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Adasina Social Justice GLB (JSTC)

CUSIP: 886364876 | NYSE | 81 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Abacus Wealth Partners, LLC2,635,888
6.7% of portfolio›$59.2M
First Affirmative Financial Network173,142
0.9% of portfolio›$3.9M
TFC Financial Management, Inc.133,748
0.3% of portfolio›$3.0M
Cullen T Bankers, Inc.103,477
0.0% of portfolio›$2.3M
Creative Planning81,500
0.0% of portfolio›$1.8M
Brighton Jones LLC74,363
0.0% of portfolio›$1.7M
Atria Investments, Inc67,265
0.0% of portfolio›$1.5M
First Pacific Financial57,598
0.1% of portfolio›$1.3M
Parkside Investments, LLC39,395
0.1% of portfolio›$884.3K
North Berkeley Wealth Management, LLC31,366
0.3% of portfolio›$704.1K
NIA Impact Advisors, LLC23,339
0.2% of portfolio›$523.9K
Cambridge Investment Research Advisors, Inc.23,212
0.0% of portfolio›$521
Farther Finance Advisors, LLC19,395
0.0% of portfolio›$435.4K
Perigon Wealth Management, LLC13,012
0.0% of portfolio›$292.1K
Indiana Trust & Investment Management Co13,000
0.1% of portfolio›$291.8K
Commonwealth Equity Services, LLC12,890
0.0% of portfolio›$289.4K
Quantum Financial Advisors, LLC11,690
0.0% of portfolio›$262.4K
Colorado Capital Management, Inc.10,186
0.0% of portfolio›$229
Parallel Advisors, LLC2,068
0.0% of portfolio›$46.4K
Assetmark, Inc1,103
0.0% of portfolio›$24.8K
Clean Yield Group336
0.0% of portfolio›$7.5K
Kennebec Savings Bank104
0.0% of portfolio›$2.3K
StyleTurnoverLocationFiled
Abacus Wealth Partners, LLC
2,635,888$59.2M6.7%ETFLowSanta Monica, CA2026-11-03
First Affirmative Financial Network
173,142$3.9M0.9%CoreN/AColorado Springs, CO2026-10-21
TFC Financial Management, Inc.
133,748$3.0M0.3%ETFVery LowBoston, MA2026-10-26
Cullen T Bankers, Inc.
103,477$2.3M0.0%GrowthLowSan Antonio, TX2026-10-28
Creative Planning
81,500$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Brighton Jones LLC
74,363$1.7M0.0%CoreVery LowSeattle, WA2026-11-03
Atria Investments, Inc
67,265$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
First Pacific Financial
57,598$1.3M0.1%ETFLowVancouver, WA2026-10-14
Parkside Investments, LLC
39,395$884.3K0.1%ETFLowDeerfield, IL2026-10-20
North Berkeley Wealth Management, LLC
31,366$704.1K0.3%ETFMediumBerkeley, CA2026-11-02
NIA Impact Advisors, LLC
23,339$523.9K0.2%CoreMediumOakland, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
23,212$5210.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
19,395$435.4K0.0%IndexLowSan Francisco, CA2026-10-08
Perigon Wealth Management, LLC
13,012$292.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Indiana Trust & Investment Management Co
13,000$291.8K0.1%GrowthLowMishawaka, IN2026-10-22
Commonwealth Equity Services, LLC
12,890$289.4K0.0%ETFLowWaltham, MA2026-11-02
Quantum Financial Advisors, LLC
11,690$262.4K0.0%ETFLowSanta Monica, CA2026-11-03
Colorado Capital Management, Inc.
10,186$2290.0%ETFVery LowBoulder, CO2026-10-15
Parallel Advisors, LLC
2,068$46.4K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
1,103$24.8K0.0%ETFLowConcord, CA2026-10-21
Clean Yield Group
336$7.5K0.0%CoreLowNorwich, VT2026-10-28
Kennebec Savings Bank
104$2.3K0.0%CoreLowAugusta, ME2026-10-22