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

53 institutions reported holding $151.9M 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), MORGAN STANLEY ($12.2M), Cerity Partners LLC ($6.1M), Ballentine Partners, LLC ($5.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Abacus Wealth Partners, LLC$67.4M2.9MAdded
2NATURAL INVESTMENTS, LLC$13.1M573,564Trimmed
3MORGAN STANLEY$12.2M532,339Added
4Cerity Partners LLC$6.1M268,445Trimmed
5Ballentine Partners, LLC$5.7M250,755Added
6GTS SECURITIES LLC$4.4M191,530New
7Envestnet Portfolio Solutions, Inc.$3.9M168,817Added
8CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$3.4M148,918Trimmed
9Westfuller Advisors, LLC$3.4M148,136Added
10TFC Financial Management, Inc.$3.0M132,532Added
11GARRISON POINT ADVISORS, LLC$2.8M121,195Trimmed
12JANE STREET GROUP, LLC$2.2M95,960Added
13Cullen/Frost Bankers, Inc.$2.1M90,871Added
14HighTower Advisors, LLC$1.9M82,049Added
15Creative Planning$1.9M81,500Hold
16BRIGHTON JONES LLC$1.7M74,363Added
17Atria Investments, Inc$1.6M69,806Trimmed
18PFG Investments, LLC$1.5M67,296Added
19IMA Advisory Services, Inc.$1.4M60,558Trimmed
20First Pacific Financial$1.3M58,687Added
21North Berkeley Wealth Management, LLC$1.3M56,063Hold
22Ellevest, Inc.$1.1M48,758Hold
23OSAIC HOLDINGS, INC.$893,91939,070Added
24Pathstone Holdings, LLC$823,44835,990Hold
25Parkside Investments, LLC$654,22828,594Hold

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