Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

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

Janus Henderson Mortgage-Backed Securities ETF logo
$44.99 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
227
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$920.33M
Get JMBS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Janus Henderson Mortgage-Backed Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JMBS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Segall Bryant & Hamill LLC61,732$2.82M0.0%N/A0.042%
5/22/2026Verus Capital Partners LLC231,737$10.47M0.7%+1,137.6%0.158%
5/19/2026 Cornerstone Wealth LLC TN32,718$1.49M0.8%N/A0.022%
5/19/2026 NewEdge Advisors LLC14,479$654K0.0%-55.2%0.010%
5/19/2026 Bank of America Corp DE9,747,198$440.38M0.0%-46.8%6.651%
5/19/2026 Janus Henderson Group PLC138,124$6.24M0.0%-11.1%0.094%
5/19/2026 Arkadios Wealth Advisors10,606$479K0.0%-3.8%0.007%
5/18/2026 Empire Financial Management Company LLC5,671$256K0.1%+24.6%0.004%
5/18/2026 Royal Bank of Canada1,755,988$79.34M0.0%-15.5%1.198%
5/15/2026 Waverly Advisors LLC75,852$3.43M0.0%+5.3%0.052%
5/15/2026 Wealth Alliance LLC55,117$2.49M0.2%+124.5%0.038%
5/14/2026 Renaissance Technologies LLC56,300$2.54M0.0%+86.0%0.038%
5/14/2026 Modern Wealth Management LLC1,996,621$90.27M1.5%+14.6%1.362%
5/14/2026 Gibbs Wealth Management45,415$2.05M0.3%-3.4%0.031%
5/13/2026 Cetera Investment Advisers583,130$26.35M0.0%-21.6%0.398%
5/13/2026 NewEdge Wealth LLC165,104$7.46M0.1%N/A0.113%
5/8/2026 PNC Financial Services Group Inc.208,017$9.40M0.0%+0.4%0.142%
5/8/2026 Madison Asset Management LLC1,189,356$53.74M0.7%-22.4%0.812%
5/7/2026 Symphony Financial Services Inc.168,065$7.59M3.9%-0.4%0.115%
5/7/2026 Parallel Advisors LLC393,378$17.77M0.3%-73.9%0.268%
5/7/2026 True North Advisors LLC226,739$10.24M1.2%+0.6%0.155%
5/6/2026 Assetmark Inc.3,042$137K0.0%+21.7%0.002%
5/6/2026 Independent Financial Group LLC10,312$466K0.0%N/A0.007%
5/5/2026 Bank of New York Mellon Corp1,232,072$55.67M0.0%+0.6%0.841%
5/5/2026 Sanctuary Advisors LLC83,438$3.77M0.0%-43.6%0.057%
5/4/2026 Moment Partners LLC454,702$20.64M3.7%N/A0.310%
5/1/2026 Fifth Third Bancorp75,009$3.39M0.0%N/A0.051%
4/30/2026 First Horizon Corp16,016$724K0.0%-6.5%0.011%
4/30/2026 Kestra Advisory Services LLC99,574$4.50M0.0%+6.8%0.068%
4/30/2026 Greenwood Capital Associates LLC7,674$347K0.0%+23.3%0.005%
4/29/2026 Richmond Investment Services LLC24,754$1.12M0.2%-4.1%0.017%
4/29/2026 Advance Capital Management Inc.1,762,883$79.65M3.0%+12,596.3%1.205%
4/28/2026 FLP Wealth Management LLC95,743$4.33M7.1%N/A0.065%
4/27/2026 Carter Financial Group INC.41,343$1.87M1.2%+11.0%0.028%
4/27/2026 Private Advisor Group LLC27,830$1.26M0.0%-2.4%0.019%
4/27/2026 Elevation Point Wealth Partners LLC9,668$438K0.0%-94.3%0.007%
4/27/2026 Prasad Wealth Partners LLC144,355$6.52M1.8%+9.5%0.099%
4/25/2026 Able Wealth Management LLC26,559$1.20M0.3%+295.0%0.018%
4/25/2026 Northwest Financial Advisors56,922$2.57M5.0%+9.6%0.039%
4/24/2026 James Investment Research Inc.26,243$1.19M0.1%+67.4%0.018%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
4/24/2026 Essex LLC5,585$252K0.0%+13.3%0.004%
4/24/2026 Redwood Wealth Management Group LLC37,930$1.71M0.7%-1.9%0.026%
4/24/2026 Columbia Advisory Partners LLC58,932$2.66M1.7%N/A0.040%
4/24/2026 Harbor Investment Advisory LLC40,735$1.84M0.1%-18.6%0.028%
4/23/2026 Traub Capital Management LLC49,059$2.22M2.2%+24.3%0.034%
4/23/2026 Apollon Wealth Management LLC33,376$1.51M0.0%-20.2%0.023%
4/22/2026 Patriot Financial Group Insurance Agency LLC5,286$239K0.0%N/A0.004%
4/22/2026 Janney Montgomery Scott LLC322,170$14.56M0.0%-5.1%0.221%
4/22/2026 Cornerstone Wealth Group LLC158,383$7.21M0.5%+9.0%0.108%
4/22/2026 FLP Wealth Management LLC1,039$47K0.1%N/A0.001%
4/21/2026 Towneley Capital Management Inc DE615,498$27.81M5.8%+2.9%0.421%
4/21/2026 Independent Wealth Network Inc.8,578$388K0.1%N/A0.006%
4/21/2026 Foster & Motley Inc.1,949,409$88.07M4.5%+7.7%1.334%
4/20/2026 Financial Enhancement Group LLC427,984$19.57M2.4%+2.1%0.293%
4/20/2026 Breakwater Capital Group10,062$455K0.1%+4.3%0.007%
4/20/2026 Blue Trust Inc.11,826$534K0.0%-66.5%0.008%
4/20/2026 Focused Wealth Management Inc309,085$13.96M1.4%+5.9%0.212%
4/17/2026 Sterneck Capital Management LLC61,518$2.78M1.3%+2.7%0.042%
4/16/2026 IVC Wealth Advisors LLC142,840$6.45M2.8%+7.2%0.098%
4/16/2026 Founders Financial Securities LLC51,996$2.37M0.1%-4.6%0.036%
4/16/2026 Genesis Private Wealth LLC168,172$7.60M2.4%+1.0%0.115%
4/16/2026 Paladin Wealth LLC81,029$3.66M2.5%+2.7%0.055%
4/15/2026 WESPAC Advisors SoCal LLC197,015$8.90M1.9%+17.9%0.135%
3/17/2026 Rockefeller Capital Management L.P.503,395$23M0.0%+18.1%0.349%
3/9/2026 Corient Private Wealth LLC630,530$28.82M0.0%-65.0%0.437%
2/19/2026 Mcguire Capital Advisors Inc.2,630$120K0.1%N/A0.002%
2/19/2026 Corient Private Wealth LLC888,078$40.58M0.0%-50.7%0.615%
2/18/2026 Raymond James Financial Inc.3,416,401$156.10M0.0%-2.3%2.367%
2/18/2026 Virtue Capital Management LLC22,379$1.02M0.0%-31.8%0.016%
2/18/2026 NewEdge Advisors LLC32,348$1.48M0.0%-45.8%0.022%
2/18/2026 VestGen Advisors LLC53,182$2.43M0.1%+8.8%0.037%
2/18/2026 OLD Mission Capital LLC9,028$412K0.0%N/A0.006%
2/18/2026 IHT Wealth Management LLC30,808$1.41M0.0%-1.2%0.021%
2/18/2026 Janus Henderson Group PLC155,327$7.10M0.0%+1,114.4%0.108%
2/18/2026 Align Financial LLC4,797$219K0.0%N/A0.003%
2/17/2026 Guggenheim Capital LLC607,883$27.77M0.2%+12.2%0.421%
2/17/2026 AQR Capital Management LLC28,269$1.29M0.0%N/A0.020%
2/17/2026 Cetera Investment Advisers743,409$33.97M0.0%+4.3%0.515%
2/17/2026 Colter Lewis Investment Partners LLC5,946$272K0.3%N/A0.004%
2/17/2026 Stansberry Asset Management LLC397,054$18.14M1.8%+95.2%0.275%
2/17/2026 Osaic Holdings Inc.3,083,006$140.86M0.2%+2.1%2.136%
2/17/2026 &PARTNERS36,520$1.67M0.0%-14.3%0.025%
2/17/2026 Royal Bank of Canada2,078,364$94.96M0.0%+38.9%1.440%
2/17/2026 Opal Capital LLC5,524$253K0.1%N/A0.004%
2/17/2026 Rothschild Wealth LLC104,702$4.78M0.5%+13.3%0.073%
2/16/2026 Tenzing Financial LLC25,597$1.17M0.9%N/A0.018%
2/16/2026 Seven Mile Advisory275,386$12.58M2.2%+7.0%0.191%
2/16/2026 MML Investors Services LLC319,652$14.61M0.0%-5.9%0.221%
2/16/2026 Mariner LLC24,578$1.12M0.0%+5.2%0.017%
2/16/2026 Focus Partners Wealth2,806,002$128.21M0.1%N/A1.944%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
2/13/2026 Kestra Advisory Services LLC93,247$4.26M0.0%+29.4%0.065%
2/13/2026 Transamerica Financial Advisors LLC96,809$4.42M0.4%-3.9%0.067%
2/13/2026 Shepherd Kaplan Krochuk LLC84,486$3.86M3.2%+6.4%0.059%
2/13/2026 Rosenblum Silverman Sutton S F Inc. CA239,165$10.93M2.5%+20.7%0.166%
2/13/2026 Visionary Wealth Advisors4,599$210K0.0%N/A0.003%
2/13/2026 Stifel Financial Corp172,185$7.87M0.0%+6.3%0.119%
2/13/2026Safe Harbor Wealth Advisors LLC5,492$253K0.2%N/A0.004%
2/13/2026 Morgan Stanley25,412,542$1.16B0.1%+19.3%17.605%
2/13/2026 Carter Financial Group INC.37,259$1.70M1.0%+1.4%0.026%
2/13/2026 Arkadios Wealth Advisors11,023$504K0.0%+21.7%0.008%


JMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 322 institutional investors and hedge funds held shares of Janus Henderson Mortgage-Backed Securities ETF. The most heavily invested institutionals were Morgan Stanley ($1.16B), Charles Schwab Investment Management Inc. ($987.39M), Bank of America Corp DE ($440.38M), Richard Bernstein Advisors LLC ($406.06M), Raymond James Financial Inc. ($156.10M), Haverford Trust Co ($146.83M), and Envestnet Asset Management Inc. ($141.99M).Learn more on Janus Henderson Mortgage-Backed Securities ETF's institutional investors.

Of the 296 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: Morgan Stanley ($4.12M), Raymond James Financial Inc. ($3.50M), Focus Partners Wealth ($2.81M), Kovitz Investment Group Partners LLC ($2.20M), Advance Capital Management Inc. ($2.12M), Bank of America Corp DE ($2.01M), and Wealth Enhancement Advisory Services LLC ($1.90M).

Institutional investors have bought a total of 30,443,506 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Of the 112 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: Bank of America Corp DE ($8.58M), Corient Private Wealth LLC ($2.08M), Hamilton Capital LLC ($1.52M), Richard Bernstein Advisors LLC ($1.39M), Bailard Inc. ($1.36M), Parallel Advisors LLC ($1.11M), and Advance Capital Management Inc. ($640.42K).

Institutional investors have sold a total of 20,297,833 shares in the last 24 months. This volume of shares sold represents approximately $920.33M in transactions.


Related Companies

This page (NYSEARCA:JMBS) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel