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Disclosery

JSTC TIDAL TRUST I

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UIT EXCHANGE TRADED (fund)

42 managers (42 13F filers) reported a position in JSTC shares at 2025-03-31, 5,668,392 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
42
13F filers
42
New
4
Added
8
Reduced
9
Sold out
0
Shares held by filers
5,668,392

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC2,474,826$44.8M6.74%+89,28313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY599,997$10.9M<0.01%-83,64013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC355,980$6.44M0.01%-11,00013F-HRTimelineGroup
NATURAL INVESTMENTS, LLC348,869$6.31M1.79%+29,18913F-HRTimeline
GTS SECURITIES LLC298,733$5.41M0.23%new13F-HRTimeline
Ballentine Partners, LLC253,443$4.59M0.08%+237,69813F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC147,217$2.66M0.01%+3,43313F-HRTimelineGroup
TFC Financial Management, Inc.121,437$2.2M0.34%-23,89113F-HRTimeline
GARRISON POINT ADVISORS, LLC109,826$1.99M0.96%013F-HRTimeline
Creative Planningin group Creative Planning81,500$1.47M<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC78,082$1.41M0.05%+2,26513F-HRTimeline
BRIGHTON JONES LLC72,900$1.32M0.04%013F-HRTimeline
PFG Investments, LLC64,390$1.17M0.07%-19,24613F-HRTimeline
IMA Advisory Services, Inc.64,209$1.16M0.14%-1,45413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,989$1.12M<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,965$1.09M<0.01%+32413F-HRTimelineGroup
Cambridge Investment Research Advisors,…58,700$1.06M<0.01%-125,52613F-HRTimeline
Westfuller Advisors, LLC58,642$1.06M0.71%013F-HRTimeline
Ellevest, Inc.48,761$882K0.06%013F-HRTimeline
NIA IMPACT ADVISORS, LLC48,034$869K0.32%-14,18713F-HRTimeline
First Pacific Financial41,775$756K0.15%-1,27413F-HRTimeline
HighTower Advisors, LLC32,063$580K<0.01%013F-HRTimeline
North Berkeley Wealth Management, LLC26,970$488K0.51%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,981$470K<0.01%-5,49713F-HRTimelineGroup
First Western Trust Bank24,224$438K0.02%013F-HRTimeline
Betterment LLC22,333$404K<0.01%+4,40013F-HRTimeline
Janney Montgomery Scott LLC18,815$340K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,702$338K<0.01%new13F-HRTimeline
Caprock Group, LLC15,009$272K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co13,000$235K0.09%013F-HRTimeline
Colorado Capital Management, Inc.10,186$184K0.09%013F-HRTimeline
CWM, LLCin group CWM, LLC4,841$88K<0.01%+1,13213F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,320$42K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC2,063$37.3K<0.01%013F-HRTimeline
Financial Avengers, Inc.1,534$27.7K0.01%013F-HR/ATimeline
Millstone Evans Group, LLC347$6.28K<0.01%013F-HRTimeline
Clean Yield Group330$5.97K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255$5K<0.01%013F-HR/ATimelineGroup
Kennebec Savings Bank104$1.88K<0.01%013F-HRTimeline
Crewe Advisors LLC30$543<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10$180<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.