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Disclosery

JSTC TIDAL TRUST I

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UIT EXCHANGE TRADED (fund)

39 managers (39 13F filers) reported a position in JSTC shares at 2024-12-31, 5,245,357 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
39
13F filers
39
New
3
Added
15
Reduced
3
Sold out
1
Shares held by filers
5,245,357

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Abacus Wealth Partners, LLC2,385,543$43.8M6.54%+5,30113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY683,637$12.6M<0.01%-43,14613F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC366,980$6.74M0.01%013F-HRTimelineGroup
NATURAL INVESTMENTS, LLC319,680$5.87M1.62%13F-HRTimeline
Cambridge Investment Research Advisors,…184,226$3.38M0.01%+32113F-HRTimeline
TFC Financial Management, Inc.145,328$2.67M0.42%+6,58813F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC143,784$2.64M0.01%+11,62613F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC109,826$2.02M0.96%new13F-HRTimeline
PFG Investments, LLC83,636$1.54M0.1%+10,02113F-HRTimeline
Creative Planningin group Creative Planning81,500$1.5M<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC75,817$1.39M0.05%+23,93213F-HRTimeline
BRIGHTON JONES LLC72,900$1.34M0.04%013F-HR/ATimeline
IMA Advisory Services, Inc.65,663$1.21M0.15%new13F-HRTimeline
NIA IMPACT ADVISORS, LLC62,221$1.14M0.37%-4,40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,641$1.1M<0.01%+1113F-HR/ATimelineGroup
Westfuller Advisors, LLC58,642$1.08M0.68%+26913F-HRTimeline
Ellevest, Inc.48,761$895K0.05%+23,91013F-HRTimeline
First Pacific Financial43,049$790K0.18%+9,77613F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC40,718$748K0.03%+27813F-HRTimeline
HighTower Advisors, LLC32,063$589K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,478$582K<0.01%-129,27713F-HRTimelineGroup
North Berkeley Wealth Management, LLC26,970$495K0.5%13F-HRTimeline
First Western Trust Bank24,224$445K0.02%013F-HRTimeline
Janney Montgomery Scott LLC18,815$345K<0.01%013F-HRTimeline
Betterment LLC17,933$329K<0.01%+6,60113F-HRTimeline
Ballentine Partners, LLC15,745$289K<0.01%013F-HRTimeline
Caprock Group, LLC15,009$276K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co13,000$239K0.08%013F-HRTimeline
Colorado Capital Management, Inc.10,186$187K0.09%013F-HRTimeline
CWM, LLCin group CWM, LLC3,709$68K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC2,063$37.9K<0.01%+213F-HRTimeline
Financial Avengers, Inc.1,534$28.2K0.01%+1113F-HRTimeline
Millstone Evans Group, LLC347$6.37K<0.01%13F-HRTimeline
Clean Yield Group330$6.05K<0.01%+213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255$5K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank104$1.89K<0.01%new13F-HRTimeline
Crewe Advisors LLC30$551<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10$183<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.