512026-10-26
Tower View Wealth Management LLC
UNCHANGED12612600%$7.7K$7.7K+$342026-10-23
Byrne Asset Management LLC
UNCHANGED858500%$5.2K$5.2K+$362026-10-06
Redwood Park Advisors LLC
UNCHANGED111100%$697$701+$42026-11-02
Westfuller Advisors, LLC
N/A—27,676-27,676-100%$1.7M———
Wealthfront Advisers LLC
N/A—22,367-22,367-100%$1.4M———
Blair William & Co
N/A—22,078-22,078-100%$1.3M———
GTS Securities LLC
N/A—21,135-21,135-100%$1.3M———
Ameritas Investment Partners, Inc.
N/A—9,625-9,625-100%$585.2K———
Naviter Wealth, LLC
N/A—7,824-7,824-100%$475.7K———
Envestnet Asset Management Inc
N/A—7,667-7,667-100%$466.2K———
Sankala Group LLC
N/A—6,357-6,357-100%$381.9K———
Rockefeller Capital Management L.P.
N/A—5,184-5,184-100%$315.2K———
IMA Advisory Services, Inc.
N/A—4,952-4,952-100%$301.1K———
Chesapeake Wealth Management
N/A—4,532-4,532-100%$275.6K———
Cetera Investment Advisers
N/A—3,943-3,943-100%$239.7K———
Arax Advisory Partners
N/A—2,247-2,247-100%$136.6K———
FMR LLC
N/A—1,843-1,843-100%$112.1K———
Osaic Holdings, Inc.
N/A—1,707-1,707-100%$103.9K———
Royal Bank of Canada
N/A—620-620-100%$38.0K———
Glassman Wealth Services
N/A—574-574-100%$34.9K———
Morgan Stanley
N/A—555-555-100%$33.8K———
Smithfield Trust Co
N/A—75-75-100%$5———
Vanguard Advisers Inc
N/A—59-59-100%$3.6K———
Godfrey Financial Associates, Inc.
N/A—10-10-100%$608———
Financial Life Planners
N/A—7-7-100%$441———
Showing 47 of 47 institutions