# IMPACT SHS FDS I TR (SDGA)

> Institutional ownership reported to the SEC as of Q4 2022, from Form 13F filings. Source: https://holderbook.com/stocks/SDGA/

- Reporting holders: 6
- Reported value: $910.5K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $589.7K | 27,426 | 0.0% | 1 |
| [Merriman Wealth Management, LLC](https://holderbook.com/funds/1568389-merriman-wealth-management-llc/) | $221.4K | 10,300 | 0.0% | 1 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $70.0K | 3,262 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $13.1K | 609 | 0.0% | 1 |
| [MONEY CONCEPTS CAPITAL CORP](https://holderbook.com/funds/716851-money-concepts-capital-corp/) | $9.8K | 455 | 0.0% | 1 |
| [NATIONAL BANK OF CANADA /FI/](https://holderbook.com/funds/926171-national-bank-of-canada-fi/) | $6.6K | 306 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2022 | 6 | $910.5K |
| Q3 2022 | 2 | $203.0K |
| Q2 2022 | 2 | $225.0K |
| Q1 2022 | 3 | $273.0K |
| Q4 2021 | 4 | $957.0K |
| Q3 2021 | 4 | $803.0K |
| Q2 2021 | 4 | $918.0K |
| Q1 2021 | 2 | $461.0K |
| Q4 2020 | 3 | $526.0K |
| Q3 2020 | 2 | $884.0K |
| Q2 2020 | 3 | $1.2M |
| Q1 2020 | 2 | $379.0K |