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

Janus Henderson Mortgage-Backed Securities ETF logo
$44.43 +0.10 (+0.23%)
As of 07/24/2026 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)
226
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$963.64M
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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
7/10/2026 KWB Wealth420,361$18.91M1.6%-32.2%0.278%
7/10/2026 Paladin Wealth LLC91,858$4.13M2.4%+13.4%0.061%
7/9/2026 Sax Wealth Advisors LLC31,282$1.41M0.1%+30.9%0.021%
7/9/2026 Breakwater Capital Group8,612$387K0.0%-14.4%0.006%
7/8/2026 Gradient Investments LLC2,688,767$120.97M1.7%+14.6%1.781%
7/7/2026 Inspirion Wealth Advisors LLC850,946$38.17M4.4%+11.1%0.564%
7/7/2026 Harbor Investment Advisory LLC40,507$1.82M0.1%-0.6%0.027%
7/7/2026 Financial Enhancement Group LLC439,049$19.75M2.4%+2.6%0.291%
7/7/2026 CGN Advisors LLC739,199$33.26M2.4%+3.8%0.490%
7/7/2026 CoreCap Advisors LLC5,930$267K0.0%-6.5%0.004%
7/6/2026 Stableford Capital II LLC20,682$930K0.3%-23.7%0.014%
7/6/2026 Stonebridge Financial Group LLC4,461$201K0.0%N/A0.003%
7/6/2026 Bulwark Capital Corp41,961$1.89M1.1%+3.6%0.028%
6/8/2026Pine Valley Investments Ltd Liability Co311,683$14.12M0.6%+11.0%0.213%
6/3/2026Parallel Advisors LLC393,378$17.77M0.3%-73.9%0.268%
6/3/2026NewEdge Advisors LLC17,004$768K0.0%-47.4%0.012%
6/2/2026Blue Edge Capital LLC386,161$17.45M2.3%+18.7%0.264%
5/27/2026Allen Capital Group LLC302,550$13.67M1.2%+10.4%0.206%
5/22/2026Segall 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%
5/19/2026Cornerstone Wealth LLC TN32,718$1.49M0.8%N/A0.022%
5/19/2026NewEdge Advisors LLC14,479$654K0.0%-55.2%0.010%
5/19/2026Bank of America Corp DE9,747,198$440.38M0.0%-46.8%6.651%
5/19/2026Janus Henderson Group PLC138,124$6.24M0.0%-11.1%0.094%
5/19/2026Arkadios Wealth Advisors10,606$479K0.0%-3.8%0.007%
5/18/2026Empire Financial Management Company LLC5,671$256K0.1%+24.6%0.004%
5/18/2026Royal Bank of Canada1,755,988$79.34M0.0%-15.5%1.198%
5/15/2026Waverly Advisors LLC75,852$3.43M0.0%+5.3%0.052%
5/15/2026Wealth Alliance LLC55,117$2.49M0.2%+124.5%0.038%
5/14/2026Renaissance Technologies LLC56,300$2.54M0.0%+86.0%0.038%
5/14/2026Modern Wealth Management LLC1,996,621$90.27M1.5%+14.6%1.362%
5/14/2026Gibbs Wealth Management45,415$2.05M0.3%-3.4%0.031%
5/13/2026Cetera Investment Advisers583,130$26.35M0.0%-21.6%0.398%
5/13/2026NewEdge Wealth LLC165,104$7.46M0.1%N/A0.113%
5/8/2026PNC Financial Services Group Inc.208,017$9.40M0.0%+0.4%0.142%
5/8/2026Madison 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%
5/7/2026Parallel 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%
5/6/2026Assetmark Inc.3,042$137K0.0%+21.7%0.002%
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5/6/2026 Independent Financial Group LLC10,312$466K0.0%N/A0.007%
5/5/2026Bank of New York Mellon Corp1,232,072$55.67M0.0%+0.6%0.841%
5/5/2026Sanctuary Advisors LLC83,438$3.77M0.0%-43.6%0.057%
5/4/2026Moment Partners LLC454,702$20.64M3.7%N/A0.310%
5/1/2026Fifth Third Bancorp75,009$3.39M0.0%N/A0.051%
4/30/2026 First Horizon Corp16,016$724K0.0%-6.5%0.011%
4/30/2026Kestra Advisory Services LLC99,574$4.50M0.0%+6.8%0.068%
4/30/2026Greenwood Capital Associates LLC7,674$347K0.0%+23.3%0.005%
4/29/2026Richmond Investment Services LLC24,754$1.12M0.2%-4.1%0.017%
4/29/2026Advance Capital Management Inc.1,762,883$79.65M3.0%+12,596.3%1.205%
4/28/2026FLP Wealth Management LLC95,743$4.33M7.1%N/A0.065%
4/27/2026Carter Financial Group INC.41,343$1.87M1.2%+11.0%0.028%
4/27/2026Private Advisor Group LLC27,830$1.26M0.0%-2.4%0.019%
4/27/2026Elevation Point Wealth Partners LLC9,668$438K0.0%-94.3%0.007%
4/27/2026Prasad Wealth Partners LLC144,355$6.52M1.8%+9.5%0.099%
4/25/2026Able Wealth Management LLC26,559$1.20M0.3%+295.0%0.018%
4/25/2026Northwest Financial Advisors56,922$2.57M5.0%+9.6%0.039%
4/24/2026James Investment Research Inc.26,243$1.19M0.1%+67.4%0.018%
4/24/2026Essex LLC5,585$252K0.0%+13.3%0.004%
4/24/2026Redwood 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%
4/22/2026Janney Montgomery Scott LLC322,170$14.56M0.0%-5.1%0.221%
4/22/2026Cornerstone Wealth Group LLC158,383$7.21M0.5%+9.0%0.108%
4/22/2026FLP Wealth Management LLC1,039$47K0.1%N/A0.001%
4/21/2026Towneley 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%
4/21/2026Foster & 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%
4/20/2026Focused Wealth Management Inc309,085$13.96M1.4%+5.9%0.212%
4/17/2026Sterneck 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%
4/16/2026Founders 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%
3/17/2026Rockefeller Capital Management L.P.503,395$23M0.0%+18.1%0.349%
3/9/2026Corient Private Wealth LLC630,530$28.82M0.0%-65.0%0.437%
2/19/2026Mcguire Capital Advisors Inc.2,630$120K0.1%N/A0.002%
2/19/2026Corient Private Wealth LLC888,078$40.58M0.0%-50.7%0.615%
2/18/2026Raymond James Financial Inc.3,416,401$156.10M0.0%-2.3%2.367%
2/18/2026Virtue Capital Management LLC22,379$1.02M0.0%-31.8%0.016%
2/18/2026NewEdge Advisors LLC32,348$1.48M0.0%-45.8%0.022%
2/18/2026VestGen Advisors LLC53,182$2.43M0.1%+8.8%0.037%
2/18/2026OLD Mission Capital LLC9,028$412K0.0%N/A0.006%
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2/18/2026IHT Wealth Management LLC30,808$1.41M0.0%-1.2%0.021%
2/18/2026Janus Henderson Group PLC155,327$7.10M0.0%+1,114.4%0.108%
2/18/2026Align Financial LLC4,797$219K0.0%N/A0.003%
2/17/2026Guggenheim Capital LLC607,883$27.77M0.2%+12.2%0.421%
2/17/2026AQR Capital Management LLC28,269$1.29M0.0%N/A0.020%
2/17/2026Cetera Investment Advisers743,409$33.97M0.0%+4.3%0.515%
2/17/2026Colter Lewis Investment Partners LLC5,946$272K0.3%N/A0.004%
2/17/2026Stansberry Asset Management LLC397,054$18.14M1.8%+95.2%0.275%
2/17/2026Osaic Holdings Inc.3,083,006$140.86M0.2%+2.1%2.136%
2/17/2026&PARTNERS36,520$1.67M0.0%-14.3%0.025%


JMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 319 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 293 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 29,495,109 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Of the 102 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), Parallel Advisors LLC ($2.23M), Corient Private Wealth LLC ($2.08M), Hamilton Capital LLC ($1.52M), Richard Bernstein Advisors LLC ($1.39M), Bailard Inc. ($1.36M), and Advance Capital Management Inc. ($568.41K).

Institutional investors have sold a total of 21,256,140 shares in the last 24 months. This volume of shares sold represents approximately $963.64M in transactions.


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This page (NYSEARCA:JMBS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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