20 institutions reported holding $8.7M of IMPACT SHARES YWCA (WOMN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Westfuller Advisors, LLC ($3.6M), Rock Creek Group, LP ($1.7M), GREENLEAF TRUST ($791,441), ZENITH SOLUTIONS, INC. ($691,451), South Shore Capital Advisors ($630,736). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westfuller Advisors, LLC | $3.6M | 85,395 | Trimmed |
| 2 | Rock Creek Group, LP | $1.7M | 39,015 | Hold |
| 3 | GREENLEAF TRUST | $791,441 | 18,665 | Trimmed |
| 4 | ZENITH SOLUTIONS, INC. | $691,451 | 16,307 | New |
| 5 | South Shore Capital Advisors | $630,736 | 14,875 | Added |
| 6 | Kestra Advisory Services, LLC | $629,732 | 14,851 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $529,820 | 12,495 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $49,074 | 1,157 | Added |
| 9 | NBT BANK N A /NY | $25,865 | 610 | Hold |
| 10 | Asset Dedication, LLC | $16,394 | 387 | Added |
| 11 | GHP Investment Advisors, Inc. | $14,417 | 340 | Hold |
| 12 | Abound Wealth Management | $13,739 | 324 | Hold |
| 13 | Creative Capital Management Investments LLC | $12,721 | 300 | New |
| 14 | Rossby Financial, LCC | $12,424 | 293 | Hold |
| 15 | Archer Investment Corp | $5,300 | 125 | Hold |
| 16 | WHITTIER TRUST CO | $3,317 | 77 | Trimmed |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $2,544 | 60 | Hold |
| 18 | Ethic Inc. | $0 | 0 | Exited |
| 19 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 20 | ZEGA Investments, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30