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

Small/Mid Cap Growth Alpha ETF logo
$90.07 -0.12 (-0.13%)
Closing price 03:59 PM Eastern
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$90.08 +0.01 (+0.01%)
As of 07:30 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)
80
Total
Institutional Inflows
(last 12 months)
$158.88M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$40.24M
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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
10/9/2026Breakwater Capital Group34,842$3.11M0.4%+2.5%0.304%
10/9/2026Stonebridge Wealth Management LLC17,095$1.53M1.4%+13.1%0.149%
10/8/2026Titleist Asset Management LLC2,642$236K0.0%N/A0.023%
10/7/2026Investors Research Corp6,856$612K0.1%-12.4%0.060%
9/23/2026Envestnet Asset Management Inc.260,789$26.40M0.0%-6.5%2.258%
9/9/2026Integrated Wealth Concepts LLC505$51K0.0%N/A0.004%
9/9/2026NewEdge Advisors LLC162,525$16.45M0.0%+253.8%1.432%
9/9/2026IFP Advisors Inc14,303$1.45M0.0%+7.5%0.126%
9/2/2026Citadel Advisors LLC13,327$1.35M0.0%-57.0%0.117%
8/23/2026Ameritas Advisory Services LLC23,964$2.43M0.0%N/A0.211%
8/23/2026Kintra Wealth LLC40,666$3.96M0.2%-39.5%0.358%
8/23/2026Unique Wealth LLC20,953$2.12M0.2%+15.5%0.185%
8/22/2026Concurrent Investment Advisors LLC4,902$496K0.0%N/A0.043%
7/10/2026Rise Advisors LLC257,207$26.04M7.3%+34.1%2.301%
7/10/2026Redhawk Wealth Advisors Inc.1,996$202K0.0%-21.5%0.018%
7/9/2026Allied Private Wealth LLC22,193$2.15M1.4%N/A0.199%
7/9/2026Breakwater Capital Group33,997$3.44M0.4%-5.0%0.305%
7/9/2026Flaharty Asset Management LLC7,272$715K1.0%-91.4%0.065%
6/18/2026Western Wealth Management LLC15,587$1.24M0.0%N/A0.147%
6/18/2026Southern Financial Group LLC439,275$34.86M9.7%+1.6%4.132%
6/3/2026NewEdge Advisors LLC45,935$3.65M0.0%+886.2%0.432%
5/19/2026Western Wealth Management LLC15,587$1.24M0.0%N/A0.147%
5/19/2026Bank of America Corp DE641,429$50.90M0.0%-0.7%6.034%
5/19/2026Arkadios Wealth Advisors6,382$506K0.0%-5.9%0.060%
5/18/2026Royal Bank of Canada447,934$35.54M0.0%+33.0%4.214%
5/13/2026Cetera Investment Advisers48,050$3.81M0.0%+3.2%0.452%
5/7/2026Pacific Wealth Strategies Group Inc.3,456$274K0.2%N/A0.033%
5/5/2026D.A. Davidson & CO.81,889$6.50M0.0%+104.3%0.770%
5/5/2026Sanctuary Advisors LLC6,001$476K0.0%+2.1%0.056%
5/5/2026Sigma Planning Corp3,695$293K0.0%-5.6%0.035%
5/1/2026Fifth Third Bancorp9,491$753K0.0%N/A0.089%
4/30/2026Kestra Advisory Services LLC23,942$1.90M0.0%-7.6%0.225%
4/29/2026Resonant Capital Advisors LLC253,148$20.11M1.1%+4.8%2.416%
4/27/2026Altus Wealth Group LLC9,359$743K0.3%+10.8%0.089%
4/27/2026Leelyn Smith LLC370,443$29.40M4.1%+2.5%3.535%
4/27/2026Private Advisor Group LLC82,424$6.54M0.0%+7.1%0.786%
4/23/2026Three Magnolias Financial Advisors LLC59,993$4.76M3.0%+5.1%0.572%
4/23/2026Horizon Advisory Services Inc.7,864$624K0.3%+12.1%0.075%
4/22/2026Janney Montgomery Scott LLC83,830$6.65M0.0%+18.5%0.800%
4/21/2026Unique Wealth LLC18,141$1.44M0.2%+457.3%0.173%
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4/21/2026Silver Oak Securities Incorporated12,574$998K0.1%+26.6%0.120%
4/20/2026Kestra Private Wealth Services LLC12,242$971K0.0%+58.7%0.117%
4/20/2026Breakwater Capital Group35,770$2.84M0.4%+3.3%0.341%
4/18/2026CENTRAL TRUST Co11,717$930K0.0%-51.1%0.113%
4/17/2026Harbour Wealth Management Group Inc.49,759$3.95M3.0%N/A0.478%
2/18/2026IHT Wealth Management LLC11,111$906K0.0%-1.3%0.114%
2/17/2026Cetera Investment Advisers46,577$3.80M0.0%+2.6%0.478%
2/17/2026Mars Jewett Financial Group Inc.380,103$32.92M9.8%N/A3.898%
2/17/2026Osaic Holdings Inc.100,293$8.18M0.0%+53.8%1.029%
2/17/2026Advisory Services Network LLC6,669$544K0.0%-80.5%0.068%
2/17/2026Private Advisor Group LLC76,933$6.28M0.0%-4.2%0.789%
2/17/2026Clark 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%
2/17/2026Royal Bank of Canada336,738$27.46M0.0%+12.2%3.454%
2/16/2026MML Investors Services LLC4,757$388K0.0%+29.5%0.049%
2/16/2026Mariner LLC68,333$5.57M0.0%+2.7%0.701%
2/16/2026Blue Jean Financial LLC17,621$1.44M1.2%N/A0.181%
2/13/2026Kestra Advisory Services LLC25,902$2.11M0.0%+4.4%0.266%
2/13/2026Altus Wealth Group LLC8,450$689K0.3%+1.7%0.087%
2/13/2026Stifel Financial Corp196,346$16.01M0.0%+3.8%2.014%
2/13/2026Balanced Rock Investment Advisors LLC7,534$614K0.4%+16.0%0.077%
2/13/2026Wealthspire Advisors LLC24,720$2.02M0.0%-2.5%0.254%
2/12/2026Jane Street Group LLC20,342$1.66M0.0%+29.8%0.209%
2/12/2026Burke & Herbert Bank & Trust Co.5,659$462K0.1%+85.0%0.058%
2/12/2026Commonwealth Equity Services LLC63,299$5.16M0.0%+15.4%0.649%
2/12/2026Principal Securities Inc.22,239$1.81M0.0%+9.2%0.228%
2/11/2026Janney Montgomery Scott LLC70,728$5.77M0.0%+15.2%0.725%
2/11/2026Rise Advisors LLC183,473$14.96M5.3%+9.6%1.882%
2/11/2026LPL Financial LLC776,705$63.35M0.0%+4.4%7.966%
2/10/2026Peapack Gladstone Financial Corp47,806$3.90M0.0%+52.1%0.490%
2/10/2026Northwestern Mutual Wealth Management Co.27,148$2.21M0.0%-2.7%0.278%
2/10/2026IFG Advisory LLC2,471$202K0.0%-24.1%0.025%
2/9/2026Kingsview Wealth Management LLC14,750$1.20M0.0%+1.4%0.151%
2/9/2026Harbour Investments Inc.672$55K0.0%-70.0%0.007%
2/6/2026Global Retirement Partners LLC1,150$94K0.0%+27.8%0.012%
2/6/2026Flaharty Asset Management LLC82,890$6.76M0.8%N/A0.850%
2/6/2026Creative Financial Designs Inc. ADV1,943$159K0.0%-13.4%0.020%
2/6/2026HighTower Advisors LLC9,892$807K0.0%+4.0%0.101%
2/5/2026Thrivent Financial for Lutherans201,148$16.41M0.0%+8.9%2.067%
2/3/2026NewEdge Wealth LLC13,284$1.08M0.0%-1.4%0.137%
2/3/2026International Assets Investment Management LLC2,250$184K0.0%N/A0.023%
2/3/2026MGO One Seven LLC11,403$930K0.0%+8.7%0.117%
2/3/2026AssuredPartners Investment Advisors LLC21,631$1.76M0.3%+492.1%0.222%
2/2/2026Allegheny Financial Group7,022$573K0.1%N/A0.072%
2/2/2026Mcdonald Partners LLC10,028$818K0.3%N/A0.103%
2/2/2026CENTRAL TRUST Co23,947$1.95M0.0%+12.3%0.246%
1/30/2026Sigma Planning Corp3,913$319K0.0%N/A0.040%
1/29/2026Comerica Bank7,497$611K0.0%-24.2%0.077%
1/29/2026Ashton Thomas Private Wealth LLC11,174$911K0.0%+4.7%0.115%
1/29/2026D.A. Davidson & CO.40,079$3.27M0.0%+304.6%0.412%
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1/29/2026Kestra Private Wealth Services LLC7,714$629K0.0%N/A0.079%
1/29/2026Horizon Advisory Services Inc.7,014$572K0.3%+9.3%0.072%
1/29/2026UBS Group AG64,818$5.29M0.0%+4.3%0.666%
1/29/2026Golden State Equity Partners4,534$370K0.1%N/A0.047%
1/29/2026Resonant Capital Advisors LLC241,490$19.70M1.1%+2.9%2.482%
1/28/2026Leelyn Smith LLC361,445$29.48M4.3%+0.6%3.715%
1/27/2026PFG Advisors10,246$836K0.0%+51.8%0.105%
1/26/2026Private Trust Co. NA589$48K0.0%-29.7%0.006%
1/26/2026Pursuit Wealth Management LLC15,928$1.30M1.1%N/A0.164%
1/23/2026Farther Finance Advisors LLC2,813$229K0.0%-5.9%0.029%


JSMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 113 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 Envestnet Asset Management Inc. ($26.40M).Learn more on Small/Mid Cap Growth Alpha ETF's institutional investors.

Of the 102 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 1,890,828 shares in the last 24 months. This purchase volume represents approximately $158.88M in transactions.

Of the 33 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), Envestnet Asset Management Inc. ($18.17K), and Citadel Advisors LLC ($17.67K).

Institutional investors have sold a total of 453,334 shares in the last 24 months. This volume of shares sold represents approximately $40.24M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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