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Small Cap Growth Alpha ETF (JSML) Institutional Ownership

Small Cap Growth Alpha ETF logo
$72.14 +1.94 (+2.76%)
Closing price 03:46 PM Eastern
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$72.15 +0.01 (+0.02%)
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)
50
Total
Institutional Inflows
(last 12 months)
$65.50M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$103.54M
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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
8/18/2025 Geneos Wealth Management Inc.668$45K0.0%+328.2%0.025%
8/15/2025 Fidelity D & D Bancorp Inc.25,067$1.69M1.0%+27.2%0.935%
8/15/2025 IHT Wealth Management LLC3,669$247K0.0%N/A0.137%
8/15/2025 Great Valley Advisor Group Inc.141,419$9.54M0.2%-3.4%5.277%
8/15/2025 Bank of America Corp DE14,028$946K0.0%-38.7%0.523%
8/14/2025 Raymond James Financial Inc.181,789$12.26M0.0%-0.7%6.783%
8/12/2025 Quadcap Wealth Management LLC46,584$3.14M0.4%+30.6%1.738%
8/12/2025 Guerra Pan Advisors LLC18,784$1.27M0.8%-6.1%0.701%
8/11/2025 Purus Wealth Management LLC62,853$4.24M1.5%-0.8%2.345%
8/8/2025 Cetera Investment Advisers5,002$337K0.0%-40.2%0.187%
8/8/2025 Good Life Advisors LLC5,153$348K0.0%N/A0.192%
8/4/2025 IFG Advisory LLC3,691$249K0.0%-11.9%0.138%
8/1/2025 Brookwood Investment Group LLC7,941$536K0.1%N/A0.296%
8/1/2025 Envestnet Asset Management Inc.13,730$926K0.0%-34.0%0.512%
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%
5/15/2025 Royal Bank of Canada45,636$2.78M0.0%-35.7%1.642%
5/14/2025 Quadcap Wealth Management LLC35,679$2.17M0.3%N/A1.283%
5/14/2025 Purus Wealth Management LLC63,339$3.86M1.6%-1.4%2.278%
5/13/2025 Raymond 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%
5/7/2025 LPL Financial LLC199,115$12.12M0.0%+36.7%7.162%
5/6/2025 Avantax Advisory Services Inc.18,860$1.15M0.0%-12.1%0.678%
5/6/2025 BlueChip 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%
5/5/2025 Private Advisor Group LLC73,096$4.45M0.0%+7.5%2.629%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.tc pixel

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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%
5/2/2025 Sigma Planning Corp7,000$426K0.0%N/A0.246%
5/1/2025 CWM LLC189,342$11.52M0.0%+158.0%6.644%
5/1/2025 Fidelity 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%
4/30/2025 Principal Securities Inc.6,729$441K0.0%+70.7%0.236%
4/29/2025 Envestnet 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%
4/28/2025 Guerra 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%
4/23/2025 Golden State Wealth Management LLC7,552$460K0.0%+100.0%0.265%
4/23/2025 Win Advisors Inc.10,683$650K0.3%+7.6%0.375%
4/22/2025 Cambridge Investment Research Advisors Inc.121,990$7.42M0.0%+23.5%4.280%
4/16/2025 IAG 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%
4/10/2025 Whipplewood 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%
2/27/2025 Fidelity D & D Bancorp Inc.17,889$1.17M0.8%N/A0.444%
2/24/2025 Great Valley Advisor Group Inc.133,843$8.77M0.2%-0.2%3.321%
2/21/2025 Fidelity D & D Bancorp Inc.17,889$1.17M0.9%N/A0.444%
2/17/2025 Janus Henderson Group PLC90,294$5.92M0.0%-2.3%2.241%
2/17/2025 Cetera Investment Advisers8,236$540K0.0%-9.7%0.204%
2/17/2025 Bank of America Corp DE23,477$1.54M0.0%+74.1%0.583%
2/17/2025 Ameriprise Financial Inc.19,608$1.29M0.0%+1.2%0.487%
2/13/2025 NewEdge Advisors LLC3,382$222K0.0%N/A0.084%
2/13/2025 Envestnet Asset Management Inc.21,173$1.39M0.0%+0.9%0.525%
2/13/2025 Smith Moore & CO.4,255$279K0.0%N/A0.106%
2/11/2025 LPL 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%
2/10/2025 Creative Financial Designs Inc. ADV625$41K0.0%+412.3%0.016%
2/10/2025 Commonwealth Equity Services LLC127,012$8.33M0.0%+17.5%3.152%
2/10/2025 IAG Wealth Partners LLC10,573$693K0.1%-3.2%0.262%
2/10/2025 Avantax Advisory Services Inc.21,457$1.41M0.0%+18.3%0.532%
2/6/2025 Raymond James Financial Inc.181,319$11.89M0.0%N/A4.499%
2/6/2025 Unified Investment Management6,397$419K0.5%N/A0.159%
2/5/2025 Whipplewood 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%
2/3/2025 Private Advisor Group LLC67,968$4.46M0.0%+5.7%1.687%
1/30/2025 Principal Securities Inc.3,941$258K0.0%+18.3%0.098%
1/29/2025 Sovran Advisors LLC30,981$2.05M0.3%N/A0.775%
New law could create $3.7 trillion tsunami. (Ad)

During a meeting in Washington D.C., Jeff Brown discovered a bold initiative. He calls it “President Trump’s Project MAFA,” and it could soon return America to a “new” gold standard. The Trump administration, Wall Street, and Silicon Valley are all pushing it forward. The President himself calls the plan “incredible.” Already, it’s helping small plays jump as high as 300%, 318%, 520%, and even 600%.tc pixel

You can watch it right here.
1/29/2025 Focus Financial Network Inc.11,403$747K0.0%N/A0.285%
1/28/2025 Golden State Wealth Management LLC3,776$248K0.0%N/A0.094%
1/27/2025 Silver Oak Securities Incorporated5,591$367K0.0%-23.1%0.140%
1/27/2025 Win 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%
1/21/2025 Guerra Pan Advisors LLC20,199$1.32M1.0%+29.3%0.508%
1/21/2025 Geneos Wealth Management Inc.443$29K0.0%N/A0.011%
1/17/2025 Independent Wealth Network Inc.9,829$644K0.3%N/A0.250%
(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 CWM LLC ($13.03M), Raymond James Financial Inc. ($12.26M), LPL Financial LLC ($12.12M), Whipplewood Advisors LLC ($11.32M), Great Valley Advisor Group Inc. ($9.54M), Raymond James Financial Services Advisors Inc. ($8.89M), 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 ($173.45K), Raymond James Financial Services Advisors Inc. ($147.05K), LPL Financial LLC ($119.15K), and Triangle Securities Wealth Management ($69.30K).

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

Institutional investors have bought a total of 1,035,613 shares in the last 24 months. This purchase volume represents approximately $65.50M in transactions.

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

Of the 29 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), Bank of America Corp DE ($8.87K), and Envestnet Asset Management Inc. ($7.44K).

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

Institutional investors have sold a total of 1,671,100 shares in the last 24 months. This volume of shares sold represents approximately $103.54M in transactions.


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This page (NASDAQ:JSML) was last updated on 8/22/2025 by MarketBeat.com Staff
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