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

Janus Henderson Mortgage-Backed Securities ETF logo
$42.57 +0.08 (+0.19%)
Closing price 04:10 PM Eastern
Extended Trading
$42.58 +0.01 (+0.02%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
220
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$898.08M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Lincoln Capital Corp5,454$230K0.1%N/A0.004%
10/13/2026Sax Wealth Advisors LLC33,667$1.42M0.0%+7.6%0.023%
10/9/2026Cypress Financial Planning LLC493,861$20.87M5.7%+18.9%0.334%
10/9/2026Towneley Capital Management Inc DE633,992$26.79M5.3%+1.5%0.429%
10/9/2026Inspirion Wealth Advisors LLC882,191$37.28M4.2%+3.7%0.595%
10/9/2026Acropolis Investment Management LLC12,994$549K0.0%N/A0.009%
10/8/2026Financial Enhancement Group LLC463,609$19.56M2.3%+5.6%0.312%
10/8/2026Hamilton Capital LLC1,978,648$83.62M4.7%-2.8%1.334%
10/8/2026Farther Finance Advisors LLC56,890$2.40M0.0%-30.6%0.038%
10/8/2026CoreCap Advisors LLC5,568$235K0.0%-6.1%0.004%
10/8/2026Atwood & Palmer Inc.53,550$2.26M0.1%N/A0.036%
10/8/2026Gradient Investments LLC2,731,438$115.43M1.6%-32.0%1.841%
10/6/2026Legacy Private Trust Co.533,881$22.56M1.2%N/A0.360%
9/23/2026Envestnet Portfolio Solutions Inc.23,489$1.06M0.0%+1.2%0.015%
9/23/2026Envestnet Asset Management Inc.2,420,928$108.92M0.0%+1.9%1.597%
9/9/2026Tortoise Investment Management LLC11,625$523K0.0%N/A0.008%
9/9/2026Blue Edge Capital LLC387,864$17.45M2.1%+0.4%0.256%
9/9/2026Integrated Wealth Concepts LLC6,845$308K0.0%N/A0.005%
9/9/2026NewEdge Advisors LLC17,791$800K0.0%+4.6%0.012%
9/9/2026IFP Advisors Inc125,774$5.66M0.1%+637.4%0.083%
9/9/2026Baird Financial Group Inc.7,291$328K0.0%N/A0.005%
9/9/2026Stableford Capital II LLC20,682$930K0.3%-23.7%0.014%
9/8/2026Allworth Financial LP3,535$159K0.0%+412.3%0.002%
9/8/2026Waverly Advisors LLC80,948$3.64M0.0%+6.7%0.053%
9/2/2026Citadel Advisors LLC353,394$15.90M0.0%+340.9%0.233%
8/27/2026Corient Private Wealth LP3,321,191$149.52M0.2%+57.6%2.191%
8/26/2026Brown Financial Advisors97,579$4.39M1.5%+6.5%0.064%
8/23/2026Endeavor Private Wealth Inc.8,360$378K0.1%+30.0%0.006%
8/23/2026HB Wealth Management LLC9,972$449K0.0%N/A0.007%
8/22/2026Rogco LP1,177$53K0.0%N/A0.001%
8/22/2026United Community Bank6,235$281K0.1%-4.0%0.004%
8/21/2026Carter Financial Group INC.42,365$1.91M1.0%+2.5%0.028%
8/21/2026Tranquilli Financial Advisor LLC16,293$733K0.4%+10.5%0.011%
8/21/2026Secure Asset Management LLC327,232$14.72M2.1%+7.1%0.216%
7/10/2026KWB Wealth420,361$18.91M1.6%-32.2%0.278%
7/10/2026Paladin Wealth LLC91,858$4.13M2.4%+13.4%0.061%
7/9/2026Sax Wealth Advisors LLC31,282$1.41M0.1%+30.9%0.021%
7/9/2026Breakwater Capital Group8,612$387K0.0%-14.4%0.006%
7/8/2026Gradient Investments LLC2,688,767$120.97M1.7%+14.6%1.781%
7/7/2026Inspirion Wealth Advisors LLC850,946$38.17M4.4%+11.1%0.564%
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7/7/2026Harbor Investment Advisory LLC40,507$1.82M0.1%-0.6%0.027%
7/7/2026Financial Enhancement Group LLC439,049$19.75M2.4%+2.6%0.291%
7/7/2026CGN Advisors LLC739,199$33.26M2.4%+3.8%0.490%
7/7/2026CoreCap Advisors LLC5,930$267K0.0%-6.5%0.004%
7/6/2026Stableford Capital II LLC20,682$930K0.3%-23.7%0.014%
7/6/2026 Stonebridge Financial Group LLC4,461$201K0.0%N/A0.003%
7/6/2026Bulwark 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%
5/7/2026Symphony 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%
5/7/2026True North Advisors LLC226,739$10.24M1.2%+0.6%0.155%
5/6/2026Assetmark Inc.3,042$137K0.0%+21.7%0.002%
5/6/2026Independent 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%
4/30/2026First 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%
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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%
4/24/2026Columbia Advisory Partners LLC58,932$2.66M1.7%N/A0.040%
4/24/2026Harbor Investment Advisory LLC40,735$1.84M0.1%-18.6%0.028%
4/23/2026Traub Capital Management LLC49,059$2.22M2.2%+24.3%0.034%
4/23/2026Apollon Wealth Management LLC33,376$1.51M0.0%-20.2%0.023%
4/22/2026Patriot 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%


JMBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 320 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), Corient Private Wealth LP ($149.52M), and Haverford Trust Co ($146.83M).Learn more on Janus Henderson Mortgage-Backed Securities ETF's institutional investors.

Of the 294 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. ($2.04M), Bank of America Corp DE ($2.01M), and Wealth Enhancement Advisory Services LLC ($1.90M).

Institutional investors have bought a total of 27,121,553 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

Of the 87 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), Richard Bernstein Advisors LLC ($1.39M), Bailard Inc. ($1.34M), Gradient Investments LLC ($1.28M), and Madison Asset Management LLC ($537.19K).

Institutional investors have sold a total of 19,896,811 shares in the last 24 months. This volume of shares sold represents approximately $898.08M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JMBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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