Janus Henderson Mortg BackedJMBSETF
13F holders, Q4 2025 (December 31)269holders +37
47new positions
23sold out
2famous investors
$45.69avg. 13F price*
At the end of Q4 2025, 269 institutions reported holding Janus Henderson Mortg Backed (JMBS) in their 13F filings, up 37 from Q3 2025. 47 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($1.2B), Charles Schwab Investment Management Inc. ($987.4M) and Bank of America Corp. ($837.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Janus Henderson Mortg Backed
- Filed as
- JANUS DETROIT STR TR (Q4 2025)
- CUSIP
- 47103U852
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $194.0M |
| Exits | 23 | $164.3M |
All 13F filers, Q3 2025 → Q4 2025: 16,653,817 shares bought and 6,088,036 shares sold, net +10,565,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Morgan Stanley | 0.07% | Add +19.4% | 25,412,542 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.15% | Add +0.4% | 21,610,598 | $987.4M |
| Bank of America Corp. | 0.06% | Reduce -0.0% | 18,328,065 | $837.4M |
| Richard Bernstein Advisors LLC | 11.93% | Reduce -0.7% | 8,887,247 | $406.1M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.3% | 3,416,401 | $156.1M |
| Haverford Trust Co | 1.31% | Add +13.8% | 3,213,656 | $146.8M |
| Osaic Holdings, Inc. | 0.21% | Add +2.1% | 3,083,006 | $140.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.6% | 3,028,220 | $138.4M |
| Focus Partners Wealth | 0.15% | New | 2,806,002 | $128.2M |
| UBS Group AG | 0.02% | Add +14.5% | 2,363,530 | $108.0M |
| Gradient Investments LLC | 1.62% | Add +4.1% | 2,227,206 | $101.8M |
| Royal Bank of Canada | 0.02% | Add +38.9% | 2,078,364 | $95.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +691.3% | 1,893,478 | $86.6M |
| Hamilton Capital, LLC | 4.32% | — | 1,892,321 | $86.5M |
| Wells Fargo & Company | 0.02% | Add +7.1% | 1,886,211 | $86.2M |
| Foster & Motley Inc. | 4.41% | Add +5.1% | 1,809,457 | $82.7M |
| Modern Wealth Management, LLC | 1.45% | Add +24.3% | 1,742,797 | $79.6M |
| Pallas Capital Advisors LLC | 2.48% | Add +11.8% | 1,647,295 | $75.3M |
| LPL Financial LLC | 0.02% | Add +7.4% | 1,562,681 | $71.4M |
| Madison Asset Management, LLC | 0.81% | Reduce -6.7% | 1,532,028 | $70.0M |
| Parallel Advisors, LLC | 1.26% | Add +5.4% | 1,507,417 | $68.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.9% | 1,224,672 | $56.0M |
| Capital Advisors Inc. | 0.79% | Reduce -0.8% | 1,071,357 | $49.0M |
| Divergent Planning, LLC | 10.69% | Add +5.0% | 918,067 | $41.8M |
| CGN Advisors LLC | 3.18% | Add +4.0% | 879,758 | $40.2M |
| AlphaCore Capital LLC | 0.85% | Add +18847.8% | 825,936 | $37.7M |
| Cetera Investment Advisers | 0.04% | Add +4.3% | 743,409 | $34.0M |
| Truist Financial Corp. | 0.04% | Add +8.7% | 708,135 | $32.4M |
| KWB Wealth | 2.99% | Add +710.1% | 690,537 | $31.6M |
| Inspirion Wealth Advisors, LLC | 3.66% | Add +102.0% | 653,722 | $29.9M |
| Corient Private Wealth LP | 0.04% | Reduce -65.0% | 630,530 | $28.8M |
| Albion Financial Group | 1.77% | Add +4.4% | 623,852 | $28.5M |
| Arvest Investments, Inc. | 3.91% | Reduce -0.1% | 608,488 | $27.8M |
| Guggenheim Capital LLC | 0.20% | Add +12.2% | 607,883 | $27.8M |
| Towneley Capital Management, Inc / DE | 5.76% | Add +1.5% | 598,262 | $27.3M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +11.2% | 596,680 | $27.3M |
| Horizon Investments, LLC | 0.32% | Add +1.3% | 551,200 | $25.2M |
| Legacy Private Trust Co. | 1.47% | Add +14.7% | 544,963 | $24.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +18.1% | 503,395 | $23.0M |
| Kestra Investment Management, LLC | 0.56% | Add +18.1% | 502,128 | $22.9M |
| Sage Mountain Advisors LLC | 1.13% | Add +4.8% | 467,887 | $21.4M |
| AllGen Financial Advisors, Inc. | 4.87% | Add +39.5% | 449,678 | $20.5M |
| Leo Wealth, LLC | 1.44% | Add +177.9% | 434,248 | $19.8M |
| Financial Enhancement Group LLC | 2.50% | Add +0.6% | 419,204 | $19.2M |
| SeaBridge Investment Advisors LLC | 3.12% | Reduce -4.0% | 414,195 | $18.9M |
| Stansberry Asset Management, LLC | 1.86% | Add +95.3% | 397,054 | $18.1M |
| Ameriprise Financial Inc. | 0.00% | Add +558.6% | 380,847 | $17.4M |
| Asio Capital, LLC | 2.26% | Add +4.6% | 351,297 | $16.1M |
| Insight Wealth Strategies, LLC | 1.84% | New | 350,856 | $16.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +1.7% | 339,315 | $15.5M |
| Goelzer Investment Management, Inc. | 0.69% | Add +4.4% | 325,991 | $14.9M |
| Blue Edge Capital, LLC | 1.99% | Add +3.7% | 325,450 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.2% | 324,417 | $14.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -1.7% | 322,466 | $14.7M |
| MML Investors Services, LLC | 0.04% | Reduce -5.9% | 319,652 | $14.6M |
| Focused Wealth Management, Inc | 1.42% | Add +10.6% | 291,732 | $13.3M |
| Pine Valley Investments Ltd Liability Co | 0.64% | Add +5.0% | 280,807 | $12.8M |
| Seven Mile Advisory | 2.20% | Add +7.0% | 275,386 | $12.6M |
| Secure Asset Management, LLC | 1.97% | Add +5.4% | 274,201 | $12.5M |
| Allen Capital Group, LLC | 1.15% | Add +8.2% | 273,933 | $12.5M |
| Fourth Dimension Wealth, LLC | 4.41% | Add +3.2% | 264,593 | $12.1M |
| Rosenblum Silverman Sutton S F Inc. | 2.53% | Add +20.7% | 239,165 | $10.9M |
| Sage Advisory Services, Ltd.Co. | 5.75% | Add +23.3% | 231,243 | $10.6M |
| Pictet North America Advisors SA | 0.99% | Reduce -35.1% | 227,223 | $10.4M |
| True North Advisors, LLC | 1.33% | New | 225,335 | $10.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.5% | 207,267 | $9.5M |
| Englebert Financial Advisers, LLC | 9.99% | — | 189,972 | $8.7M |
| Vestmark Advisory Solutions, Inc. | 0.11% | New | 181,147 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +6.3% | 172,185 | $7.9M |
| Seed Wealth Management, Inc. | 5.41% | Add +14.8% | 171,652 | $7.8M |
| Elevation Point Wealth Partners, LLC | 0.38% | Add +1.4% | 170,978 | $7.8M |
| Symphony Financial Services, Inc. | 3.95% | Reduce -0.3% | 168,814 | $7.7M |
| WESPAC Advisors SoCal, LLC | 1.54% | Add +5.6% | 167,118 | $7.6M |
| Genesis Private Wealth, LLC | 2.36% | Add +13.3% | 166,517 | $7.6M |
| Janus Henderson Group PLC | 0.00% | Add +1114.4% | 155,327 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.9% | 147,989 | $6.8M |
| Cornerstone Wealth Group, LLC | 0.45% | Add +5.8% | 145,261 | $6.6M |
| Moneco Advisors, LLC | 0.52% | Add +14.7% | 143,212 | $6.5M |
| Ancora Advisors LLC | 0.13% | Add +24.1% | 142,523 | $6.5M |
| Meridian Wealth Management, LLC | 0.22% | New | 136,190 | $6.2M |
| IVC Wealth Advisors LLC | 2.65% | Add +6.3% | 133,304 | $6.1M |
| Prasad Wealth Partners, LLC | 1.61% | New | 131,845 | $6.0M |
| Unique Wealth Strategies, LLC | 2.19% | Add +2.0% | 122,091 | $5.6M |
| Rothschild Wealth LLC | 0.46% | Add +13.3% | 104,702 | $4.8M |
| Transamerica Financial Advisors, LLC | 0.37% | Reduce -4.0% | 96,809 | $4.4M |
| Bailard, Inc. | 0.10% | Add +29.9% | 96,761 | $4.4M |
| Brown Financial Advisors | 1.58% | Reduce -1.5% | 94,525 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.4% | 93,247 | $4.3M |
| Destiny Wealth Partners, LLC | 0.46% | Add +0.3% | 87,633 | $4.0M |
| Headinvest, LLC | 0.78% | Add +203.7% | 85,916 | $3.9M |
| Shepherd Kaplan Krochuk, LLC | 3.19% | Add +6.4% | 84,486 | $3.9M |
| Three Magnolias Financial Advisors, LLC | 2.24% | Reduce -22.2% | 78,995 | $3.6M |
| Paladin Wealth, LLC | 2.46% | Add +0.2% | 78,867 | $3.6M |
| Comerica Bank | 0.01% | Add +1.6% | 76,125 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -5.0% | 73,993 | $3.4M |
| Waverly Advisors, LLC | 0.03% | Add +25.8% | 72,001 | $3.3M |
| Viawealth, LLC | 1.84% | Add +198.0% | 71,597 | $3.3M |
| Westwood Wealth Management | 2.42% | New | 70,435 | $3.2M |
| Lionshead Wealth Management, LLC | 2.42% | Add +48.6% | 70,435 | $3.2M |
| Sterneck Capital Management, LLC | 1.23% | Add +4.5% | 59,914 | $2.7M |
"% of holder's portfolio" is JMBS's weight in each manager's 13F, not the share of Janus Henderson Mortg Backed the manager owns.