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

$43.71
-0.15 (-0.34%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS)

Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$1.17B
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$72.52M
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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
4/25/2024Cambridge Investment Research Advisors Inc.261,374$11.79M0.0%+4.8%0.298%
4/23/2024 Gradient Investments LLC1,873,951$84.52M2.0%-2.4%2.136%
4/23/2024 Raymond James Financial Services Advisors Inc.114,790$5.18M0.0%-5.8%0.131%
4/22/2024 Towneley Capital Management Inc DE373,717$16.86M4.1%+2.5%0.426%
4/22/2024 Raymond James & Associates2,126,897$95.92M0.1%-13.5%2.424%
4/20/2024 KWB Wealth64,052$2.89M0.4%+11.8%0.073%
4/19/2024 Arvest Investments Inc.553,006$24.94M4.0%+2.7%0.630%
4/18/2024 Colton Groome Financial Advisors LLC11,228$506K0.2%-11.1%0.013%
4/18/2024 WESPAC Advisors SoCal LLC22,488$1.01M0.3%+12.4%0.026%
4/18/2024 Congress Wealth Management LLC DE 3,298,122$148.75M2.6%+5.1%3.759%
4/18/2024 Breakwater Capital Group21,652$977K0.2%N/A0.025%
4/17/2024 Founders Financial Securities LLC12,063$544K0.1%+14.3%0.014%
4/16/2024 Asio Capital LLC146,271$6.60M1.4%+42.0%0.167%
4/16/2024 Seed Wealth Management Inc.99,228$4.43M4.2%+26.6%0.113%
4/15/2024 Ehrlich Financial Group48,222$2.18M1.8%+11.7%0.055%
4/15/2024 Financial Enhancement Group LLC442,868$19.53M3.2%-39.0%0.505%
4/13/2024 Inspirion Wealth Advisors LLC408,746$18.43M3.0%+90.3%0.466%
4/12/2024 Divergent Planning LLC638,785$28.51M12.0%+4.5%0.728%
4/12/2024 CGN Advisors LLC505,779$22.81M2.9%+6.9%0.576%
4/12/2024 Harbor Investment Advisory LLC39,988$1.80M0.2%-36.6%0.046%
4/10/2024 Marcum Wealth LLC57,035$2.57M0.3%+37.1%0.065%
4/10/2024 Atwood & Palmer Inc.12,418$560K0.0%-8.4%0.014%
4/10/2024 Legacy Private Trust Co.477,304$21.53M1.6%+20.6%0.544%
4/9/2024 Rise Advisors LLC243,513$10.98M5.9%+11.8%0.713%
4/9/2024 Mather Group LLC.1,237$57K0.0%N/A0.004%
4/4/2024 Advance Capital Management Inc.313,092$14.12M1.0%N/A0.917%
4/3/2024 Arden Trust Co240,962$10.87M1.5%+3.6%0.706%
3/15/2024B. Riley Wealth Advisors Inc.7,647$351K0.0%N/A0.022%
3/14/2024Leo Wealth LLC201,602$9.13M0.9%N/A0.591%
3/5/2024Fisher Asset Management LLC4,905$225K0.0%N/A0.014%
2/29/2024Scarborough Advisors LLC1,040$48K0.0%N/A0.003%
2/20/2024Able Wealth Management LLC6,246$287K0.3%N/A0.018%
2/13/2024Envestnet Asset Management Inc.1,924,031$88.39M0.0%+169.2%5.637%
2/13/2024Cetera Advisor Networks LLC100,423$4.61M0.0%+124.4%0.294%
2/13/2024Belpointe Asset Management LLC48,444$2.23M0.2%+537.3%0.142%
2/13/2024United Community Bank6,207$285K0.1%+4.2%0.018%
2/12/2024Clear Rock Advisors LLC480,367$21.67M9.9%N/A1.407%
2/12/2024Madison Asset Management LLC1,949,729$89.57M1.2%+6.1%5.713%
2/12/2024Relative Value Partners Group LLC515,212$23.67M1.4%+28.3%1.510%
2/12/2024Stifel Financial Corp118,761$5.46M0.0%+121.4%0.348%
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2/12/2024Pine Valley Investments Ltd Liability Co78,535$3.61M0.3%+23.2%0.230%
2/9/2024 Congress Wealth Management LLC DE 3,137,206$144.12M2.6%+2.1%9.192%
2/9/2024Cambridge Investment Research Advisors Inc.249,351$11.46M0.0%+38.0%0.731%
2/9/2024Tidemark LLC17,204$790K0.5%N/A0.050%
2/9/2024Corient Private Wealth LLC940,078$43.19M0.1%+9.3%2.754%
2/9/2024Wells Fargo & Company MN420,338$19.31M0.0%+46.3%1.232%
2/9/2024Gladstone Institutional Advisory LLC13,584$624K0.0%+12.0%0.040%
2/9/2024UBS Group AG1,249,156$57.39M0.0%+95.8%3.660%
2/8/2024TrinityPoint Wealth LLC30,395$1.40M0.3%+196.2%0.089%
2/8/2024Haverford Trust Co4,989$229K0.0%N/A0.015%
2/8/2024Janney Montgomery Scott LLC249,371$11.46M0.0%+98.8%0.731%
2/7/2024Avantax Advisory Services Inc.8,476$389K0.0%-9.4%0.025%
2/7/2024Envestnet Portfolio Solutions Inc.133,539$6.14M0.0%+73.9%0.391%
2/7/2024Northwest Financial Advisors29,769$1.37M1.2%N/A0.087%
2/6/2024Charles Schwab Investment Advisory Inc.7,385$339K0.0%N/A0.022%
2/6/2024Charles Schwab Investment Management Inc.7,612,323$349.71M0.1%N/A22.304%
2/6/2024Apollon Wealth Management LLC33,904$1.56M0.1%-22.8%0.099%
2/6/2024Private Advisor Group LLC188,172$8.65M0.1%+477.1%0.551%
2/6/2024Axxcess Wealth Management LLC25,652$1.18M0.0%+68.1%0.075%
2/6/2024Merit Financial Group LLC228,574$10.50M0.3%+5.6%0.670%
2/6/2024Eldridge Investment Advisors Inc.27,000$1.24M0.3%N/A0.079%
2/6/2024Fisher Asset Management LLC4,905$225K0.0%N/A0.014%
2/6/2024Essex Financial Services Inc.4,803$221K0.0%N/A0.014%
2/5/2024Cary Street Partners Asset Management LLC80,914$3.72M0.6%+402.1%0.237%
2/5/2024Transcend Capital Advisors LLC160,375$7.37M0.7%+166.4%0.470%
2/2/2024Fulton Breakefield Broenniman LLC5,385$247K0.0%N/A0.016%
2/2/2024Truist Financial Corp18,368$844K0.0%N/A0.054%
2/2/2024Bailard Inc.1,146,912$52.69M1.6%+3.6%3.360%
2/2/2024Atria Wealth Solutions Inc.29,915$1.37M0.0%+60.9%0.088%
2/1/2024 Foster & Motley Inc.501,242$23.03M1.7%+35.6%1.469%
2/1/2024Sage Advisory Services Ltd.Co.11,010$506K0.1%N/A0.032%
2/1/2024Greenwich Wealth Management LLC75,263$3.46M0.3%+57.0%0.221%
2/1/2024 CWM LLC659$30K0.0%+1,098.2%0.002%
2/1/2024Signaturefd LLC729$33K0.0%+108.9%0.002%
1/31/2024 Colton Groome Financial Advisors LLC12,623$580K0.3%-6.0%0.037%
1/30/2024Aspen Wealth Strategies LLC13,632$626K0.5%N/A0.040%
1/30/2024Macroview Investment Management LLC33,637$1.55M1.8%-40.3%0.099%
1/30/2024 United Asset Strategies Inc.4,977$229K0.0%N/A0.015%
1/30/2024SVB Wealth LLC7,099$326K0.0%N/A0.021%
1/29/2024Capital Advisors Inc. OK1,168,796$53.70M1.2%-0.3%3.425%
1/26/2024 Harbor Investment Advisory LLC63,026$2.90M0.3%+5.0%0.185%
1/26/2024Executive Wealth Management LLC7,457$343K0.0%-50.5%0.022%
1/25/2024 International Assets Investment Management LLC14,012$644K0.0%N/A0.041%
1/25/2024 WESPAC Advisors SoCal LLC20,008$919K0.3%+20.7%0.059%
1/25/2024Americana Partners LLC9,971$458K0.0%N/A0.029%
1/25/2024SeaBridge Investment Advisors LLC57,314$2.63M0.8%+3.2%0.168%
1/24/2024 International Assets Investment Management LLC14,012$644K0.0%N/A0.041%
1/24/2024 Arvest Investments Inc.538,707$24.75M4.0%N/A1.578%
1/24/2024 Seed Wealth Management Inc.78,359$3.58M3.6%+75.9%0.230%
1/24/2024Clear Creek Financial Management LLC44,749$2.06M0.3%+9.6%0.131%
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1/23/2024StrategIQ Financial Group LLC24,853$1.14M0.1%+142.2%0.073%
1/23/2024 Venturi Wealth Management LLC14,579$670K0.0%+187.7%0.043%
1/23/2024Parcion Private Wealth LLC546,864$25.12M2.3%N/A1.602%
1/22/2024Bensler LLC12,692$583K0.1%N/A0.037%
1/19/2024 Mayfair Advisory Group LLC17,330$791K0.7%+166.4%0.051%
1/18/2024Patron Partners LLC33,719$1.55M1.0%+188.9%0.099%
1/18/2024 Financial Enhancement Group LLC726,579$32.99M5.8%-23.3%2.129%
1/18/2024 Gradient Investments LLC1,920,675$88.24M2.1%+8.0%5.628%
1/18/2024Blue Trust Inc.1,201$52K0.0%+200.3%0.004%
1/18/2024 Saxon Interests Inc.8,657$398K0.2%N/A0.025%
(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, 168 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 Capital Advisors Inc. OK ($1.58M).

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

Institutional investors have bought a total of 34,150,696 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

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

Of the 74 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. ($390.69K), Raymond James & Associates ($358.26K), and Madison Asset Management LLC ($298.04K).

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

Institutional investors have sold a total of 5,753,962 shares in the last 24 months. This volume of shares sold represents approximately $266.96M in transactions.


This page (NYSEARCA:JMBS) was last updated on 4/25/2024 by MarketBeat.com Staff

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