Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free JSML Stock Alerts

Small Cap Growth Alpha ETF (JSML) Institutional Ownership

Small Cap Growth Alpha ETF logo
$90.52 -0.45 (-0.49%)
As of 07/2/2026 03:55 PM Eastern
Compare

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)
$62.48M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$18.71M
Get JSML Insider Trade Alerts

Want to know when executives and insiders are buying or selling Small Cap Growth Alpha ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JSML Institutional Buying and Selling by Quarter

Small Cap Growth Alpha ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC32,092$2.25M0.0%+17.6%0.827%
5/19/2026NewEdge Advisors LLC32,092$2.25M0.0%+17.6%0.827%
5/18/2026Royal Bank of Canada158,740$11.12M0.0%-1.7%4.091%
5/15/2026Quadcap Wealth Management LLC62,432$4.37M0.5%+18.3%1.609%
4/30/2026Kestra Advisory Services LLC14,036$983K0.0%+1,427.3%0.362%
4/30/2026Fidelity D & D Bancorp Inc.48,738$3.41M1.4%+16.5%1.256%
4/29/2026Unified Investment Management6,228$436K0.4%+6.9%0.161%
4/27/2026Private Advisor Group LLC120,283$8.42M0.0%+9.0%3.100%
4/24/2026Key Financial Inc6,508$456K0.1%+39.7%0.168%
4/23/2026Apollon Financial LLC6,090$426K0.1%N/A0.157%
4/21/2026HF Advisory Group LLC11,146$781K0.3%-3.9%0.287%
4/21/2026Triangle Securities Wealth Management84,456$5.91M1.3%+7.8%2.177%
4/21/2026Silver Oak Securities Incorporated12,729$891K0.1%+24.1%0.328%
2/18/2026Mercer Global Advisors Inc. ADV3,599$265K0.0%N/A0.093%
2/18/2026NewEdge Advisors LLC27,280$2.01M0.0%N/A0.703%
2/18/2026Align Financial LLC10,373$76K0.0%N/A0.267%
2/17/2026Osaic Holdings Inc.31,905$2.35M0.0%-1.7%0.822%
2/17/2026Private Advisor Group LLC110,307$8.12M0.0%+8.5%2.843%
2/17/2026Royal Bank of Canada161,527$11.88M0.0%+4.0%4.163%
2/16/2026Blue Jean Financial LLC9,524$701K0.6%N/A0.245%
2/13/2026Kestra Advisory Services LLC919$68K0.0%N/A0.024%
2/13/2026CreativeOne Wealth LLC9,477$697K0.0%+40.3%0.244%
2/13/2026Greenline Wealth Management LLC6,267$461K0.5%N/A0.162%
2/12/2026Commonwealth Equity Services LLC156,464$11.51M0.0%+14.0%4.033%
2/12/2026Steward Partners Investment Advisory LLC6,677$491K0.0%N/A0.172%
2/12/2026Principal Securities Inc.8,837$650K0.0%+3.6%0.228%
2/12/2026Great Valley Advisor Group Inc.144,269$10.61M0.2%-0.2%3.718%
2/11/2026LPL Financial LLC380,551$28.00M0.0%+49.9%9.808%
2/9/2026Studio Investment Management LLC3,559$262K0.0%+11.7%0.092%
2/9/2026Horizon Family Wealth Inc.45,274$3.33M1.8%N/A1.167%
2/9/2026Fidelity D & D Bancorp Inc.41,838$3.08M1.3%+50.1%1.078%
2/6/2026IFP Advisors Inc8,321$612K0.0%+104.3%0.214%
2/6/2026Creative Financial Designs Inc. ADV450$33K0.0%-30.8%0.012%
2/4/2026Stonebridge Financial Group LLC MO3,020$222K0.2%N/A0.078%
2/4/2026Win Advisors Inc.4,305$317K0.1%-69.7%0.111%
1/29/2026Quadcap Wealth Management LLC52,765$3.88M0.4%+7.4%1.360%
1/29/2026UBS Group AG101,083$7.44M0.0%+176.3%2.605%
1/27/2026Purus Wealth Management LLC60,394$4.44M1.4%-2.8%1.761%
1/27/2026Earned Wealth Advisors LLC8,161$600K0.0%N/A0.238%
1/26/2026Merit Financial Group LLC28,988$2.13M0.0%N/A0.845%
SpaceX IPO hides a much bigger story (Ad)

The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists. Position yourself before this company potentially hits the front page.tc pixel

Click here to see the details before the crowd catches on
1/26/2026Independent Wealth Network Inc.13,647$1.00M0.3%+1.3%0.398%
1/26/2026CWM LLC138,600$10.20M0.0%-20.8%4.041%
1/23/2026Farther Finance Advisors LLC67,818$4.99M0.1%+18.9%1.921%
1/23/2026Fifth Third Securities Inc.9,788$720K0.0%+11.4%0.277%
1/22/2026Brookwood Investment Group LLC21,400$1.57M0.2%N/A0.606%
1/22/2026Systelligence LLC69,883$5.14M1.0%N/A1.980%
1/21/2026Capital Advisors Ltd. LLC3,864$284K0.0%+3.6%0.109%
1/21/2026Main Line Retirement Advisors LLC4,250$313K0.1%N/A0.120%
1/20/2026Sovran Advisors LLC17,744$1.38M0.1%-19.5%0.503%
1/20/2026Main Line Retirement Advisors LLC4,250$313K0.2%N/A0.120%
1/16/2026HF Advisory Group LLC32,853$2.42M0.1%+180.8%0.931%
1/15/2026Silver Oak Securities Incorporated10,260$762K0.1%+7.1%0.291%
1/14/2026Redhawk Wealth Advisors Inc.25,587$1.88M0.2%-5.9%0.731%
1/14/2026Wealthcare Advisory Partners LLC32,672$2.40M0.0%N/A0.933%
1/13/2026Triangle Securities Wealth Management78,361$5.77M1.2%+14.2%2.239%
1/13/2026Guerra Pan Advisors LLC17,676$1.30M0.8%-0.9%0.505%
1/8/2026Wealth Enhancement Advisory Services LLC22,995$1.75M0.0%-1.6%0.657%
1/7/2026Orgel Wealth Management LLC31,869$2.34M0.1%-24.3%0.911%
1/1/2026JPMorgan Chase & Co.1,401$105K0.0%N/A0.042%
12/23/2025Triumph Capital Management900$67K0.0%N/A0.027%
11/18/2025Advisory Services Network LLC2,700$202K0.0%N/A0.081%
11/17/2025Triumph Capital Management900$67K0.0%N/A0.027%
11/17/2025Susquehanna International Group LLP9,418$704K0.0%-53.4%0.283%
11/17/2025Quadcap Wealth Management LLC49,117$3.67M0.4%+5.4%1.475%
11/17/2025Bank of America Corp DE13,530$1.01M0.0%-3.6%0.406%
11/14/2025Raymond James Financial Inc.154,979$11.59M0.0%-14.7%4.654%
11/13/2025UBS Group AG36,579$2.74M0.0%+83.7%1.098%
11/13/2025Private Advisor Group LLC101,672$7.60M0.0%+22.6%3.053%
11/13/2025CreativeOne Wealth LLC6,756$505K0.0%N/A0.203%
11/12/2025Smith Moore & CO.5,417$405K0.0%+12.8%0.163%
11/7/2025Studio Investment Management LLC3,185$238K0.0%N/A0.096%
11/7/2025JPMorgan Chase & Co.1,401$105K0.0%N/A0.042%
11/6/2025Caprock Group LLC3,072$223K0.0%N/A0.092%
11/5/2025Envestnet Asset Management Inc.12,025$899K0.0%-12.4%0.361%
11/4/2025Win Advisors Inc.14,188$1.06M0.5%+131.4%0.426%
11/3/2025Belpointe Asset Management LLC14,072$1.05M0.0%N/A0.423%
10/31/2025Sovran Advisors LLC22,055$1.64M0.1%-22.6%0.662%
10/29/2025Wealth Enhancement Advisory Services LLC23,359$1.72M0.0%-5.7%0.708%
10/27/2025Unified Investment Management5,767$431K0.4%-7.6%0.176%
10/24/2025Purus Wealth Management LLC62,107$4.64M1.5%-1.2%1.894%
10/22/2025Gladstone Institutional Advisory LLC15,019$1.12M0.0%N/A0.458%
10/22/2025Commonwealth Equity Services LLC137,236$10.26M0.0%+0.3%4.316%
10/21/2025Silver Oak Securities Incorporated9,579$716K0.1%+8.6%0.301%
10/16/2025Willner & Heller LLC14,275$1.07M0.8%+2.5%0.453%
10/15/2025CWM LLC175,024$13.09M0.0%-9.4%5.592%
10/15/2025Independent Wealth Network Inc.13,478$1.01M0.3%+22.0%0.431%
10/15/2025Triangle Securities Wealth Management68,627$5.13M1.2%+1.5%2.193%
10/14/2025Farther Finance Advisors LLC57,022$4.26M0.1%+784.2%1.822%
10/10/2025Fifth Third Securities Inc.8,784$657K0.0%N/A0.281%
10/9/2025Redhawk Wealth Advisors Inc.27,182$2.03M0.2%-1.8%0.868%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
10/8/2025KWB Wealth8,332$623K0.1%+34.1%0.266%
10/6/2025Orgel Wealth Management LLC42,115$3.15M0.1%-5.0%1.359%
10/6/2025HF Advisory Group LLC11,698$875K0.3%+11.3%0.377%
10/3/2025Dominguez Wealth Management Solutions Inc.7,510$562K0.4%-1.8%0.280%
9/4/2025Osaic Holdings Inc.33,360$2.25M0.0%-51.5%1.245%
8/18/2025Geneos Wealth Management Inc.668$45K0.0%+328.2%0.025%
8/15/2025Fidelity D & D Bancorp Inc.25,067$1.69M1.0%+27.2%0.935%
8/15/2025IHT Wealth Management LLC3,669$247K0.0%N/A0.137%
8/15/2025Great Valley Advisor Group Inc.141,419$9.54M0.2%-3.4%5.277%
8/15/2025Bank of America Corp DE14,028$946K0.0%-38.7%0.523%


JSML Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of Small Cap Growth Alpha ETF. The most heavily invested institutionals were LPL Financial LLC ($28.00M), Raymond James Financial Inc. ($11.59M), Commonwealth Equity Services LLC ($11.51M), Whipplewood Advisors LLC ($11.32M), Royal Bank of Canada ($11.12M), Great Valley Advisor Group Inc. ($10.61M), and CWM LLC ($10.20M).Learn more on Small Cap Growth Alpha ETF's institutional investors.

Of the 78 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: LPL Financial LLC ($212.42K), Whipplewood Advisors LLC ($186.06K), Raymond James Financial Inc. ($183.11K), CWM LLC ($137.73K), Orgel Wealth Management LLC ($124.13K), UBS Group AG ($81.17K), and Triangle Securities Wealth Management ($71.93K).

Institutional investors have bought a total of 853,830 shares in the last 24 months. This purchase volume represents approximately $62.48M in transactions.

Of the 24 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: CWM LLC ($54.54K), Orgel Wealth Management LLC ($47.35K), Osaic Holdings Inc. ($35.95K), Raymond James Financial Inc. ($28.13K), Sovran Advisors LLC ($24.44K), Susquehanna International Group LLP ($10.81K), and Win Advisors Inc. ($9.88K).

Institutional investors have sold a total of 263,797 shares in the last 24 months. This volume of shares sold represents approximately $18.71M in transactions.


Related Companies

This page (NASDAQ:JSML) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel