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Humankind US Stock ETF

Q3 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Strategic Financial Planning, Inc.
NEW
Shares19,943
Change+19,943
Value$1.2M
Filed 2026-05-14
Humankind Investments LLC
CLOSED
Shares0 from 2,843,623
Change-2,843,623 (-100%)
Value$0 (-$98.4M)
Filed 2026-05-15
Osaic Holdings, Inc.
CLOSED
Shares0 from 3,221
Change-3,221 (-100%)
Value$0 (-$110.3K)
Filed 2026-05-15
Morgan Stanley
CLOSED
Shares0 from 1,204
Change-1,204 (-100%)
Value$0 (-$41.7K)
Filed 2026-05-15
Carolina Wealth Advisors, LLC
CLOSED
Shares0 from 758
Change-758 (-100%)
Value$0 (-$26.2K)
Filed 2026-04-07
Atlantic Union Bankshares Corp
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$104)
Filed 2026-05-12
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$74)
Filed 2026-04-30
Accredited Wealth Management, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Status
Strategic Financial Planning, Inc.
NEW19,943—+19,943——$1.2M—2026-05-14
Humankind Investments LLC
CLOSED02,843,623-2,843,623-100%$98.4M$0-$98.4M2026-05-15
Osaic Holdings, Inc.
CLOSED03,221-3,221-100%$110.3K$0-$110.3K2026-05-15
Morgan Stanley
CLOSED01,204-1,204-100%$41.7K$0-$41.7K2026-05-15
Carolina Wealth Advisors, LLC
CLOSED0758-758-100%$26.2K$0-$26.2K2026-04-07
Atlantic Union Bankshares Corp
CLOSED03-3-100%$104$0-$1042026-05-12
Cedar Mountain Advisors, LLC
CLOSED02-2-100%$74$0-$742026-04-30
Accredited Wealth Management, LLC
N/A—353-353-100%$107———
Showing 8 of 8 institutions