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Small Cap Growth Alpha ETF (JSML) Institutional Ownership

Small Cap Growth Alpha ETF logo
$68.72 +1.04 (+1.53%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Small Cap Growth Alpha ETF (NASDAQ:JSML)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$73.89M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$97.70M
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JSML Institutional Buying and Selling by Quarter

Small 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
5/21/2025Main Line Retirement Advisors LLC4,624$281K0.2%-23.2%0.166%
5/15/2025Royal Bank of Canada45,636$2.78M0.0%-35.7%1.642%
5/14/2025Quadcap Wealth Management LLC35,679$2.17M0.3%N/A1.283%
5/14/2025Purus Wealth Management LLC63,339$3.86M1.6%-1.4%2.278%
5/13/2025Raymond James Financial Inc.183,110$11.14M0.0%+1.0%6.587%
5/9/2025Atria Wealth Solutions Inc.4,626$283K0.0%N/A0.166%
5/8/2025Harbour Investments Inc.1,850$113K0.0%N/A0.067%
5/7/2025LPL Financial LLC199,115$12.12M0.0%+36.7%7.162%
5/6/2025Avantax Advisory Services Inc.18,860$1.15M0.0%-12.1%0.678%
5/6/2025BlueChip Wealth Advisors LLC4,372$266K0.1%N/A0.157%
5/5/2025IFP Advisors Inc9,412$573K0.0%-11.9%0.339%
5/5/2025Willner & Heller LLC13,561$825K0.8%+19.6%0.488%
5/5/2025Private Advisor Group LLC73,096$4.45M0.0%+7.5%2.629%
5/2/2025Independent Wealth Network Inc.10,384$632K0.3%+5.6%0.364%
5/2/2025Napatree Capital LLC4,035$246K0.1%N/A0.142%
5/2/2025Sigma Planning Corp7,000$426K0.0%N/A0.246%
5/1/2025CWM LLC189,342$11.52M0.0%+158.0%6.644%
5/1/2025Fidelity D & D Bancorp Inc.19,710$1.20M0.8%+10.2%0.692%
4/30/2025Axxcess Wealth Management LLC5,089$310K0.0%-86.7%0.179%
4/30/2025Principal Securities Inc.6,729$441K0.0%+70.7%0.236%
4/29/2025Envestnet Asset Management Inc.20,790$1.27M0.0%-1.8%0.729%
4/29/2025Silver Oak Securities Incorporated5,360$319K0.0%-4.1%0.188%
4/28/2025Guerra Pan Advisors LLC20,012$1.22M1.0%-0.9%0.702%
4/25/2025Unified Investment Management6,203$377K0.4%-3.0%0.218%
4/25/2025Valley National Advisers Inc.585$35K0.0%-70.3%0.021%
4/25/2025Sovran Advisors LLC42,187$2.40M0.3%+36.2%1.480%
4/25/2025Colonial River Investments LLC5,237$319K0.2%-86.4%0.184%
4/23/2025Golden State Wealth Management LLC7,552$460K0.0%+100.0%0.265%
4/23/2025Win Advisors Inc.10,683$650K0.3%+7.6%0.375%
4/22/2025Cambridge Investment Research Advisors Inc.121,990$7.42M0.0%+23.5%4.280%
4/16/2025IAG Wealth Partners LLC9,205$560K0.1%-12.9%0.329%
4/16/2025Wealth Enhancement Advisory Services LLC30,577$1.86M0.0%-4.4%1.092%
4/15/2025Focus Financial Network Inc.5,727$349K0.0%-49.8%0.205%
4/15/2025Orgel Wealth Management LLC79,217$4.82M0.1%-93.8%2.829%
4/14/2025Farther Finance Advisors LLC1,987$121K0.0%N/A0.071%
4/10/2025KWB Wealth6,244$409K0.0%-5.9%0.223%
4/10/2025Triangle Securities Wealth Management70,446$4.29M1.1%+261.1%2.516%
4/10/2025Whipplewood Advisors LLC186,060$11.32M3.5%+49,516.0%6.645%
3/17/2025Wealth Enhancement Advisory Services LLC31,981$2.10M0.0%+0.9%0.794%
2/27/2025Fidelity D & D Bancorp Inc.17,889$1.17M0.8%N/A0.444%
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2/24/2025Great Valley Advisor Group Inc.133,843$8.77M0.2%-0.2%3.321%
2/21/2025Fidelity D & D Bancorp Inc.17,889$1.17M0.9%N/A0.444%
2/17/2025Janus Henderson Group PLC90,294$5.92M0.0%-2.3%2.241%
2/17/2025Cetera Investment Advisers8,236$540K0.0%-9.7%0.204%
2/17/2025Bank of America Corp DE23,477$1.54M0.0%+74.1%0.583%
2/17/2025Ameriprise Financial Inc.19,608$1.29M0.0%+1.2%0.487%
2/13/2025NewEdge Advisors LLC3,382$222K0.0%N/A0.084%
2/13/2025Envestnet Asset Management Inc.21,173$1.39M0.0%+0.9%0.525%
2/13/2025Smith Moore & CO.4,255$279K0.0%N/A0.106%
2/11/2025LPL Financial LLC145,612$9.55M0.0%+28.4%3.613%
2/10/2025Axxcess Wealth Management LLC38,378$2.52M0.1%+5.4%0.952%
2/10/2025Creative Financial Designs Inc. ADV625$41K0.0%+412.3%0.016%
2/10/2025Commonwealth Equity Services LLC127,012$8.33M0.0%+17.5%3.152%
2/10/2025IAG Wealth Partners LLC10,573$693K0.1%-3.2%0.262%
2/10/2025Avantax Advisory Services Inc.21,457$1.41M0.0%+18.3%0.532%
2/6/2025Raymond James Financial Inc.181,319$11.89M0.0%N/A4.499%
2/6/2025Unified Investment Management6,397$419K0.5%N/A0.159%
2/5/2025Whipplewood Advisors LLC375$25K0.0%N/A0.009%
2/4/2025IFP Advisors Inc10,678$700K0.0%-18.9%0.265%
2/4/2025Colonial River Investments LLC38,648$2.53M1.2%+5.5%0.959%
2/3/2025Private Advisor Group LLC67,968$4.46M0.0%+5.7%1.687%
1/30/2025Principal Securities Inc.3,941$258K0.0%+18.3%0.098%
1/29/2025Sovran Advisors LLC30,981$2.05M0.3%N/A0.775%
1/29/2025Focus Financial Network Inc.11,403$747K0.0%N/A0.285%
1/28/2025Golden State Wealth Management LLC3,776$248K0.0%N/A0.094%
1/27/2025Silver Oak Securities Incorporated5,591$367K0.0%-23.1%0.140%
1/27/2025Win Advisors Inc.9,926$651K0.3%+39.5%0.248%
1/24/2025Valley National Advisers Inc.1,969$129K0.0%+110.6%0.049%
1/23/2025Caprock Group LLC26,144$1.71M0.1%-1.4%0.654%
1/22/2025Main Line Retirement Advisors LLC6,024$395K0.3%N/A0.151%
1/21/2025Guerra Pan Advisors LLC20,199$1.32M1.0%+29.3%0.508%
1/21/2025Geneos Wealth Management Inc.443$29K0.0%N/A0.011%
1/17/2025Independent Wealth Network Inc.9,829$644K0.3%N/A0.250%
1/16/2025Purus Wealth Management LLC64,218$4.21M1.7%+1.0%1.634%
1/16/2025Willner & Heller LLC11,334$743K0.7%+12.0%0.288%
1/15/2025HF Advisory Group LLC9,470$621K0.3%+4.8%0.241%
1/15/2025Orgel Wealth Management LLC1,277,751$83.76M2.2%+2.0%32.513%
1/15/2025Triangle Securities Wealth Management19,509$1.28M0.3%+15.8%0.496%
1/15/2025Dominguez Wealth Management Solutions Inc.7,835$514K0.4%-2.8%0.199%
1/15/2025Wealthcare Advisory Partners LLC3,812$250K0.0%+7.2%0.097%
11/15/2024MML Investors Services LLC10,166$665K0.0%+3.3%0.279%
11/15/2024Janus Henderson Group PLC92,457$6.05M0.0%-1.7%2.533%
11/12/2024Great Valley Advisor Group Inc.134,083$8.77M0.2%+0.9%3.674%
11/4/2024Colonial River Investments LLC36,623$2.40M1.2%+3.9%1.003%
11/4/2024Axxcess Wealth Management LLC36,400$2.38M0.1%+3.5%0.997%
10/30/2024HF Advisory Group LLC9,033$591K0.3%+23.5%0.247%
10/24/2024Valley National Advisers Inc.935$61K0.0%+1,384.1%0.026%
10/24/2024Wealth Enhancement Advisory Services LLC31,706$2.07M0.0%N/A0.869%
10/23/2024Silver Oak Securities Incorporated7,266$473K0.0%+70.9%0.199%
10/22/2024Private Advisor Group LLC64,292$4.21M0.0%+11.3%1.761%
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10/17/2024Orgel Wealth Management LLC1,253,135$81.96M2.1%-17.3%34.332%
10/11/2024Redhawk Wealth Advisors Inc.28,203$1.84M0.3%-5.0%0.773%
10/10/2024Willner & Heller LLC10,118$662K0.6%+10.8%0.277%
10/8/2024CWM LLC62,377$4.08M0.0%+19.4%1.709%
10/7/2024KWB Wealth6,692$438K0.1%+2.5%0.183%
9/5/2024Sanctuary Advisors LLC4,200$243K0.0%N/A0.112%
8/12/2024Mercer Global Advisors Inc. ADV8,340$493K0.0%-14.6%0.222%
8/12/2024Purus Wealth Management LLC64,228$3.79M1.7%-0.8%1.713%
8/10/2024Axxcess Wealth Management LLC35,171$2.08M0.1%N/A0.938%
8/6/2024Caprock Group LLC26,507$1.57M0.1%N/A0.707%
(Data available from 1/1/2016 forward)

JSML Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JSML shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Small Cap Growth Alpha ETF. The most heavily invested institutionals were LPL Financial LLC ($12.12M), CWM LLC ($11.52M), Whipplewood Advisors LLC ($11.32M), Raymond James Financial Inc. ($11.14M), Raymond James Financial Services Advisors Inc. ($8.89M), Great Valley Advisor Group Inc. ($8.77M), and Commonwealth Equity Services LLC ($8.33M).Learn more on Small Cap Growth Alpha ETF's institutional investors.

Which institutional investors have been buying Small Cap Growth Alpha ETF's stock?

Of the 64 institutional investors that purchased Small Cap Growth Alpha ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($1.54M), Whipplewood Advisors LLC ($186.06K), Raymond James Financial Inc. ($183.11K), CWM LLC ($170.11K), LPL Financial LLC ($159.10K), Raymond James Financial Services Advisors Inc. ($147.05K), and Private Advisor Group LLC ($73.10K).

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

Institutional investors have bought a total of 1,184,357 shares in the last 24 months. This purchase volume represents approximately $73.89M in transactions.

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

Of the 25 institutional investors that sold Small Cap Growth Alpha ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orgel Wealth Management LLC ($1.46M), Colonial River Investments LLC ($33.41K), Axxcess Wealth Management LLC ($33.29K), Royal Bank of Canada ($25.34K), Focus Financial Network Inc. ($5.68K), Janus Henderson Group PLC ($3.81K), and IFP Advisors Inc ($3.76K).

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

Institutional investors have sold a total of 1,584,945 shares in the last 24 months. This volume of shares sold represents approximately $97.70M in transactions.


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This page (NASDAQ:JSML) was last updated on 7/4/2025 by MarketBeat.com Staff
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