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Janus Henderson Mortgage-Backed Securities ETF (JMBS) Institutional Ownership

Janus Henderson Mortgage-Backed Securities ETF logo
$44.65
-0.15 (-0.33%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS)

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$105.65M
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JMBS Institutional Buying and Selling by Quarter

Janus Henderson Mortgage-Backed Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc80,334$3.75M0.0%+2.3%0.089%
11/1/2024Carmel Capital Partners LLC74,775$3.49M1.3%+14.4%0.083%
11/1/2024Verdence Capital Advisors LLC11,885$554K0.0%+5.7%0.013%
11/1/2024 Presidio Capital Management LLC16,296$760K0.5%-28.5%0.018%
10/31/2024 Financial Enhancement Group LLC246,108$11.38M2.0%-39.2%0.274%
10/30/2024 Foster & Motley Inc.966,240$45.08M2.9%+24.0%1.074%
10/30/2024 Bailard Inc.1,417,953$66.15M1.7%+10.7%1.576%
10/30/2024 ASB Consultores LLC36,586$1.71M0.7%+54.3%0.041%
10/30/2024 PDS Planning Inc11,237$524K0.0%N/A0.012%
10/29/2024 Janney Montgomery Scott LLC253,252$11.81M0.0%+0.5%0.282%
10/29/2024 Clear Creek Financial Management LLC13,631$636K0.1%-22.6%0.015%
10/29/2024 Greenwich Wealth Management LLC59,534$2.78M0.2%-5.2%0.066%
10/29/2024 James Investment Research Inc.9,081$424K0.0%-22.7%0.010%
10/29/2024 Farther Finance Advisors LLC32,543$1.52M0.1%N/A0.036%
10/29/2024 Capital Advisors Inc. OK1,141,462$53.25M1.1%-0.8%1.269%
10/28/2024 Gladstone Institutional Advisory LLC19,526$911K0.0%+9.2%0.022%
10/28/2024 Haverford Financial Services Inc.8,614$402K0.1%+14.8%0.010%
10/28/2024 US Bancorp DE1,351$63K0.0%-59.6%0.002%
10/25/2024 Valmark Advisers Inc.6,833$319K0.0%-7.2%0.008%
10/25/2024 MONECO Advisors LLC37,922$1.77M0.2%-29.6%0.042%
10/25/2024 Pallas Capital Advisors LLC672,961$30.49M1.2%+244.4%0.748%
10/24/2024 IVC Wealth Advisors LLC8,517$397K0.2%N/A0.009%
10/24/2024 Alpha Financial Partners LLC42,727$1.99M1.4%N/A0.048%
10/23/2024 Mirae Asset Global Investments Co. Ltd.54,900$2.57M0.0%+9.1%0.061%
10/23/2024 Lincoln Capital Corp131,188$6.12M2.5%+4.9%0.146%
10/22/2024 International Assets Investment Management LLC580,899$27.10M0.0%+166,346.7%0.646%
10/22/2024 Chris Bulman Inc5,751$268K0.2%-43.7%0.006%
10/22/2024 Macroview Investment Management LLC54,762$2.56M2.5%+0.4%0.061%
10/22/2024 Private Advisor Group LLC143,961$6.72M0.0%+5.0%0.160%
10/22/2024 Leo Wealth LLC329,893$15.39M1.4%+20.7%0.367%
10/21/2024 Castleview Partners LLC664$31K0.0%N/A0.001%
10/21/2024 AIFG Consultants Ltd.4,941$230K0.2%N/A0.005%
10/18/2024Chicago Capital LLC6,974$325K0.0%N/A0.008%
10/18/2024Raymond James & Associates2,585,996$120.64M0.1%+11.5%2.875%
10/18/2024Blue Trust Inc.11,589$517K0.0%+134.3%0.013%
10/17/2024Inspire Advisors LLC38,172$1.78M0.2%-11.7%0.042%
10/16/2024 Secure Asset Management LLC108,066$5.04M0.8%N/A0.120%
10/16/2024 Good Life Advisors LLC40,226$1.88M0.1%-10.7%0.045%
10/16/2024 SPC Financial Inc.758,181$35.37M3.1%-3.3%0.843%
10/16/2024 Transform Wealth LLC247,241$11.53M0.8%N/A0.275%
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10/11/2024 Paladin Wealth LLC68,867$3.21M2.8%N/A0.077%
10/11/2024 Rise Advisors LLC301,340$14.06M6.7%+11.2%0.335%
10/10/2024 Asio Capital LLC182,427$8.51M1.6%+3.6%0.203%
10/9/2024 Albion Financial Group UT476,497$22.23M1.5%+36,981.5%0.530%
10/9/2024 Marcum Wealth LLC78,908$3.68M0.3%+9.1%0.088%
10/8/2024 Brookstone Capital Management338,549$15.79M0.2%-2.0%0.376%
10/8/2024 Towneley Capital Management Inc DE393,034$18.34M4.2%+1.8%0.437%
10/8/2024 Legacy Private Trust Co.476,469$22.23M1.5%-2.8%0.530%
10/8/2024 Advance Capital Management Inc.380,441$17.75M0.8%+26.0%0.423%
10/8/2024 Axiom Advisory LLC14,400$662K0.0%+1.6%0.016%
10/8/2024 Atwood & Palmer Inc.3,370$157K0.0%-59.5%0.004%
10/7/2024 Divergent Planning LLC709,359$32.62M12.2%+5.7%0.789%
10/7/2024 KWB Wealth72,140$3.22M0.4%+16.9%0.080%
10/5/2024 Inspirion Wealth Advisors LLC323,608$15.10M2.1%-23.5%0.360%
10/5/2024 Harbor Investment Advisory LLC49,349$2.30M0.2%+13.5%0.055%
10/5/2024 Goelzer Investment Management Inc.302,852$14.13M0.8%N/A0.337%
9/30/2024 Mattson Financial Services LLC25,435$1.14M0.4%N/A0.028%
9/5/2024Sanctuary Advisors LLC127,680$5.59M0.0%N/A0.142%
9/3/2024Clear Rock Advisors LLC518,185$23.14M9.9%+1.9%0.576%
8/30/2024Brown Financial Advisors63,783$2.85M1.3%N/A0.071%
8/28/2024Kestra Investment Management LLC282,121$12.60M0.9%N/A0.314%
8/27/2024New Century Financial Group LLC6,128$274K0.1%N/A0.007%
8/22/2024Cetera Investment Advisers336,307$15.02M0.0%+1.7%0.374%
8/21/2024 SPC Financial Inc.784,070$35.01M3.2%+1.1%0.872%
8/21/2024Truist Financial Corp105,599$4.72M0.0%+479.2%0.117%
8/19/2024B. Riley Wealth Advisors Inc.13,188$589K0.0%N/A0.015%
8/16/2024Northwestern Mutual Wealth Management Co.1,666$74K0.0%N/A0.002%
8/14/2024Semmax Financial Advisors Inc.1,826$84K0.0%N/A0.002%
8/12/2024 Haverford Financial Services Inc.7,501$335K0.1%N/A0.008%
8/12/2024Blair William & Co. IL4,804$214K0.0%-36.3%0.005%
8/12/2024Mercer Global Advisors Inc. ADV11,970$534K0.0%-16.2%0.013%
8/9/2024 Greenwich Wealth Management LLC62,819$2.81M0.2%-1.2%0.070%
8/8/2024Inspire Advisors LLC43,221$1.93M0.3%+4.2%0.048%
8/8/2024Envestnet Asset Management Inc.2,041,315$91.15M0.0%+3.6%2.269%
8/8/2024TMD Wealth Management LLC429,258$19.17M4.2%N/A0.477%
8/8/2024Parallel Advisors LLC382,707$17.09M0.4%+13.0%0.425%
8/8/2024Prevail Innovative Wealth Advisors LLC78,292$3.50M1.2%+52.7%0.087%
8/8/2024LPL Financial LLC807,656$36.06M0.0%+3.7%0.898%
8/7/2024Liberty Wealth Management LLC17,414$778K0.0%N/A0.019%
8/6/2024Sage Advisory Services Ltd.Co.21,274$950K0.3%+101.8%0.024%
8/6/2024 Chris Bulman Inc10,217$456K0.3%N/A0.011%
8/6/2024 Parcion Private Wealth LLC355,203$15.86M1.4%-43.0%0.395%
8/5/2024 Private Advisor Group LLC137,115$6.12M0.0%+13.4%0.152%
8/3/2024 Foster & Motley Inc.779,199$34.79M2.4%+17.6%0.866%
8/2/2024FDx Advisors Inc.42,489$1.90M0.5%+100.5%0.047%
8/2/2024Larson Financial Group LLC686$31K0.0%N/A0.001%
8/2/2024 Financial Enhancement Group LLC404,986$18.53M2.7%-8.6%0.450%
8/2/2024Founders Financial Securities LLC12,614$563K0.1%+4.6%0.014%
8/2/2024Legacy Capital Wealth Partners LLC5,600$250K0.1%N/A0.006%
8/1/2024Flaharty Asset Management LLC13,690$611K0.1%-19.8%0.015%
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Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

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8/1/2024 Valmark Advisers Inc.7,366$329K0.0%+12.9%0.008%
8/1/2024SeaBridge Investment Advisors LLC60,971$2.72M0.7%+1.7%0.068%
7/31/2024Commonwealth Equity Services LLC78,452$3.50M0.0%+3.1%0.087%
7/30/2024Pine Valley Investments Ltd Liability Co133,277$5.95M0.4%+4.1%0.148%
7/27/2024 Presidio Capital Management LLC22,796$1.02M0.7%-51.0%0.025%
7/26/2024 Breakwater Capital Group39,836$1.78M0.4%+84.0%0.044%
7/26/2024 Bensler LLC10,180$455K0.1%-25.9%0.011%
7/26/2024 Cambridge Investment Research Advisors Inc.264,229$11.80M0.0%+1.1%0.294%
7/26/2024 Bailard Inc.1,281,319$57.21M1.6%+6.2%1.424%
7/26/2024Verdence Capital Advisors LLC11,245$502K0.0%N/A0.013%
(Data available from 1/1/2016 forward)

JMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMBS shares?

During the previous two years, 197 institutional investors and hedge funds held shares of Janus Henderson Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($349.71M), Richard Bernstein Advisors LLC ($155.41M), Congress Wealth Management LLC DE ($148.75M), Raymond James & Associates ($120.64M), Envestnet Asset Management Inc. ($91.15M), Madison Asset Management LLC ($89.57M), and Bank of America Corp DE ($70.10M).Learn more on JMBS's institutional investors.

Which institutional investors have been buying Janus Henderson Mortgage-Backed Securities ETF stock?

Of the 179 institutional investors that purchased Janus Henderson Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($7.61M), Richard Bernstein Advisors LLC ($3.58M), Raymond James & Associates ($2.75M), Gradient Investments LLC ($1.92M), Congress Wealth Management LLC DE ($1.65M), Envestnet Asset Management Inc. ($1.63M), and Foster & Motley Inc. ($804.98K).

How much institutional buying is happening at Janus Henderson Mortgage-Backed Securities ETF?

Institutional investors have bought a total of 37,070,421 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

Which Janus Henderson Mortgage-Backed Securities ETF major shareholders have been selling company stock?

Of the 76 institutional investors that sold Janus Henderson Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Enhancement Group LLC ($1.29M), Congress Wealth Management LLC DE ($593.53K), Gradient Investments LLC ($501.32K), Raymond James & Associates ($356.07K), Parcion Private Wealth LLC ($267.79K), Atwood & Palmer Inc. ($178.58K), and Arden Trust Co ($161.83K).

How much institutional selling is happening at Janus Henderson Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 4,542,506 shares in the last 24 months. This volume of shares sold represents approximately $205.31M in transactions.


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This page (NYSEARCA:JMBS) was last updated on 11/2/2024 by MarketBeat.com Staff
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