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

Janus Henderson Mortgage-Backed Securities ETF logo
$44.61 +0.12 (+0.27%)
As of 01:59 PM Eastern
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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)
166
Total
Institutional Inflows
(last 12 months)
$999.35M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$249.68M
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JMBS Institutional Buying and Selling by Quarter

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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
4/15/2025Arvest Investments Inc.642,287$29.03M4.6%+2.0%0.552%
4/15/2025Transform Wealth LLC334,255$15.11M0.9%+9.9%0.287%
4/15/2025Redhawk Wealth Advisors Inc.704,669$31.85M4.3%N/A0.605%
4/15/2025Atwood & Palmer Inc.24,030$1.09M0.1%-4.5%0.021%
4/14/2025 Pallas Capital Advisors LLC1,212,305$54.80M2.3%+288.4%1.041%
4/14/2025 Farther Finance Advisors LLC26,269$1.19M0.0%-10.0%0.023%
4/14/2025 Destiny Wealth Partners LLC90,145$4.08M0.6%-3.4%0.077%
4/11/2025 Towneley Capital Management Inc DE447,911$20.25M4.7%+3.5%0.395%
4/11/2025 Impact Capital Partners LLC15,337$693K0.3%+4.0%0.014%
4/11/2025 Ehrlich Financial Group42,547$1.92M1.4%-0.8%0.037%
4/11/2025 Northwest Financial Advisors51,872$2.35M1.9%+21.1%0.046%
4/10/2025 Breakwater Capital Group15,006$678K0.1%-64.5%0.013%
4/10/2025 KWB Wealth91,954$4.06M0.5%+22.3%0.081%
4/10/2025 Secure Asset Management LLC221,058$9.99M2.0%+68.6%0.195%
4/10/2025 CGN Advisors LLC749,839$33.89M3.3%+2.3%0.661%
4/9/2025 Merit Financial Group LLC68,563$3.10M0.0%-73.4%0.060%
4/9/2025 Paladin Wealth LLC84,134$3.80M3.4%+22.8%0.074%
4/9/2025 Harbor Investment Advisory LLC51,172$2.31M0.2%-10.2%0.045%
4/9/2025 Inspirion Wealth Advisors LLC496,248$22.43M3.1%+24.4%0.437%
4/9/2025 Gradient Investments LLC1,989,708$89.94M1.8%+28.8%1.753%
4/9/2025 Divergent Planning LLC777,355$35.28M11.7%+5.0%0.685%
4/9/2025 NBC Securities Inc.749$33K0.0%N/A0.001%
4/9/2025 Advance Capital Management Inc.654,308$29.58M1.4%+78.8%0.577%
4/8/2025 Presidio Capital Management LLC8,840$400K0.2%-42.1%0.008%
4/8/2025 IVC Wealth Advisors LLC29,047$1.31M0.7%+218.9%0.026%
4/8/2025 Parallel Advisors LLC1,200,559$54.27M1.2%+98.7%1.058%
4/4/2025 Webster Bank N. A.790$36K0.0%N/A0.001%
4/4/2025 Legacy Private Trust Co.489,196$22.11M1.5%-0.8%0.431%
4/2/2025 Marcum Wealth LLC74,065$3.35M0.3%+1.2%0.065%
3/24/2025Fire Capital Management LLC11,380$503K0.4%N/A0.010%
3/17/2025Wealth Enhancement Advisory Services LLC75,765$3.35M0.0%N/A0.068%
3/10/2025Mattson Financial Services LLC24,294$1.13M0.4%-4.0%0.022%
2/25/2025B. Riley Wealth Advisors Inc.14,454$639K0.0%+8.8%0.013%
2/19/2025Richmond Investment Services LLC13,026$576K0.3%N/A0.012%
2/19/2025WCG Wealth Advisors LLC25,652$1.13M0.1%-59.7%0.023%
2/18/2025Fourth Dimension Wealth LLC139,945$6.18M3.2%N/A0.156%
2/17/2025Waverly Advisors LLC41,658$1.84M0.0%+12.2%0.046%
2/17/2025TrinityPoint Wealth LLC25,194$1.11M0.2%-12.1%0.028%
2/17/2025Sentinus LLC66,710$2.95M0.9%+5.2%0.074%
2/17/2025Shepherd Kaplan Krochuk LLC72,240$3.19M2.7%-4.2%0.080%
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2/17/2025Royal Bank of Canada923,596$40.81M0.0%-3.9%1.027%
2/17/2025Minot DeBlois Advisors LLC801$35K0.0%N/A0.001%
2/17/2025EPG Wealth Management LLC47,627$2.10M0.6%-10.4%0.053%
2/17/2025CoreCap Advisors LLC8,031$355K0.0%+18.7%0.009%
2/17/2025Cetera Investment Advisers368,528$16.28M0.0%+8.3%0.410%
2/17/2025BOKF NA1,212$53K0.0%-90.3%0.001%
2/17/2025Cary Street Partners Financial LLC41,533$1.84M0.1%N/A0.046%
2/17/2025Bank of America Corp DE15,801,763$698.12M0.1%-3.1%17.567%
2/17/2025Ancora Advisors LLC93,659$4.14M0.1%+84.0%0.104%
2/14/2025Blue Rock Wealth Management LLC80,256$3.55M3.7%N/A0.089%
2/14/2025Mercer Global Advisors Inc. ADV7,920$350K0.0%-21.4%0.009%
2/14/2025Jane Street Group LLC47,624$2.10M0.0%+737.1%0.053%
2/14/2025Comerica Bank64,438$2.85M0.0%-16.7%0.072%
2/14/2025Kovitz Investment Group Partners LLC1,807,905$79.87M0.3%+6.9%2.010%
2/14/2025Susquehanna International Group LLP58,777$2.60M0.0%N/A0.065%
2/14/2025IHT Wealth Management LLC31,120$1.38M0.0%+27.1%0.035%
2/14/2025Stifel Financial Corp109,613$4.84M0.0%+5.2%0.122%
2/14/2025Transatlantique Private Wealth LLC8,113$358K0.1%+68.2%0.009%
2/14/2025MML Investors Services LLC137,050$6.06M0.0%-9.8%0.152%
2/14/2025GeoWealth Management LLC2,719$120K0.0%-68.8%0.003%
2/13/2025NewEdge Advisors LLC5,781$255K0.0%+1,170.5%0.006%
2/13/2025Guggenheim Capital LLC162,618$7.18M0.1%+105.9%0.181%
2/13/2025Belpointe Asset Management LLC10,807$494K0.0%-14.7%0.012%
2/13/2025Mariner LLC56,626$2.50M0.0%+31.3%0.063%
2/13/2025Townsquare Capital LLC100,333$4.43M0.1%-22.1%0.112%
2/13/2025Rockefeller Capital Management L.P.229,759$10.15M0.0%+13.5%0.255%
2/13/2025Heritage Trust Co30,397$1.34M0.2%N/A0.034%
2/13/2025Argent Trust Co8,150$360K0.0%+3.2%0.009%
2/13/2025Blue Edge Capital LLC186,980$8.26M1.3%-1.8%0.208%
2/13/2025Envestnet Asset Management Inc.1,875,061$82.84M0.0%-7.4%2.085%
2/13/2025Wells Fargo & Company MN1,166,564$51.54M0.0%-23.1%1.297%
2/13/2025Rosenblum Silverman Sutton S F Inc. CA90,845$4.01M1.0%+39.4%0.101%
2/12/2025OneAscent Financial Services LLC38,224$1.69M0.1%N/A0.042%
2/12/2025OLD Mission Capital LLC43,449$1.92M0.0%N/A0.048%
2/12/2025Prevail Innovative Wealth Advisors LLC64,551$2.85M0.8%-43.5%0.072%
2/12/2025Transamerica Financial Advisors Inc.142,773$6.31M0.6%-2.4%0.159%
2/12/2025Orion Portfolio Solutions LLC46,616$2.06M0.0%+0.9%0.052%
2/12/2025Moment Partners LLC411,956$18.20M3.5%N/A0.458%
2/12/2025JPMorgan Chase & Co.1,353$60K0.0%-87.1%0.002%
2/12/2025Mendel Money Management64,764$2.86M1.3%-8.1%0.072%
2/11/2025Modern Wealth Management LLC327,962$14.58M0.5%+4,875.9%0.365%
2/11/2025Haverford Trust Co1,490,395$65.85M0.7%+17.4%1.657%
2/11/2025Congress Wealth Management LLC DE2,057,576$90.90M1.2%-34.2%2.287%
2/11/2025Haverford Financial Services Inc.11,190$494K0.2%+29.9%0.012%
2/11/2025LPL Financial LLC1,060,942$46.87M0.0%-7.5%1.179%
2/11/2025Arvest Investments Inc.629,593$27.82M4.4%-1.3%0.700%
2/10/2025Horizon Investments LLC443,276$19.50M0.6%+0.9%0.493%
2/10/2025Aspen Wealth Strategies LLC14,214$628K0.4%+2.5%0.016%
2/10/2025 Parallel Advisors LLC604,311$26.70M0.6%+9.8%0.672%
2/10/2025Harbour Investments Inc.1,967$87K0.0%N/A0.002%
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2/10/2025Corient Private Wealth LLC1,442,028$62.90M0.1%+26.3%1.603%
2/10/2025Greenwich Wealth Management LLC60,058$2.65M0.2%+0.9%0.067%
2/10/2025Envestnet Portfolio Solutions Inc.179,595$7.94M0.0%+6.6%0.200%
2/10/2025Tidemark LLC15,569$688K0.3%+336.6%0.017%
2/10/2025Madison Investment Advisors LLC1,715,313$75.78M0.9%N/A1.907%
2/10/2025Commonwealth Equity Services LLC87,501$3.87M0.0%+6.1%0.097%
2/10/2025 Impact Capital Partners LLC14,744$651K0.2%N/A0.016%
2/10/2025Avantax Advisory Services Inc.7,405$327K0.0%+6.8%0.008%
2/10/2025 Farther Finance Advisors LLC29,194$1.29M0.0%-10.3%0.032%
2/7/2025HighTower Advisors LLC31,876$1.41M0.0%-41.9%0.035%
(Data available from 1/1/2016 forward)

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JMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMBS shares?

During the previous two years, 241 institutional investors and hedge funds held shares of Janus Henderson Mortgage-Backed Securities ETF. The most heavily invested institutionals were Bank of America Corp DE ($698.12M), Richard Bernstein Advisors LLC ($427.61M), Charles Schwab Investment Management Inc. ($346.64M), Hamilton Capital LLC ($162.72M), Raymond James Financial Inc. ($130.31M), Raymond James & Associates ($120.64M), and Congress Wealth Management LLC DE ($90.90M).Learn more on JMBS's institutional investors.

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

Of the 221 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. ($7.87M), Richard Bernstein Advisors LLC ($3.58M), Raymond James Financial Inc. ($2.95M), Raymond James & Associates ($2.75M), Gradient Investments LLC ($2.48M), Kovitz Investment Group Partners LLC ($1.81M), and Madison Investment Advisors LLC ($1.72M).

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

Institutional investors have bought a total of 49,470,821 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

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

Of the 106 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: Congress Wealth Management LLC DE ($1.07M), Financial Enhancement Group LLC ($701.43K), Bank of America Corp DE ($508.88K), Gradient Investments LLC ($501.32K), Richard Bernstein Advisors LLC ($362.66K), Pallas Capital Advisors LLC ($360.86K), and Wells Fargo & Company MN ($350.47K).

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

Institutional investors have sold a total of 6,851,802 shares in the last 24 months. This volume of shares sold represents approximately $305.96M in transactions.


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This page (NYSEARCA:JMBS) was last updated on 4/16/2025 by MarketBeat.com Staff
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