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

Small/Mid Cap Growth Alpha ETF logo
$82.32 +2.21 (+2.76%)
Closing price 08/22/2025 03:56 PM Eastern
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$82.32 0.00 (0.00%)
As of 08/22/2025 04:10 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)
58
Total
Institutional Inflows
(last 12 months)
$130.00M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$15.79M
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JSMD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Advisory Services Network LLC36,607$2.90M0.0%+9.1%0.513%
8/15/2025 IHT Wealth Management LLC10,343$803K0.0%N/A0.145%
8/15/2025 Balanced Rock Investment Advisors LLC6,264$486K0.4%N/A0.088%
8/15/2025 Bank of America Corp DE816,161$63.38M0.0%-3.9%11.447%
8/15/2025 Ameriprise Financial Inc.140,075$10.88M0.0%+83.0%1.965%
8/14/2025 Jane Street Group LLC11,921$926K0.0%-20.1%0.167%
8/14/2025 Raymond James Financial Inc.296,929$23.06M0.0%+2.2%4.165%
8/14/2025 Peapack Gladstone Financial Corp23,339$1.81M0.0%+682.9%0.327%
8/13/2025 Smith Moore & CO.2,851$221K0.0%N/A0.040%
8/13/2025 Northwestern Mutual Wealth Management Co.29,205$2.27M0.0%+489.4%0.410%
8/11/2025 Wealthspire Advisors LLC25,982$2.02M0.0%-10.8%0.364%
8/8/2025 Kingsview Wealth Management LLC13,747$1.07M0.0%-1.9%0.193%
8/8/2025 Avantax Advisory Services Inc.45,332$3.52M0.0%-12.9%0.636%
8/8/2025 Cetera Investment Advisers33,557$2.61M0.0%+668.6%0.471%
8/7/2025 CENTRAL TRUST Co20,131$1.56M0.0%+8.0%0.282%
8/7/2025 PFG Advisors6,535$507K0.0%-3.2%0.092%
8/4/2025 IFG Advisory LLC3,330$259K0.0%-31.8%0.047%
8/4/2025 Arkadios Wealth Advisors7,035$546K0.0%+3.1%0.099%
8/1/2025 Envestnet Asset Management Inc.125,376$9.74M0.0%+519.7%1.766%
7/31/2025 Resonant Capital Advisors LLC234,772$18.25M1.2%-0.5%3.307%
7/31/2025 Leelyn Smith LLC361,166$28.05M4.6%+2.2%5.087%
7/29/2025 Altus Wealth Group LLC7,634$593K0.3%+5.5%0.108%
7/29/2025 Liberty Square Wealth Partners LLC2,672$207K0.1%N/A0.038%
7/29/2025 Systelligence LLC111,425$8.65M1.6%N/A1.569%
7/29/2025 Stratos Wealth Partners LTD.7,801$606K0.0%+43.7%0.110%
7/29/2025 AssuredPartners Investment Advisors LLC6,810$529K0.1%-72.3%0.096%
7/29/2025 Private Trust Co. NA928$72K0.0%+32.8%0.013%
7/28/2025 Wealthspan Partners LLC4,341$337K0.1%-20.2%0.061%
7/23/2025 Horizon Advisory Services Inc.6,316$490K0.3%+8.3%0.089%
7/21/2025 Ameritas Advisory Services LLC8,804$684K0.0%-31.6%0.125%
7/17/2025 Janney Montgomery Scott LLC54,634$4.24M0.0%+6.6%0.775%
7/17/2025 Independence Bank of Kentucky369$29K0.0%N/A0.005%
7/17/2025 Worth Financial Advisory Group LLC58,644$4.55M2.8%+1.6%0.832%
7/15/2025 McCarthy & Cox67,129$5.21M1.4%+3.5%0.976%
7/15/2025 Norden Group LLC3,798$295K0.0%-79.0%0.055%
7/14/2025 Main Line Retirement Advisors LLC3,520$273K0.2%N/A0.051%
7/14/2025 Park Avenue Securities LLC9,944$772K0.0%N/A0.145%
7/11/2025 Farther Finance Advisors LLC5,166$401K0.0%+8.3%0.075%
7/10/2025 Wealth Enhancement Advisory Services LLC38,140$3.02M0.0%-17.2%0.557%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.16,886$1.31M0.2%+685.8%0.247%
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5/20/2025Blue Rock Wealth Management LLC44,276$3.10M2.6%+2.1%0.686%
5/19/2025 Jane Street Group LLC14,913$1.04M0.0%+19.0%0.231%
5/16/2025 Ashton Thomas Private Wealth LLC11,768$824K0.0%+18.6%0.182%
5/15/2025 Royal Bank of Canada118,522$8.30M0.0%+17.4%1.838%
5/14/2025 Comerica Bank8,116$568K0.0%-2.5%0.126%
5/14/2025 Northwestern Mutual Wealth Management Co.4,955$347K0.0%+54.0%0.077%
5/13/2025 Raymond James Financial Inc.290,665$20.34M0.0%+5.9%4.506%
5/13/2025 HighTower Advisors LLC7,100$497K0.0%N/A0.110%
5/12/2025 Townsquare Capital LLC19,891$1.39M0.0%+247.1%0.308%
5/9/2025 Wealthspire Advisors LLC29,144$2.04M0.0%-2.0%0.452%
5/8/2025 IFG Advisory LLC4,880$342K0.0%-18.7%0.076%
5/8/2025 Arkadios Wealth Advisors6,824$478K0.0%-5.2%0.106%
5/7/2025 Norden Group LLC18,118$1.27M0.1%N/A0.281%
5/7/2025 LPL Financial LLC538,861$37.72M0.0%+7.2%8.354%
5/6/2025 Cetera Investment Advisers4,366$306K0.0%+10.7%0.068%
5/6/2025 Avantax Advisory Services Inc.52,056$3.64M0.0%-9.8%0.807%
5/6/2025 PFG Advisors6,753$473K0.0%+28.1%0.105%
5/5/2025 Private Advisor Group LLC70,344$4.92M0.0%+13.0%1.091%
5/2/2025 Leelyn Smith LLC353,387$24.73M4.4%-4.3%5.539%
5/1/2025 Horizon Advisory Services Inc.5,831$408K0.2%+11.7%0.091%
4/30/2025 Stratos Wealth Partners LTD.5,427$380K0.0%+62.1%0.085%
4/29/2025 Envestnet Asset Management Inc.20,233$1.42M0.0%N/A0.317%
4/28/2025 Resonant Capital Advisors LLC235,882$16.52M1.2%+4.2%3.697%
4/28/2025 Private Trust Co. NA699$49K0.0%N/A0.011%
4/28/2025 Arlington Trust Co LLC370$26K0.0%N/A0.006%
4/25/2025 Altus Wealth Group LLC7,235$506K0.2%+16.5%0.113%
4/25/2025 Pacific Wealth Strategies Group Inc.7,576$530K0.4%N/A0.119%
4/25/2025 Ameritas Advisory Services LLC12,872$914K0.0%+2.7%0.202%
4/23/2025 AssuredPartners Investment Advisors LLC24,607$1.72M0.3%+3.8%0.388%
4/22/2025 Cambridge Investment Research Advisors Inc.300,242$21.01M0.1%-1.2%4.728%
4/22/2025 Worth Financial Advisory Group LLC57,747$4.04M2.6%+0.7%0.909%
4/21/2025 Silver Oak Securities Incorporated311,917$21.83M2.0%+3,529.5%4.912%
4/21/2025 Wealthspan Partners LLC5,440$381K0.2%-25.6%0.086%
4/18/2025 CENTRAL TRUST Co18,636$1.30M0.0%+14.2%0.302%
4/17/2025 Janney Montgomery Scott LLC51,239$3.59M0.0%+1.6%0.829%
4/16/2025 Wealth Enhancement Advisory Services LLC46,065$3.22M0.0%+7.2%0.745%
4/14/2025 Farther Finance Advisors LLC4,772$334K0.0%+33.0%0.077%
4/14/2025 McCarthy & Cox64,848$4.54M2.0%+1.0%1.049%
4/10/2025 Breakwater Capital Group34,077$2.39M0.4%+7.0%0.559%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.2,149$150K0.0%+1,690.8%0.035%
4/10/2025 Secure Asset Management LLC3,897$273K0.1%-16.9%0.064%
4/8/2025 Investors Research Corp8,979$628K0.1%-11.0%0.146%
2/24/2025 Liberty Square Wealth Partners LLC2,672$204K0.1%N/A0.045%
2/17/2025 Cetera Investment Advisers3,943$296K0.0%-6.2%0.066%
2/17/2025 Bank of America Corp DE500,830$37.60M0.0%+3.2%8.446%
2/17/2025 BNP Paribas Financial Markets400$30K0.0%N/A0.007%
2/17/2025 Ameriprise Financial Inc.36,333$2.73M0.0%-1.1%0.613%
2/14/2025Blue Rock Wealth Management LLC43,361$3.26M3.4%N/A0.731%
2/14/2025 Jane Street Group LLC12,529$941K0.0%N/A0.211%
2/14/2025 Comerica Bank8,321$625K0.0%+22.3%0.140%
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2/13/2025 Mariner LLC59,628$4.48M0.0%+12.1%1.006%
2/13/2025 Townsquare Capital LLC5,731$430K0.0%-53.0%0.097%
2/13/2025 Raymond James Financial Inc.274,593$20.61M0.0%N/A4.631%
2/13/2025 Advisory Services Network LLC4,884$367K0.0%-85.4%0.082%
2/12/2025 AssuredPartners Investment Advisors LLC23,700$1.78M0.3%N/A0.400%
2/12/2025 Worth Financial Advisory Group LLC57,353$4.31M2.6%+0.5%0.967%
2/11/2025 LPL Financial LLC502,635$37.73M0.0%+5.8%8.476%
2/10/2025 Leelyn Smith LLC369,254$27.72M4.9%-1.3%6.227%
2/10/2025 Creative Financial Designs Inc. ADV2,258$170K0.0%+40.4%0.038%
2/10/2025 Altus Wealth Group LLC6,212$466K0.2%N/A0.105%
(Data available from 1/1/2016 forward)

JSMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JSMD shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Small/Mid Cap Growth Alpha ETF. The most heavily invested institutionals were Bank of America Corp DE ($63.38M), LPL Financial LLC ($37.72M), Leelyn Smith LLC ($28.05M), Raymond James Financial Inc. ($23.06M), Silver Oak Securities Incorporated ($21.83M), Cambridge Investment Research Advisors Inc. ($21.01M), and Resonant Capital Advisors LLC ($18.25M).Learn more on Small/Mid Cap Growth Alpha ETF's institutional investors.

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

Of the 75 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), Silver Oak Securities Incorporated ($309.74K), International Assets Investment Management LLC ($275.20K), LPL Financial LLC ($164.71K), Envestnet Asset Management Inc. ($125.38K), Systelligence LLC ($111.43K), and Commonwealth Equity Services LLC ($70.71K).

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

Institutional investors have bought a total of 1,753,239 shares in the last 24 months. This purchase volume represents approximately $130.00M in transactions.

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

Of the 31 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 ($32.89K), Advisory Services Network LLC ($28.59K), Leelyn Smith LLC ($20.90K), AssuredPartners Investment Advisors LLC ($17.80K), Thrivent Financial for Lutherans ($17.64K), Norden Group LLC ($14.32K), and Avantax Advisory Services Inc. ($12.39K).

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

Institutional investors have sold a total of 210,162 shares in the last 24 months. This volume of shares sold represents approximately $15.79M in transactions.



This page (NASDAQ:JSMD) was last updated on 8/23/2025 by MarketBeat.com Staff
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