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

Janus Henderson Mortgage-Backed Securities ETF logo
$45.63 -0.04 (-0.09%)
Closing price 10/3/2025 04:10 PM Eastern
Extended Trading
$45.66 +0.03 (+0.06%)
As of 10/3/2025 04:28 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
189
Total
Institutional Inflows
(last 12 months)
$1.30B
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$336.14M
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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
9/26/2025Corient Private Wealth LLC1,466,571$66.07M0.1%+5.9%1.102%
9/4/2025Osaic Holdings Inc.241,851$10.90M0.0%+18.9%0.182%
8/27/2025Orion Porfolio Solutions LLC76,106$3.43M0.0%+87.8%0.057%
8/22/2025Carter Financial Group INC.38,498$1.73M1.1%N/A0.029%
8/19/2025B. Riley Wealth Advisors Inc.29,467$1.33M0.1%N/A0.022%
8/18/2025Geneos Wealth Management Inc.749$34K0.0%+302.7%0.001%
8/18/2025Kestra Investment Management LLC404,973$18.24M0.5%-37.0%0.304%
8/15/2025Blue Edge Capital LLC316,488$14.26M2.1%-2.9%0.238%
8/15/2025Brown Financial Advisors91,056$4.10M1.6%-2.0%0.068%
8/15/2025Corient Private Wealth LLC1,466,571$66.07M0.1%+5.9%1.102%
8/15/2025Prevail Innovative Wealth Advisors LLC63,457$2.86M0.6%+63.8%0.048%
8/15/2025Orion Porfolio Solutions LLC35,891$1.62M0.0%-11.4%0.027%
8/15/2025MML Investors Services LLC242,442$10.92M0.0%-5.4%0.182%
8/15/2025Modern Wealth Management LLC852,442$38.40M1.0%+131.2%0.640%
8/15/2025IHT Wealth Management LLC29,795$1.34M0.0%+6.0%0.022%
8/15/2025Bank of America Corp DE18,218,672$820.75M0.1%+11.6%13.685%
8/14/2025Raymond James Financial Inc.3,066,906$138.16M0.0%+3.2%2.304%
8/14/2025Transamerica Financial Advisors LLC101,411$4.57M0.4%-7.7%0.076%
8/14/2025Hamilton Capital LLC1,968,510$88.68M4.9%-43.6%1.479%
8/14/2025NewEdge Advisors LLC55,479$2.50M0.0%+111.6%0.042%
8/14/2025Sentinus LLC86,466$3.90M1.0%+9.7%0.065%
8/14/2025Cary Street Partners Financial LLC6,395$288K0.0%-50.1%0.005%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA139,195$6.27M1.5%+10.3%0.105%
8/13/2025Veltria Advisors Corp.22,772$1.03M0.7%N/A0.017%
8/13/2025Guggenheim Capital LLC399,025$17.98M0.1%+50.9%0.300%
8/13/2025CW Advisors LLC2,631,676$118.56M1.1%+3.1%1.977%
8/13/2025Nicolet Bankshares Inc.12,684$571K0.1%N/A0.010%
8/13/2025VestGen Advisors LLC46,058$2.08M0.1%+6.3%0.035%
8/13/2025Greenwich Wealth Management LLC28,606$1.29M0.1%-57.9%0.021%
8/13/2025Legacy Capital Wealth Partners LLC6,724$303K0.1%-23.1%0.005%
8/12/2025Richmond Investment Services LLC25,780$1.16M0.2%+98.6%0.019%
8/12/2025Advisors Asset Management Inc.18,055$813K0.0%+5.8%0.014%
8/12/2025One Charles Private Wealth Services LLC7,897$356K0.1%N/A0.006%
8/12/2025Steward Partners Investment Advisory LLC5,271$237K0.0%+54.0%0.004%
8/12/2025Charles Schwab Investment Management Inc.8,051,033$362.70M0.1%+1.6%6.047%
8/12/2025MAI Capital Management1,074$48K0.0%-43.8%0.001%
8/12/2025Lionshead Wealth Management LLC33,430$1.51M1.4%+26.2%0.025%
8/12/2025Haverford Financial Services Inc.14,359$647K0.2%+3.4%0.011%
8/11/2025Traub Capital Management LLC5,350$241K0.2%N/A0.004%
8/8/2025Rockefeller Capital Management L.P.352,672$15.89M0.0%+4.2%0.267%
8/8/2025Cetera Investment Advisers568,642$25.62M0.0%+40.2%0.431%
8/8/2025Creative Planning8,561$386K0.0%-9.6%0.006%
8/8/2025Good Life Advisors LLC25,840$1.16M0.1%-16.1%0.020%
8/8/2025Symphony Financial Services Inc.165,171$7.44M4.4%-2.1%0.125%
8/8/2025Bailard Inc.1,418,951$63.92M1.5%-1.0%1.075%
8/8/2025PNC Financial Services Group Inc.60,742$2.74M0.0%-7.6%0.046%
8/7/2025Aspen Wealth Strategies LLC16,320$735K0.4%-1.7%0.012%
8/7/2025Allworth Financial LP1,667$75K0.0%+198.2%0.001%
8/7/2025PFG Advisors11,748$529K0.0%N/A0.009%
8/7/2025FDx Advisors Inc.32,604$1.47M0.4%-2.0%0.025%
8/6/2025Bensler LLC9,834$443K0.0%-3.4%0.007%
8/6/2025AE Wealth Management LLC2,912$131K0.0%-23.8%0.002%
8/6/2025Sage Advisory Services Ltd.Co.11,209$505K0.3%-6.9%0.008%
8/5/2025Fourth Dimension Wealth LLC236,228$10.64M4.5%+14.5%0.179%
8/5/2025Transatlantique Private Wealth LLC20,933$943K0.3%+26.5%0.016%
8/5/2025Bank of New York Mellon Corp974,570$43.90M0.0%+4.1%0.738%
8/5/2025EPG Wealth Management LLC2,494$112K0.0%-11.9%0.002%
8/5/2025Redwood Wealth Management Group LLC41,374$1.86M0.8%-1.3%0.031%
8/4/2025Atria Investments Inc87,364$3.94M0.0%+15.0%0.066%
8/4/2025Arkadios Wealth Advisors9,575$431K0.0%+6.7%0.007%
8/4/2025Northwest Financial Advisors39,069$1.76M2.5%-24.7%0.030%
8/1/2025Fire Capital Management LLC21,908$987K0.6%+11.8%0.017%
8/1/2025Mendel Money Management62,004$2.79M1.2%-2.8%0.047%
8/1/2025James Investment Research Inc.11,764$530K0.1%+3.2%0.009%
8/1/2025Envestnet Asset Management Inc.2,510,104$113.08M0.0%+21.3%1.901%
7/31/2025Interchange Capital Partners LLC4,440$200K0.0%N/A0.003%
7/31/2025Sage Mountain Advisors LLC391,173$17.62M1.1%+12.4%0.296%
7/31/2025Moment Partners LLC426,901$19.23M3.6%-0.3%0.323%
7/30/2025Parcion Private Wealth LLC732,374$32.99M1.7%-1.1%0.555%
7/30/2025Brookstone Capital Management305,361$13.76M0.2%-2.1%0.231%
7/30/2025Divergent Planning LLC812,743$36.44M6.6%+4.6%0.616%
7/30/2025Towneley Capital Management Inc DE578,220$26.05M6.0%+29.1%0.438%
7/30/2025WESPAC Advisors SoCal LLC154,795$6.97M1.6%+13.2%0.117%
7/29/2025Foster & Motley Inc.1,502,474$67.69M3.9%+8.7%1.138%
7/29/2025Mattson Financial Services LLC39,278$1.77M0.5%-1.3%0.030%
7/28/2025Harbour Investments Inc.19,787$891K0.0%+82.6%0.015%
7/28/2025Cornerstone Wealth Group LLC132,098$5.95M0.4%+1.4%0.100%
7/25/2025Verdence Capital Advisors LLC21,253$957K0.1%+16.8%0.016%
7/25/2025Atria Wealth Solutions Inc.8,550$385K0.0%-80.3%0.006%
7/25/2025Envestnet Portfolio Solutions Inc.276,065$12.44M0.0%+37.7%0.209%
7/25/2025SPC Financial Inc.810,320$36.51M3.1%+0.7%0.614%
7/25/2025Apollon Wealth Management LLC71,210$3.21M0.1%-41.9%0.054%
7/24/2025Blue Trust Inc.33,302$1.50M0.0%+29.8%0.025%
7/24/2025Endeavor Private Wealth Inc.7,990$360K0.2%-5.1%0.006%
7/24/2025IFP Advisors Inc2,196$99K0.0%-26.8%0.002%
7/24/2025Leo Wealth LLC392,306$17.68M1.4%+174.2%0.297%
7/23/2025Clear Creek Financial Management LLC26,806$1.21M0.1%+13.8%0.020%
7/23/2025Valmark Advisers Inc.7,690$346K0.0%+8.4%0.006%
7/23/2025Venturi Wealth Management LLC8,590$387K0.0%+7.5%0.007%
7/22/2025Capital Advisors Inc. OK1,084,428$48.85M0.9%+0.6%0.821%
7/22/2025Belpointe Asset Management LLC11,806$532K0.0%-17.3%0.009%
7/22/2025IVC Wealth Advisors LLC91,069$4.10M2.0%+213.5%0.069%
7/21/2025AIFG Consultants Ltd.27,418$1.24M2.4%+68.7%0.021%
7/21/2025Triad Wealth Partners LLC6,716$303K0.1%-55.1%0.005%
7/18/2025Impact Capital Partners LLC16,925$762K0.2%+10.4%0.013%
7/18/2025Truist Financial Corp489,704$22.06M0.0%+1.8%0.371%
7/17/2025Asio Capital LLC259,653$11.70M1.9%+4.0%0.197%
7/17/2025Janney Montgomery Scott LLC342,544$15.43M0.0%+37.6%0.260%
7/17/2025Albion Financial Group UT568,129$25.59M1.7%+0.5%0.431%
7/17/2025KWB Wealth78,410$3.54M0.4%-14.7%0.060%
(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, 265 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 ($820.75M), Richard Bernstein Advisors LLC ($432.75M), Charles Schwab Investment Management Inc. ($362.70M), Raymond James Financial Inc. ($138.16M), Raymond James & Associates ($120.64M), CW Advisors LLC ($118.56M), and Envestnet Asset Management Inc. ($113.08M).Learn more on Janus Henderson Mortgage-Backed Securities ETF's institutional investors.

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

Of the 244 institutional investors that purchased Janus Henderson Mortgage-Backed Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($8.08M), Raymond James Financial Inc. ($3.07M), Raymond James & Associates ($2.64M), Richard Bernstein Advisors LLC ($2.26M), Kovitz Investment Group Partners LLC ($2.07M), Envestnet Asset Management Inc. ($1.98M), and Bank of America Corp DE ($1.89M).

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

Institutional investors have bought a total of 28,796,809 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

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

Of the 118 institutional investors that sold Janus Henderson Mortgage-Backed Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hamilton Capital LLC ($1.58M), Congress Wealth Management LLC DE ($1.07M), Bank of America Corp DE ($508.88K), Richard Bernstein Advisors LLC ($467.31K), Pallas Capital Advisors LLC ($360.86K), Wells Fargo & Company MN ($350.47K), and Kestra Investment Management LLC ($237.86K).

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

Institutional investors have sold a total of 7,506,145 shares in the last 24 months. This volume of shares sold represents approximately $336.14M in transactions.


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This page (NYSEARCA:JMBS) was last updated on 10/4/2025 by MarketBeat.com Staff
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