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

Janus Henderson Mortgage-Backed Securities ETF logo
$44.65 +0.09 (+0.20%)
Closing price 04:10 PM Eastern
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$44.66 +0.01 (+0.01%)
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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)
190
Total
Institutional Inflows
(last 12 months)
$1.18B
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$263.74M
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JMBS Institutional Buying and Selling by Quarter

Janus Henderson Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/23/2025 Clear Creek Financial Management LLC26,806$1.21M0.1%+13.8%0.020%
7/23/2025 Valmark Advisers Inc.7,690$346K0.0%+8.4%0.006%
7/23/2025 Venturi Wealth Management LLC8,590$387K0.0%+7.5%0.007%
7/22/2025 Capital Advisors Inc. OK1,084,428$48.85M0.9%+0.6%0.821%
7/22/2025 Belpointe Asset Management LLC11,806$532K0.0%-17.3%0.009%
7/22/2025 IVC Wealth Advisors LLC91,069$4.10M2.0%+213.5%0.069%
7/21/2025 AIFG Consultants Ltd.27,418$1.24M2.4%+68.7%0.021%
7/21/2025 Triad Wealth Partners LLC6,716$303K0.1%-55.1%0.005%
7/18/2025 Impact Capital Partners LLC16,925$762K0.2%+10.4%0.013%
7/18/2025 Truist Financial Corp489,704$22.06M0.0%+1.8%0.371%
7/17/2025 Asio Capital LLC259,653$11.70M1.9%+4.0%0.197%
7/17/2025 Janney Montgomery Scott LLC342,544$15.43M0.0%+37.6%0.260%
7/17/2025 Albion Financial Group UT568,129$25.59M1.7%+0.5%0.431%
7/17/2025 KWB Wealth78,410$3.54M0.4%-14.7%0.060%
7/17/2025 SeaBridge Investment Advisors LLC320,543$14.44M2.7%+24.2%0.243%
7/16/2025 True North Advisors LLC269,270$12.13M2.3%-30.3%0.204%
7/16/2025 Destiny Wealth Partners LLC88,018$3.97M0.5%-2.4%0.067%
7/16/2025 Patron Partners LLC32,547$1.47M0.7%+20.4%0.025%
7/16/2025 Banque Pictet & Cie SA31,170$1.40M0.0%+2.7%0.024%
7/15/2025 North Star Investment Management Corp.3,103$140K0.0%-9.4%0.002%
7/15/2025 Pictet North America Advisors SA301,832$13.60M1.3%+59.1%0.229%
7/15/2025 Focused Wealth Management Inc239,657$10.80M1.3%N/A0.182%
7/15/2025 CGN Advisors LLC806,524$36.33M3.2%+7.6%0.612%
7/14/2025 Financial Enhancement Group LLC476,327$21.22M3.0%-1.5%0.362%
7/14/2025 Seed Wealth Management Inc.147,778$6.66M5.0%+5.9%0.112%
7/14/2025 Acropolis Investment Management LLC43,955$1.98M0.1%-8.0%0.033%
7/10/2025 Wealth Enhancement Advisory Services LLC148,764$6.66M0.0%+107.1%0.121%
7/10/2025 Secure Asset Management LLC213,603$9.62M1.8%-3.4%0.173%
7/10/2025 Sovran Advisors LLC29,786$1.33M0.1%-26.6%0.024%
7/9/2025 Lincoln Capital Corp136,862$6.17M2.4%-1.5%0.111%
7/9/2025 Pallas Capital Advisors LLC1,408,330$63.45M2.4%+16.2%1.143%
7/9/2025 Aaron Wealth Advisors LLC5,645$254K0.0%-7.9%0.005%
7/9/2025 Breakwater Capital Group10,306$464K0.1%-31.3%0.008%
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7/9/2025 Inspirion Wealth Advisors LLC517,250$23.30M3.1%+4.2%0.420%
7/9/2025 Bulwark Capital Corp38,548$1.74M1.5%N/A0.031%
7/9/2025 Presidio Capital Management LLC7,991$360K0.1%-9.6%0.006%
7/8/2025 Ehrlich Financial Group53,360$2.40M1.6%+25.4%0.043%
7/8/2025 Rise Advisors LLC335,723$15.12M6.0%+5.6%0.273%
7/8/2025 Atwood & Palmer Inc.22,625$1.02M0.1%-5.8%0.018%
7/8/2025 Advance Capital Management Inc.582,298$26.23M1.2%-11.0%0.473%
7/8/2025 Paladin Wealth LLC77,895$3.51M2.7%-7.4%0.063%
7/8/2025 Legacy Private Trust Co.472,534$21.29M1.4%-3.4%0.384%
7/8/2025 Gradient Investments LLC1,988,133$89.57M1.6%-0.1%1.614%
7/8/2025 Parallel Advisors LLC1,289,076$58.07M1.2%+7.4%1.047%
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%
5/20/2025 Belpointe 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%
5/16/2025 Rise 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%
5/14/2025 Triad 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%
5/12/2025 True 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%
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5/12/2025AlphaCore Capital LLC4,353$197K0.0%N/A0.004%
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%
(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 26,116,798 shares in the last 24 months. This purchase volume represents approximately $1.18B in transactions.

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

Of the 109 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), Pallas Capital Advisors LLC ($360.86K), Wells Fargo & Company MN ($350.47K), Parcion Private Wealth LLC ($267.79K), and Financial Enhancement Group LLC ($228.81K).

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

Institutional investors have sold a total of 5,902,107 shares in the last 24 months. This volume of shares sold represents approximately $263.74M in transactions.



This page (NYSEARCA:JMBS) was last updated on 7/25/2025 by MarketBeat.com Staff
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