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

Small/Mid Cap Growth Alpha ETF logo
$92.78 +0.57 (+0.61%)
As of 02:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$163.99M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$39.90M
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JSMD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC13,327$1.35M0.0%-57.0%0.117%
8/23/2026 Ameritas Advisory Services LLC23,964$2.43M0.0%N/A0.211%
8/23/2026 Kintra Wealth LLC40,666$3.96M0.2%-39.5%0.358%
8/23/2026 Unique Wealth LLC20,953$2.12M0.2%+15.5%0.185%
8/22/2026 Concurrent Investment Advisors LLC4,902$496K0.0%N/A0.043%
7/10/2026 Rise Advisors LLC257,207$26.04M7.3%+34.1%2.301%
7/10/2026 Redhawk Wealth Advisors Inc.1,996$202K0.0%-21.5%0.018%
7/9/2026 Allied Private Wealth LLC22,193$2.15M1.4%N/A0.199%
7/9/2026 Breakwater Capital Group33,997$3.44M0.4%-5.0%0.305%
7/9/2026 Flaharty Asset Management LLC7,272$715K1.0%-91.4%0.065%
6/18/2026 Western Wealth Management LLC15,587$1.24M0.0%N/A0.147%
6/18/2026 Southern Financial Group LLC439,275$34.86M9.7%+1.6%4.132%
6/3/2026 NewEdge Advisors LLC45,935$3.65M0.0%+886.2%0.432%
5/19/2026 Western Wealth Management LLC15,587$1.24M0.0%N/A0.147%
5/19/2026 Bank of America Corp DE641,429$50.90M0.0%-0.7%6.034%
5/19/2026 Arkadios Wealth Advisors6,382$506K0.0%-5.9%0.060%
5/18/2026 Royal Bank of Canada447,934$35.54M0.0%+33.0%4.214%
5/13/2026 Cetera Investment Advisers48,050$3.81M0.0%+3.2%0.452%
5/7/2026 Pacific Wealth Strategies Group Inc.3,456$274K0.2%N/A0.033%
5/5/2026 D.A. Davidson & CO.81,889$6.50M0.0%+104.3%0.770%
5/5/2026 Sanctuary Advisors LLC6,001$476K0.0%+2.1%0.056%
5/5/2026 Sigma Planning Corp3,695$293K0.0%-5.6%0.035%
5/1/2026 Fifth Third Bancorp9,491$753K0.0%N/A0.089%
4/30/2026 Kestra Advisory Services LLC23,942$1.90M0.0%-7.6%0.225%
4/29/2026 Resonant Capital Advisors LLC253,148$20.11M1.1%+4.8%2.416%
4/27/2026 Altus Wealth Group LLC9,359$743K0.3%+10.8%0.089%
4/27/2026 Leelyn Smith LLC370,443$29.40M4.1%+2.5%3.535%
4/27/2026 Private Advisor Group LLC82,424$6.54M0.0%+7.1%0.786%
4/23/2026 Three Magnolias Financial Advisors LLC59,993$4.76M3.0%+5.1%0.572%
4/23/2026 Horizon Advisory Services Inc.7,864$624K0.3%+12.1%0.075%
4/22/2026 Janney Montgomery Scott LLC83,830$6.65M0.0%+18.5%0.800%
4/21/2026 Unique Wealth LLC18,141$1.44M0.2%+457.3%0.173%
4/21/2026 Silver Oak Securities Incorporated12,574$998K0.1%+26.6%0.120%
4/20/2026 Kestra Private Wealth Services LLC12,242$971K0.0%+58.7%0.117%
4/20/2026 Breakwater Capital Group35,770$2.84M0.4%+3.3%0.341%
4/18/2026 CENTRAL TRUST Co11,717$930K0.0%-51.1%0.113%
4/17/2026 Harbour Wealth Management Group Inc.49,759$3.95M3.0%N/A0.478%
2/18/2026 IHT Wealth Management LLC11,111$906K0.0%-1.3%0.114%
2/17/2026 Cetera Investment Advisers46,577$3.80M0.0%+2.6%0.478%
2/17/2026 Mars Jewett Financial Group Inc.380,103$32.92M9.8%N/A3.898%
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2/17/2026 Osaic Holdings Inc.100,293$8.18M0.0%+53.8%1.029%
2/17/2026 Advisory Services Network LLC6,669$544K0.0%-80.5%0.068%
2/17/2026 Private Advisor Group LLC76,933$6.28M0.0%-4.2%0.789%
2/17/2026 Clark Capital Management Group Inc.94,946$7.74M0.0%+6.1%0.974%
2/17/2026 &PARTNERS169,645$13.71M0.1%+83.8%1.740%
2/17/2026 Royal Bank of Canada336,738$27.46M0.0%+12.2%3.454%
2/16/2026 MML Investors Services LLC4,757$388K0.0%+29.5%0.049%
2/16/2026 Mariner LLC68,333$5.57M0.0%+2.7%0.701%
2/16/2026 Blue Jean Financial LLC17,621$1.44M1.2%N/A0.181%
2/13/2026 Kestra Advisory Services LLC25,902$2.11M0.0%+4.4%0.266%
2/13/2026 Altus Wealth Group LLC8,450$689K0.3%+1.7%0.087%
2/13/2026 Stifel Financial Corp196,346$16.01M0.0%+3.8%2.014%
2/13/2026 Balanced Rock Investment Advisors LLC7,534$614K0.4%+16.0%0.077%
2/13/2026 Wealthspire Advisors LLC24,720$2.02M0.0%-2.5%0.254%
2/12/2026 Jane Street Group LLC20,342$1.66M0.0%+29.8%0.209%
2/12/2026 Burke & Herbert Bank & Trust Co.5,659$462K0.1%+85.0%0.058%
2/12/2026 Commonwealth Equity Services LLC63,299$5.16M0.0%+15.4%0.649%
2/12/2026 Principal Securities Inc.22,239$1.81M0.0%+9.2%0.228%
2/11/2026 Janney Montgomery Scott LLC70,728$5.77M0.0%+15.2%0.725%
2/11/2026 Rise Advisors LLC183,473$14.96M5.3%+9.6%1.882%
2/11/2026 LPL Financial LLC776,705$63.35M0.0%+4.4%7.966%
2/10/2026 Peapack Gladstone Financial Corp47,806$3.90M0.0%+52.1%0.490%
2/10/2026 Northwestern Mutual Wealth Management Co.27,148$2.21M0.0%-2.7%0.278%
2/10/2026 IFG Advisory LLC2,471$202K0.0%-24.1%0.025%
2/9/2026 Kingsview Wealth Management LLC14,750$1.20M0.0%+1.4%0.151%
2/9/2026 Harbour Investments Inc.672$55K0.0%-70.0%0.007%
2/6/2026 Global Retirement Partners LLC1,150$94K0.0%+27.8%0.012%
2/6/2026 Flaharty Asset Management LLC82,890$6.76M0.8%N/A0.850%
2/6/2026 Creative Financial Designs Inc. ADV1,943$159K0.0%-13.4%0.020%
2/6/2026 HighTower Advisors LLC9,892$807K0.0%+4.0%0.101%
2/5/2026 Thrivent Financial for Lutherans201,148$16.41M0.0%+8.9%2.067%
2/3/2026 NewEdge Wealth LLC13,284$1.08M0.0%-1.4%0.137%
2/3/2026 International Assets Investment Management LLC2,250$184K0.0%N/A0.023%
2/3/2026 MGO One Seven LLC11,403$930K0.0%+8.7%0.117%
2/3/2026 AssuredPartners Investment Advisors LLC21,631$1.76M0.3%+492.1%0.222%
2/2/2026 Allegheny Financial Group7,022$573K0.1%N/A0.072%
2/2/2026 Mcdonald Partners LLC10,028$818K0.3%N/A0.103%
2/2/2026 CENTRAL TRUST Co23,947$1.95M0.0%+12.3%0.246%
1/30/2026 Sigma Planning Corp3,913$319K0.0%N/A0.040%
1/29/2026Comerica Bank7,497$611K0.0%-24.2%0.077%
1/29/2026 Ashton Thomas Private Wealth LLC11,174$911K0.0%+4.7%0.115%
1/29/2026 D.A. Davidson & CO.40,079$3.27M0.0%+304.6%0.412%
1/29/2026 Kestra Private Wealth Services LLC7,714$629K0.0%N/A0.079%
1/29/2026 Horizon Advisory Services Inc.7,014$572K0.3%+9.3%0.072%
1/29/2026 UBS Group AG64,818$5.29M0.0%+4.3%0.666%
1/29/2026 Golden State Equity Partners4,534$370K0.1%N/A0.047%
1/29/2026 Resonant Capital Advisors LLC241,490$19.70M1.1%+2.9%2.482%
1/28/2026 Leelyn Smith LLC361,445$29.48M4.3%+0.6%3.715%
1/27/2026 PFG Advisors10,246$836K0.0%+51.8%0.105%
1/26/2026 Private Trust Co. NA589$48K0.0%-29.7%0.006%
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1/26/2026Pursuit Wealth Management LLC15,928$1.30M1.1%N/A0.164%
1/23/2026 Farther Finance Advisors LLC2,813$229K0.0%-5.9%0.029%
1/20/2026 Stratos Wealth Partners LTD.10,093$823K0.0%+11.2%0.106%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.12,284$1.00M0.3%+967.2%0.129%
1/20/2026 Three Magnolias Financial Advisors LLC57,063$4.65M2.9%-3.6%0.598%
1/16/2026 Worth Financial Advisory Group LLC61,716$5.03M2.4%+3.0%0.646%
1/16/2026 Trust Co. of Vermont725$59K0.0%N/A0.008%
1/15/2026 Silver Oak Securities Incorporated9,933$822K0.1%+10.9%0.104%
1/14/2026 Nova Wealth Management Inc.12,762$1.04M0.7%+123.4%0.136%
1/14/2026 Redhawk Wealth Advisors Inc.2,543$207K0.0%N/A0.027%


JSMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of Small/Mid Cap Growth Alpha ETF. The most heavily invested institutionals were LPL Financial LLC ($63.35M), Bank of America Corp DE ($50.90M), Royal Bank of Canada ($35.54M), Southern Financial Group LLC ($34.86M), Mars Jewett Financial Group Inc. ($32.92M), Leelyn Smith LLC ($29.40M), and Rise Advisors LLC ($26.04M).Learn more on Small/Mid Cap Growth Alpha ETF's institutional investors.

Of the 99 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), Mars Jewett Financial Group Inc. ($380.10K), Silver Oak Securities Incorporated ($309.54K), Rise Advisors LLC ($248.92K), Envestnet Asset Management Inc. ($225.13K), Thrivent Financial for Lutherans ($201.15K), and Royal Bank of Canada ($165.31K).

Institutional investors have bought a total of 1,979,861 shares in the last 24 months. This purchase volume represents approximately $163.99M in transactions.

Of the 34 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 ($146.08K), Flaharty Asset Management LLC ($77.61K), Raymond James Financial Inc. ($77.22K), Advisory Services Network LLC ($29.94K), Kintra Wealth LLC ($26.57K), Citadel Advisors LLC ($17.67K), and Thurston Springer Miller Herd & Titak Inc. ($15.74K).

Institutional investors have sold a total of 453,084 shares in the last 24 months. This volume of shares sold represents approximately $39.90M in transactions.


Related Companies

Institutional ownership data for NASDAQ:JSMD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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