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Burke & Herbert Bank & Trust’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio JSMD Stock Details JSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
10,543
+3,828
+57% +$352K 0.26% 98
2026
Q1 		$533K Buy
6,715
+1,056
+19% +$88.4K 0.15% 134
2025
Q4 		$462K Buy
5,659
+2,600
+85% +$216K 0.13% 144
2025
Q3 		$256K Buy
+3,059
New +$248K 0.06% 214

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Burke & Herbert Bank & Trust's JSMD Position: Q2 2026 in Review

Burke & Herbert Bank & Trust increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 57% in Q2 2026, buying an estimated $352K and bringing the position to 10,543 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #98.

Burke & Herbert Bank & Trust first reported a position in JSMD in Q3 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Burke & Herbert Bank & Trust held 10,543 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $1.07M as of Q2 2026.
  • Burke & Herbert Bank & Trust bought 3,828 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $352K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.26% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #98 holding.
  • Burke & Herbert Bank & Trust first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.