Free Trial

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

Small/Mid Cap Growth Alpha ETF logo
$78.49 -0.18 (-0.23%)
Closing price 04:00 PM Eastern
Extended Trading
$78.51 +0.02 (+0.03%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$104.26M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$12.78M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025 Janney Montgomery Scott LLC54,634$4.24M0.0%+6.6%0.775%
7/17/2025 Independence Bank of Kentucky369$29K0.0%N/A0.005%
7/17/2025 Worth Financial Advisory Group LLC58,644$4.55M2.8%+1.6%0.832%
7/15/2025 McCarthy & Cox67,129$5.21M1.4%+3.5%0.976%
7/15/2025 Norden Group LLC3,798$295K0.0%-79.0%0.055%
7/14/2025 Main Line Retirement Advisors LLC3,520$273K0.2%N/A0.051%
7/14/2025 Park Avenue Securities LLC9,944$772K0.0%N/A0.145%
7/11/2025 Farther Finance Advisors LLC5,166$401K0.0%+8.3%0.075%
7/10/2025 Wealth 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%
5/7/2025 Norden 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%
4/28/2025 Arlington 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%
Missed the Run So Far? This Is Your Second Chance (Ad)

According to history, the final stretch of the crypto cycle is here — and this short window is where fortunes are made. Inside The Crypto Code Workshop, two experts reveal how to get positioned early, lock in profits, and access their top altcoin picks before the crowd. All attendees receive $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
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%
4/21/2025Wealthspan Partners LLC5,440$381K0.2%-25.6%0.086%
4/18/2025CENTRAL TRUST Co18,636$1.30M0.0%+14.2%0.302%
4/17/2025 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%
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%
2/24/2025Liberty 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%
2/12/2025 Worth Financial Advisory Group LLC57,353$4.31M2.6%+0.5%0.967%
2/11/2025LPL Financial LLC502,635$37.73M0.0%+5.8%8.476%
2/10/2025Leelyn Smith LLC369,254$27.72M4.9%-1.3%6.227%
2/10/2025Creative Financial Designs Inc. ADV2,258$170K0.0%+40.4%0.038%
2/10/2025Altus Wealth Group LLC6,212$466K0.2%N/A0.105%
2/10/2025Commonwealth Equity Services LLC38,156$2.86M0.0%+22.8%0.643%
2/10/2025Avantax 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%
2/7/2025PFG Advisors5,271$396K0.0%+45.9%0.089%
2/7/2025Ashton Thomas Private Wealth LLC9,926$745K0.0%+9.0%0.167%
2/6/2025Raymond James Financial Inc.274,593$20.61M0.0%N/A4.631%
2/4/2025Horizon Advisory Services Inc.5,222$392K0.2%N/A0.088%
2/4/2025Wealthspire Advisors LLC29,753$2.23M0.0%-17.4%0.502%
2/3/2025Private Advisor Group LLC62,233$4.67M0.0%+0.7%1.049%
1/29/2025Gladstone Institutional Advisory LLC9,329$700K0.0%-26.6%0.159%
1/28/2025Kingsview 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%
1/27/2025Stratos Wealth Partners LTD.3,347$251K0.0%-16.1%0.057%
1/24/2025Wealthspan Partners LLC7,311$549K0.3%-33.2%0.124%
1/24/2025Resonant Capital Advisors LLC226,394$17.00M1.2%+3.2%3.850%
1/24/2025CENTRAL 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%
1/15/2025Ameritas Advisory Services LLC12,536$941K0.0%+101.3%0.220%
1/15/2025Arkadios Wealth Advisors7,195$540K0.0%-11.2%0.126%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
1/14/2025 Breakwater Capital Group31,844$2.39M0.5%-4.2%0.559%
1/8/2025International Assets Investment Management LLC2,950$221K0.0%N/A0.053%
12/26/2024JPMorgan Chase & Co.2,141$155K0.0%+432.6%0.040%
11/13/2024Townsquare Capital LLC12,191$885K0.0%N/A0.229%
11/13/2024FMR LLC946$69K0.0%+18.7%0.018%
11/12/2024Kingsview Wealth Management LLC13,865$1.01M0.0%-5.9%0.260%
11/12/2024Leelyn Smith LLC374,282$27.18M4.9%+2.2%7.022%
11/7/2024Thrivent Financial for Lutherans3,627$263K0.0%-82.9%0.068%
11/5/2024Ashton 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%
(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, 75 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 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 69 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. ($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 1,432,916 shares in the last 24 months. This purchase volume represents approximately $104.26M in transactions.

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

Of the 27 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: Advisory Services Network LLC ($28.59K), Wealthspire Advisors LLC ($22.40K), Leelyn Smith LLC ($20.90K), Cambridge Investment Research Advisors Inc. ($18.15K), Thrivent Financial for Lutherans ($17.64K), Norden Group LLC ($14.32K), and Raymond James & Associates ($10.16K).

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

Institutional investors have sold a total of 176,898 shares in the last 24 months. This volume of shares sold represents approximately $12.78M in transactions.



This page (NASDAQ:JSMD) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners