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

Janus Henderson Mortgage-Backed Securities ETF logo
$44.22 -0.15 (-0.33%)
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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)
153
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$118.67M
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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
1/22/2025United Asset Strategies Inc.4,545$201K0.0%N/A0.005%
1/22/2025Blue Trust Inc.10,520$491K0.0%-9.2%0.012%
1/21/2025Asio Capital LLC211,457$9.34M1.8%+15.9%0.235%
1/21/2025Goelzer Investment Management Inc.299,873$13.25M0.8%-1.0%0.333%
1/21/2025Gradient Investments LLC1,544,857$68.25M1.4%+8.3%1.717%
1/21/2025Lincoln Capital Corp134,699$5.95M2.5%+2.7%0.150%
1/17/2025 Secure Asset Management LLC131,146$5.79M0.9%+21.4%0.146%
1/17/2025 IVC Wealth Advisors LLC9,109$402K0.2%+7.0%0.010%
1/17/2025 Endeavor Private Wealth Inc.7,058$312K0.3%N/A0.008%
1/17/2025 Janney Montgomery Scott LLC239,300$10.57M0.0%-5.5%0.266%
1/17/2025 Albion Financial Group UT541,875$23.94M1.6%+13.7%0.602%
1/17/2025 Transform Wealth LLC304,205$13.44M0.7%+23.0%0.338%
1/16/2025 Atwood & Palmer Inc.25,170$1.11M0.1%+646.9%0.028%
1/16/2025 Harbor Investment Advisory LLC57,015$2.52M0.2%+15.5%0.063%
1/16/2025 Divergent Planning LLC740,025$32.31M11.0%+4.3%0.823%
1/16/2025 Diversify Advisory Services LLC4,653$203K0.0%N/A0.005%
1/15/2025 CGN Advisors LLC732,740$32.37M3.1%+10.4%0.815%
1/15/2025 Merit Financial Group LLC257,992$11.40M0.2%-1.2%0.287%
1/15/2025 Saxon Interests Inc.7,406$327K0.1%-3.8%0.008%
1/15/2025 Inspirion Wealth Advisors LLC398,888$17.54M2.5%+23.3%0.443%
1/14/2025 Financial Enhancement Group LLC508,377$22.13M3.4%+106.6%0.565%
1/14/2025 Acropolis Investment Management LLC49,510$2.19M0.1%N/A0.055%
1/14/2025 KWB Wealth75,198$3.51M0.4%+4.2%0.084%
1/14/2025 Seed Wealth Management Inc.129,542$5.72M4.6%+16.0%0.144%
1/13/2025 Marcum Wealth LLC73,168$3.23M0.3%-7.3%0.081%
1/13/2025 Pallas Capital Advisors LLC312,100$13.79M0.6%-53.6%0.347%
1/13/2025 Brookstone Capital Management332,588$14.69M0.2%-1.8%0.370%
1/8/2025 Legacy Private Trust Co.493,085$21.78M1.4%+3.5%0.548%
1/7/2025 Rise Advisors LLC292,300$12.91M6.2%-3.0%0.325%
1/6/2025 Advance Capital Management Inc.365,971$16.17M0.7%-3.8%0.407%
12/26/2024JPMorgan Chase & Co.10,456$488K0.0%+2,188.0%0.012%
11/25/2024Sanctuary Advisors LLC121,247$5.43M0.0%-5.0%0.135%
11/25/2024Pine Valley Investments Ltd Liability Co148,738$6.94M0.4%+11.6%0.165%
11/18/2024Brown Financial Advisors66,667$3.11M1.3%+4.5%0.074%
11/15/2024Hamilton Capital LLC3,616,709$162.72M12.0%+0.7%4.021%
11/15/2024MML Investors Services LLC151,896$7.09M0.0%+12.9%0.169%
11/15/2024Orion Portfolio Solutions LLC46,183$2.15M0.0%-2.7%0.051%
11/15/2024Jane Street Group LLC5,689$265K0.0%-93.3%0.006%
11/15/2024Kovitz Investment Group Partners LLC1,691,233$78.72M0.5%N/A1.880%
11/15/2024Stifel Financial Corp104,171$4.86M0.0%-11.2%0.116%
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11/15/2024IHT Wealth Management LLC24,481$1.14M0.0%-17.8%0.027%
11/15/2024HighTower Advisors LLC54,882$2.56M0.0%+5.3%0.061%
11/15/2024Kestra Investment Management LLC288,059$13.44M0.6%+2.1%0.320%
11/14/2024Verition Fund Management LLC8,000$373K0.0%-66.7%0.009%
11/14/2024Rockefeller Capital Management L.P.202,454$9.44M0.0%+2.5%0.225%
11/14/2024CreativeOne Wealth LLC4,576$213K0.0%N/A0.005%
11/13/2024Townsquare Capital LLC128,842$6.01M0.1%+1.3%0.143%
11/13/2024Transamerica Financial Advisors Inc.146,224$6.82M0.7%-11.6%0.163%
11/12/2024Allen Capital Group LLC169,405$7.90M1.0%+11.9%0.188%
11/12/202449 Wealth Management LLC4,637$216K0.0%N/A0.005%
11/12/2024Charles Schwab Investment Management Inc.7,584,545$353.82M0.1%-0.2%8.432%
11/8/2024Darwin Wealth Management LLC1,137$53K0.0%N/A0.001%
11/8/2024Advisors Asset Management Inc.13,165$614K0.0%+15.6%0.015%
11/8/2024PNC Financial Services Group Inc.69,686$3.25M0.0%-0.5%0.077%
11/7/2024Tidemark LLC3,566$166K0.1%-10.8%0.004%
11/7/2024TrinityPoint Wealth LLC28,656$1.34M0.2%-2.3%0.032%
11/7/2024Thrivent Financial for Lutherans58,879$2.75M0.0%N/A0.065%
11/6/2024WESPAC Advisors SoCal LLC54,720$2.55M0.6%+43.1%0.061%
11/5/2024Haverford Trust Co1,269,422$59.22M0.6%+13.1%1.411%
11/5/2024Patron Partners LLC30,254$1.41M0.8%-2.7%0.034%
11/5/2024Apollon Wealth Management LLC119,098$5.56M0.2%+20.6%0.132%
11/5/2024FDx Advisors Inc.35,825$1.67M0.5%-15.7%0.040%
11/4/2024Venturi Wealth Management LLC8,459$395K0.0%-32.3%0.009%
11/4/2024Arvest Investments Inc.638,045$29.77M4.5%-0.2%0.709%
11/4/2024Legacy Capital Wealth Partners LLC5,951$278K0.0%+6.3%0.007%
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%
11/1/2024Presidio 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%
10/30/2024Foster & Motley Inc.966,240$45.08M2.9%+24.0%1.074%
10/30/2024Bailard Inc.1,417,953$66.15M1.7%+10.7%1.576%
10/30/2024ASB Consultores LLC36,586$1.71M0.7%+54.3%0.041%
10/30/2024PDS Planning Inc11,237$524K0.0%N/A0.012%
10/29/2024 Janney Montgomery Scott LLC253,252$11.81M0.0%+0.5%0.282%
10/29/2024Clear Creek Financial Management LLC13,631$636K0.1%-22.6%0.015%
10/29/2024Greenwich Wealth Management LLC59,534$2.78M0.2%-5.2%0.066%
10/29/2024James Investment Research Inc.9,081$424K0.0%-22.7%0.010%
10/29/2024Farther Finance Advisors LLC32,543$1.52M0.1%N/A0.036%
10/29/2024Capital Advisors Inc. OK1,141,462$53.25M1.1%-0.8%1.269%
10/28/2024Gladstone Institutional Advisory LLC19,526$911K0.0%+9.2%0.022%
10/28/2024Haverford Financial Services Inc.8,614$402K0.1%+14.8%0.010%
10/28/2024US Bancorp DE1,351$63K0.0%-59.6%0.002%
10/25/2024Valmark Advisers Inc.6,833$319K0.0%-7.2%0.008%
10/25/2024MONECO 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%
10/24/2024Alpha Financial Partners LLC42,727$1.99M1.4%N/A0.048%
10/23/2024Mirae Asset Global Investments Co. Ltd.54,900$2.57M0.0%+9.1%0.061%
10/23/2024Lincoln Capital Corp131,188$6.12M2.5%+4.9%0.146%
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10/22/2024 International Assets Investment Management LLC580,899$27.10M0.0%+166,346.7%0.646%
10/22/2024Chris Bulman Inc5,751$268K0.2%-43.7%0.006%
10/22/2024Macroview Investment Management LLC54,762$2.56M2.5%+0.4%0.061%
10/22/2024Private Advisor Group LLC143,961$6.72M0.0%+5.0%0.160%
10/22/2024Leo Wealth LLC329,893$15.39M1.4%+20.7%0.367%
10/21/2024Castleview Partners LLC664$31K0.0%N/A0.001%
10/21/2024AIFG 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%
(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, 208 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. ($353.82M), Hamilton Capital LLC ($162.72M), Richard Bernstein Advisors LLC ($155.41M), Congress Wealth Management LLC DE ($148.75M), Raymond James & Associates ($120.64M), Envestnet Asset Management Inc. ($91.15M), and Madison Asset Management LLC ($89.57M).Learn more on JMBS's institutional investors.

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

Of the 189 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 ($2.04M), Kovitz Investment Group Partners LLC ($1.69M), Congress Wealth Management LLC DE ($1.65M), and Envestnet Asset Management Inc. ($1.63M).

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

Institutional investors have bought a total of 39,735,224 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

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

Of the 86 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 ($592.67K), Gradient Investments LLC ($501.32K), Pallas Capital Advisors LLC ($360.86K), Raymond James & Associates ($356.07K), Parcion Private Wealth LLC ($267.79K), and Atwood & Palmer Inc. ($178.58K).

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

Institutional investors have sold a total of 4,976,932 shares in the last 24 months. This volume of shares sold represents approximately $224.76M in transactions.


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This page (NYSEARCA:JMBS) was last updated on 1/22/2025 by MarketBeat.com Staff
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