JANUS SMALL MID CAP GR ALP JSMD
$97.76
-2.3% 52w: $74.77 – $101.24
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data74.7788.00101.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
125
+4 QoQ
13F value
$647.8M
+10.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JSMD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.1M | $83.7M | 0.0% | +35.8% |
| MORGAN STANLEY | Bank broker | 670.4K | $53.2M | 0.0% | +7.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 641.4K | $50.9M | 0.0% | -0.7% |
| ROYAL BANK OF CANADA | Bank broker | 447.9K | $35.5M | 0.0% | +33.0% |
| Southern Financial Group, LLC | Wealth advisor | 439.3K | $34.9M | 9.7% | +1.6% |
| MARS JEWETT FINANCIAL GROUP, INC. | Wealth advisor | 381.0K | $30.2M | 9.6% | +0.2% |
| Leelyn Smith, LLC | Other | 370.4K | $29.4M | 4.1% | +2.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 338.9K | $26.9M | 0.0% | +22.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 302.6K | $24.0M | 0.1% | +2.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 279.0K | $22.1M | 0.0% | +16.3% |
| Resonant Capital Advisors, LLC | Wealth advisor | 253.1K | $20.1M | 1.1% | +4.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 247.4K | $19.6M | 0.0% | +251.1% |
| &PARTNERS | Diversified mechanical | 224.8K | $18.0M | 0.1% | +32.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 205.8K | $16.3M | 0.0% | +2.3% |
| Rise Advisors, LLC | Wealth advisor | 191.8K | $15.4M | 5.4% | +4.5% |
| UBS Group AG | Bank broker | 98.6K | $7.8M | 0.0% | +52.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 96.5K | $7.7M | 0.0% | +52.4% |
| Clark Capital Management Group, Inc. | Other | 95.7K | $7.6M | 0.0% | +0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 94.9K | $7.5M | 0.0% | -5.3% |
| Flaharty Asset Management, LLC | Wealth advisor | 84.9K | $6.7M | 0.8% | +2.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 83.8K | $6.7M | 0.0% | +18.5% |
| Private Advisor Group, LLC | Wealth advisor | 82.4K | $6.5M | 0.0% | +7.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 81.9K | $6.5M | 0.0% | +104.3% |
| Z3 Capital Partners, LLC ★2 | Fundamental diversified | 73.4K | $5.8M | 1.5% | -0.8% |
| Mariner, LLC | Diversified mechanical | 70.3K | $5.6M | 0.0% | +2.8% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 69.3K | $5.5M | 0.1% | +45.0% |
| KINTRA WEALTH, LLC | Wealth advisor | 67.2K | $5.3M | 0.4% | +2.3% |
| Three Magnolias Financial Advisors, LLC | Wealth advisor | 60.0K | $4.8M | 3.0% | +5.1% |
| Symphony Financial Services, Inc. | Wealth advisor | 54.7K | $4.3M | 2.2% | +19.9% |
| Harbour Wealth Management Group, Inc. | Wealth advisor | 49.8K | $3.9M | 3.0% | New |
| Cetera Investment Advisers | Wealth advisor | 48.0K | $3.8M | 0.0% | +3.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 45.9K | $3.6M | 0.0% | +886.2% |
| HighTower Advisors, LLC | Diversified mechanical | 40.9K | $3.2M | 0.0% | +313.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 37.0K | $2.9M | 0.0% | -81.2% |
| Breakwater Capital Group | Wealth advisor | 35.8K | $2.8M | 0.4% | +3.3% |
| OPPENHEIMER & CO INC | Diversified mechanical | 35.2K | $2.8M | 0.0% | New |
| Baird Financial Group, Inc. | Diversified mechanical | 31.4K | $2.5M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 31.0K | $2.5M | 0.0% | +409.7% |
| IAG Wealth Partners, LLC | Wealth advisor | 27.9K | $2.2M | 0.2% | -0.6% |
| MCDONALD PARTNERS LLC | Other | 27.6K | $2.2M | 0.5% | +175.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 27.5K | $2.2M | 0.0% | +1.4% |
| Wealthspire Advisors, LLC | Wealth advisor | 24.7K | $2.0M | 0.0% | 0.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 23.9K | $1.9M | 0.0% | -7.6% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 23.0K | $1.8M | 0.0% | +3.5% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 21.9K | $1.8M | 0.2% | +1.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 19.5K | $1.6M | 0.0% | -49.0% |
| BLUE JEAN FINANCIAL LLC | Other | 18.2K | $1.4M | 1.2% | +3.1% |
| UNIQUE WEALTH, LLC | Wealth advisor | 18.1K | $1.4M | 0.2% | +457.3% |
| Kingsview Wealth Management, LLC | Wealth advisor | 15.8K | $1.3M | 0.0% | +7.3% |
| Western Wealth Management, LLC | Wealth advisor | 15.6K | $1.2M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.