Adasina Social Justice GLB (JSTC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Abacus Wealth Partners, LLC

DECREASED

Shares2,635,888 from 2,943,646

Change-307,758 (-10%)

Value$59.2M (-$8.2M)

Filed 2026-11-03

First Affirmative Financial Network

NEW

Shares173,142

Change+173,142

Value$3.9M

Filed 2026-10-21

TFC Financial Management, Inc.

INCREASED

Shares133,748 from 132,532

Change+1,216 (+1%)

Value$3.0M (-$30.0K)

Filed 2026-10-26

Cullen T Bankers, Inc.

INCREASED

Shares103,477 from 90,871

Change+12,606 (+14%)

Value$2.3M (+$243.7K)

Filed 2026-10-28

Creative Planning

UNCHANGED

Shares81,500 from 81,500

Change0 (0%)

Value$1.8M (-$35.2K)

Filed 2026-11-02

Brighton Jones LLC

UNCHANGED

Shares74,363 from 74,363

Change0 (0%)

Value$1.7M (-$32.1K)

Filed 2026-11-03

Atria Investments, Inc

DECREASED

Shares67,265 from 69,806

Change-2,541 (-4%)

Value$1.5M (-$87.2K)

Filed 2026-10-15

First Pacific Financial

DECREASED

Shares57,598 from 58,687

Change-1,089 (-2%)

Value$1.3M (-$49.8K)

Filed 2026-10-14

Parkside Investments, LLC

INCREASED

Shares39,395 from 28,594

Change+10,801 (+38%)

Value$884.3K (+$230.1K)

Filed 2026-10-20

North Berkeley Wealth Management, LLC

DECREASED

Shares31,366 from 56,063

Change-24,697 (-44%)

Value$704.1K (-$578.6K)

Filed 2026-11-02

NIA Impact Advisors, LLC

DECREASED

Shares23,339 from 23,762

Change-423 (-2%)

Value$523.9K (-$19.8K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares23,212 from 27,485

Change-4,273 (-16%)

Value$521 (-$628.5K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares19,395 from 17,777

Change+1,618 (+9%)

Value$435.4K (+$28.6K)

Filed 2026-10-08

Perigon Wealth Management, LLC

DECREASED

Shares13,012 from 13,867

Change-855 (-6%)

Value$292.1K (-$25.2K)

Filed 2026-10-22

Indiana Trust & Investment Management Co

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$291.8K (-$5.6K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares12,890 from 9,045

Change+3,845 (+43%)

Value$289.4K (+$82.4K)

Filed 2026-11-02

Quantum Financial Advisors, LLC

NEW

Shares11,690

Change+11,690

Value$262.4K

Filed 2026-11-03

Colorado Capital Management, Inc.

UNCHANGED

Shares10,186 from 10,186

Change0 (0%)

Value$229 (-$4)

Filed 2026-10-15

Parallel Advisors, LLC

INCREASED

Shares2,068 from 2,066

Change+2 (+0%)

Value$46.4K (-$868)

Filed 2026-11-03

Assetmark, Inc

UNCHANGED

Shares1,103 from 1,103

Change0 (0%)

Value$24.8K (-$477)

Filed 2026-10-21

Clean Yield Group

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$7.5K (-$145)

Filed 2026-10-28

Kennebec Savings Bank

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$2.3K (-$45)

Filed 2026-10-22

Natural Investments, LLC

N/A

Shares— from 573,564

Change-573,564 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 532,339

Change-532,339 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 268,445

Change-268,445 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 250,755

Change-250,755 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 191,530

Change-191,530 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 168,817

Change-168,817 (-100%)

Value—

Cambridge Associates LLC

N/A

Shares— from 148,918

Change-148,918 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 148,136

Change-148,136 (-100%)

Value—

Garrison Point Advisors, LLC

N/A

Shares— from 121,195

Change-121,195 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 95,960

Change-95,960 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 82,049

Change-82,049 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 67,296

Change-67,296 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 60,558

Change-60,558 (-100%)

Value—

Ellevest, Inc.

N/A

Shares— from 48,758

Change-48,758 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 39,070

Change-39,070 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 35,990

Change-35,990 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 24,693

Change-24,693 (-100%)

Value—

Cerity Partners Retirement Plan Advisors LLC

N/A

Shares— from 24,224

Change-24,224 (-100%)

Value—

First Western Trust Bank

N/A

Shares— from 24,224

Change-24,224 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 20,765

Change-20,765 (-100%)

Value—

Betterment LLC

N/A

Shares— from 18,186

Change-18,186 (-100%)

Value—

Naviter Wealth, LLC

N/A

Shares— from 13,592

Change-13,592 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,863

Change-12,863 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 6,622

Change-6,622 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,728

Change-1,728 (-100%)

Value—

Financial Avengers, Inc.

N/A

Shares— from 1,561

Change-1,561 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 347

Change-347 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 255

Change-255 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Abacus Wealth Partners, LLC	DECREASED	2,635,888	2,943,646	-307,758	-10%	$67.4M	$59.2M	-$8.2M	2026-11-03
First Affirmative Financial Network	NEW	173,142	—	+173,142	—	—	$3.9M	—	2026-10-21
TFC Financial Management, Inc.	INCREASED	133,748	132,532	+1,216	+1%	$3.0M	$3.0M	-$30.0K	2026-10-26
Cullen T Bankers, Inc.	INCREASED	103,477	90,871	+12,606	+14%	$2.1M	$2.3M	+$243.7K	2026-10-28
Creative Planning	UNCHANGED	81,500	81,500	0	0%	$1.9M	$1.8M	-$35.2K	2026-11-02
Brighton Jones LLC	UNCHANGED	74,363	74,363	0	0%	$1.7M	$1.7M	-$32.1K	2026-11-03
Atria Investments, Inc	DECREASED	67,265	69,806	-2,541	-4%	$1.6M	$1.5M	-$87.2K	2026-10-15
First Pacific Financial	DECREASED	57,598	58,687	-1,089	-2%	$1.3M	$1.3M	-$49.8K	2026-10-14
Parkside Investments, LLC	INCREASED	39,395	28,594	+10,801	+38%	$654.2K	$884.3K	+$230.1K	2026-10-20
North Berkeley Wealth Management, LLC	DECREASED	31,366	56,063	-24,697	-44%	$1.3M	$704.1K	-$578.6K	2026-11-02
NIA Impact Advisors, LLC	DECREASED	23,339	23,762	-423	-2%	$543.7K	$523.9K	-$19.8K	2026-11-04
Cambridge Investment Research Advisors, Inc.	DECREASED	23,212	27,485	-4,273	-16%	$629.0K	$521	-$628.5K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	19,395	17,777	+1,618	+9%	$406.7K	$435.4K	+$28.6K	2026-10-08
Perigon Wealth Management, LLC	DECREASED	13,012	13,867	-855	-6%	$317.3K	$292.1K	-$25.2K	2026-10-22
Indiana Trust & Investment Management Co	UNCHANGED	13,000	13,000	0	0%	$297.4K	$291.8K	-$5.6K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	12,890	9,045	+3,845	+43%	$207.0K	$289.4K	+$82.4K	2026-11-02
Quantum Financial Advisors, LLC	NEW	11,690	—	+11,690	—	—	$262.4K	—	2026-11-03
Colorado Capital Management, Inc.	UNCHANGED	10,186	10,186	0	0%	$233	$229	-$4	2026-10-15
Parallel Advisors, LLC	INCREASED	2,068	2,066	+2	+0%	$47.3K	$46.4K	-$868	2026-11-03
Assetmark, Inc	UNCHANGED	1,103	1,103	0	0%	$25.2K	$24.8K	-$477	2026-10-21
Clean Yield Group	UNCHANGED	336	336	0	0%	$7.7K	$7.5K	-$145	2026-10-28
Kennebec Savings Bank	UNCHANGED	104	104	0	0%	$2.4K	$2.3K	-$45	2026-10-22
Natural Investments, LLC	N/A	—	573,564	-573,564	-100%	$13.1M	—	—	—
Morgan Stanley	N/A	—	532,339	-532,339	-100%	$12.2M	—	—	—
Cerity Partners LLC	N/A	—	268,445	-268,445	-100%	$6.1M	—	—	—
Ballentine Partners, LLC	N/A	—	250,755	-250,755	-100%	$5.7M	—	—	—
GTS Securities LLC	N/A	—	191,530	-191,530	-100%	$4.4M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	168,817	-168,817	-100%	$3.9M	—	—	—
Cambridge Associates LLC	N/A	—	148,918	-148,918	-100%	$3.4M	—	—	—
Westfuller Advisors, LLC	N/A	—	148,136	-148,136	-100%	$3.4M	—	—	—
Garrison Point Advisors, LLC	N/A	—	121,195	-121,195	-100%	$2.8M	—	—	—
Jane Street Group, LLC	N/A	—	95,960	-95,960	-100%	$2.2M	—	—	—
HighTower Advisors, LLC	N/A	—	82,049	-82,049	-100%	$1.9M	—	—	—
PFG Investments, LLC	N/A	—	67,296	-67,296	-100%	$1.5M	—	—	—
IMA Advisory Services, Inc.	N/A	—	60,558	-60,558	-100%	$1.4M	—	—	—
Ellevest, Inc.	N/A	—	48,758	-48,758	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	39,070	-39,070	-100%	$893.9K	—	—	—
Pathstone Holdings, LLC	N/A	—	35,990	-35,990	-100%	$823.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	24,693	-24,693	-100%	$565.0K	—	—	—
Cerity Partners Retirement Plan Advisors LLC	N/A	—	24,224	-24,224	-100%	$554.2K	—	—	—
First Western Trust Bank	N/A	—	24,224	-24,224	-100%	$554.2K	—	—	—
Janney Montgomery Scott LLC	N/A	—	20,765	-20,765	-100%	$475.0K	—	—	—
Betterment LLC	N/A	—	18,186	-18,186	-100%	$416.0K	—	—	—
Naviter Wealth, LLC	N/A	—	13,592	-13,592	-100%	$311.0K	—	—	—
Citadel Advisors LLC	N/A	—	12,863	-12,863	-100%	$294.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	6,622	-6,622	-100%	$150.1K	—	—	—
JPMorgan Chase & Co	N/A	—	1,728	-1,728	-100%	$39.2K	—	—	—
Financial Avengers, Inc.	N/A	—	1,561	-1,561	-100%	$35.7K	—	—	—
Franklin Resources Inc	N/A	—	1,000	-1,000	-100%	$22.9K	—	—	—
Millstone Evans Group, LLC	N/A	—	347	-347	-100%	$7.9K	—	—	—
Royal Bank of Canada	N/A	—	255	-255	-100%	$6.0K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	10	-10	-100%	$225	—	—	—

Showing 52 of 52 institutions