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

Janus Henderson Mortgage-Backed Securities ETF logo
$45.13 +0.13 (+0.29%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
233
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$461.12M
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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
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%
5/1/2026 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%
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%
3/17/2026Rockefeller 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%
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%
2/17/2026Royal Bank of Canada2,078,364$94.96M0.0%+38.9%1.440%
2/17/2026Opal Capital LLC5,524$253K0.1%N/A0.004%
2/17/2026Rothschild 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%
2/16/2026MML Investors Services LLC319,652$14.61M0.0%-5.9%0.221%
2/16/2026Mariner LLC24,578$1.12M0.0%+5.2%0.017%
2/16/2026Focus Partners Wealth2,806,002$128.21M0.1%N/A1.944%
2/13/2026 Kestra Advisory Services LLC93,247$4.26M0.0%+29.4%0.065%
2/13/2026Transamerica Financial Advisors LLC96,809$4.42M0.4%-3.9%0.067%
2/13/2026Shepherd Kaplan Krochuk LLC84,486$3.86M3.2%+6.4%0.059%
2/13/2026Rosenblum Silverman Sutton S F Inc. CA239,165$10.93M2.5%+20.7%0.166%
2/13/2026Visionary Wealth Advisors4,599$210K0.0%N/A0.003%
2/13/2026Stifel Financial Corp172,185$7.87M0.0%+6.3%0.119%
2/13/2026Safe Harbor Wealth Advisors LLC5,492$253K0.2%N/A0.004%
2/13/2026Morgan 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%
2/13/2026Arkadios Wealth Advisors11,023$504K0.0%+21.7%0.008%
2/13/2026A4 Wealth Advisors LLC18,991$868K0.7%-36.9%0.013%
2/13/2026Haverford Trust Co3,213,656$146.83M1.3%+13.8%2.226%
2/13/2026Charles Schwab Investment Management Inc.21,610,598$987.39M0.2%+0.4%14.971%
2/13/2026Wells Fargo & Company MN1,886,211$86.18M0.0%+7.1%1.307%
2/12/2026Advisors Asset Management Inc.18,340$838K0.0%-2.3%0.013%
2/12/2026 Commonwealth Equity Services LLC34,624$1.58M0.0%-42.8%0.024%
2/12/2026StoneX Group Inc.4,466$204K0.0%N/A0.003%
2/12/2026Daybright Advisory Services Inc.9,823$449K0.1%N/A0.007%
2/12/2026Renaissance Technologies LLC30,263$1.38M0.0%-71.1%0.021%
2/12/2026Virtue Capital Management LLC22,379$1.02M0.0%-3.0%0.016%
2/12/2026 Elevation Point Wealth Partners LLC170,978$7.81M0.4%+1.4%0.118%
2/12/2026Richard W. Paul & Associates LLC43,003$1.97M0.7%N/A0.030%
2/12/2026Investor s Fiduciary Advisor Network LLC21,245$970K0.2%+10.1%0.015%
2/12/2026Symphony Financial Services Inc.168,814$7.71M4.0%-0.2%0.117%
2/12/2026Bank of Montreal Can838$38K0.0%N/A0.001%
2/12/2026Great Valley Advisor Group Inc.596,680$27.26M0.5%+11.2%0.413%
2/12/2026Mattson Financial Services LLC45,133$2.06M0.5%+7.6%0.031%
2/11/2026 Janney Montgomery Scott LLC339,315$15.50M0.0%+1.7%0.235%
2/11/2026 Rise Advisors LLC23,912$1.09M0.4%-93.4%0.017%
2/11/2026LPL Financial LLC1,562,681$71.40M0.0%+7.4%1.083%
2/11/2026Endeavor Private Wealth Inc.15,454$706K0.2%+115.7%0.011%
2/11/2026SouthState Bank Corp1,807$83K0.0%N/A0.001%
2/11/2026 OneAscent Financial Services LLC5,283$241K0.0%-23.1%0.004%


JMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMBS shares?

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 ($837.19M), 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.

Which institutional investors have been buying Janus Henderson Mortgage-Backed Securities ETF's stock?

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).

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

Institutional investors have bought a total of 33,052,655 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

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

Of the 110 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: Corient Private Wealth LLC ($2.08M), Hamilton Capital LLC ($1.58M), Richard Bernstein Advisors LLC ($1.39M), Bailard Inc. ($1.36M), Advance Capital Management Inc. ($640.42K), Rise Advisors LLC ($336.50K), and Kestra Investment Management LLC ($237.86K).

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

Institutional investors have sold a total of 10,133,541 shares in the last 24 months. This volume of shares sold represents approximately $461.12M in transactions.



This page (NYSEARCA:JMBS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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