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Small Cap Growth Alpha ETF (JSML) Institutional Ownership

Small Cap Growth Alpha ETF logo
$68.72 +0.63 (+0.93%)
Closing price 03:59 PM Eastern
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$68.72 +0.00 (+0.01%)
As of 04:10 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)
49
Total
Institutional Inflows
(last 12 months)
$67.44M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$101.78M
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Skip Chart & View Institutional Buying and Selling Data

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
7/28/2025 Harbour Investments Inc.809$55K0.0%-56.3%0.030%
7/25/2025 CWM LLC193,140$13.03M0.0%+2.0%7.153%
7/24/2025 IFP Advisors Inc6,272$423K0.0%-33.4%0.232%
7/22/2025 Willner & Heller LLC13,932$940K0.8%+2.7%0.510%
7/16/2025 Independent Wealth Network Inc.11,050$745K0.3%+6.4%0.405%
7/11/2025 Farther Finance Advisors LLC6,449$435K0.0%+224.6%0.236%
7/11/2025 Silver Oak Securities Incorporated8,821$595K0.0%+64.6%0.323%
7/10/2025 Triangle Securities Wealth Management67,601$4.56M1.1%-4.0%2.476%
7/10/2025 Orgel Wealth Management LLC44,334$2.99M0.1%-44.0%1.624%
7/10/2025 HF Advisory Group LLC10,509$709K0.3%+9.5%0.385%
7/10/2025 Redhawk Wealth Advisors Inc.27,689$1.87M0.2%-1.3%1.014%
7/10/2025 Wealth Enhancement Advisory Services LLC24,760$1.70M0.0%-19.0%0.907%
7/10/2025 Sovran Advisors LLC28,479$1.94M0.2%-32.5%1.043%
5/21/2025 Main 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%
5/9/2025 Atria Wealth Solutions Inc.4,626$283K0.0%N/A0.166%
5/8/2025 Harbour 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%
5/5/2025 IFP Advisors Inc9,412$573K0.0%-11.9%0.339%
5/5/2025 Willner & Heller LLC13,561$825K0.8%+19.6%0.488%
5/5/2025Private Advisor Group LLC73,096$4.45M0.0%+7.5%2.629%
5/2/2025 Independent 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%
5/1/2025 CWM 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%
4/30/2025 Axxcess 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%
4/29/2025 Silver Oak Securities Incorporated5,360$319K0.0%-4.1%0.188%
4/28/2025Guerra Pan Advisors LLC20,012$1.22M1.0%-0.9%0.702%
4/25/2025 Unified Investment Management6,203$377K0.4%-3.0%0.218%
4/25/2025 Valley National Advisers Inc.585$35K0.0%-70.3%0.021%
4/25/2025 Sovran Advisors LLC42,187$2.40M0.3%+36.2%1.480%
4/25/2025 Colonial River Investments LLC5,237$319K0.2%-86.4%0.184%
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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%
4/16/2025 Wealth Enhancement Advisory Services LLC30,577$1.86M0.0%-4.4%1.092%
4/15/2025 Focus Financial Network Inc.5,727$349K0.0%-49.8%0.205%
4/15/2025 Orgel Wealth Management LLC79,217$4.82M0.1%-93.8%2.829%
4/14/2025 Farther Finance Advisors LLC1,987$121K0.0%N/A0.071%
4/10/2025 KWB Wealth6,244$409K0.0%-5.9%0.223%
4/10/2025 Triangle 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%
3/17/2025 Wealth 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%
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%
2/10/2025 Axxcess 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%
2/6/2025 Unified Investment Management6,397$419K0.5%N/A0.159%
2/5/2025Whipplewood Advisors LLC375$25K0.0%N/A0.009%
2/4/2025 IFP Advisors Inc10,678$700K0.0%-18.9%0.265%
2/4/2025 Colonial 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%
1/29/2025 Sovran Advisors LLC30,981$2.05M0.3%N/A0.775%
1/29/2025 Focus Financial Network Inc.11,403$747K0.0%N/A0.285%
1/28/2025Golden State Wealth Management LLC3,776$248K0.0%N/A0.094%
1/27/2025 Silver Oak Securities Incorporated5,591$367K0.0%-23.1%0.140%
1/27/2025Win Advisors Inc.9,926$651K0.3%+39.5%0.248%
1/24/2025 Valley National Advisers Inc.1,969$129K0.0%+110.6%0.049%
1/23/2025Caprock Group LLC26,144$1.71M0.1%-1.4%0.654%
1/22/2025 Main 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%
1/17/2025 Independent Wealth Network Inc.9,829$644K0.3%N/A0.250%
1/16/2025Purus Wealth Management LLC64,218$4.21M1.7%+1.0%1.634%
1/16/2025 Willner & Heller LLC11,334$743K0.7%+12.0%0.288%
1/15/2025 HF Advisory Group LLC9,470$621K0.3%+4.8%0.241%
1/15/2025 Orgel Wealth Management LLC1,277,751$83.76M2.2%+2.0%32.513%
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1/15/2025 Triangle Securities Wealth Management19,509$1.28M0.3%+15.8%0.496%
1/15/2025 Dominguez Wealth Management Solutions Inc.7,835$514K0.4%-2.8%0.199%
1/15/2025 Wealthcare 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%
11/4/2024 Colonial River Investments LLC36,623$2.40M1.2%+3.9%1.003%
11/4/2024 Axxcess Wealth Management LLC36,400$2.38M0.1%+3.5%0.997%
10/30/2024 HF Advisory Group LLC9,033$591K0.3%+23.5%0.247%
10/24/2024 Valley National Advisers Inc.935$61K0.0%+1,384.1%0.026%
(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, 69 institutional investors and hedge funds held shares of Small Cap Growth Alpha ETF. The most heavily invested institutionals were CWM LLC ($13.03M), LPL Financial LLC ($12.12M), 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 62 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 ($620.58K), Whipplewood Advisors LLC ($186.06K), Raymond James Financial Inc. ($183.11K), CWM LLC ($173.91K), 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 1,073,220 shares in the last 24 months. This purchase volume represents approximately $67.44M in transactions.

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

Of the 27 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 ($1.50M), Colonial River Investments LLC ($33.41K), Axxcess Wealth Management LLC ($33.29K), Royal Bank of Canada ($25.34K), Sovran Advisors LLC ($13.71K), Wealth Enhancement Advisory Services LLC ($7.22K), and IFP Advisors Inc ($6.90K).

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

Institutional investors have sold a total of 1,645,334 shares in the last 24 months. This volume of shares sold represents approximately $101.78M in transactions.


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This page (NASDAQ:JSML) was last updated on 7/30/2025 by MarketBeat.com Staff
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