Who owns JSTC (JSTC)
Which tracked institutional funds hold JSTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JSTC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened JSTC while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JSTC’s largest tracked holder by dollar value, Abacus Wealth Partners, LLC, sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JSTC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 52 tracked filers holding JSTC, 28 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JSTC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- First Affirmative Financial Network$4M
- HRT FINANCIAL LP$2M
- GOLDMAN SACHS GROUP INC$2M
- JANE STREET GROUP, LLC$1M
- Cullen/Frost Bankers, Inc.$966K
Full exits 1
- GTS SECURITIES LLC$2M
Largest adds
- HighTower Advisors, LLC$513K
- NATURAL INVESTMENTS, LLC$298K
Largest trims
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$4M
- Abacus Wealth Partners, LLC$662K
- OSAIC HOLDINGS, INC.$629K
- NIA IMPACT ADVISORS, LLC$502K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC added | 2,885,672 | $56M | 40.5% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 579,447 | $11M | 8.1% | 2026-Q1 |
| MORGAN STANLEY added | 528,106 | $10M | 7.4% | 2026-Q1 |
| Cerity Partners LLC added | 325,606 | $6M | 4.6% | 2026-Q1 |
| Ballentine Partners, LLC added | 250,068 | $5M | 3.5% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 242,945 | $5M | 3.4% | 2026-Q1 |
| First Affirmative Financial Network | 213,200 | $4M | 3.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 168,389 | $3M | 2.4% | 2026-Q1 |
| Westfuller Advisors, LLC added | 139,067 | $3M | 2.0% | 2026-Q1 |
| TFC Financial Management, Inc. added | 131,430 | $3M | 1.8% | 2026-Q1 |
| GARRISON POINT ADVISORS, LLC added | 121,592 | $2M | 1.7% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 95,585 | $2M | 1.3% | 2026-Q1 |
| HRT FINANCIAL LP new | 83,359 | $2M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 82,983 | $2M | 1.2% | 2026-Q1 |
| Creative Planning | 81,500 | $2M | 1.1% | 2026-Q1 |
| Atria Investments, Inc added | 73,603 | $1M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 64,563 | $1M | 0.9% | 2026-Q1 |
| IMA Advisory Services, Inc. trimmed | 62,173 | $1M | 0.9% | 2026-Q1 |
| PFG Investments, LLC trimmed | 60,757 | $1M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 59,847 | $1M | 0.8% | 2026-Q1 |
| North Berkeley Wealth Management, LLC trimmed | 56,063 | $1M | 0.8% | 2026-Q1 |
| First Pacific Financial added | 51,047 | $995K | 0.7% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. new | 49,570 | $966K | 0.7% | 2026-Q1 |
| Ellevest, Inc. | 48,758 | $950K | 0.7% | 2026-Q1 |
| Pathstone Holdings, LLC | 35,990 | $701K | 0.5% | 2026-Q1 |
| Parkside Investments, LLC added | 28,594 | $557K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 26,812 | $523K | 0.4% | 2026-Q1 |
| First Western Trust Bank | 24,224 | $472K | 0.3% | 2026-Q1 |
| Cerity Partners Retirement Plan Advisors LLC new | 24,224 | $460K | 0.3% | 2026-Q1 |
| NIA IMPACT ADVISORS, LLC trimmed | 23,500 | $458K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC | 20,765 | $405K | 0.3% | 2026-Q1 |
| Betterment LLC added | 18,029 | $351K | 0.3% | 2026-Q1 |
| Caprock Group, LLC | 15,010 | $293K | 0.2% | 2026-Q1 |
| Indiana Trust & Investment Management Co | 13,000 | $253K | 0.2% | 2026-Q1 |
| Naviter Wealth, LLC added | 12,591 | $245K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,039 | $215K | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC new | 10,907 | $213K | 0.2% | 2026-Q1 |
| Colorado Capital Management, Inc. | 10,186 | $199K | 0.1% | 2026-Q1 |
| CWM, LLC added | 7,085 | $138K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 6,784 | $132K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 6,622 | $126K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 2,066 | $40K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1,705 | $33K | 0.0% | 2026-Q1 |
| Financial Avengers, Inc. added | 1,554 | $30K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 1,410 | $27K | 0.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 1,000 | $19K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC | 347 | $7K | 0.0% | 2026-Q1 |
| Clean Yield Group | 334 | $7K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 255 | $5K | 0.0% | 2026-Q1 |
| Kennebec Savings Bank | 104 | $2K | 0.0% | 2026-Q1 |
| Crewe Advisors LLC | 30 | $585 | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC | 10 | $197 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 128,060 | $3M | 1.8% | 2025-Q2 stale |
| GTS SECURITIES LLC added | 110,922 | $2M | 1.6% | 2025-Q4 stale |
| BRIGHTON JONES LLC | 72,900 | $1M | 1.1% | 2025-Q3 stale |
| Verus Advisory, Inc. new | 24,224 | $493K | 0.4% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 2,878 | $57K | 0.0% | 2025-Q2 stale |
| UBS Group AG trimmed | 2,320 | $42K | 0.0% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,767 | $35K | 0.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 85 | $2K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.