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Institutional Ownership · SEC Form 13F

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.

52
Institutional holders
6,759,507
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Abacus Wealth Partners, LLC added2,885,672$56M40.5%2026-Q1
NATURAL INVESTMENTS, LLC added579,447$11M8.1%2026-Q1
MORGAN STANLEY added528,106$10M7.4%2026-Q1
Cerity Partners LLC added325,606$6M4.6%2026-Q1
Ballentine Partners, LLC added250,068$5M3.5%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed242,945$5M3.4%2026-Q1
First Affirmative Financial Network213,200$4M3.1%2026-Q1
Envestnet Portfolio Solutions, Inc. added168,389$3M2.4%2026-Q1
Westfuller Advisors, LLC added139,067$3M2.0%2026-Q1
TFC Financial Management, Inc. added131,430$3M1.8%2026-Q1
GARRISON POINT ADVISORS, LLC added121,592$2M1.7%2026-Q1
JOURNEY STRATEGIC WEALTH LLC added95,585$2M1.3%2026-Q1
HRT FINANCIAL LP new83,359$2M1.2%2026-Q1
GOLDMAN SACHS GROUP INC new82,983$2M1.2%2026-Q1
Creative Planning81,500$2M1.1%2026-Q1
Atria Investments, Inc added73,603$1M1.0%2026-Q1
JANE STREET GROUP, LLC added64,563$1M0.9%2026-Q1
IMA Advisory Services, Inc. trimmed62,173$1M0.9%2026-Q1
PFG Investments, LLC trimmed60,757$1M0.9%2026-Q1
HighTower Advisors, LLC added59,847$1M0.8%2026-Q1
North Berkeley Wealth Management, LLC trimmed56,063$1M0.8%2026-Q1
First Pacific Financial added51,047$995K0.7%2026-Q1
Cullen/Frost Bankers, Inc. new49,570$966K0.7%2026-Q1
Ellevest, Inc.48,758$950K0.7%2026-Q1
Pathstone Holdings, LLC35,990$701K0.5%2026-Q1
Parkside Investments, LLC added28,594$557K0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed26,812$523K0.4%2026-Q1
First Western Trust Bank24,224$472K0.3%2026-Q1
Cerity Partners Retirement Plan Advisors LLC new24,224$460K0.3%2026-Q1
NIA IMPACT ADVISORS, LLC trimmed23,500$458K0.3%2026-Q1
Janney Montgomery Scott LLC20,765$405K0.3%2026-Q1
Betterment LLC added18,029$351K0.3%2026-Q1
Caprock Group, LLC15,010$293K0.2%2026-Q1
Indiana Trust & Investment Management Co13,000$253K0.2%2026-Q1
Naviter Wealth, LLC added12,591$245K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed11,039$215K0.2%2026-Q1
Perigon Wealth Management, LLC new10,907$213K0.2%2026-Q1
Colorado Capital Management, Inc.10,186$199K0.1%2026-Q1
CWM, LLC added7,085$138K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed6,784$132K0.1%2026-Q1
Smartleaf Asset Management LLC new6,622$126K0.1%2026-Q1
Parallel Advisors, LLC added2,066$40K0.0%2026-Q1
Farther Finance Advisors, LLC1,705$33K0.0%2026-Q1
Financial Avengers, Inc. added1,554$30K0.0%2026-Q1
ASSETMARK, INC1,410$27K0.0%2026-Q1
FRANKLIN RESOURCES INC1,000$19K0.0%2026-Q1
Millstone Evans Group, LLC347$7K0.0%2026-Q1
Clean Yield Group334$7K0.0%2026-Q1
ROYAL BANK OF CANADA255$5K0.0%2026-Q1
Kennebec Savings Bank104$2K0.0%2026-Q1
Crewe Advisors LLC30$5850.0%2026-Q1
WHITTIER TRUST CO OF NEVADA INC10$1970.0%2026-Q1
CITADEL ADVISORS LLC added128,060$3M1.8%2025-Q2 stale
GTS SECURITIES LLC added110,922$2M1.6%2025-Q4 stale
BRIGHTON JONES LLC72,900$1M1.1%2025-Q3 stale
Verus Advisory, Inc. new24,224$493K0.4%2025-Q4 stale
Ameritas Advisory Services, LLC added2,878$57K0.0%2025-Q2 stale
UBS Group AG trimmed2,320$42K0.0%2025-Q1 stale
RAYMOND JAMES FINANCIAL INC new1,767$35K0.0%2025-Q2 stale
BANK OF AMERICA CORP /DE/ added85$2K0.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership