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

Janus Henderson Mortgage-Backed Securities ETF logo
$44.74 -0.05 (-0.11%)
As of 07/3/2025 05:00 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)
189
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$271.33M
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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
7/3/2025 Arvest Investments Inc.637,942$28.74M4.3%-0.7%0.518%
7/1/2025 Harbor Investment Advisory LLC42,893$1.93M0.2%-16.2%0.035%
6/2/2025Modern Wealth Management LLC368,754$16.67M0.5%+27.9%0.301%
5/22/2025Mattson Financial Services LLC39,813$1.80M0.5%+63.9%0.033%
5/20/2025Blue Rock Wealth Management LLC81,571$3.69M3.1%+1.6%0.068%
5/20/2025Belpointe Asset Management LLC14,269$642K0.0%+32.0%0.012%
5/16/2025Hamilton Capital LLC3,491,401$157.81M9.6%-1.6%2.894%
5/16/2025Goldman Sachs Group Inc.213,199$9.64M0.0%-45.1%0.173%
5/16/2025Kestra Investment Management LLC642,836$29.06M0.9%+118.0%0.533%
5/16/2025Rise Advisors LLC317,886$14.37M6.3%+8.8%0.263%
5/16/2025NewEdge Advisors LLC26,216$1.19M0.0%+353.5%0.022%
5/16/2025Advisors Asset Management Inc.17,061$771K0.0%+10.4%0.014%
5/16/2025AlphaQ Advisors LLC19,959$902K2.2%N/A0.017%
5/16/2025Ancora Advisors LLC94,784$4.28M0.1%+1.2%0.079%
5/15/2025Royal Bank of Canada1,026,504$46.40M0.0%+11.1%0.851%
5/15/2025MAI Capital Management1,910$86K0.0%+81.6%0.002%
5/14/2025Transamerica Financial Advisors LLC109,868$4.97M0.5%-23.0%0.091%
5/14/2025Triad Wealth Partners LLC14,974$677K0.2%N/A0.012%
5/14/2025Guggenheim Capital LLC264,426$11.95M0.1%+62.6%0.219%
5/14/2025Comerica Bank70,756$3.20M0.0%+9.8%0.059%
5/14/2025SVB Wealth LLC3,203$145K0.0%N/A0.003%
5/14/2025Lionshead Wealth Management LLC26,499$1.20M1.2%N/A0.022%
5/14/2025Haverford Trust Co2,121,705$95.90M1.0%+42.4%1.759%
5/14/2025Kestra Advisory Services LLC39,473$1.78M0.0%+41.6%0.033%
5/14/2025Compound Planning Inc.18,188$822K0.0%N/A0.015%
5/14/2025CW Advisors LLC2,552,755$115.39M1.4%+24.1%2.116%
5/13/2025SFI Advisors LLC11,762$532K0.4%N/A0.010%
5/13/2025Blue Edge Capital LLC326,068$14.74M2.4%+74.4%0.270%
5/13/2025Moment Partners LLC428,189$19.35M3.8%+3.9%0.355%
5/13/2025Raymond James Financial Inc.2,973,132$134.39M0.1%+0.8%2.464%
5/13/2025Horizon Investments LLC601,943$26.98M0.8%+35.8%0.499%
5/13/2025Kovitz Investment Group Partners LLC2,072,474$93.68M0.5%+14.6%1.718%
5/13/2025Financial Network Wealth Advisors LLC1,730$78K0.1%+40.0%0.001%
5/13/2025Bulltick Wealth Management LLC9,541$431K0.1%+33.6%0.008%
5/13/2025HighTower Advisors LLC5,870$265K0.0%-81.6%0.005%
5/12/2025Tranquilli Financial Advisor LLC33,033$1.49M0.9%+11.7%0.027%
5/12/2025True North Advisors LLC386,452$17.47M3.1%N/A0.320%
5/12/2025Johnson Financial Group LLC5,073$229K0.0%N/A0.004%
5/12/2025Townsquare Capital LLC94,789$4.28M0.0%-5.5%0.079%
5/12/2025AlphaCore Capital LLC4,353$197K0.0%N/A0.004%
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5/9/2025Charles Schwab Investment Management Inc.7,921,739$358.06M0.1%+1.0%6.566%
5/9/2025Tidemark LLC20,616$932K0.3%+32.4%0.017%
5/9/2025Atria Wealth Solutions Inc.43,310$1.96M0.0%+18.3%0.036%
5/9/2025Cary Street Partners Financial LLC12,803$579K0.0%-69.2%0.011%
5/9/2025Haverford Financial Services Inc.13,885$628K0.2%+24.1%0.012%
5/9/2025Heritage Trust Co22,277$1.01M0.1%-26.7%0.018%
5/9/2025PNC Financial Services Group Inc.65,765$2.97M0.0%-2.8%0.055%
5/8/2025Endeavor Private Wealth Inc.8,420$381K0.2%+19.3%0.007%
5/8/2025SPC Financial Inc.804,657$36.37M3.2%+4.2%0.667%
5/8/2025MONECO Advisors LLC59,102$2.67M0.3%+74.6%0.049%
5/8/2025US Bancorp DE1,962$89K0.0%+41.4%0.002%
5/8/2025Harbour Investments Inc.10,834$490K0.0%+450.8%0.009%
5/8/2025Foster & Motley Inc.1,381,750$62.46M3.9%+11.0%1.145%
5/8/2025Arkadios Wealth Advisors8,973$406K0.0%N/A0.007%
5/7/2025LPL Financial LLC1,004,878$45.42M0.0%-5.3%0.833%
5/6/2025Cetera Investment Advisers405,669$18.34M0.0%+10.1%0.336%
5/6/2025Mendel Money Management63,784$2.88M1.4%-1.5%0.053%
5/6/2025AE Wealth Management LLC3,824$173K0.0%+25.3%0.003%
5/6/2025WESPAC Advisors SoCal LLC136,787$6.18M1.6%+98.2%0.113%
5/6/2025Madison Asset Management LLC1,848,438$83.55M0.9%+7.8%1.532%
5/6/2025Venturi Wealth Management LLC7,988$361K0.0%+13.7%0.007%
5/6/2025Sage Advisory Services Ltd.Co.12,040$544K0.3%+2.0%0.010%
5/5/2025IFP Advisors Inc3,002$136K0.0%-20.8%0.002%
5/5/2025OneAscent Financial Services LLC41,208$1.86M0.1%+7.8%0.034%
5/5/2025Private Advisor Group LLC27,971$1.26M0.0%-40.0%0.023%
5/2/2025Bailard Inc.1,433,078$64.78M1.7%-2.8%1.231%
5/2/2025Verdence Capital Advisors LLC18,200$823K0.1%+40.8%0.016%
5/2/2025Legacy Capital Wealth Partners LLC8,746$395K0.1%+41.7%0.008%
5/2/2025Allen Capital Group LLC200,227$9.05M1.0%+5.4%0.172%
5/2/2025James Investment Research Inc.11,401$515K0.1%+11.0%0.010%
5/2/2025SeaBridge Investment Advisors LLC258,108$11.67M2.5%+128.4%0.222%
5/2/2025Parcion Private Wealth LLC740,716$33.48M2.7%+4.1%0.636%
5/2/2025Sage Mountain Advisors LLC348,170$15.74M1.2%+22.2%0.299%
5/2/2025Prevail Innovative Wealth Advisors LLC38,752$1.75M0.5%-40.0%0.033%
5/2/2025Leo Wealth LLC143,077$6.47M0.9%-59.8%0.123%
5/2/2025Apollon Wealth Management LLC122,557$5.54M0.1%+1.7%0.105%
5/1/2025FDx Advisors Inc.33,272$1.50M0.5%-6.7%0.029%
4/30/2025Cerity Partners LLC8,410$380K0.0%N/A0.007%
4/30/2025Banque Pictet & Cie SA30,357$1.37M0.0%+4.9%0.026%
4/30/2025Aspen Wealth Strategies LLC16,599$750K0.5%+16.8%0.014%
4/30/2025Crossmark Global Holdings Inc.10,306$466K0.0%N/A0.009%
4/29/2025Richard Bernstein Advisors LLC9,574,094$432.75M10.5%-1.1%8.222%
4/29/2025Capital Advisors Inc. OK1,078,122$48.73M1.0%+0.1%0.926%
4/29/2025Envestnet Asset Management Inc.2,070,071$93.57M0.0%+10.4%1.778%
4/29/2025Bank of New York Mellon Corp935,928$42.30M0.0%-1.0%0.804%
4/29/2025Brookstone Capital Management311,827$14.10M0.2%-6.2%0.268%
4/29/2025Goelzer Investment Management Inc.311,312$14.07M0.8%+3.8%0.267%
4/28/2025Mutual Advisors LLC14,171$635K0.0%N/A0.012%
4/28/2025Aaron Wealth Advisors LLC6,126$277K0.0%N/A0.005%
4/28/2025Pictet North America Advisors SA189,758$8.58M0.9%-26.4%0.163%
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4/28/2025Clear Creek Financial Management LLC23,562$1.07M0.1%+1.9%0.020%
4/28/2025Lincoln Capital Corp138,981$6.28M2.6%+3.2%0.119%
4/25/2025Saxon Interests Inc.6,020$272K0.1%-18.7%0.005%
4/25/2025Albion Financial Group UT565,311$25.55M1.8%+4.3%0.485%
4/25/2025Sovran Advisors LLC40,575$1.80M0.2%N/A0.035%
4/24/2025Patron Partners LLC27,040$1.22M0.7%-10.2%0.023%
4/24/2025Mirae Asset Global Investments Co. Ltd.59,000$2.66M0.0%+7.5%0.051%
4/24/2025Transcend Capital Advisors LLC141,505$6.40M0.5%+0.3%0.122%
4/23/2025Financial Enhancement Group LLC483,782$21.38M3.3%-4.8%0.415%
4/23/2025Fourth Dimension Wealth LLC206,358$9.33M4.5%+47.5%0.177%
(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, 256 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 ($432.75M), Charles Schwab Investment Management Inc. ($358.06M), Hamilton Capital LLC ($157.81M), Raymond James Financial Inc. ($134.39M), Raymond James & Associates ($120.64M), and CW Advisors LLC ($115.39M).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 237 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. ($7.95M), Richard Bernstein Advisors LLC ($3.58M), Raymond James Financial Inc. ($2.97M), Raymond James & Associates ($2.75M), Kovitz Investment Group Partners LLC ($2.07M), Envestnet Asset Management Inc. ($1.77M), 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 25,558,804 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

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

Of the 101 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: Congress Wealth Management LLC DE ($1.07M), Bank of America Corp DE ($508.88K), Richard Bernstein Advisors LLC ($467.31K), Gradient Investments LLC ($454.59K), Pallas Capital Advisors LLC ($360.86K), Wells Fargo & Company MN ($350.47K), and Parcion Private Wealth LLC ($267.79K).

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

Institutional investors have sold a total of 6,074,990 shares in the last 24 months. This volume of shares sold represents approximately $271.33M in transactions.


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This page (NYSEARCA:JMBS) was last updated on 7/5/2025 by MarketBeat.com Staff
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