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

Small/Mid Cap Growth Alpha ETF logo
$79.24 +0.95 (+1.21%)
As of 07/3/2025 03:13 PM Eastern
This is a fair market value 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)
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
5/20/2025Blue 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%
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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%
2/12/2025Worth 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%
2/10/2025Farther 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%
1/27/2025Silver 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%
1/17/2025Janney Montgomery Scott LLC50,414$3.79M0.0%+4.0%0.884%
1/16/2025McCarthy & 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%
1/14/2025Breakwater 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%
10/29/2024Janney Montgomery Scott LLC48,479$3.52M0.0%+0.8%0.910%
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10/28/2024Gladstone Institutional Advisory LLC12,709$923K0.0%+17.8%0.238%
10/28/2024Creative Financial Designs Inc. ADV1,608$117K0.0%+10.4%0.030%
10/25/2024Worth Financial Advisory Group LLC57,049$4.14M2.4%+6.5%1.080%
10/24/2024Wealth Enhancement Advisory Services LLC42,849$3.11M0.0%N/A0.812%
10/24/2024Arkadios Wealth Advisors8,099$588K0.0%N/A0.153%
10/23/2024Silver Oak Securities Incorporated8,914$645K0.1%+37.5%0.169%
10/23/2024CENTRAL TRUST Co13,667$992K0.0%+9.7%0.259%
10/22/2024Private Advisor Group LLC61,811$4.49M0.0%-0.9%1.171%
10/18/2024Resonant 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 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 66 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 1,397,379 shares in the last 24 months. This purchase volume represents approximately $101.50M in transactions.

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

Of the 25 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), Raymond James & Associates ($10.16K), and Townsquare Capital LLC ($6.46K).

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

Institutional investors have sold a total of 154,653 shares in the last 24 months. This volume of shares sold represents approximately $11.05M in transactions.



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