Janus Henderson Mortg BackedJMBSETF
13F holders, Q4 2024 (December 31)214holders +11
27new positions
22sold out
1famous investor
$44.17avg. 13F price*
At the end of Q4 2024, 214 institutions reported holding Janus Henderson Mortg Backed (JMBS) in their 13F filings, up 11 from Q3 2024. 27 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($701.4M), Bank of America Corp. ($698.1M) and Richard Bernstein Advisors LLC ($427.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Janus Henderson Mortg Backed
- Filed as
- JANUS DETROIT STR TR (Q4 2024)
- CUSIP
- 47103U852
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $98.2M |
| Exits | 22 | $21.1M |
All 13F filers, Q3 2024 → Q4 2024: 8,845,555 shares bought and 4,157,833 shares sold, net +4,687,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Morgan Stanley | 0.05% | Add +25.4% | 15,876,916 | $701.4M |
| Bank of America Corp. | 0.06% | Reduce -3.1% | 15,801,763 | $698.1M |
| Richard Bernstein Advisors LLC | 9.69% | Reduce -3.6% | 9,678,746 | $427.6M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +3.5% | 7,845,986 | $346.6M |
| Hamilton Capital, LLC | 11.92% | Reduce -1.9% | 3,549,658 | $156.8M |
| Raymond James Financial Inc. | 0.05% | — | 2,949,571 | $130.3M |
| CW Advisors, LLC | 1.25% | Reduce -34.2% | 2,057,576 | $90.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.3% | 1,875,061 | $82.8M |
| NorthCoast Asset Management LLC | 0.39% | Add +6.9% | 1,807,905 | $79.9M |
| Madison Asset Management, LLC | 0.85% | Add +2.2% | 1,715,313 | $75.8M |
| Madison Investment Advisors, LLC | 0.85% | — | 1,715,313 | $75.8M |
| UBS Group AG | 0.02% | Reduce -7.0% | 1,624,577 | $71.8M |
| Gradient Investments LLC | 1.38% | Add +8.3% | 1,544,857 | $68.3M |
| Haverford Trust Co | 0.65% | Add +17.4% | 1,490,395 | $65.8M |
| Bailard, Inc. | 1.67% | Add +4.0% | 1,475,003 | $65.2M |
| Corient Private Wealth LP | 0.10% | Add +26.3% | 1,442,028 | $62.9M |
| Foster & Motley Inc. | 3.58% | Add +28.9% | 1,245,271 | $55.0M |
| Wells Fargo & Company | 0.01% | Reduce -23.1% | 1,166,564 | $51.5M |
| Capital Advisors Inc. | 0.95% | Reduce -5.6% | 1,077,299 | $47.6M |
| LPL Financial LLC | 0.02% | Reduce -7.5% | 1,060,942 | $46.9M |
| Bank of New York Mellon Corp | 0.01% | Add +3.2% | 945,808 | $41.8M |
| Royal Bank of Canada | 0.01% | Reduce -3.9% | 923,596 | $40.8M |
| SPC Financial, Inc. | 2.97% | Add +1.8% | 772,155 | $34.1M |
| CGN Advisors LLC | 3.15% | Add +10.4% | 732,740 | $32.4M |
| Divergent Planning, LLC | 11.05% | Add +4.3% | 740,025 | $32.3M |
| Parcion Private Wealth LLC | 2.40% | New | 711,556 | $31.4M |
| Arvest Investments, Inc. | 4.45% | Reduce -1.3% | 629,593 | $27.8M |
| Parallel Advisors, LLC | 0.60% | Add +9.8% | 604,311 | $26.7M |
| Albion Financial Group | 1.64% | Add +13.7% | 541,875 | $23.9M |
| Citadel Advisors | 0.02% | New | 509,882 | $22.5M |
| Financial Enhancement Group LLC | 3.38% | Add +106.6% | 508,377 | $22.1M |
| Legacy Private Trust Co. | 1.43% | Add +3.5% | 493,085 | $21.8M |
| Horizon Investments, LLC | 0.56% | Add +0.9% | 443,276 | $19.5M |
| Towneley Capital Management, Inc / DE | 4.54% | Add +10.1% | 432,608 | $19.1M |
| Moment Partners, LLC | 3.47% | — | 411,956 | $18.2M |
| Inspirion Wealth Advisors, LLC | 2.45% | Add +23.3% | 398,888 | $17.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +1453.9% | 388,473 | $17.2M |
| Cetera Investment Advisers | 0.03% | Add +8.3% | 368,528 | $16.3M |
| Advance Capital Management, Inc. | 0.74% | Reduce -3.8% | 365,971 | $16.2M |
| Leo Wealth, LLC | 1.41% | Add +8.0% | 356,165 | $15.7M |
| Brookstone Capital Management | 0.21% | Reduce -1.8% | 332,588 | $14.7M |
| Pallas Capital Advisors LLC | 0.59% | Reduce -53.6% | 312,100 | $13.8M |
| Transform Wealth, LLC | 0.75% | Add +23.0% | 304,205 | $13.4M |
| Goelzer Investment Management, Inc. | 0.77% | Reduce -1.0% | 299,873 | $13.2M |
| Kestra Investment Management, LLC | 0.51% | Add +2.4% | 294,867 | $13.0M |
| Rise Advisors, LLC | 6.21% | Reduce -3.0% | 292,300 | $12.9M |
| Modern Wealth Management, LLC | 0.48% | Add +4272.9% | 288,215 | $12.7M |
| Sage Mountain Advisors LLC | 0.92% | New | 284,818 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -0.8% | 270,281 | $11.9M |
| Merit Financial Group, LLC | 0.20% | Reduce -1.2% | 257,992 | $11.4M |
| Pictet North America Advisors SA | 1.08% | New | 257,793 | $11.4M |
| Symphony Financial Services, Inc. | 8.59% | Reduce -13.8% | 241,843 | $10.7M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -5.5% | 239,300 | $10.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +13.5% | 229,759 | $10.2M |
| Asio Capital, LLC | 1.76% | Add +15.9% | 211,457 | $9.3M |
| Allen Capital Group, LLC | 1.03% | Add +12.2% | 190,002 | $8.4M |
| Blue Edge Capital, LLC | 1.30% | Reduce -1.8% | 186,980 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +6.6% | 179,595 | $7.9M |
| Pine Valley Investments Ltd Liability Co | 0.48% | Add +11.3% | 165,506 | $7.3M |
| Guggenheim Capital LLC | 0.06% | Add +105.9% | 162,618 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Add +25.8% | 158,783 | $7.0M |
| Transamerica Financial Advisors, LLC | 0.62% | Reduce -2.4% | 142,773 | $6.3M |
| Transcend Capital Advisors, LLC | 0.45% | Reduce -5.0% | 141,147 | $6.2M |
| Fourth Dimension Wealth, LLC | 3.23% | — | 139,945 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -9.8% | 137,050 | $6.1M |
| Stansberry Asset Management, LLC | 0.83% | New | 135,724 | $6.0M |
| Lincoln Capital Corp. | 2.45% | Add +2.7% | 134,699 | $6.0M |
| Secure Asset Management, LLC | 0.88% | Add +21.4% | 131,146 | $5.8M |
| Seed Wealth Management, Inc. | 4.62% | Add +16.0% | 129,542 | $5.7M |
| Apollon Wealth Management, LLC | 0.12% | Add +1.2% | 120,543 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.4% | 118,351 | $5.3M |
| Unique Wealth Strategies, LLC | 2.27% | Add +3.7% | 116,879 | $5.2M |
| SeaBridge Investment Advisors LLC | 1.04% | Add +53.2% | 113,008 | $5.0M |
| Stifel Financial Corp. | 0.01% | Add +5.2% | 109,613 | $4.8M |
| Townsquare Capital LLC | 0.05% | Reduce -22.1% | 100,333 | $4.4M |
| Ancora Advisors LLC | 0.09% | Add +84.0% | 93,659 | $4.1M |
| Destiny Wealth Partners, LLC | 0.67% | Add +2.5% | 93,289 | $4.1M |
| Rosenblum Silverman Sutton S F Inc. | 1.01% | Add +39.4% | 90,845 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.1% | 87,501 | $3.9M |
| Three Magnolias Financial Advisors, LLC | 3.73% | — | 80,256 | $3.5M |
| KWB Wealth | 0.43% | Add +4.2% | 75,198 | $3.5M |
| Truist Financial Corp. | 0.01% | Reduce -28.1% | 76,392 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 75,765 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -8.1% | 73,837 | $3.3M |
| Marcum Wealth, LLC | 0.28% | Reduce -7.3% | 73,168 | $3.2M |
| Shepherd Kaplan Krochuk, LLC | 2.67% | Reduce -4.2% | 72,240 | $3.2M |
| Brown Financial Advisors | 1.28% | Add +8.3% | 72,167 | $3.2M |
| WESPAC Advisors SoCal, LLC | 0.69% | Add +26.1% | 69,032 | $3.0M |
| Paladin Wealth, LLC | 2.62% | Reduce -0.5% | 68,521 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 67,669 | $3.0M |
| Rothschild Wealth LLC | 0.86% | Add +5.2% | 66,710 | $2.9M |
| Mendel Money Management | 1.28% | Reduce -8.1% | 64,764 | $2.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.83% | Reduce -43.5% | 64,551 | $2.9M |
| Comerica Bank | 0.01% | Reduce -16.7% | 64,438 | $2.8M |
| Greenwich Wealth Management LLC | 0.19% | Add +0.9% | 60,058 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | New | 58,777 | $2.6M |
| Harbor Investment Advisory, LLC | 0.24% | Add +15.5% | 57,015 | $2.5M |
| Mariner, LLC | 0.00% | Add +31.3% | 56,626 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 54,900 | $2.4M |
| Macroview Investment Management LLC | 2.44% | Reduce -0.8% | 54,294 | $2.4M |
"% of holder's portfolio" is JMBS's weight in each manager's 13F, not the share of Janus Henderson Mortg Backed the manager owns.