Janus Henderson Mortg BackedJMBSETF

13F holders, Q2 2026 (June 30)
271holders +1
33new positions
26sold out
4famous investors
$45.00avg. 13F price*

At the end of Q2 2026, 271 institutions reported holding Janus Henderson Mortg Backed (JMBS) in their 13F filings, up 1 from Q1 2026. 33 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($1.4B), Charles Schwab Investment Management Inc. ($1.0B) and Bank of America Corp. ($444.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Janus Henderson Mortg Backed
Filed as
JANUS DETROIT STR TR (Q2 2026)
CUSIP
47103U852
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 168Q1 2024Q2 2024: 197Q2 2024Q3 2024: 203Q3 2024Q4 2024: 214Q4 2024Q1 2025: 224Q1 2025Q2 2025: 218Q2 2025Q3 2025: 232Q3 2025Q4 2025: 269Q4 2025Q1 2026: 270Q1 2026Q2 2026: 271Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions33$41.0M
Exits26$57.5M

All 13F filers, Q1 2026 → Q2 2026: 9,565,686 shares bought and 3,793,926 shares sold, net +5,771,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 271 holders

Morgan Stanley 0.07% Add +7.0% 30,547,370 $1.4B
Charles Schwab Investment Management Inc. 0.13% Add +2.5% 22,369,778 $1.0B
Bank of America Corp. 0.03% Add +1.4% 9,888,964 $444.9M
Haverford Trust Co 1.55% Add +8.0% 3,993,467 $179.7M
Raymond James Financial Inc. 0.04% Add +4.5% 3,410,091 $153.4M
Osaic Holdings, Inc. 0.18% Add +7.8% 3,363,367 $151.3M
Corient Private Wealth LP 0.21% Add +57.6% 3,321,191 $149.5M
Focus Partners Wealth 0.13% Add +0.0% 2,825,037 $127.2M
Gradient Investments LLC 1.67% Add +14.6% 2,688,767 $121.0M
UBS Group AG 0.02% Add +3.3% 2,597,488 $116.9M
Envestnet Asset Management Inc. 0.03% Add +1.9% 2,420,928 $108.9M
Ameriprise Financial Inc. 0.02% Add +10.8% 2,206,955 $99.3M
Hamilton Capital, LLC 4.53% Reduce -0.3% 2,035,111 $91.6M
Royal Bank of Canada 0.02% Add +13.3% 1,989,959 $89.5M
Foster & Motley Inc. 3.84% Reduce -4.8% 1,856,863 $83.5M
LPL Financial LLC 0.02% Add +12.9% 1,846,020 $83.1M
Wells Fargo & Company 0.01% Reduce -2.0% 1,835,337 $82.6M
Advance Capital Management, Inc. 2.60% Add +1.5% 1,789,564 $80.5M
Pallas Capital Advisors LLC 2.27% Add +6.8% 1,638,165 $73.7M
Bank of New York Mellon Corp 0.01% Reduce -4.3% 1,179,100 $53.0M
Wealth Enhancement Advisory Services, LLC 0.09% Add +8.4% 1,163,322 $52.0M
Madison Asset Management, LLC 0.59% Reduce -7.0% 1,106,482 $49.8M
EP Wealth Advisors, LLC 0.18% Add +4.1% 1,068,068 $48.1M
Capital Advisors Inc. 0.69% Reduce -1.7% 1,047,135 $47.1M
Inspirion Wealth Advisors, LLC 4.37% Add +11.1% 850,946 $38.2M
Truist Financial Corp. 0.04% Add +8.8% 803,929 $36.2M
AlphaCore Capital LLC 0.64% Reduce -3.4% 775,881 $35.1M
CGN Advisors LLC 2.43% Add +3.8% 739,199 $33.3M
Sage Mountain Advisors LLC 1.98% Add +17.0% 716,333 $32.2M
Albion Financial Group 1.76% Add +4.8% 676,034 $30.4M
Guggenheim Capital LLC 0.19% Reduce -2.7% 666,521 $30.0M
Modern Wealth Management, LLC 0.35% Reduce -67.3% 653,740 $29.4M
Arvest Investments, Inc. 3.50% Add +6.5% 643,610 $29.0M
Towneley Capital Management, Inc / DE 5.52% Add +1.5% 624,815 $28.1M
Cetera Investment Advisers 0.02% Add +4.1% 606,920 $27.3M
Legacy Private Trust Co. 1.51% Add +4.7% 602,038 $27.1M
Pictet North America Advisors SA 2.32% Reduce -4.9% 584,021 $26.3M
Kestra Investment Management, LLC 0.50% Reduce -17.7% 573,031 $25.8M
HighTower Advisors, LLC 0.02% Add +5.2% 514,221 $23.1M
Great Valley Advisor Group, Inc. 0.36% Add +2.9% 510,655 $23.0M
Rockefeller Capital Management L.P. 0.03% Reduce -3.5% 501,234 $22.6M
AllGen Financial Advisors, Inc. 4.88% Add +59.7% 496,674 $22.3M
SeaBridge Investment Advisors LLC 2.91% Add +6.8% 446,615 $20.1M
Financial Enhancement Group LLC 2.36% Add +2.6% 439,049 $19.8M
Stansberry Asset Management, LLC 1.85% Add +10.9% 426,966 $19.2M
KWB Wealth 1.62% Reduce -32.2% 420,361 $18.9M
Cypress Financial Planning LLC 4.58% New 415,201 $18.7M
Blue Edge Capital, LLC 2.10% Add +0.4% 387,864 $17.5M
Horizon Investments, LLC 0.19% Reduce -9.9% 377,860 $16.9M
Medallion Wealth Advisors, LLC 5.12% Add +1095.0% 321,613 $16.3M
Pine Valley Investments Ltd Liability Co 0.68% Add +14.3% 356,418 $16.1M
Citadel Advisors 0.01% Add +340.9% 353,394 $15.9M
Parallel Advisors, LLC 0.24% Reduce -10.7% 351,290 $15.8M
Asio Capital, LLC 2.00% Reduce -2.8% 345,999 $15.6M
Focused Wealth Management, Inc 1.38% Add +12.4% 347,476 $15.6M
Janney Montgomery Scott LLC 0.03% Add +7.5% 346,402 $15.6M
Secure Asset Management, LLC 2.07% Add +7.1% 327,232 $14.7M
Allen Capital Group, LLC 1.20% Add +7.2% 324,391 $14.6M
Goelzer Investment Management, Inc. 0.63% Reduce -3.8% 320,242 $14.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +2.4% 309,829 $13.9M
Verus Capital Partners, LLC 0.75% Add +32.3% 306,485 $13.8M
WESPAC Advisors SoCal, LLC 2.26% Add +42.0% 279,670 $12.6M
Rosenblum Silverman Sutton S F Inc. 2.99% Add +10.5% 276,850 $12.5M
MML Investors Services, LLC 0.03% Add +5.6% 273,130 $12.3M
Sage Advisory Services, Ltd.Co. 5.67% Add +7.9% 256,374 $11.5M
Arq Wealth Advisors, LLC 1.34% New 243,493 $10.8M
Fourth Dimension Wealth, LLC 3.31% Reduce -14.2% 232,467 $10.5M
Englebert Financial Advisers, LLC 10.12% Add +7.5% 227,013 $10.2M
True North Advisors, LLC 0.95% Reduce -2.4% 221,276 $10.0M
JPMorgan Chase & Co. 0.00% Add +277.2% 211,641 $9.6M
PNC Financial Services Group, Inc. 0.00% Add +1.2% 210,440 $9.5M
Steward Partners Investment Advisory, LLC 0.04% Add +19.4% 181,144 $8.1M
Genesis Private Wealth, LLC 2.24% Add +5.5% 177,437 $8.0M
Meridian Wealth Management, LLC 0.24% Add +12.0% 172,231 $7.7M
Seed Wealth Management, Inc. 4.87% Reduce -0.1% 170,917 $7.7M
Symphony Financial Services, Inc. 3.40% Add +0.1% 168,168 $7.6M
Cornerstone Wealth Group, LLC 0.44% Add +2.8% 162,759 $7.3M
IVC Wealth Advisors LLC 2.75% Add +9.9% 156,958 $7.1M
Private Advisor Group, LLC 0.03% Add +452.1% 153,652 $6.9M
Prasad Wealth Partners, LLC 1.65% Add +5.5% 152,257 $6.9M
NewEdge Wealth, LLC 0.07% Reduce -8.2% 151,505 $6.8M
Jupiter Topco LLC 0.00% — 147,096 $6.6M
Unique Wealth Strategies, LLC 2.21% Add +4.2% 134,410 $6.0M
Ancora Advisors LLC 0.11% Reduce -8.3% 127,188 $5.7M
Headinvest, LLC 1.06% Add +25.6% 126,321 $5.7M
IFP Advisors, Inc 0.10% Add +637.4% 125,774 $5.7M
Moneco Advisors, LLC 0.33% Reduce -13.6% 120,289 $5.4M
Commonwealth Equity Services, LLC 0.01% Add +28.7% 118,097 $5.3M
Rothschild Wealth LLC 0.41% Add +1.7% 115,390 $5.2M
Kestra Advisory Services, LLC 0.02% Add +13.7% 113,200 $5.1M
Wealth Alliance, LLC 0.43% Add +105.0% 113,013 $5.1M
Bailard, Inc. 0.09% Add +1.0% 99,510 $4.5M
Brown Financial Advisors 1.53% Add +6.5% 97,579 $4.4M
Fifth Third Bancorp 0.01% Add +25.2% 93,887 $4.2M
Transamerica Financial Advisors, LLC 0.35% Reduce -0.8% 91,949 $4.1M
Paladin Wealth, LLC 2.40% Add +13.4% 91,858 $4.1M
VestGen Advisors, LLC 0.12% Add +7.5% 91,818 $4.1M
Lionshead Wealth Management, LLC 2.62% Add +3.9% 89,288 $4.0M
Destiny Wealth Partners, LLC 0.57% Add +3.3% 91,197 $4.0M
Sanctuary Advisors, LLC 0.02% Add +0.1% 83,541 $3.8M

"% of holder's portfolio" is JMBS's weight in each manager's 13F, not the share of Janus Henderson Mortg Backed the manager owns.

Show all 271 holders