JSMD Institutional Ownership
Janus Henderson Small/Mid Cap Growth Alpha ETF
1W: +0.6%
1M: -1.2%
3M: -7.8%
YTD: +10.5%
1Y: +9.6%
3Y: +59.5%
5Y: +38.9%
$91.10
+1.37 (+1.53%)
Weekly Expected Move ±1.8%
$88
$89
$91
$93
$94
Overview
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Holdings
Changes
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Analysis
Peers
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Dark Pool
Short Interest
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Institutional Ownership — JSMD
161
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
889M
Total Invested
33
New Positions
61
Increased
47
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (164 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,053,754 | $96M | -732 | -0.1% | 42Q | SEC ↗ |
| 2 | MORGAN STANLEY | 714,191 | $65M | +43,822 | +6.5% | 30Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 660,060 | $60M | +18,631 | +2.9% | 15Q | SEC ↗ |
| 4 | Private Advisor Group, LLC | 538,409 | $49M | +455,985 | +553.2% | 34Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 448,611 | $41M | +677 | +0.2% | 41Q | SEC ↗ |
| 6 | Southern Financial Group, LLC | 439,966 | $40M | +691 | +0.2% | 3Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 383,975 | $35M | +45,080 | +13.3% | 7Q | SEC ↗ |
| 8 | Leelyn Smith, LLC | 370,965 | $34M | +522 | +0.1% | 27Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 260,789 | $24M | -18,171 | -6.5% | 6Q | SEC ↗ |
| 10 | Rise Advisors, LLC | 257,207 | $23M | +65,445 | +34.1% | 4Q | SEC ↗ |
| 11 | Resonant Capital Advisors, LLC | 256,416 | $23M | +3,268 | +1.3% | 17Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 225,082 | $21M | -22,358 | -9.0% | 16Q | SEC ↗ |
| 13 | Thrivent Financial for Lutherans | 214,062 | $20M | +8,214 | +4.0% | 4Q | SEC ↗ |
| 14 | &PARTNERS | 213,856 | $19M | -10,977 | -4.9% | 4Q | SEC ↗ |
| 15 | MARS JEWETT FINANCIAL GROUP, INC. | 197,267 | $18M | -183,708 | -48.2% | 3Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 162,525 | $15M | +116,590 | +253.8% | 7Q | SEC ↗ |
| 17 | Stratos Wealth Partners, LTD. | 150,818 | $14M | +140,186 | +1318.5% | 11Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 139,068 | $13M | +44,125 | +46.5% | 26Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 138,326 | $13M | +41,870 | +43.4% | 30Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 130,650 | $12M | -171,996 | -56.8% | 31Q | SEC ↗ |
| 21 | D.A. DAVIDSON & CO. | 118,322 | $11M | +36,433 | +44.5% | 4Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 106,983 | $10M | +23,153 | +27.6% | 23Q | SEC ↗ |
| 23 | UBS Group AG | 99,655 | $9M | +1,045 | +1.1% | 29Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 98,644 | $9M | +57,722 | +141.1% | 6Q | SEC ↗ |
| 25 | PEAPACK GLADSTONE FINANCIAL CORP | 83,319 | $8M | +13,982 | +20.2% | 6Q | SEC ↗ |
| 26 | Modern Wealth Management, LLC NEW | 81,210 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Clark Capital Management Group, Inc. | 75,487 | $7M | -20,222 | -21.1% | 5Q | SEC ↗ |
| 28 | Z3 Capital Partners, LLC | 73,727 | $7M | +295 | +0.4% | 3Q | SEC ↗ |
| 29 | Three Magnolias Financial Advisors, LL | 65,881 | $6M | +5,888 | +9.8% | 7Q | SEC ↗ |
| 30 | Symphony Financial Services, Inc. | 64,552 | $6M | +9,830 | +18.0% | 3Q | SEC ↗ |
| 31 | Worth Financial Advisory Group, LLC NEW | 60,332 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP NEW | 59,807 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Harbour Wealth Management Group, Inc. | 51,753 | $5M | +1,994 | +4.0% | 2Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 49,300 | $4M | +1,250 | +2.6% | 10Q | SEC ↗ |
| 35 | MCDONALD PARTNERS LLC | 47,967 | $4M | +20,336 | +73.6% | 3Q | SEC ↗ |
| 36 | OPPENHEIMER & CO INC | 45,265 | $4M | +10,100 | +28.7% | 2Q | SEC ↗ |
| 37 | STIFEL FINANCIAL CORP | 44,937 | $4M | +7,956 | +21.5% | 5Q | SEC ↗ |
| 38 | KINTRA WEALTH, LLC | 40,666 | $4M | -26,574 | -39.5% | 3Q | SEC ↗ |
| 39 | Breakwater Capital Group | 33,997 | $3M | -1,773 | -5.0% | 15Q | SEC ↗ |
| 40 | Visionary Wealth Advisors NEW | 31,829 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 31,434 | $3M | +42 | +0.1% | 2Q | SEC ↗ |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 27,631 | $3M | +92 | +0.3% | 13Q | SEC ↗ |
| 43 | IAG Wealth Partners, LLC | 25,726 | $2M | -2,203 | -7.9% | 27Q | SEC ↗ |
| 44 | Kestra Advisory Services, LLC | 24,664 | $2M | +722 | +3.0% | 12Q | SEC ↗ |
| 45 | Ameritas Advisory Services, LLC NEW | 23,964 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Wealthspire Advisors, LLC | 23,094 | $2M | -1,627 | -6.6% | 11Q | SEC ↗ |
| 47 | PENSION & WEALTH MANAGEMENT ADVISORS, | 22,689 | $2M | -220 | -1.0% | 15Q | SEC ↗ |
| 48 | Western Wealth Management, LLC | 22,509 | $2M | +6,922 | +44.4% | 2Q | SEC ↗ |
| 49 | Allied Private Wealth LLC NEW | 22,193 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | AssuredPartners Investment Advisors, L | 22,054 | $2M | +109 | +0.5% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 81,210 | $7M |
| Worth Financial Advisory Group, LLC | 60,332 | $5M |
| TRUIST FINANCIAL CORP | 59,807 | $5M |
| Visionary Wealth Advisors | 31,829 | $3M |
| Ameritas Advisory Services, LLC | 23,964 | $2M |
| Allied Private Wealth LLC | 22,193 | $2M |
| CARY STREET PARTNERS FINANCIAL LLC | 18,545 | $2M |
| PNC Financial Services Group, Inc. | 15,058 | $1M |
| FOCUSED ALPHA, LLC | 9,879 | $900K |
| Concurrent Investment Advisors, LLC | 4,902 | $447K |
| OneDigital Investment Advisors LLC | 2,919 | $266K |
| Equitable Holdings, Inc. | 2,729 | $249K |
| Cornerstone Wealth Management, LLC | 2,634 | $240K |
| BENJAMIN EDWARDS INC | 2,506 | $228K |
| Innova Wealth Partners | 2,478 | $226K |
| HFG Advisors, Inc. | 2,328 | $212K |
| GREAT VALLEY ADVISOR GROUP, INC. | 2,274 | $207K |
| Goelzer Investment Management, Inc. | 2,263 | $206K |
| IFG Advisory, LLC | 2,195 | $200K |
| Cresset Asset Management, LLC | 2,027 | $185K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 70,267 | $6M |
| JANE STREET GROUP, LLC | 20,342 | $2M |
| Ascentis Independent Advisors | 4,589 | $418K |
| Pacific Wealth Strategies Group, In | 3,456 | $315K |
| Waterloo Capital, L.P. | 2,823 | $257K |
| Arlington Trust Co LLC | 370 | $34K |
| JPMORGAN CHASE & CO | 244 | $22K |
| Greenline Wealth Management LLC | 230 | $21K |
| Sound Income Strategies, LLC | 150 | $14K |
| Wellington Grp LLC | 13 | $1K |