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Southern Financial Group’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Southern Financial Group’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 		$44.5M Buy
439,966
+691
+0.2% +$63.5K 11.37% 4
2026
Q1 		$34.9M Buy
439,275
+6,789
+2% +$568K 9.74% 5
2025
Q4 		$35.3M Buy
+432,486
New +$35.9M 10.1% 4

Other funds holding JSMD

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Southern Financial Group's JSMD Position: Q2 2026 in Review

Southern Financial Group increased its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 0.16% in Q2 2026, buying an estimated $63.5K and bringing the position to 439,966 shares worth $44.5M. The position accounts for 11.37% of the portfolio, ranked #4.

Southern Financial Group first reported a position in JSMD in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • Southern Financial Group held 439,966 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $44.5M as of Q2 2026.
  • Southern Financial Group bought 691 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $63.5K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 11.37% of Southern Financial Group's portfolio in Q2 2026, its #4 holding.
  • Southern Financial Group first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.