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

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$44.83

-0.17 (-0.38%)

(As of 06/17/2024 ET)

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Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 124
Total Institutional Inflows (last 12 months): $1.18B

Number of Institutional Sellers (last 12 months): 34
Total Institutional Outflows (last 12 months): $76.12M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/10/2024	Clear Rock Advisors LLC	508,565	$22.94M	10.0%	+5.9%	0.565%
5/24/2024	Cetera Advisors LLC	55,222	$2.49M	0.0%	+99.8%	0.061%
5/24/2024	Cetera Investment Advisers	330,809	$14.92M	0.0%	+63.1%	0.368%
5/21/2024	Atria Investments Inc	69,264	$3.12M	0.0%	-1.4%	0.077%
5/17/2024	Comerica Bank	80,395	$3.63M	0.0%	+0.3%	0.089%
5/16/2024	Waverly Advisors LLC	27,493	$1.24M	0.0%	N/A	0.031%
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5/15/2024	Blue Edge Capital LLC	185,579	$8.37M	1.4%	+2.4%	0.206%
5/14/2024	Advisors Asset Management Inc.	10,153	$458K	0.0%	+6.2%	0.011%
5/13/2024	Bessemer Group Inc.	55,456	$2.50M	0.0%	-4.6%	0.062%
5/10/2024	Prevail Innovative Wealth Advisors LLC	51,285	$2.31M	0.9%	N/A	0.057%
5/9/2024	Leo Wealth LLC	318,121	$14.24M	1.5%	+57.8%	0.355%
5/9/2024	Blair William & Co. IL	7,539	$340K	0.0%	+23.5%	0.008%
5/9/2024	Orion Portfolio Solutions LLC	46,700	$2.11M	0.0%	-11.7%	0.052%
5/9/2024	Charles Schwab Investment Advisory Inc.	6,831	$308K	0.0%	-7.5%	0.008%
5/8/2024	Inspire Advisors LLC	41,462	$1.87M	0.3%	+11.4%	0.046%
5/7/2024	Redwood Wealth Management Group LLC	34,597	$1.56M	1.7%	N/A	0.039%
5/6/2024	Envestnet Portfolio Solutions Inc.	142,761	$6.44M	0.0%	+6.9%	0.159%
5/4/2024	SPC Financial Inc.	775,305	$34.97M	3.3%	+0.2%	0.866%
5/3/2024	FDx Advisors Inc.	21,195	$956K	0.1%	-14.8%	0.024%
5/3/2024	United Community Bank	8,502	$383K	0.1%	+37.0%	0.009%
5/3/2024	Patron Partners LLC	31,027	$1.40M	0.9%	-8.0%	0.035%
5/2/2024	Haverford Trust Co	62,267	$2.81M	0.0%	+1,148.1%	0.070%
5/2/2024	Mendel Money Management	69,883	$3.15M	1.5%	-211.7%	0.078%
5/1/2024	Janney Montgomery Scott LLC	260,585	$11.75M	0.0%	+4.5%	0.291%
5/1/2024	SeaBridge Investment Advisors LLC	59,964	$2.70M	0.7%	+4.6%	0.067%
4/30/2024	Private Advisor Group LLC	120,863	$5.45M	0.0%	-35.8%	0.135%
4/30/2024	Macroview Investment Management LLC	55,169	$2.49M	2.7%	+64.0%	0.062%
4/29/2024	Commonwealth Equity Services LLC	76,073	$3.43M	0.0%	+137.4%	0.085%
4/26/2024	Sage Advisory Services Ltd.Co.	10,544	$476K	0.1%	-4.2%	0.012%
4/26/2024	Clear Creek Financial Management LLC	47,045	$2.12M	0.3%	+5.1%	0.053%
4/25/2024	Presidio Capital Management LLC	46,549	$2.10M	1.5%	+79.2%	0.053%
4/25/2024	Cambridge Investment Research Advisors Inc.	261,374	$11.79M	0.0%	+4.8%	0.298%
4/23/2024	Gradient Investments LLC	1,873,951	$84.52M	2.0%	-2.4%	2.136%
4/23/2024	Raymond James Financial Services Advisors Inc.	114,790	$5.18M	0.0%	-5.8%	0.131%
4/22/2024	Towneley Capital Management Inc DE	373,717	$16.86M	4.1%	+2.5%	0.426%
4/22/2024	Raymond James & Associates	2,126,897	$95.92M	0.1%	-13.5%	2.424%
4/20/2024	KWB Wealth	64,052	$2.89M	0.4%	+11.8%	0.073%
4/19/2024	Arvest Investments Inc.	553,006	$24.94M	4.0%	+2.7%	0.630%
4/18/2024	Colton Groome Financial Advisors LLC	11,228	$506K	0.2%	-11.1%	0.013%
4/18/2024	WESPAC Advisors SoCal LLC	22,488	$1.01M	0.3%	+12.4%	0.026%
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4/18/2024	Congress Wealth Management LLC DE	3,298,122	$148.75M	2.6%	+5.1%	3.759%
4/18/2024	Breakwater Capital Group	21,652	$977K	0.2%	N/A	0.025%
4/17/2024	Founders Financial Securities LLC	12,063	$544K	0.1%	+14.3%	0.014%
4/16/2024	Asio Capital LLC	146,271	$6.60M	1.4%	+42.0%	0.167%
4/16/2024	Seed Wealth Management Inc.	99,228	$4.43M	4.2%	+26.6%	0.113%
4/15/2024	Ehrlich Financial Group	48,222	$2.18M	1.8%	+11.7%	0.055%
4/15/2024	Financial Enhancement Group LLC	442,868	$19.53M	3.2%	-39.0%	0.505%
4/13/2024	Inspirion Wealth Advisors LLC	408,746	$18.43M	3.0%	+90.3%	0.466%
4/12/2024	Divergent Planning LLC	638,785	$28.51M	12.0%	+4.5%	0.728%
4/12/2024	CGN Advisors LLC	505,779	$22.81M	2.9%	+6.9%	0.576%
4/12/2024	Harbor Investment Advisory LLC	39,988	$1.80M	0.2%	-36.6%	0.046%
4/10/2024	Marcum Wealth LLC	57,035	$2.57M	0.3%	+37.1%	0.065%
4/10/2024	Atwood & Palmer Inc.	12,418	$560K	0.0%	-8.4%	0.014%
4/10/2024	Legacy Private Trust Co.	477,304	$21.53M	1.6%	+20.6%	0.544%
4/9/2024	Rise Advisors LLC	243,513	$10.98M	5.9%	+11.8%	0.713%
4/9/2024	Mather Group LLC.	1,237	$57K	0.0%	N/A	0.004%
4/4/2024	Advance Capital Management Inc.	313,092	$14.12M	1.0%	N/A	0.917%
4/3/2024	Arden Trust Co	240,962	$10.87M	1.5%	+3.6%	0.706%
3/15/2024	B. Riley Wealth Advisors Inc.	7,647	$351K	0.0%	N/A	0.022%
3/14/2024	Leo Wealth LLC	201,602	$9.13M	0.9%	N/A	0.591%
3/5/2024	Fisher Asset Management LLC	4,905	$225K	0.0%	N/A	0.014%
2/29/2024	Scarborough Advisors LLC	1,040	$48K	0.0%	N/A	0.003%
2/20/2024	Able Wealth Management LLC	6,246	$287K	0.3%	N/A	0.018%
2/13/2024	Envestnet Asset Management Inc.	1,924,031	$88.39M	0.0%	+169.2%	5.637%
2/13/2024	Cetera Advisor Networks LLC	100,423	$4.61M	0.0%	+124.4%	0.294%
2/13/2024	Belpointe Asset Management LLC	48,444	$2.23M	0.2%	+537.3%	0.142%
2/13/2024	United Community Bank	6,207	$285K	0.1%	+4.2%	0.018%
2/12/2024	Clear Rock Advisors LLC	480,367	$21.67M	9.9%	N/A	1.407%
2/12/2024	Madison Asset Management LLC	1,949,729	$89.57M	1.2%	+6.1%	5.713%
2/12/2024	Relative Value Partners Group LLC	515,212	$23.67M	1.4%	+28.3%	1.510%
2/12/2024	Stifel Financial Corp	118,761	$5.46M	0.0%	+121.4%	0.348%
2/12/2024	Pine Valley Investments Ltd Liability Co	78,535	$3.61M	0.3%	+23.2%	0.230%
2/9/2024	Congress Wealth Management LLC DE	3,137,206	$144.12M	2.6%	+2.1%	9.192%
2/9/2024	Cambridge Investment Research Advisors Inc.	249,351	$11.46M	0.0%	+38.0%	0.731%
2/9/2024	Tidemark LLC	17,204	$790K	0.5%	N/A	0.050%
2/9/2024	Corient Private Wealth LLC	940,078	$43.19M	0.1%	+9.3%	2.754%
2/9/2024	Wells Fargo & Company MN	420,338	$19.31M	0.0%	+46.3%	1.232%
2/9/2024	Gladstone Institutional Advisory LLC	13,584	$624K	0.0%	+12.0%	0.040%
2/9/2024	UBS Group AG	1,249,156	$57.39M	0.0%	+95.8%	3.660%
2/8/2024	TrinityPoint Wealth LLC	30,395	$1.40M	0.3%	+196.2%	0.089%
2/8/2024	Haverford Trust Co	4,989	$229K	0.0%	N/A	0.015%
2/8/2024	Janney Montgomery Scott LLC	249,371	$11.46M	0.0%	+98.8%	0.731%
2/7/2024	Avantax Advisory Services Inc.	8,476	$389K	0.0%	-9.4%	0.025%
2/7/2024	Envestnet Portfolio Solutions Inc.	133,539	$6.14M	0.0%	+73.9%	0.391%
2/7/2024	Northwest Financial Advisors	29,769	$1.37M	1.2%	N/A	0.087%
2/6/2024	Charles Schwab Investment Advisory Inc.	7,385	$339K	0.0%	N/A	0.022%
2/6/2024	Charles Schwab Investment Management Inc.	7,612,323	$349.71M	0.1%	N/A	22.304%
2/6/2024	Apollon Wealth Management LLC	33,904	$1.56M	0.1%	-22.8%	0.099%
2/6/2024	Private Advisor Group LLC	188,172	$8.65M	0.1%	+477.1%	0.551%
2/6/2024	Axxcess Wealth Management LLC	25,652	$1.18M	0.0%	+68.1%	0.075%
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2/6/2024	Merit Financial Group LLC	228,574	$10.50M	0.3%	+5.6%	0.670%
2/6/2024	Eldridge Investment Advisors Inc.	27,000	$1.24M	0.3%	N/A	0.079%
2/6/2024	Fisher Asset Management LLC	4,905	$225K	0.0%	N/A	0.014%
2/6/2024	Essex Financial Services Inc.	4,803	$221K	0.0%	N/A	0.014%
2/5/2024	Cary Street Partners Asset Management LLC	80,914	$3.72M	0.6%	+402.1%	0.237%
2/5/2024	Transcend Capital Advisors LLC	160,375	$7.37M	0.7%	+166.4%	0.470%
2/2/2024	Fulton Breakefield Broenniman LLC	5,385	$247K	0.0%	N/A	0.016%
2/2/2024	Truist Financial Corp	18,368	$844K	0.0%	N/A	0.054%
2/2/2024	Bailard Inc.	1,146,912	$52.69M	1.6%	+3.6%	3.360%
2/2/2024	Atria Wealth Solutions Inc.	29,915	$1.37M	0.0%	+60.9%	0.088%

(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, 167 institutional investors and hedge funds held shares of Janus Henderson Mortgage-Backed Securities ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($36.00B), Charles Schwab Investment Management Inc. ($349.71M), Richard Bernstein Advisors LLC ($155.41M), Congress Wealth Management LLC DE ($148.75M), Raymond James & Associates ($95.92M), Madison Asset Management LLC ($89.57M), and Envestnet Asset Management Inc. ($88.39M).Learn more on JMBS's institutional investors.
Which institutional investors have been buying Janus Henderson Mortgage-Backed Securities ETF stock?: Of the 150 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 ($2.29M), Congress Wealth Management LLC DE ($2.11M), Gradient Investments LLC ($1.92M), Envestnet Asset Management Inc. ($1.74M), and SPC Financial Inc. ($714.65K).
How much institutional buying is happening at Janus Henderson Mortgage-Backed Securities ETF?: Institutional investors have bought a total of 32,697,585 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

Which Janus Henderson Mortgage-Backed Securities ETF major shareholders have been selling company stock?: Of the 71 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 ($1.10M), SPC Financial Inc. ($941.56K), Congress Wealth Management LLC DE ($593.53K), Capital Advisors Inc. OK ($415.86K), Atwood & Palmer Inc. ($385.47K), Raymond James & Associates ($358.26K), and Arden Trust Co ($161.53K).
How much institutional selling is happening at Janus Henderson Mortgage-Backed Securities ETF?: Institutional investors have sold a total of 5,212,568 shares in the last 24 months. This volume of shares sold represents approximately $239.53M in transactions.