Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
16 tracked funds added or opened JSTC while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 7.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.1pp 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 2026-Q1 and 2026-Q2, across 44 tracked filers holding JSTC, 21 increased or opened the position and 21 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 2026-Q1 and 2026-Q2 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 2
- GTS SECURITIES LLC$4M
- BRIGHTON JONES LLC$2M
Full exits 6
- NATURAL INVESTMENTS, LLC$11M
- First Affirmative Financial Network$4M
- JOURNEY STRATEGIC WEALTH LLC$2M
- HRT FINANCIAL LP$2M
- HighTower Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$523K
Largest adds
- Abacus Wealth Partners, LLC$11M
- MORGAN STANLEY$2M
- Cullen/Frost Bankers, Inc.$1M
- JANE STREET GROUP, LLC$937K
- Ballentine Partners, LLC$863K
- OSAIC HOLDINGS, INC.$762K
Largest trims
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$1M
- GOLDMAN SACHS GROUP INC$1M
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 | 2,943,646 | $67M | 42.8% | 2026-Q2 |
| MORGAN STANLEY added | 532,339 | $12M | 7.7% | 2026-Q2 |
| Cerity Partners LLC trimmed | 268,445 | $6M | 3.9% | 2026-Q2 |
| Ballentine Partners, LLC added | 250,755 | $6M | 3.6% | 2026-Q2 |
| GTS SECURITIES LLC added | 191,530 | $4M | 2.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 168,817 | $4M | 2.5% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 148,918 | $3M | 2.2% | 2026-Q2 |
| Westfuller Advisors, LLC added | 148,136 | $3M | 2.2% | 2026-Q2 |
| TFC Financial Management, Inc. added | 132,532 | $3M | 1.9% | 2026-Q2 |
| GARRISON POINT ADVISORS, LLC trimmed | 121,195 | $3M | 1.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 95,960 | $2M | 1.4% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 90,871 | $2M | 1.3% | 2026-Q2 |
| Creative Planning | 81,500 | $2M | 1.2% | 2026-Q2 |
| BRIGHTON JONES LLC added | 74,363 | $2M | 1.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 69,806 | $2M | 1.0% | 2026-Q2 |
| PFG Investments, LLC added | 67,296 | $2M | 1.0% | 2026-Q2 |
| IMA Advisory Services, Inc. trimmed | 60,558 | $1M | 0.9% | 2026-Q2 |
| First Pacific Financial added | 58,687 | $1M | 0.9% | 2026-Q2 |
| North Berkeley Wealth Management, LLC | 56,063 | $1M | 0.8% | 2026-Q2 |
| Ellevest, Inc. | 48,758 | $1M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 39,070 | $894K | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC | 35,990 | $823K | 0.5% | 2026-Q2 |
| Parkside Investments, LLC | 28,594 | $654K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 24,693 | $565K | 0.4% | 2026-Q2 |
| First Western Trust Bank | 24,224 | $554K | 0.4% | 2026-Q2 |
| Cerity Partners Retirement Plan Advisors LLC | 24,224 | $554K | 0.4% | 2026-Q2 |
| NIA IMPACT ADVISORS, LLC added | 23,762 | $544K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 17,777 | $407K | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 13,867 | $317K | 0.2% | 2026-Q2 |
| Naviter Wealth, LLC added | 13,592 | $311K | 0.2% | 2026-Q2 |
| Indiana Trust & Investment Management Co | 13,000 | $297K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,863 | $294K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,045 | $207K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 6,622 | $150K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 2,066 | $47K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,728 | $39K | 0.0% | 2026-Q2 |
| Financial Avengers, Inc. added | 1,561 | $36K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,103 | $25K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 1,000 | $23K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 347 | $8K | 0.0% | 2026-Q2 |
| Clean Yield Group added | 336 | $8K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 255 | $6K | 0.0% | 2026-Q2 |
| Kennebec Savings Bank | 104 | $2K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 10 | $225 | 0.0% | 2026-Q2 |
| NATURAL INVESTMENTS, LLC added | 579,447 | $11M | 7.2% | 2026-Q1 stale (1 quarter behind) |
| First Affirmative Financial Network | 213,200 | $4M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC added | 95,585 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 83,359 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 59,847 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 26,812 | $523K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC | 20,765 | $405K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 18,029 | $351K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Caprock Group, LLC | 15,010 | $293K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Colorado Capital Management, Inc. | 10,186 | $199K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 7,085 | $138K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Crewe Advisors LLC | 30 | $585 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Verus Advisory, Inc. trimmed | 0 | $1 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ new | 85 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 2,878 | $57K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,767 | $35K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.