JSTC Institutional Ownership
Adasina Social Justice All Cap Global ETF
1W: +0.0%
1M: -0.1%
3M: -0.8%
YTD: +11.0%
1Y: +11.2%
3Y: +50.9%
5Y: +33.5%
$22.66
+0.20 (+0.89%)
Weekly Expected Move ±1.5%
$22
$22
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JSTC
53
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
151M
Total Invested
3
New Positions
21
Increased
12
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (57 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | 2,943,646 | 67M | +57,974 | +2.0% | 23Q | SEC ↗ |
| 2 | NATURAL INVESTMENTS, LLC | 573,564 | 13M | -5,883 | -1.0% | 3Q | SEC ↗ |
| 3 | MORGAN STANLEY | 532,339 | 12M | +4,233 | +0.8% | 15Q | SEC ↗ |
| 4 | Cerity Partners LLC | 268,445 | 6M | -57,161 | -17.6% | 11Q | SEC ↗ |
| 5 | Ballentine Partners, LLC | 250,755 | 6M | +687 | +0.3% | 10Q | SEC ↗ |
| 6 | GTS SECURITIES LLC NEW | 191,530 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 7 | First Affirmative Financial Network NEW | 182,844 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Envestnet Portfolio Solutions, Inc. | 168,817 | 4M | +428 | +0.3% | 12Q | SEC ↗ |
| 9 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 148,918 | 3M | -94,027 | -38.7% | 3Q | SEC ↗ |
| 10 | Westfuller Advisors, LLC | 148,136 | 3M | +9,069 | +6.5% | 8Q | SEC ↗ |
| 11 | TFC Financial Management, Inc. | 132,532 | 3M | +1,102 | +0.8% | 12Q | SEC ↗ |
| 12 | GARRISON POINT ADVISORS, LLC | 121,195 | 3M | -397 | -0.3% | 7Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 95,960 | 2M | +31,397 | +48.6% | 2Q | SEC ↗ |
| 14 | JOURNEY STRATEGIC WEALTH LLC | 95,585 | 2M | +6,877 | +7.8% | 7Q | SEC ↗ |
| 15 | Cullen/Frost Bankers, Inc. | 90,871 | 2M | +41,301 | +83.3% | 2Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 82,049 | 2M | +22,202 | +37.1% | 10Q | SEC ↗ |
| 17 | Creative Planning | 81,500 | 2M | — | +0.0% | 19Q | SEC ↗ |
| 18 | BRIGHTON JONES LLC | 74,363 | 2M | +1,463 | +2.0% | 2Q | SEC ↗ |
| 19 | Atria Investments, Inc | 69,806 | 2M | -3,797 | -5.2% | 4Q | SEC ↗ |
| 20 | PFG Investments, LLC | 67,296 | 2M | +6,539 | +10.8% | 14Q | SEC ↗ |
| 21 | IMA Advisory Services, Inc. | 60,558 | 1M | -1,615 | -2.6% | 7Q | SEC ↗ |
| 22 | First Pacific Financial | 58,687 | 1M | +7,640 | +15.0% | 13Q | SEC ↗ |
| 23 | North Berkeley Wealth Management, LLC | 56,063 | 1M | — | +0.0% | 7Q | SEC ↗ |
| 24 | Ellevest, Inc. | 48,758 | 1M | — | +0.0% | 8Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 39,070 | 885K | +32,286 | +475.9% | 21Q | SEC ↗ |
| 26 | Pathstone Holdings, LLC | 35,990 | 816K | — | +0.0% | 11Q | SEC ↗ |
| 27 | Parkside Investments, LLC | 28,594 | 648K | — | +0.0% | 4Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 27,485 | 623K | +673 | +2.5% | 19Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 24,693 | 560K | -58,290 | -70.2% | 2Q | SEC ↗ |
| 30 | Cerity Partners Retirement Plan Adviso | 24,224 | 549K | — | +0.0% | 2Q | SEC ↗ |
| 31 | First Western Trust Bank | 24,224 | 549K | — | +0.0% | 2Q | SEC ↗ |
| 32 | NIA IMPACT ADVISORS, LLC | 23,762 | 538K | +262 | +1.1% | 10Q | SEC ↗ |
| 33 | Janney Montgomery Scott LLC | 20,765 | 471K | — | +0.0% | 9Q | SEC ↗ |
| 34 | Betterment LLC | 18,186 | 412K | +157 | +0.9% | 8Q | SEC ↗ |
| 35 | Farther Finance Advisors, LLC | 17,777 | 403K | +16,072 | +942.6% | 5Q | SEC ↗ |
| 36 | Perigon Wealth Management, LLC | 13,867 | 314K | +2,960 | +27.1% | 2Q | SEC ↗ |
| 37 | Naviter Wealth, LLC | 13,592 | 308K | +1,001 | +8.0% | 3Q | SEC ↗ |
| 38 | Indiana Trust & Investment Management | 13,000 | 295K | — | +0.0% | 12Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC NEW | 12,863 | 291K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Colorado Capital Management, Inc. | 10,186 | 231K | — | +0.0% | 16Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 9,045 | 205K | -1,994 | -18.1% | 6Q | SEC ↗ |
| 42 | CWM, LLC | 7,085 | 161K | +1,924 | +37.3% | 18Q | SEC ↗ |
| 43 | Smartleaf Asset Management LLC | 6,622 | 150K | — | +0.0% | 2Q | SEC ↗ |
| 44 | Parallel Advisors, LLC | 2,066 | 47K | — | +0.0% | 22Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO NEW | 1,728 | 39K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Financial Avengers, Inc. | 1,561 | 35K | +7 | +0.5% | 18Q | SEC ↗ |
| 47 | ASSETMARK, INC | 1,103 | 25K | -307 | -21.8% | 4Q | SEC ↗ |
| 48 | FRANKLIN RESOURCES INC | 1,000 | 23K | — | +0.0% | 5Q | SEC ↗ |
| 49 | Millstone Evans Group, LLC | 347 | 8K | — | +0.0% | 7Q | SEC ↗ |
| 50 | Clean Yield Group | 336 | 8K | +2 | +0.6% | 17Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 191,530 | 4M |
| First Affirmative Financial Network | 182,844 | 4M |
| CITADEL ADVISORS LLC | 12,863 | 291K |
| JPMORGAN CHASE & CO | 1,728 | 39K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 83,359 | 2M |
| Caprock Group, LLC | 15,010 | 340K |
| Crewe Advisors LLC | 30 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Abacus Wealth Partners, LLC | +57,974 | +2.0% | 2,943,646 |
| Cullen/Frost Bankers, Inc. | +41,301 | +83.3% | 90,871 |
| OSAIC HOLDINGS, INC. | +32,286 | +475.9% | 39,070 |
| JANE STREET GROUP, LLC | +31,397 | +48.6% | 95,960 |
| HighTower Advisors, LLC | +22,202 | +37.1% | 82,049 |
| Farther Finance Advisors, LLC | +16,072 | +942.6% | 17,777 |
| Westfuller Advisors, LLC | +9,069 | +6.5% | 148,136 |
| First Pacific Financial | +7,640 | +15.0% | 58,687 |
| JOURNEY STRATEGIC WEALTH LLC | +6,877 | +7.8% | 95,585 |
| PFG Investments, LLC | +6,539 | +10.8% | 67,296 |
| MORGAN STANLEY | +4,233 | +0.8% | 532,339 |
| Perigon Wealth Management, LLC | +2,960 | +27.1% | 13,867 |
| CWM, LLC | +1,924 | +37.3% | 7,085 |
| BRIGHTON JONES LLC | +1,463 | +2.0% | 74,363 |
| TFC Financial Management, Inc. | +1,102 | +0.8% | 132,532 |
| Naviter Wealth, LLC | +1,001 | +8.0% | 13,592 |
| Ballentine Partners, LLC | +687 | +0.3% | 250,755 |
| Cambridge Investment Research Advis | +673 | +2.5% | 27,485 |
| Envestnet Portfolio Solutions, Inc. | +428 | +0.3% | 168,817 |
| NIA IMPACT ADVISORS, LLC | +262 | +1.1% | 23,762 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -94,027 | -38.7% | 148,918 |
| GOLDMAN SACHS GROUP INC | -58,290 | -70.2% | 24,693 |
| Cerity Partners LLC | -57,161 | -17.6% | 268,445 |
| Verus Advisory, Inc. | -24,224 | -100.0% | 0 |
| NATURAL INVESTMENTS, LLC | -5,883 | -1.0% | 573,564 |
| Atria Investments, Inc | -3,797 | -5.2% | 69,806 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,994 | -18.1% | 9,045 |
| IMA Advisory Services, Inc. | -1,615 | -2.6% | 60,558 |
| GARRISON POINT ADVISORS, LLC | -397 | -0.3% | 121,195 |
| ASSETMARK, INC | -307 | -21.8% | 1,103 |