JSTCTIDAL TRUST I
CUSIP 886364876 · Yahoo Finance ↗ · Google Finance ↗
Tidal Trust I (JSTC) has 52 institutional holders in Filings Flow’s 13F database, together reporting 6.88M shares worth $120M as of Q1 2026. The largest reported holders are Abacus Wealth Partners, LLC, Morgan Stanley, and Cerity Partners LLC.
Institutional Holders
52
Q1 2026
Reported Value
$120M
Ticker
JSTC
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC$1.1B AUM | 5.13% | $56M | 2.89M | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 1.38% | $4M | 182.8K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 1.17% | $3M | 139.1K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 1.08% | $2M | 121.6K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 0.58% | $1M | 56.1K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.32% | $3M | 131.4K | Q1 2026OLDER |
| Cerity Partners Retirement Plan Advisors LLC$196M AUM | 0.23% | $459,529 | 24.2K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.20% | $458,007 | 23.5K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.13% | $950,293 | 48.8K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.13% | $994,911 | 51.0K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.12% | $1M | 62.2K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.08% | $253,370 | 13.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.08% | $2M | 110.9K | Q4 2025OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.08% | $5M | 242.9K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.07% | $5M | 250.1K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 0.07% | $557,297 | 28.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.06% | $1M | 60.8K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.05% | $2M | 95.6K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.04% | $1M | 72.9K | Q3 2025OLDER |
| Naviter Wealth, LLC$801M AUM | 0.03% | $245,398 | 12.6K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.02% | $472,126 | 24.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 168.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 73.6K | Q1 2026OLDER |
| Financial Avengers, Inc.$219M AUM | 0.01% | $30,296 | 1.6K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.01% | $966,119 | 49.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $6M | 325.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $292,546 | 15.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $125,553 | 6.6K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $6,763 | 347 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $212,577 | 10.9K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $701,445 | 36.0K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $6,515 | 334 | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.00% | $2,027 | 104 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 59.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 81.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $40,278 | 2.1K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $10M | 508.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $138,087 | 7.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $33,439 | 1.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $215,150 | 11.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $132,220 | 6.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 83.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 64.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $27,481 | 1.4K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $585 | 30 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $19,490 | 1.0K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $197 | 10 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5,000 | 255 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1,728 | 85 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.