IMPACT SHARES NAACP MINORITY (NACP) Top Institutional Shareholders

IMPACT SHARES NAACP MINORITY (NACP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $18.19M in NACP holdings during the latest filing period.

Clearstead Advisors, Llc is currently the largest disclosed institutional shareholder of NACP tracked by InsiderSet, reporting ownership valued at approximately $5.10M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.24M, representing an estimated gain of +22.23% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed NACP value among the investors covered in this analysis. Major shareholders include Clearstead Advisors, Llc, Rossby Financial, Lcc, Westfuller Advisors, Llc, and several other long-term asset managers with concentrated positions in IMPACT SHARES NAACP MINORITY (NACP).

This page ranks the largest institutional NACP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

46

Total Reported Value

$18.19M

Largest Holder

Clearstead Advisors, Llc

Largest Position

$5.10M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

47

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Clearstead Advisors, Llc0.05%105,534$5,103,564$6,237,935+$1,134,371+22.23%
Rossby Financial, Lcc0.36%34,794$1,704,906$2,056,614+$351,708+20.63%
Westfuller Advisors, Llc0.55%26,150$1,264,593$1,545,682+$281,089+22.23%
Wealthfront Advisers Llc0.00%23,584$1,140,503$1,394,010+$253,507+22.23%
Blair William & Co/Il0.00%22,159$1,071,596$1,309,781+$238,185+22.23%
Citadel Advisors Llc0.00%18,642$901,512$1,101,897+$200,385+22.23%
Greenleaf Trust0.01%16,450$795,509$972,332+$176,823+22.23%
Gts Securities Llc0.02%13,524$654,007$799,381+$145,374+22.23%
South Shore Capital Advisors0.34%9,595$464,007$567,144+$103,137+22.23%
Ameritas Investment Partners, Inc.0.01%9,332$451,274$551,599+$100,325+22.23%
Lpl Financial Llc0.00%9,302$449,837$549,825+$99,988+22.23%
Sincerus Advisory, Llc0.31%8,411$406,762$497,160+$90,398+22.22%
Naviter Wealth, Llc0.04%7,208$348,596$426,053+$77,457+22.22%
Envestnet Asset Management Inc0.00%7,158$346,155$423,097+$76,942+22.23%
Kestra Advisory Services, Llc0.00%6,889$333,141$407,197+$74,056+22.23%
Old National Bancorp0.00%6,024$291,315$356,068+$64,753+22.23%
Rockefeller Capital Management L.P.0.00%5,181$250,558$306,240+$55,682+22.22%
Commonwealth Equity Services, Llc0.00%5,039$243,660$297,847+$54,187+22.24%
Ima Advisory Services, Inc.0.02%4,952$239,474$292,704+$53,230+22.23%
Chesapeake Wealth Management0.07%4,532$219,163$267,879+$48,716+22.23%
Arax Advisory Partners0.01%4,435$214,474$262,145+$47,671+22.23%
International Assets Investment Management, Llc0.01%4,289$210,161$253,515+$43,354+20.63%
Equita Financial Network, Inc.0.07%4,300$207,948$254,166+$46,218+22.23%
Cassaday & Co Wealth Management Llc0.00%2,622$126,798$154,982+$28,184+22.23%
Bradley & Co. Private Wealth Management, Llc0.06%2,320$112,193$137,131+$24,938+22.23%
Ascentis Independent Advisors0.01%2,233$107,986$131,989+$24,003+22.23%
Root Financial Partners, Llc0.00%1,976$95,570$116,798+$21,228+22.21%
Fmr Llc0.00%1,831$88,550$108,227+$19,677+22.22%
Osaic Holdings, Inc.0.00%1,231$59,584$72,762+$13,178+22.12%
First Horizon Corp0.00%966$46,715$57,099+$10,384+22.23%
Morgan Stanley0.00%867$41,936$51,247+$9,311+22.20%
Ubs Group Ag0.00%736$35,592$43,504+$7,912+22.23%
Farther Finance Advisors, Llc0.00%651$31,899$38,480+$6,581+20.63%
Royal Bank Of Canada0.00%620$30,000$36,647+$6,647+22.16%
Glassman Wealth Services0.00%574$27,758$33,928+$6,170+22.23%
Thompson Investment Management, Inc.0.00%394$19,054$23,289+$4,235+22.22%
Ghp Investment Advisors, Inc.0.00%355$17,168$20,983+$3,815+22.22%
Abound Wealth Management0.00%306$14,798$18,087+$3,289+22.23%
Vanguard Advisers Inc0.00%183$8,855$10,817+$1,962+22.15%
Byrne Asset Management Llc0.00%85$4,111$5,024+$913+22.21%
Russell Investments Group, Ltd.0.00%55$2,660$3,251+$591+22.22%
Redwood Park Advisors Llc0.00%11$554$650+$96+17.36%
Betterment Llc0.00%10,985$531$649,305+$648,774+122179.60%
Godfrey Financial Associates, Inc.0.00%10$484$591+$107+22.12%
Financial Life Planners0.00%7$351$414+$63+17.88%
Smithfield Trust Co0.00%75$3$4,433+$4,430+147670.75%

Frequently asked questions about NACP

  • Who owns the most NACP stock?

    The largest holders of NACP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for IMPACT SHARES NAACP MINORITY (NACP).

  • Is NACP widely held by superinvestors?

    Many widely followed stocks like NACP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NACP is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.