JSMD

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$91.16

-2.07 (-2.22%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding JSMD · 2026-Q1 methodology → sources →

124 holders

% of shares outstanding held

—

Shares held (13F)

7,693,741

Reporting holders

124

Top holders

largest 100 of 124 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	1,054,4861.1M	$84M	—	ADD 36%
2	MORGAN STANLEY	670,369670,369	$53M	—	ADD 7%
3	BANK OF AMERICA CORP /DE/	641,429641,429	$51M	—	—
4	ROYAL BANK OF CANADA	447,934447,934	$36M	—	ADD 33%
5	MARS JEWETT FINANCIAL GROUP, INC.	380,975380,975	$30M	—	—
6	Leelyn Smith, LLC	370,443370,443	$29M	—	ADD 2%
7	RAYMOND JAMES FINANCIAL INC	338,895338,895	$27M	—	ADD 23%
8	Cambridge Investment Research Advisors, Inc.	302,646302,646	$24M	—	ADD 2%
9	ENVESTNET ASSET MANAGEMENT INC	278,960278,960	$22M	—	ADD 16%
10	Resonant Capital Advisors, LLC	253,148253,148	$20M	—	ADD 5%
11	AMERIPRISE FINANCIAL INC	247,440247,440	$20M	—	ADD 251%
12	&PARTNERS	224,833224,833	$18M	—	ADD 33%
13	Thrivent Financial for Lutherans	205,848205,848	$16M	—	ADD 2%
14	Rise Advisors, LLC	191,762191,762	$15M	—	ADD 5%
15	UBS Group AG	98,61098,610	$8M	—	ADD 52%
16	COMMONWEALTH EQUITY SERVICES, LLC	96,45696,456	$8M	—	ADD 52%
17	Clark Capital Management Group, Inc.	95,70995,709	$8M	—	—
18	OSAIC HOLDINGS, INC.	94,94394,943	$8M	—	TRIM -5%
19	Flaharty Asset Management, LLC	84,88184,881	$7M	—	ADD 2%
20	Janney Montgomery Scott LLC	83,83083,830	$7M	—	ADD 19%
21	Private Advisor Group, LLC	82,42482,424	$7M	—	ADD 7%
22	D.A. DAVIDSON & CO.	81,88981,889	$6M	—	ADD 104%
23	Z3 Capital Partners, LLC	73,43273,432	$6M	—	—
24	Mariner, LLC	70,26770,267	$6M	—	ADD 3%
25	PEAPACK GLADSTONE FINANCIAL CORP	69,33769,337	$6M	—	ADD 45%
26	KINTRA WEALTH, LLC	67,24067,240	$5M	—	ADD 2%
27	Three Magnolias Financial Advisors, LLC	59,99359,993	$5M	—	ADD 5%
28	Symphony Financial Services, Inc.	54,72254,722	$4M	—	ADD 20%
29	Harbour Wealth Management Group, Inc.	49,75949,759	$4M	—	NEW
30	Cetera Investment Advisers	48,05048,050	$4M	—	ADD 3%
31	HighTower Advisors, LLC	40,92240,922	$3M	—	ADD 314%
32	STIFEL FINANCIAL CORP	36,98136,981	$3M	—	TRIM -81%
33	Breakwater Capital Group	35,77035,770	$3M	—	ADD 3%
34	OPPENHEIMER & CO INC	35,16535,165	$3M	—	NEW
35	Baird Financial Group, Inc.	31,39231,392	$2M	—	NEW
36	CITADEL ADVISORS LLC	30,99730,997	$2M	—	ADD 410%
37	IAG Wealth Partners, LLC	27,92927,929	$2M	—	—
38	MCDONALD PARTNERS LLC	27,63127,631	$2M	—	ADD 176%
39	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	27,53927,539	$2M	—	—
40	Wealthspire Advisors, LLC	24,72124,721	$2M	—	—
41	Kestra Advisory Services, LLC	23,94223,942	$2M	—	TRIM -8%
42	PRINCIPAL SECURITIES, INC.	23,01023,010	$2M	—	ADD 3%
43	AssuredPartners Investment Advisors, LLC	21,94521,945	$2M	—	—
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19,51619,516	$2M	—	TRIM -49%
45	Nova Wealth Management, Inc.	19,66219,662	$2M	—	ADD 54%
46	BLUE JEAN FINANCIAL LLC	18,16918,169	$1M	—	ADD 3%
47	UNIQUE WEALTH, LLC	18,14118,141	$1M	—	ADD 457%
48	Kingsview Wealth Management, LLC	15,83215,832	$1M	—	ADD 7%
49	Western Wealth Management, LLC	15,58715,587	$1M	—	NEW
50	Stonebridge Wealth Management, LLC	15,33515,335	$1M	—	—
51	PFG Advisors	15,01415,014	$1M	—	ADD 47%
52	Mutual Advisors, LLC	14,62514,625	$1M	—	NEW
53	IFP Advisors, Inc	13,30613,306	$1M	—	ADD 1944%
54	NewEdge Wealth, LLC	13,20513,205	$1M	—	—
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,84112,841	$1M	—	ADD 316%
56	MGO ONE SEVEN LLC	12,81712,817	$1M	—	ADD 12%
57	PARK AVENUE SECURITIES LLC	12,72512,725	$1M	—	ADD 8%
58	SILVER OAK SECURITIES, INCORPORATED	12,57412,574	$997,713	—	ADD 27%
59	Ashton Thomas Private Wealth, LLC	12,40512,405	$984,307	—	ADD 11%
60	KESTRA PRIVATE WEALTH SERVICES, LLC	12,24212,242	$971,368	—	ADD 59%
61	CENTRAL TRUST Co	11,71711,717	$929,745	—	TRIM -51%
62	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	11,35711,357	$901,171	—	TRIM -8%
63	IHT Wealth Management, LLC	11,07811,078	$879,060	—	—
64	Stratos Wealth Partners, LTD.	10,63210,632	$843,689	—	ADD 5%
65	GOLDMAN SACHS GROUP INC	10,59910,599	$841,031	—	—
66	FIFTH THIRD BANCORP	9,4919,491	$753,092	—	NEW
67	Altus Wealth Group LLC	9,3599,359	$742,646	—	ADD 11%
68	Gladstone Institutional Advisory LLC	8,2918,291	$657,899	—	TRIM -51%
69	Horizon Advisory Services, Inc.	7,8647,864	$624,026	—	ADD 12%
70	Investors Research Corp	7,8277,827	$621,072	—	TRIM -2%
71	Balanced Rock Investment Advisors LLC	7,7227,722	$612,741	—	ADD 2%
72	Allegheny Financial Group	7,0247,024	$557,406	—	—
73	BURKE & HERBERT BANK & TRUST CO	6,7156,715	$532,835	—	ADD 19%
74	Merit Financial Group, LLC	6,5926,592	$523,063	—	NEW
75	Advisory Services Network, LLC	6,4636,463	$512,848	—	TRIM -3%
76	Arkadios Wealth Advisors	6,3826,382	$506,403	—	TRIM -6%
77	Sanctuary Advisors, LLC	6,0016,001	$476,163	—	ADD 2%
78	Graney & King, LLC	5,3275,327	$422,663	—	—
79	Ascentis Independent Advisors	4,5894,589	$364,137	—	—
80	MML INVESTORS SERVICES, LLC	4,5314,531	$359,560	—	TRIM -5%
81	Cyndeo Wealth Partners, LLC	4,1264,126	$327,398	—	NEW
82	1015 Capital Partners, LLC	3,9743,974	$315,337	—	ADD 239%
83	Belpointe Asset Management LLC	3,9623,962	$314,385	—	NEW
84	Fortis Capital Advisors, LLC	3,9623,962	$314,385	—	NEW
85	WEALTHSPAN PARTNERS, LLC	3,7453,745	$297,161	—	—
86	Sigma Planning Corp	3,6953,695	$293,325	—	TRIM -6%
87	Main Line Retirement Advisors, LLC	3,5363,536	$280,576	—	—
88	Pacific Wealth Strategies Group, Inc.	3,4563,456	$274,234	—	NEW
89	LaSalle St. Investment Advisors, LLC	3,2593,259	$258,601	—	ADD 4%
90	GUARDIAN WEALTH ADVISORS, LLC / NC	2,9692,969	$235,605	—	—
91	Aptus Capital Advisors, LLC	2,9692,969	$235,590	—	—
92	J.W. COLE ADVISORS, INC.	2,9062,906	$230,623	—	NEW
93	Waterloo Capital, L.P.	2,8232,823	$224,005	—	NEW
94	LIBERTY SQUARE WEALTH PARTNERS LLC	2,6902,690	$213,452	—	—
95	Redhawk Wealth Advisors, Inc.	2,5432,543	$201,787	—	—
96	World Investment Advisors	2,5392,539	$201,471	—	—
97	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2,2502,250	$180,675	—	—
98	Golden State Wealth Management, LLC	2,2402,240	$177,768	—	TRIM -28%
99	FMR LLC	1,9031,903	$150,983	—	TRIM -19%
100	Farther Finance Advisors, LLC	1,8101,810	$145,343	—	TRIM -36%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

503K

539K

655K

744K

777K

1.1M

$84M

MORGAN STANLEY

850K

788K

698K

714K

627K

670K

$53M

BANK OF AMERICA CORP /DE/

501K

849K

816K

675K

646K

641K

$51M

ROYAL BANK OF CANADA

101K

119K

287K

300K

337K

448K

$36M

MARS JEWETT FINANCIAL GROUP, INC.

—

380K

381K

$30M

Leelyn Smith, LLC

369K

353K

361K

359K

361K

370K

$29M

RAYMOND JAMES FINANCIAL INC

275K

291K

297K

220K

276K

339K

$27M

Cambridge Investment Research Advisors, Inc.

304K

300K

298K

295K

303K

$24M

ENVESTNET ASSET MANAGEMENT INC

—

20K

125K

225K

240K

279K

$22M

Resonant Capital Advisors, LLC

226K

236K

235K

241K

253K

$20M

AMERIPRISE FINANCIAL INC

36K

77K

140K

150K

70K

247K

$20M

&PARTNERS

—

92K

170K

225K

$18M

Thrivent Financial for Lutherans

—

185K

201K

206K

$16M

Rise Advisors, LLC

—

167K

183K

192K

$15M

UBS Group AG

56K

58K

60K

62K

65K

99K

$8M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	124	7,693,741	—	$611M
2025-Q4	121	6,723,653	—	$550M
2025-Q3	106	5,989,936	—	$501M
2025-Q2	97	5,379,357	—	$418M
2025-Q1	85	4,588,381	—	$321M
2024-Q4	79	4,064,373	—	$305M
2024-Q3	69	3,905,829	—	$283M
2024-Q2	66	3,879,907	—	$258M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding JSMD · 2026-Q1 methodology → sources →

124 holders

% of shares outstanding held

—

Shares held (13F)

7,693,741

Reporting holders

124

Top holders

largest 100 of 124 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	1,054,4861.1M	$84M	—	ADD 36%
2	MORGAN STANLEY	670,369670,369	$53M	—	ADD 7%
3	BANK OF AMERICA CORP /DE/	641,429641,429	$51M	—	—
4	ROYAL BANK OF CANADA	447,934447,934	$36M	—	ADD 33%
5	MARS JEWETT FINANCIAL GROUP, INC.	380,975380,975	$30M	—	—
6	Leelyn Smith, LLC	370,443370,443	$29M	—	ADD 2%
7	RAYMOND JAMES FINANCIAL INC	338,895338,895	$27M	—	ADD 23%
8	Cambridge Investment Research Advisors, Inc.	302,646302,646	$24M	—	ADD 2%
9	ENVESTNET ASSET MANAGEMENT INC	278,960278,960	$22M	—	ADD 16%
10	Resonant Capital Advisors, LLC	253,148253,148	$20M	—	ADD 5%
11	AMERIPRISE FINANCIAL INC	247,440247,440	$20M	—	ADD 251%
12	&PARTNERS	224,833224,833	$18M	—	ADD 33%
13	Thrivent Financial for Lutherans	205,848205,848	$16M	—	ADD 2%
14	Rise Advisors, LLC	191,762191,762	$15M	—	ADD 5%
15	UBS Group AG	98,61098,610	$8M	—	ADD 52%
16	COMMONWEALTH EQUITY SERVICES, LLC	96,45696,456	$8M	—	ADD 52%
17	Clark Capital Management Group, Inc.	95,70995,709	$8M	—	—
18	OSAIC HOLDINGS, INC.	94,94394,943	$8M	—	TRIM -5%
19	Flaharty Asset Management, LLC	84,88184,881	$7M	—	ADD 2%
20	Janney Montgomery Scott LLC	83,83083,830	$7M	—	ADD 19%
21	Private Advisor Group, LLC	82,42482,424	$7M	—	ADD 7%
22	D.A. DAVIDSON & CO.	81,88981,889	$6M	—	ADD 104%
23	Z3 Capital Partners, LLC	73,43273,432	$6M	—	—
24	Mariner, LLC	70,26770,267	$6M	—	ADD 3%
25	PEAPACK GLADSTONE FINANCIAL CORP	69,33769,337	$6M	—	ADD 45%
26	KINTRA WEALTH, LLC	67,24067,240	$5M	—	ADD 2%
27	Three Magnolias Financial Advisors, LLC	59,99359,993	$5M	—	ADD 5%
28	Symphony Financial Services, Inc.	54,72254,722	$4M	—	ADD 20%
29	Harbour Wealth Management Group, Inc.	49,75949,759	$4M	—	NEW
30	Cetera Investment Advisers	48,05048,050	$4M	—	ADD 3%
31	HighTower Advisors, LLC	40,92240,922	$3M	—	ADD 314%
32	STIFEL FINANCIAL CORP	36,98136,981	$3M	—	TRIM -81%
33	Breakwater Capital Group	35,77035,770	$3M	—	ADD 3%
34	OPPENHEIMER & CO INC	35,16535,165	$3M	—	NEW
35	Baird Financial Group, Inc.	31,39231,392	$2M	—	NEW
36	CITADEL ADVISORS LLC	30,99730,997	$2M	—	ADD 410%
37	IAG Wealth Partners, LLC	27,92927,929	$2M	—	—
38	MCDONALD PARTNERS LLC	27,63127,631	$2M	—	ADD 176%
39	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	27,53927,539	$2M	—	—
40	Wealthspire Advisors, LLC	24,72124,721	$2M	—	—
41	Kestra Advisory Services, LLC	23,94223,942	$2M	—	TRIM -8%
42	PRINCIPAL SECURITIES, INC.	23,01023,010	$2M	—	ADD 3%
43	AssuredPartners Investment Advisors, LLC	21,94521,945	$2M	—	—
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19,51619,516	$2M	—	TRIM -49%
45	Nova Wealth Management, Inc.	19,66219,662	$2M	—	ADD 54%
46	BLUE JEAN FINANCIAL LLC	18,16918,169	$1M	—	ADD 3%
47	UNIQUE WEALTH, LLC	18,14118,141	$1M	—	ADD 457%
48	Kingsview Wealth Management, LLC	15,83215,832	$1M	—	ADD 7%
49	Western Wealth Management, LLC	15,58715,587	$1M	—	NEW
50	Stonebridge Wealth Management, LLC	15,33515,335	$1M	—	—
51	PFG Advisors	15,01415,014	$1M	—	ADD 47%
52	Mutual Advisors, LLC	14,62514,625	$1M	—	NEW
53	IFP Advisors, Inc	13,30613,306	$1M	—	ADD 1944%
54	NewEdge Wealth, LLC	13,20513,205	$1M	—	—
55	SUSQUEHANNA INTERNATIONAL GROUP, LLP	12,84112,841	$1M	—	ADD 316%
56	MGO ONE SEVEN LLC	12,81712,817	$1M	—	ADD 12%
57	PARK AVENUE SECURITIES LLC	12,72512,725	$1M	—	ADD 8%
58	SILVER OAK SECURITIES, INCORPORATED	12,57412,574	$997,713	—	ADD 27%
59	Ashton Thomas Private Wealth, LLC	12,40512,405	$984,307	—	ADD 11%
60	KESTRA PRIVATE WEALTH SERVICES, LLC	12,24212,242	$971,368	—	ADD 59%
61	CENTRAL TRUST Co	11,71711,717	$929,745	—	TRIM -51%
62	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	11,35711,357	$901,171	—	TRIM -8%
63	IHT Wealth Management, LLC	11,07811,078	$879,060	—	—
64	Stratos Wealth Partners, LTD.	10,63210,632	$843,689	—	ADD 5%
65	GOLDMAN SACHS GROUP INC	10,59910,599	$841,031	—	—
66	FIFTH THIRD BANCORP	9,4919,491	$753,092	—	NEW
67	Altus Wealth Group LLC	9,3599,359	$742,646	—	ADD 11%
68	Gladstone Institutional Advisory LLC	8,2918,291	$657,899	—	TRIM -51%
69	Horizon Advisory Services, Inc.	7,8647,864	$624,026	—	ADD 12%
70	Investors Research Corp	7,8277,827	$621,072	—	TRIM -2%
71	Balanced Rock Investment Advisors LLC	7,7227,722	$612,741	—	ADD 2%
72	Allegheny Financial Group	7,0247,024	$557,406	—	—
73	BURKE & HERBERT BANK & TRUST CO	6,7156,715	$532,835	—	ADD 19%
74	Merit Financial Group, LLC	6,5926,592	$523,063	—	NEW
75	Advisory Services Network, LLC	6,4636,463	$512,848	—	TRIM -3%
76	Arkadios Wealth Advisors	6,3826,382	$506,403	—	TRIM -6%
77	Sanctuary Advisors, LLC	6,0016,001	$476,163	—	ADD 2%
78	Graney & King, LLC	5,3275,327	$422,663	—	—
79	Ascentis Independent Advisors	4,5894,589	$364,137	—	—
80	MML INVESTORS SERVICES, LLC	4,5314,531	$359,560	—	TRIM -5%
81	Cyndeo Wealth Partners, LLC	4,1264,126	$327,398	—	NEW
82	1015 Capital Partners, LLC	3,9743,974	$315,337	—	ADD 239%
83	Belpointe Asset Management LLC	3,9623,962	$314,385	—	NEW
84	Fortis Capital Advisors, LLC	3,9623,962	$314,385	—	NEW
85	WEALTHSPAN PARTNERS, LLC	3,7453,745	$297,161	—	—
86	Sigma Planning Corp	3,6953,695	$293,325	—	TRIM -6%
87	Main Line Retirement Advisors, LLC	3,5363,536	$280,576	—	—
88	Pacific Wealth Strategies Group, Inc.	3,4563,456	$274,234	—	NEW
89	LaSalle St. Investment Advisors, LLC	3,2593,259	$258,601	—	ADD 4%
90	GUARDIAN WEALTH ADVISORS, LLC / NC	2,9692,969	$235,605	—	—
91	Aptus Capital Advisors, LLC	2,9692,969	$235,590	—	—
92	J.W. COLE ADVISORS, INC.	2,9062,906	$230,623	—	NEW
93	Waterloo Capital, L.P.	2,8232,823	$224,005	—	NEW
94	LIBERTY SQUARE WEALTH PARTNERS LLC	2,6902,690	$213,452	—	—
95	Redhawk Wealth Advisors, Inc.	2,5432,543	$201,787	—	—
96	World Investment Advisors	2,5392,539	$201,471	—	—
97	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2,2502,250	$180,675	—	—
98	Golden State Wealth Management, LLC	2,2402,240	$177,768	—	TRIM -28%
99	FMR LLC	1,9031,903	$150,983	—	TRIM -19%
100	Farther Finance Advisors, LLC	1,8101,810	$145,343	—	TRIM -36%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

503K

539K

655K

744K

777K

1.1M

$84M

MORGAN STANLEY

850K

788K

698K

714K

627K

670K

$53M

BANK OF AMERICA CORP /DE/

501K

849K

816K

675K

646K

641K

$51M

ROYAL BANK OF CANADA

101K

119K

287K

300K

337K

448K

$36M

MARS JEWETT FINANCIAL GROUP, INC.

—

380K

381K

$30M

Leelyn Smith, LLC

369K

353K

361K

359K

361K

370K

$29M

RAYMOND JAMES FINANCIAL INC

275K

291K

297K

220K

276K

339K

$27M

Cambridge Investment Research Advisors, Inc.

304K

300K

298K

295K

303K

$24M

ENVESTNET ASSET MANAGEMENT INC

—

20K

125K

225K

240K

279K

$22M

Resonant Capital Advisors, LLC

226K

236K

235K

241K

253K

$20M

AMERIPRISE FINANCIAL INC

36K

77K

140K

150K

70K

247K

$20M

&PARTNERS

—

92K

170K

225K

$18M

Thrivent Financial for Lutherans

—

185K

201K

206K

$16M

Rise Advisors, LLC

—

167K

183K

192K

$15M

UBS Group AG

56K

58K

60K

62K

65K

99K

$8M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	124	7,693,741	—	$611M
2025-Q4	121	6,723,653	—	$550M
2025-Q3	106	5,989,936	—	$501M
2025-Q2	97	5,379,357	—	$418M
2025-Q1	85	4,588,381	—	$321M
2024-Q4	79	4,064,373	—	$305M
2024-Q3	69	3,905,829	—	$283M
2024-Q2	66	3,879,907	—	$258M

Short interest has its own tab now — open SI →

JSMD☆

Institutional ownership· 13F filers holding JSMD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding JSMD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

JSMD