Who Owns TIDAL TRUST I (JSTC)? -- Institutional Holders (2026-03-31)
53 institutions reported holding $131.1M of TIDAL TRUST I (JSTC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Abacus Wealth Partners, LLC ($56.2M), NATURAL INVESTMENTS, LLC ($11.3M), MORGAN STANLEY ($10.3M), Cerity Partners LLC ($6.3M), Ballentine Partners, LLC ($4.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Abacus Wealth Partners, LLC | $56.2M | 2.9M | Added |
| 2 | NATURAL INVESTMENTS, LLC | $11.3M | 579,447 | Added |
| 3 | MORGAN STANLEY | $10.3M | 528,106 | Added |
| 4 | Cerity Partners LLC | $6.3M | 325,606 | Added |
| 5 | Ballentine Partners, LLC | $4.9M | 250,068 | Added |
| 6 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $4.7M | 242,945 | Trimmed |
| 7 | First Affirmative Financial Network | $3.6M | 182,844 | Trimmed |
| 8 | Envestnet Portfolio Solutions, Inc. | $3.3M | 168,389 | Added |
| 9 | Westfuller Advisors, LLC | $2.7M | 139,067 | Added |
| 10 | TFC Financial Management, Inc. | $2.6M | 131,430 | Added |
| 11 | GARRISON POINT ADVISORS, LLC | $2.4M | 121,592 | Added |
| 12 | JOURNEY STRATEGIC WEALTH LLC | $1.9M | 95,585 | Added |
| 13 | HRT FINANCIAL LP | $1.6M | 83,359 | New |
| 14 | GOLDMAN SACHS GROUP INC | $1.6M | 82,983 | New |
| 15 | Creative Planning | $1.6M | 81,500 | Hold |
| 16 | Atria Investments, Inc | $1.4M | 73,603 | Added |
| 17 | JANE STREET GROUP, LLC | $1.3M | 64,563 | New |
| 18 | IMA Advisory Services, Inc. | $1.2M | 62,173 | Trimmed |
| 19 | PFG Investments, LLC | $1.2M | 60,757 | Trimmed |
| 20 | HighTower Advisors, LLC | $1.2M | 59,847 | Added |
| 21 | North Berkeley Wealth Management, LLC | $1.1M | 56,063 | Trimmed |
| 22 | First Pacific Financial | $994,911 | 51,047 | Added |
| 23 | Cullen/Frost Bankers, Inc. | $966,119 | 49,570 | New |
| 24 | Ellevest, Inc. | $950,293 | 48,758 | Hold |
| 25 | Pathstone Holdings, LLC | $701,445 | 35,990 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31