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

Small/Mid Cap Growth Alpha ETF logo
$78.19 +2.01 (+2.64%)
As of 03:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$101.50M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$11.05M
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JSMD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Blue Rock Wealth Management LLC44,276$3.10M2.6%+2.1%0.686%
5/19/2025 Jane Street Group LLC14,913$1.04M0.0%+19.0%0.231%
5/16/2025 Ashton Thomas Private Wealth LLC11,768$824K0.0%+18.6%0.182%
5/15/2025 Royal Bank of Canada118,522$8.30M0.0%+17.4%1.838%
5/14/2025 Comerica Bank8,116$568K0.0%-2.5%0.126%
5/14/2025 Northwestern Mutual Wealth Management Co.4,955$347K0.0%+54.0%0.077%
5/13/2025 Raymond James Financial Inc.290,665$20.34M0.0%+5.9%4.506%
5/13/2025 HighTower Advisors LLC7,100$497K0.0%N/A0.110%
5/12/2025 Townsquare Capital LLC19,891$1.39M0.0%+247.1%0.308%
5/9/2025 Wealthspire Advisors LLC29,144$2.04M0.0%-2.0%0.452%
5/8/2025 IFG Advisory LLC4,880$342K0.0%-18.7%0.076%
5/8/2025 Arkadios Wealth Advisors6,824$478K0.0%-5.2%0.106%
5/7/2025 Norden Group LLC18,118$1.27M0.1%N/A0.281%
5/7/2025 LPL Financial LLC538,861$37.72M0.0%+7.2%8.354%
5/6/2025 Cetera Investment Advisers4,366$306K0.0%+10.7%0.068%
5/6/2025 Avantax Advisory Services Inc.52,056$3.64M0.0%-9.8%0.807%
5/6/2025 PFG Advisors6,753$473K0.0%+28.1%0.105%
5/5/2025 Private Advisor Group LLC70,344$4.92M0.0%+13.0%1.091%
5/2/2025 Leelyn Smith LLC353,387$24.73M4.4%-4.3%5.539%
5/1/2025 Horizon Advisory Services Inc.5,831$408K0.2%+11.7%0.091%
4/30/2025 Stratos Wealth Partners LTD.5,427$380K0.0%+62.1%0.085%
4/29/2025 Envestnet Asset Management Inc.20,233$1.42M0.0%N/A0.317%
4/28/2025 Resonant Capital Advisors LLC235,882$16.52M1.2%+4.2%3.697%
4/28/2025 Private Trust Co. NA699$49K0.0%N/A0.011%
4/28/2025 Arlington Trust Co LLC370$26K0.0%N/A0.006%
4/25/2025 Altus Wealth Group LLC7,235$506K0.2%+16.5%0.113%
4/25/2025 Pacific Wealth Strategies Group Inc.7,576$530K0.4%N/A0.119%
4/25/2025 Ameritas Advisory Services LLC12,872$914K0.0%+2.7%0.202%
4/23/2025 AssuredPartners Investment Advisors LLC24,607$1.72M0.3%+3.8%0.388%
4/22/2025 Cambridge Investment Research Advisors Inc.300,242$21.01M0.1%-1.2%4.728%
4/22/2025 Worth Financial Advisory Group LLC57,747$4.04M2.6%+0.7%0.909%
4/21/2025 Silver Oak Securities Incorporated311,917$21.83M2.0%+3,529.5%4.912%
4/21/2025 Wealthspan Partners LLC5,440$381K0.2%-25.6%0.086%
4/18/2025 CENTRAL TRUST Co18,636$1.30M0.0%+14.2%0.302%
4/17/2025 Janney Montgomery Scott LLC51,239$3.59M0.0%+1.6%0.829%
4/16/2025 Wealth Enhancement Advisory Services LLC46,065$3.22M0.0%+7.2%0.745%
4/14/2025 Farther Finance Advisors LLC4,772$334K0.0%+33.0%0.077%
4/14/2025 McCarthy & Cox64,848$4.54M2.0%+1.0%1.049%
4/10/2025 Breakwater Capital Group34,077$2.39M0.4%+7.0%0.559%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,149$150K0.0%+1,690.8%0.035%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
4/10/2025 Secure Asset Management LLC3,897$273K0.1%-16.9%0.064%
4/8/2025 Investors Research Corp8,979$628K0.1%-11.0%0.146%
2/24/2025 Liberty Square Wealth Partners LLC2,672$204K0.1%N/A0.045%
2/17/2025 Cetera Investment Advisers3,943$296K0.0%-6.2%0.066%
2/17/2025 Bank of America Corp DE500,830$37.60M0.0%+3.2%8.446%
2/17/2025 BNP Paribas Financial Markets400$30K0.0%N/A0.007%
2/17/2025 Ameriprise Financial Inc.36,333$2.73M0.0%-1.1%0.613%
2/14/2025 Blue Rock Wealth Management LLC43,361$3.26M3.4%N/A0.731%
2/14/2025 Jane Street Group LLC12,529$941K0.0%N/A0.211%
2/14/2025 Comerica Bank8,321$625K0.0%+22.3%0.140%
2/13/2025 Mariner LLC59,628$4.48M0.0%+12.1%1.006%
2/13/2025 Townsquare Capital LLC5,731$430K0.0%-53.0%0.097%
2/13/2025 Raymond James Financial Inc.274,593$20.61M0.0%N/A4.631%
2/13/2025 Advisory Services Network LLC4,884$367K0.0%-85.4%0.082%
2/12/2025 AssuredPartners Investment Advisors LLC23,700$1.78M0.3%N/A0.400%
2/12/2025 Worth Financial Advisory Group LLC57,353$4.31M2.6%+0.5%0.967%
2/11/2025 LPL Financial LLC502,635$37.73M0.0%+5.8%8.476%
2/10/2025 Leelyn Smith LLC369,254$27.72M4.9%-1.3%6.227%
2/10/2025 Creative Financial Designs Inc. ADV2,258$170K0.0%+40.4%0.038%
2/10/2025 Altus Wealth Group LLC6,212$466K0.2%N/A0.105%
2/10/2025 Commonwealth Equity Services LLC38,156$2.86M0.0%+22.8%0.643%
2/10/2025 Avantax Advisory Services Inc.57,723$4.33M0.0%+9.8%0.973%
2/10/2025 Farther Finance Advisors LLC3,587$269K0.0%+2,576.9%0.060%
2/7/2025 PFG Advisors5,271$396K0.0%+45.9%0.089%
2/7/2025 Ashton Thomas Private Wealth LLC9,926$745K0.0%+9.0%0.167%
2/6/2025 Raymond James Financial Inc.274,593$20.61M0.0%N/A4.631%
2/4/2025 Horizon Advisory Services Inc.5,222$392K0.2%N/A0.088%
2/4/2025 Wealthspire Advisors LLC29,753$2.23M0.0%-17.4%0.502%
2/3/2025 Private Advisor Group LLC62,233$4.67M0.0%+0.7%1.049%
1/29/2025 Gladstone Institutional Advisory LLC9,329$700K0.0%-26.6%0.159%
1/28/2025 Kingsview Wealth Management LLC14,119$1.06M0.0%+1.8%0.240%
1/27/2025 Silver Oak Securities Incorporated8,594$645K0.1%-3.6%0.146%
1/27/2025 Stratos Wealth Partners LTD.3,347$251K0.0%-16.1%0.057%
1/24/2025 Wealthspan Partners LLC7,311$549K0.3%-33.2%0.124%
1/24/2025 Resonant Capital Advisors LLC226,394$17.00M1.2%+3.2%3.850%
1/24/2025 CENTRAL TRUST Co16,313$1.23M0.0%+19.4%0.277%
1/17/2025 Janney Montgomery Scott LLC50,414$3.79M0.0%+4.0%0.884%
1/16/2025 McCarthy & Cox64,210$4.82M1.7%+3.1%1.126%
1/15/2025 Ameritas Advisory Services LLC12,536$941K0.0%+101.3%0.220%
1/15/2025 Arkadios Wealth Advisors7,195$540K0.0%-11.2%0.126%
1/14/2025 Breakwater Capital Group31,844$2.39M0.5%-4.2%0.559%
1/8/2025 International Assets Investment Management LLC2,950$221K0.0%N/A0.053%
12/26/2024 JPMorgan Chase & Co.2,141$155K0.0%+432.6%0.040%
11/13/2024 Townsquare Capital LLC12,191$885K0.0%N/A0.229%
11/13/2024 FMR LLC946$69K0.0%+18.7%0.018%
11/12/2024 Kingsview Wealth Management LLC13,865$1.01M0.0%-5.9%0.260%
11/12/2024 Leelyn Smith LLC374,282$27.18M4.9%+2.2%7.022%
11/7/2024 Thrivent Financial for Lutherans3,627$263K0.0%-82.9%0.068%
11/5/2024 Ashton Thomas Private Wealth LLC9,104$661K0.0%+10.5%0.171%
10/29/2024 Janney Montgomery Scott LLC48,479$3.52M0.0%+0.8%0.910%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
10/28/2024 Gladstone Institutional Advisory LLC12,709$923K0.0%+17.8%0.238%
10/28/2024 Creative Financial Designs Inc. ADV1,608$117K0.0%+10.4%0.030%
10/25/2024 Worth Financial Advisory Group LLC57,049$4.14M2.4%+6.5%1.080%
10/24/2024 Wealth Enhancement Advisory Services LLC42,849$3.11M0.0%N/A0.812%
10/24/2024 Arkadios Wealth Advisors8,099$588K0.0%N/A0.153%
10/23/2024 Silver Oak Securities Incorporated8,914$645K0.1%+37.5%0.169%
10/23/2024 CENTRAL TRUST Co13,667$992K0.0%+9.7%0.259%
10/22/2024 Private Advisor Group LLC61,811$4.49M0.0%-0.9%1.171%
10/18/2024 Resonant Capital Advisors LLC219,323$15.93M1.2%+3.9%4.154%
10/18/2024Raymond James & Associates101,273$7.35M0.0%-4.1%1.918%
(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, 72 institutional investors and hedge funds held shares of Small/Mid Cap Growth Alpha ETF. The most heavily invested institutionals were LPL Financial LLC ($37.72M), Bank of America Corp DE ($37.60M), Leelyn Smith LLC ($24.73M), Silver Oak Securities Incorporated ($21.83M), Cambridge Investment Research Advisors Inc. ($21.01M), Raymond James Financial Inc. ($20.34M), and Resonant Capital Advisors LLC ($16.52M).Learn more on JSMD's institutional investors.

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

Of the 66 institutional investors that purchased Small/Mid Cap Growth Alpha ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($565.26K), Silver Oak Securities Incorporated ($309.74K), International Assets Investment Management LLC ($276.15K), LPL Financial LLC ($219.32K), Resonant Capital Advisors LLC ($115.04K), Raymond James Financial Services Advisors Inc. ($86.49K), and Commonwealth Equity Services LLC ($72.77K).

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

Institutional investors have bought a total of 2,382,071 shares in the last 24 months. This purchase volume represents approximately $164.87M in transactions.

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

Of the 32 institutional investors that sold Small/Mid Cap Growth Alpha ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Leelyn Smith LLC ($33.62K), Wealthspire Advisors LLC ($29.91K), Raymond James & Associates ($29.70K), Advisory Services Network LLC ($28.59K), Cambridge Investment Research Advisors Inc. ($24.75K), Thrivent Financial for Lutherans ($17.64K), and Avantax Advisory Services Inc. ($8.50K).

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

Institutional investors have sold a total of 222,247 shares in the last 24 months. This volume of shares sold represents approximately $15.37M in transactions.



This page (NASDAQ:JSMD) was last updated on 6/12/2025 by MarketBeat.com Staff
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