DaveManuel.com · Institutional Ownership · Who Owns It
IMPACT SHARES YWCA (WOMN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
38
Reporting holders
$13.6M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Westfuller Advisors, LLC | $3.6M | 85,395 | 1.32% | 9q | -1.7%-$62.8K |
| Rock Creek Group LLC | $1.7M | 39,015 | 0.17% | 5q | HELD |
| Focus Partners Wealth | $956.7K | 22,562 | 0.00% | 11q | HELD |
| GREENLEAF TRUST | $791.4K | 18,665 | 0.01% | 7q | -6.3%-$53.2K |
| ZENITH SOLUTIONS, INC. | $691.5K | 16,307 | 0.63% | new | FIRST |
| South Shore Capital Advisors | $630.7K | 14,875 | 0.42% | 11q | +0.8%+$5.1K |
| Kestra Advisory Services, LLC | $629.7K | 14,851 | 0.00% | 10q | +2.4%+$14.7K |
| Centric Wealth Management | $573.6K | 13,692 | 0.09% | 11q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $529.8K | 12,495 | 0.00% | 17q | -46.3%-$457.3K |
| BANK OF AMERICA CORP /DE/ | $466.0K | 10,990 | 0.00% | 25q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $442.1K | 10,427 | 0.00% | 2q | +98.0%+$218.8K |
| GOLDMAN SACHS GROUP INC | $440.5K | 10,388 | 0.00% | 3q | HELD |
| LPL Financial LLC | $440.0K | 10,376 | 0.00% | 10q | -11.6%-$58.0K |
| Sankala Group LLC | $346.6K | 7,631 | 0.23% | 3q | +56.1%+$124.5K |
| Sunrise Financial Services, LLC | $331.0K | 7,807 | 0.20% | 3q | +7.4%+$22.7K |
| CIBC Bancorp USA Inc. | $257.3K | 6,069 | 0.00% | 2q | HELD |
| Cetera Investment Advisers | $239.9K | 5,658 | 0.00% | 10q | +2.9%+$6.7K |
| Arax Advisory Partners | $132.0K | 3,112 | 0.00% | 2q | -42.3%-$96.7K |
| PNC Financial Services Group, Inc. | $56.2K | 1,326 | 0.00% | 8q | HELD |
| BLAIR WILLIAM & CO/IL | $55.6K | 1,312 | 0.00% | 21q | HELD |
| Farther Finance Advisors, LLC | $49.1K | 1,157 | 0.00% | 3q | +74.8%+$21.0K |
| MORGAN STANLEY | $48.1K | 1,133 | 0.00% | 11q | HELD |
| NBT BANK, N.A. | $25.9K | 610 | 0.00% | 8q | HELD |
| OSAIC HOLDINGS, INC. | $22.6K | 532 | 0.00% | 26q | +16.9%+$3.3K |
| Murphy & Mullick Capital Management Corp | $21.7K | 511 | 0.01% | 4q | HELD |
| Asset Dedication, LLC | $16.4K | 387 | 0.00% | 21q | HELD |
| GHP Investment Advisors, Inc. | $14.4K | 340 | 0.00% | 18q | HELD |
| Abound Wealth Management | $13.7K | 324 | 0.00% | 16q | HELD |
| Creative Capital Management Investments LLC | $12.7K | 300 | 0.00% | new | NEW |
| Rossby Financial, LCC | $12.4K | 293 | 0.00% | 6q | HELD |
| Cassaday & Co Wealth Management LLC | $11.4K | 268 | 0.00% | new | NEW |
| Archer Investment Corp | $10.6K | 250 | 0.00% | 4q | +100.0%+$5.3K |
| Allworth Financial LP | $9.3K | 220 | 0.00% | 7q | HELD |
| JPMORGAN CHASE & CO | $4.9K | 116 | 0.00% | 5q | -63.3%-$8.5K |
| HARBOUR INVESTMENTS, INC. | $4.2K | 100 | 0.00% | 15q | HELD |
| FMR LLC | $3.7K | 87 | 0.00% | 9q | -2.2% |
| WHITTIER TRUST CO | $3.3K | 77 | 0.00% | 7q | -50.3%-$3.4K |
| EVOLUTION WEALTH MANAGEMENT INC. | $2.5K | 60 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $2.4M | 54,528 | 1 | 1 | 3 | 0.0% |
| Q2 2026 | 38 | $13.6M | 319,718 | 2 | 9 | 8 | 0.0% |
| Q1 2026 | 41 | $13.5M | 341,102 | 6 | 6 | 9 | 0.0% |
| Q4 2025 | 42 | $16.1M | 388,627 | 5 | 6 | 9 | 0.0% |
| Q3 2025 | 38 | $16.3M | 482,295 | 6 | 7 | 6 | 0.0% |
| Q2 2025 | 35 | $13.6M | 344,474 | 5 | 4 | 8 | 0.0% |
| Q1 2025 | 33 | $10.9M | 284,640 | 3 | 6 | 5 | 0.0% |
| Q4 2024 | 35 | $14.2M | 367,309 | 4 | 4 | 13 | 0.0% |
| Q3 2024 | 31 | $12.3M | 316,654 | 4 | 13 | 5 | 0.0% |
| Q2 2024 | 28 | $7.9M | 217,829 | 3 | 6 | 11 | 0.0% |
| Q1 2024 | 26 | $10.4M | 288,788 | 4 | 9 | 4 | 0.0% |
| Q4 2023 | 28 | $5.5M | 164,644 | 8 | 2 | 7 | 0.0% |
| Q3 2023 | 19 | $3.0M | 99,884 | 1 | 6 | 3 | 0.0% |
| Q2 2023 | 22 | $3.5M | 115,003 | 2 | 4 | 7 | 0.0% |
| Q1 2023 | 22 | $2.7M | 94,547 | 2 | 6 | 1 | 0.0% |
| Q4 2022 | 21 | $2.2M | 83,278 | 6 | 6 | 4 | 0.0% |
| Q3 2022 | 16 | $11.2M | 430,008 | 3 | 2 | 1 | 0.0% |
| Q2 2022 | 17 | $4.1M | 147,764 | 2 | 3 | 1 | 0.0% |
| Q1 2022 | 20 | $4.6M | 140,464 | 2 | 4 | 2 | 0.0% |
| Q4 2021 | 23 | $9.2M | 260,560 | 3 | 7 | 0 | 0.0% |
| Q3 2021 | 19 | $5.0M | 154,069 | 1 | 5 | 2 | 0.0% |
| Q2 2021 | 20 | $4.7M | 144,381 | 10 | 1 | 0 | 0.0% |
| Q1 2021 | 11 | $1.2M | 38,697 | 3 | 0 | 1 | 0.0% |
| Q4 2020 | 9 | $1.0M | 34,446 | 1 | 2 | 1 | 0.0% |
| Q3 2020 | 7 | $757.0K | 28,401 | 1 | 2 | 0 | 0.0% |
| Q2 2020 | 6 | $604.0K | 25,781 | 2 | 2 | 0 | 0.0% |
| Q1 2020 | 4 | $375.0K | 18,733 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 5 | $541.0K | 22,811 | 1 | 1 | 2 | 0.0% |
| Q3 2019 | 5 | $1.3M | 59,524 | 3 | 1 | 0 | 0.0% |
| Q2 2019 | 3 | $293.0K | 13,313 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $685.0K | 33,406 | 2 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $1.2M | 69,014 | 0 | 0 | 0 | 0.0% |