Free Trial
Portfolio Monitoring Tools for the A.I. EraGet 30 Days Free

Small/Mid Cap Growth Alpha ETF (JSMD) Institutional Ownership

Small/Mid Cap Growth Alpha ETF logo
$82.66 -0.71 (-0.85%)
As of 10:37 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$147.19M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$17.37M
Get JSMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Small/Mid Cap Growth Alpha ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JSMD Institutional Buying and Selling by Quarter

Small/Mid Cap Growth Alpha ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Rise Advisors LLC167,362$13.99M5.0%N/A1.939%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.1,151$96K0.2%-93.2%0.013%
10/7/2025 Nova Wealth Management Inc.5,712$478K0.3%N/A0.066%
10/6/2025 AssuredPartners Investment Advisors LLC3,653$305K0.1%-46.4%0.042%
9/4/2025Osaic Holdings Inc.53,216$4.13M0.0%+288.7%0.746%
8/19/2025Advisory Services Network LLC36,607$2.90M0.0%+9.1%0.513%
8/15/2025IHT Wealth Management LLC10,343$803K0.0%N/A0.145%
8/15/2025Balanced Rock Investment Advisors LLC6,264$486K0.4%N/A0.088%
8/15/2025Bank of America Corp DE816,161$63.38M0.0%-3.9%11.447%
8/15/2025Ameriprise Financial Inc.140,075$10.88M0.0%+83.0%1.965%
8/14/2025Jane Street Group LLC11,921$926K0.0%-20.1%0.167%
8/14/2025Raymond James Financial Inc.296,929$23.06M0.0%+2.2%4.165%
8/14/2025Peapack Gladstone Financial Corp23,339$1.81M0.0%+682.9%0.327%
8/13/2025Smith Moore & CO.2,851$221K0.0%N/A0.040%
8/13/2025Northwestern Mutual Wealth Management Co.29,205$2.27M0.0%+489.4%0.410%
8/11/2025Wealthspire Advisors LLC25,982$2.02M0.0%-10.8%0.364%
8/8/2025Kingsview Wealth Management LLC13,747$1.07M0.0%-1.9%0.193%
8/8/2025Avantax Advisory Services Inc.45,332$3.52M0.0%-12.9%0.636%
8/8/2025Cetera Investment Advisers33,557$2.61M0.0%+668.6%0.471%
8/7/2025CENTRAL TRUST Co20,131$1.56M0.0%+8.0%0.282%
8/7/2025PFG Advisors6,535$507K0.0%-3.2%0.092%
8/4/2025IFG Advisory LLC3,330$259K0.0%-31.8%0.047%
8/4/2025Arkadios Wealth Advisors7,035$546K0.0%+3.1%0.099%
8/1/2025Envestnet Asset Management Inc.125,376$9.74M0.0%+519.7%1.766%
7/31/2025Resonant Capital Advisors LLC234,772$18.25M1.2%-0.5%3.307%
7/31/2025Leelyn Smith LLC361,166$28.05M4.6%+2.2%5.087%
7/29/2025Altus Wealth Group LLC7,634$593K0.3%+5.5%0.108%
7/29/2025Liberty Square Wealth Partners LLC2,672$207K0.1%N/A0.038%
7/29/2025Systelligence LLC111,425$8.65M1.6%N/A1.569%
7/29/2025Stratos Wealth Partners LTD.7,801$606K0.0%+43.7%0.110%
7/29/2025 AssuredPartners Investment Advisors LLC6,810$529K0.1%-72.3%0.096%
7/29/2025Private Trust Co. NA928$72K0.0%+32.8%0.013%
7/28/2025Wealthspan Partners LLC4,341$337K0.1%-20.2%0.061%
7/23/2025Horizon Advisory Services Inc.6,316$490K0.3%+8.3%0.089%
7/21/2025Ameritas Advisory Services LLC8,804$684K0.0%-31.6%0.125%
7/17/2025Janney Montgomery Scott LLC54,634$4.24M0.0%+6.6%0.775%
7/17/2025Independence Bank of Kentucky369$29K0.0%N/A0.005%
7/17/2025Worth Financial Advisory Group LLC58,644$4.55M2.8%+1.6%0.832%
7/15/2025McCarthy & Cox67,129$5.21M1.4%+3.5%0.976%
7/15/2025Norden Group LLC3,798$295K0.0%-79.0%0.055%
7/14/2025Main Line Retirement Advisors LLC3,520$273K0.2%N/A0.051%
7/14/2025Park Avenue Securities LLC9,944$772K0.0%N/A0.145%
7/11/2025Farther Finance Advisors LLC5,166$401K0.0%+8.3%0.075%
7/10/2025Wealth Enhancement Advisory Services LLC38,140$3.02M0.0%-17.2%0.557%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.16,886$1.31M0.2%+685.8%0.247%
5/20/2025Blue Rock Wealth Management LLC44,276$3.10M2.6%+2.1%0.686%
5/19/2025Jane Street Group LLC14,913$1.04M0.0%+19.0%0.231%
5/16/2025Ashton Thomas Private Wealth LLC11,768$824K0.0%+18.6%0.182%
5/15/2025Royal Bank of Canada118,522$8.30M0.0%+17.4%1.838%
5/14/2025Comerica Bank8,116$568K0.0%-2.5%0.126%
5/14/2025Northwestern Mutual Wealth Management Co.4,955$347K0.0%+54.0%0.077%
5/13/2025Raymond James Financial Inc.290,665$20.34M0.0%+5.9%4.506%
5/13/2025HighTower Advisors LLC7,100$497K0.0%N/A0.110%
5/12/2025Townsquare Capital LLC19,891$1.39M0.0%+247.1%0.308%
5/9/2025Wealthspire Advisors LLC29,144$2.04M0.0%-2.0%0.452%
5/8/2025IFG Advisory LLC4,880$342K0.0%-18.7%0.076%
5/8/2025Arkadios Wealth Advisors6,824$478K0.0%-5.2%0.106%
5/7/2025Norden Group LLC18,118$1.27M0.1%N/A0.281%
5/7/2025LPL Financial LLC538,861$37.72M0.0%+7.2%8.354%
5/6/2025Cetera Investment Advisers4,366$306K0.0%+10.7%0.068%
5/6/2025Avantax Advisory Services Inc.52,056$3.64M0.0%-9.8%0.807%
5/6/2025PFG Advisors6,753$473K0.0%+28.1%0.105%
5/5/2025Private Advisor Group LLC70,344$4.92M0.0%+13.0%1.091%
5/2/2025Leelyn Smith LLC353,387$24.73M4.4%-4.3%5.539%
5/1/2025Horizon Advisory Services Inc.5,831$408K0.2%+11.7%0.091%
4/30/2025Stratos Wealth Partners LTD.5,427$380K0.0%+62.1%0.085%
4/29/2025Envestnet Asset Management Inc.20,233$1.42M0.0%N/A0.317%
4/28/2025Resonant Capital Advisors LLC235,882$16.52M1.2%+4.2%3.697%
4/28/2025Private Trust Co. NA699$49K0.0%N/A0.011%
4/28/2025Arlington Trust Co LLC370$26K0.0%N/A0.006%
4/25/2025Altus Wealth Group LLC7,235$506K0.2%+16.5%0.113%
4/25/2025Pacific Wealth Strategies Group Inc.7,576$530K0.4%N/A0.119%
4/25/2025Ameritas Advisory Services LLC12,872$914K0.0%+2.7%0.202%
4/23/2025AssuredPartners Investment Advisors LLC24,607$1.72M0.3%+3.8%0.388%
4/22/2025Cambridge Investment Research Advisors Inc.300,242$21.01M0.1%-1.2%4.728%
4/22/2025Worth Financial Advisory Group LLC57,747$4.04M2.6%+0.7%0.909%
4/21/2025Silver Oak Securities Incorporated311,917$21.83M2.0%+3,529.5%4.912%
4/21/2025Wealthspan Partners LLC5,440$381K0.2%-25.6%0.086%
4/18/2025CENTRAL TRUST Co18,636$1.30M0.0%+14.2%0.302%
4/17/2025Janney Montgomery Scott LLC51,239$3.59M0.0%+1.6%0.829%
4/16/2025Wealth Enhancement Advisory Services LLC46,065$3.22M0.0%+7.2%0.745%
4/14/2025Farther Finance Advisors LLC4,772$334K0.0%+33.0%0.077%
4/14/2025McCarthy & Cox64,848$4.54M2.0%+1.0%1.049%
4/10/2025Breakwater Capital Group34,077$2.39M0.4%+7.0%0.559%
4/10/2025Thurston Springer Miller Herd & Titak Inc.2,149$150K0.0%+1,690.8%0.035%
4/10/2025Secure Asset Management LLC3,897$273K0.1%-16.9%0.064%
4/8/2025Investors Research Corp8,979$628K0.1%-11.0%0.146%
2/24/2025Liberty Square Wealth Partners LLC2,672$204K0.1%N/A0.045%
2/17/2025Cetera Investment Advisers3,943$296K0.0%-6.2%0.066%
2/17/2025Bank of America Corp DE500,830$37.60M0.0%+3.2%8.446%
2/17/2025BNP Paribas Financial Markets400$30K0.0%N/A0.007%
2/17/2025Ameriprise Financial Inc.36,333$2.73M0.0%-1.1%0.613%
2/14/2025Blue Rock Wealth Management LLC43,361$3.26M3.4%N/A0.731%
2/14/2025Jane Street Group LLC12,529$941K0.0%N/A0.211%
2/14/2025Comerica Bank8,321$625K0.0%+22.3%0.140%
2/13/2025Mariner LLC59,628$4.48M0.0%+12.1%1.006%
2/13/2025Townsquare Capital LLC5,731$430K0.0%-53.0%0.097%
2/13/2025Raymond James Financial Inc.274,593$20.61M0.0%N/A4.631%
2/13/2025Advisory Services Network LLC4,884$367K0.0%-85.4%0.082%
2/12/2025AssuredPartners Investment Advisors LLC23,700$1.78M0.3%N/A0.400%
(Data available from 1/1/2016 forward)

JSMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JSMD shares?

During the previous two years, 79 institutional investors and hedge funds held shares of Small/Mid Cap Growth Alpha ETF. The most heavily invested institutionals were Bank of America Corp DE ($63.38M), LPL Financial LLC ($37.72M), Leelyn Smith LLC ($28.05M), Raymond James Financial Inc. ($23.06M), Silver Oak Securities Incorporated ($21.83M), Cambridge Investment Research Advisors Inc. ($21.01M), and Resonant Capital Advisors LLC ($18.25M).Learn more on Small/Mid Cap Growth Alpha ETF's institutional investors.

Which institutional investors have been buying Small/Mid Cap Growth Alpha ETF's stock?

Of the 77 institutional investors that purchased Small/Mid Cap Growth Alpha ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($571.52K), Silver Oak Securities Incorporated ($309.74K), International Assets Investment Management LLC ($275.20K), Rise Advisors LLC ($167.36K), LPL Financial LLC ($164.71K), Envestnet Asset Management Inc. ($125.38K), and Systelligence LLC ($111.43K).

How much institutional buying is happening at Small/Mid Cap Growth Alpha ETF?

Institutional investors have bought a total of 1,960,462 shares in the last 24 months. This purchase volume represents approximately $147.19M in transactions.

Which of Small/Mid Cap Growth Alpha ETF's major shareholders have been selling company stock?

Of the 32 institutional investors that sold Small/Mid Cap Growth Alpha ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($32.89K), Advisory Services Network LLC ($28.59K), AssuredPartners Investment Advisors LLC ($20.95K), Leelyn Smith LLC ($20.90K), Thrivent Financial for Lutherans ($17.64K), Thurston Springer Miller Herd & Titak Inc. ($15.74K), and Norden Group LLC ($14.32K).

How much institutional selling is happening at Small/Mid Cap Growth Alpha ETF?

Institutional investors have sold a total of 229,054 shares in the last 24 months. This volume of shares sold represents approximately $17.37M in transactions.


Related Companies

This page (NASDAQ:JSMD) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
REVEALED: Something Big Happening Behind White House Doors
What I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
If You Keep Cash In A U.S. Bank Account… Read This NOW
The Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...
Banyan Hill Publishing | Sponsoredtc pixel
The Tiny Stock Set to Soar with Musk's AI Ambitions
The Tiny Stock Set to Soar with Musk's AI Ambitions While Musk builds one of the most ambitious AI empires ...
Behind the Markets | Sponsoredtc pixel