13FBOX
JOHN MARSHALL BANCORP INC COM · 13F Institutional Holdings
Options Calculator Rankings

JOHN MARSHALL BANCORP INC COM

JMSB
Institutions
94
Combined AUM (Q2 2026)
$151.8M
Combined Shares (Q2 2026)
7.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+883,377
60 · 22 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-786,574
21 · 7 Exit · ≈
⚖️ Net
+96,803
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$151.8M
Institutions
94
New Buys
22
Adds
38
Reduces
14
Exits
7
Unchanged
20
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
T. Rowe Price Investment Management, Inc.
0.03%0.03%#8$42.8M2.0M$39.9M2.0M00.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#41$21.5M984,411$17.8M875,363+109,048+12.46%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#46$11.7M534,570$10.9M537,376-2,806-0.52%Reduce
EVERMAY WEALTH MANAGEMENT LLC
0.79%0.79%#2$7.7M351,149$7.1M349,969+1,180+0.34%Add
TOTH FINANCIAL ADVISORY CORP
0.72%0.82%#3$7.3M336,253$7.5M368,621-32,368-8.78%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#39$6.9M316,184$6.0M295,304+20,880+7.07%Add
STATE STREET CORP
<0.01%<0.01%#57$4.8M218,522$4.4M217,398+1,124+0.52%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#47$3.9M178,112$4.2M206,711-28,599-13.84%Reduce
MAI Capital Management
0.01%0.02%#11$2.9M133,192$4.0M198,116-64,924-32.77%Reduce
BROWN ADVISORY INC
<0.01%<0.01%#17$2.4M108,342$2.2M108,34200.00%Unchanged
Elizabeth Park Capital Advisors, Ltd.
1.59%1.64%#1$2.3M105,339$2.1M105,33900.00%Unchanged
Cresset Asset Management, LLC
0.01%0.01%#13$2.3M104,494$2.1M104,495-1-0.00%Reduce
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#19$2.3M103,700$640,84831,600+72,100+228.16%Add
NORTHERN TRUST CORP
<0.01%<0.01%#45$2.2M99,995$2.0M99,522+473+0.48%Add
MARSHALL WACE, LLP
<0.01%<0.01%#23$2.1M98,090$638,25131,472+66,618+211.67%Add
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#20$2.0M91,906$459,00022,713+69,193+304.64%Add
MACKENZIE FINANCIAL CORP
<0.01%#21$1.9M88,203$00+88,203New Buy
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#67$1.8M84,517$1.5M72,885+11,632+15.96%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#36$1.8M82,862$1.6M79,508+3,354+4.22%Add
Wealthspire Advisors, LLC
0.01%0.01%#14$1.4M64,333$1.3M64,141+192+0.30%Add
Meridian Financial Partners LLC
0.42%0.45%#4$1.3M57,619$1.2M57,61900.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#63$1.2M55,470$636,83231,402+24,068+76.64%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#61$1.0M46,416$413,40820,385+26,031+127.70%Add
Quantinno Capital Management LP
<0.01%<0.01%#27$991,90045,500$511,96925,245+20,255+80.23%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#40$920,43742,222$441,29221,760+20,462+94.03%Add
Selective Wealth Management, Inc.
0.24%#5$911,66541,103$00+41,103New Buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#62$838,49338,463$742,18736,597+1,866+5.10%Add
MORGAN STANLEY
<0.01%<0.01%#75$790,11936,244$315,72815,929+20,315+127.53%Add
Bank of New York Mellon Corp
<0.01%<0.01%#60$740,19633,954$632,87831,207+2,747+8.80%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%#42$669,02030,689$00+30,689New Buy
Nuveen, LLC
<0.01%<0.01%#56$630,19428,908$577,73728,488+420+1.47%Add
MILLENNIUM MANAGEMENT LLC
<0.01%#50$601,37527,586$00+27,586New Buy
Trexquant Investment LP
<0.01%#18$529,95824,310$00+24,310New Buy
DIMENSIONAL FUND ADVISORS LP
<0.01%#64$528,06924,221$00+24,221New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#68$490,00022,461$423,00020,834+1,627+7.81%Add
Advisory Services Network, LLC
0.01%0.01%#15$469,79021,550$501,30124,719-3,169-12.82%Reduce
NewEdge Advisors, LLC
<0.01%#24$459,67621,086$00+21,086New Buy
Snowden Capital Advisors LLC
0.01%0.01%#12$458,14921,016$426,22521,017-1-0.00%Reduce
Mariner, LLC
<0.01%<0.01%#35$388,82617,836$338,10916,672+1,164+6.98%Add
Man Group plc
<0.01%#33$366,15316,796$00+16,796New Buy
RHUMBLINE ADVISERS
<0.01%<0.01%#44$339,85815,590$337,28916,632-1,042-6.27%Reduce
Blue Edge Capital, LLC
0.04%#7$337,90015,500$00+15,500New Buy
GSA CAPITAL PARTNERS LLP
0.02%0.02%#9$326,67314,985$258,00012,706+2,279+17.94%Add
KFA Private Wealth Group, LLC
0.08%0.07%#6$324,05714,865$301,46214,86500.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%#66$318,95514,631$00+14,631New Buy
XTX Topco Ltd
<0.01%#16$306,87914,077$00+14,077New Buy
SG Americas Securities, LLC
<0.01%#54$302,97613,898$00+13,898New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#71$294,41213,505$156,5547,720+5,785+74.94%Add
Lido Advisors, LLC
<0.01%#29$272,60912,505$00+12,505New Buy
DEUTSCHE BANK AG\
<0.01%<0.01%#69$239,90911,005$194,4659,589+1,416+14.77%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow