Janus Henderson Mortg BackedJMBSETF
13F holders, Q1 2025 (March 31)224holders +10
32new positions
19sold out
$45.08avg. 13F price*
At the end of Q1 2025, 224 institutions reported holding Janus Henderson Mortg Backed (JMBS) in their 13F filings, up 10 from Q4 2024. 32 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($816.8M), Bank of America Corp. ($737.9M) and Richard Bernstein Advisors LLC ($432.7M).
- Company
- Janus Henderson Mortg Backed
- Filed as
- JANUS DETROIT STR TR (Q1 2025)
- CUSIP
- 47103U852
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $68.4M |
| Exits | 19 | $30.5M |
All 13F filers, Q4 2024 → Q1 2025: 12,193,975 shares bought and 2,151,601 shares sold, net +10,042,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 224 holders
| Morgan Stanley | 0.06% | Add +13.8% | 18,069,997 | $816.8M |
| Bank of America Corp. | 0.07% | Add +3.3% | 16,324,712 | $737.9M |
| Richard Bernstein Advisors LLC | 10.47% | Reduce -1.1% | 9,574,094 | $432.7M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +1.0% | 7,921,739 | $358.1M |
| Hamilton Capital, LLC | 9.55% | Reduce -1.6% | 3,491,401 | $157.8M |
| Raymond James Financial Inc. | 0.05% | Add +0.8% | 2,973,132 | $134.4M |
| CW Advisors, LLC | 1.38% | Add +24.1% | 2,552,755 | $115.4M |
| Haverford Trust Co | 0.97% | Add +42.4% | 2,121,705 | $95.9M |
| NorthCoast Asset Management LLC | 0.47% | Add +14.6% | 2,072,474 | $93.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.4% | 2,070,071 | $93.6M |
| Gradient Investments LLC | 1.81% | Add +28.8% | 1,989,708 | $89.9M |
| Madison Asset Management, LLC | 0.93% | Add +7.8% | 1,848,438 | $83.5M |
| UBS Group AG | 0.02% | Add +0.1% | 1,625,952 | $73.5M |
| Bailard, Inc. | 1.67% | Reduce -2.8% | 1,433,078 | $64.8M |
| Corient Private Wealth LP | 0.10% | Reduce -4.0% | 1,384,951 | $62.6M |
| Foster & Motley Inc. | 3.93% | Add +11.0% | 1,381,750 | $62.5M |
| Wells Fargo & Company | 0.01% | Add +10.4% | 1,288,121 | $58.2M |
| Pallas Capital Advisors LLC | 2.28% | Add +288.4% | 1,212,305 | $54.8M |
| Parallel Advisors, LLC | 1.23% | Add +98.7% | 1,200,559 | $54.3M |
| Capital Advisors Inc. | 0.97% | Add +0.1% | 1,078,122 | $48.7M |
| Royal Bank of Canada | 0.01% | Add +11.1% | 1,026,504 | $46.4M |
| Kestra Investment Management, LLC | 0.89% | Add +336.0% | 1,285,672 | $45.9M |
| LPL Financial LLC | 0.02% | Reduce -5.3% | 1,004,878 | $45.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.0% | 935,928 | $42.3M |
| SPC Financial, Inc. | 3.20% | Add +4.2% | 804,657 | $36.4M |
| Divergent Planning, LLC | 11.71% | Add +5.0% | 777,355 | $35.3M |
| CGN Advisors LLC | 3.32% | Add +2.3% | 749,839 | $33.9M |
| Parcion Private Wealth LLC | 2.73% | Add +4.1% | 740,716 | $33.5M |
| Redhawk Wealth Advisors, Inc. | 4.28% | New | 704,669 | $31.9M |
| Advance Capital Management, Inc. | 1.41% | Add +78.8% | 654,308 | $29.6M |
| Arvest Investments, Inc. | 4.58% | Add +2.0% | 642,287 | $29.0M |
| Horizon Investments, LLC | 0.80% | Add +35.8% | 601,943 | $27.0M |
| Albion Financial Group | 1.81% | Add +4.3% | 565,311 | $25.6M |
| Inspirion Wealth Advisors, LLC | 3.12% | Add +24.4% | 496,248 | $22.4M |
| Legacy Private Trust Co. | 1.52% | Reduce -0.8% | 489,196 | $22.1M |
| Truist Financial Corp. | 0.03% | Add +530.0% | 481,252 | $21.8M |
| Financial Enhancement Group LLC | 3.34% | Reduce -4.8% | 483,782 | $21.4M |
| Towneley Capital Management, Inc / DE | 4.74% | Add +3.5% | 447,911 | $20.2M |
| Moment Partners, LLC | 3.83% | Add +3.9% | 428,189 | $19.4M |
| Cetera Investment Advisers | 0.04% | Add +10.1% | 405,669 | $18.3M |
| True North Advisors, LLC | 3.10% | New | 386,452 | $17.5M |
| Modern Wealth Management, LLC | 0.53% | Add +27.9% | 368,754 | $16.7M |
| Sage Mountain Advisors LLC | 1.16% | Add +22.2% | 348,170 | $15.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +47.3% | 338,318 | $15.3M |
| Transform Wealth, LLC | 0.92% | Add +9.9% | 334,255 | $15.1M |
| Blue Edge Capital, LLC | 2.37% | Add +74.4% | 326,068 | $14.7M |
| Rise Advisors, LLC | 6.35% | Add +8.8% | 317,886 | $14.4M |
| Brookstone Capital Management | 0.20% | Reduce -6.2% | 311,827 | $14.1M |
| Goelzer Investment Management, Inc. | 0.81% | Add +3.8% | 311,312 | $14.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.9% | 272,775 | $12.3M |
| Guggenheim Capital LLC | 0.11% | Add +62.6% | 264,426 | $12.0M |
| SeaBridge Investment Advisors LLC | 2.52% | Add +128.4% | 258,108 | $11.7M |
| MML Investors Services, LLC | 0.04% | Add +87.0% | 256,257 | $11.6M |
| Asio Capital, LLC | 2.18% | Add +18.1% | 249,656 | $11.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +4.0% | 248,944 | $11.3M |
| Pine Valley Investments Ltd Liability Co | 0.71% | Add +47.0% | 243,270 | $11.0M |
| Secure Asset Management, LLC | 2.02% | Add +68.6% | 221,058 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.1% | 213,199 | $9.6M |
| Fourth Dimension Wealth, LLC | 4.51% | Add +47.5% | 206,358 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Add +28.1% | 203,416 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +11.6% | 200,450 | $9.1M |
| Allen Capital Group, LLC | 1.04% | Add +5.4% | 200,227 | $9.1M |
| Pictet North America Advisors SA | 0.86% | Reduce -26.4% | 189,758 | $8.6M |
| Symphony Financial Services, Inc. | 4.98% | Reduce -30.2% | 168,786 | $7.6M |
| Leo Wealth, LLC | 0.93% | Reduce -59.8% | 143,077 | $6.5M |
| Transcend Capital Advisors, LLC | 0.46% | Add +0.3% | 141,505 | $6.4M |
| Seed Wealth Management, Inc. | 5.14% | Add +7.7% | 139,573 | $6.3M |
| Lincoln Capital Corp. | 2.62% | Add +3.2% | 138,981 | $6.3M |
| WESPAC Advisors SoCal, LLC | 1.61% | Add +98.2% | 136,787 | $6.2M |
| Cornerstone Wealth Group, LLC | 0.49% | New | 130,327 | $5.9M |
| Stansberry Asset Management, LLC | 0.73% | Reduce -5.5% | 128,233 | $5.8M |
| Rosenblum Silverman Sutton S F Inc. | 1.57% | Add +38.9% | 126,150 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +12.9% | 123,782 | $5.6M |
| Apollon Wealth Management, LLC | 0.12% | Add +1.7% | 122,557 | $5.5M |
| Unique Wealth Strategies, LLC | 2.42% | Add +0.8% | 117,817 | $5.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -2.7% | 115,170 | $5.2M |
| Transamerica Financial Advisors, LLC | 0.51% | Reduce -23.1% | 109,868 | $5.0M |
| Townsquare Capital LLC | 0.05% | Reduce -5.5% | 94,789 | $4.3M |
| Ancora Advisors LLC | 0.10% | Add +1.2% | 94,784 | $4.3M |
| Brown Financial Advisors | 1.73% | Add +28.8% | 92,921 | $4.2M |
| Destiny Wealth Partners, LLC | 0.65% | Reduce -3.4% | 90,145 | $4.1M |
| KWB Wealth | 0.49% | Add +22.3% | 91,954 | $4.1M |
| Paladin Wealth, LLC | 3.42% | Add +22.8% | 84,134 | $3.8M |
| Three Magnolias Financial Advisors, LLC | 3.12% | Add +1.6% | 81,571 | $3.7M |
| Rothschild Wealth LLC | 1.00% | Add +18.2% | 78,856 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +2.9% | 75,972 | $3.4M |
| Marcum Wealth, LLC | 0.29% | Add +1.2% | 74,065 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.2% | 71,832 | $3.2M |
| Shepherd Kaplan Krochuk, LLC | 2.77% | Reduce -0.8% | 71,635 | $3.2M |
| Comerica Bank | 0.01% | Add +9.8% | 70,756 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.4% | 68,796 | $3.1M |
| Merit Financial Group, LLC | 0.05% | Reduce -73.4% | 68,563 | $3.1M |
| Greenwich Wealth Management LLC | 0.23% | Add +13.1% | 67,923 | $3.1M |
| Eldridge Investment Advisors, Inc. | 0.70% | New | 67,200 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 65,765 | $3.0M |
| Mendel Money Management | 1.37% | Reduce -1.5% | 63,784 | $2.9M |
| Moneco Advisors, LLC | 0.28% | Add +74.6% | 59,102 | $2.7M |
| Mariner, LLC | 0.00% | Add +4.3% | 59,079 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +7.5% | 59,000 | $2.7M |
| Macroview Investment Management LLC | 2.31% | Reduce -0.1% | 54,258 | $2.5M |
"% of holder's portfolio" is JMBS's weight in each manager's 13F, not the share of Janus Henderson Mortg Backed the manager owns.