Who Owns ADASINA SOCIAL (JSTC)? -- Institutional Holders (2026-06-30)

Name: ADASINA SOCIAL (JSTC) Institutional Holders (2026-06-30)
Creator: ko.io

25 institutions reported holding $111.3M of ADASINA SOCIAL (JSTC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Abacus Wealth Partners, LLC ($67.4M), NATURAL INVESTMENTS, LLC ($13.1M), Ballentine Partners, LLC ($5.7M), Envestnet Portfolio Solutions, Inc. ($3.9M), Westfuller Advisors, LLC ($3.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Abacus Wealth Partners, LLC	$67.4M	2.9M	Added
2	NATURAL INVESTMENTS, LLC	$13.1M	573,564	Trimmed
3	Ballentine Partners, LLC	$5.7M	250,755	Added
4	Envestnet Portfolio Solutions, Inc.	$3.9M	168,817	Added
5	Westfuller Advisors, LLC	$3.4M	148,136	Added
6	TFC Financial Management, Inc.	$3.0M	132,532	Added
7	GARRISON POINT ADVISORS, LLC	$2.8M	121,195	Trimmed
8	Cullen/Frost Bankers, Inc.	$2.1M	90,871	Added
9	Atria Investments, Inc	$1.6M	69,806	Trimmed
10	PFG Investments, LLC	$1.5M	67,296	Added
11	First Pacific Financial	$1.3M	58,687	Added
12	North Berkeley Wealth Management, LLC	$1.3M	56,063	Hold
13	Cambridge Investment Research Advisors, Inc.	$1.3M	54,970	Added
14	Parkside Investments, LLC	$654,228	28,594	Hold
15	First Western Trust Bank	$554,243	24,224	Hold
16	NIA IMPACT ADVISORS, LLC	$543,668	23,762	Added
17	Farther Finance Advisors, LLC	$406,727	17,777	Added
18	Indiana Trust & Investment Management Co	$297,439	13,000	Hold
19	Colorado Capital Management, Inc.	$233,000	10,186	Hold
20	COMMONWEALTH EQUITY SERVICES, LLC	$206,950	9,045	Trimmed
21	ASSETMARK, INC	$25,237	1,103	Trimmed
22	Kennebec Savings Bank	$2,380	104	Hold
23	WHITTIER TRUST CO OF NEVADA INC	$225	10	Hold
24	Crewe Advisors LLC	$0	0	Exited
25	Caprock Group, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30