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 |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 59,000 | $2.7M |
| Macroview Investment Management LLC | 1.74% | Reduce -2.2% | 55,398 | $2.5M |
| Founders Financial Securities LLC | 0.15% | Add +0.3% | 54,490 | $2.5M |
| VestGen Advisors, LLC | 0.10% | Add +8.8% | 53,182 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.43% | Reduce -31.0% | 52,423 | $2.4M |
| Northwest Financial Advisors | 4.88% | Add +22.9% | 51,915 | $2.4M |
| Ehrlich Financial Group | 1.34% | Reduce -2.5% | 51,641 | $2.4M |
| Harbor Investment Advisory, LLC | 0.17% | Add +16.8% | 50,061 | $2.3M |
| Greenwich Wealth Management LLC | 0.10% | Add +33.4% | 48,182 | $2.2M |
| Gibbs Wealth Management | 0.52% | Reduce -8.5% | 47,020 | $2.2M |
| Mattson Financial Services, LLC | 0.48% | Add +7.6% | 45,133 | $2.1M |
| Financial Management, Inc. | 1.91% | — | 43,906 | $2.0M |
| Richard W. Paul & Associates, LLC | 0.65% | New | 43,003 | $2.0M |
| Acropolis Investment Management, LLC | 0.09% | Reduce -3.5% | 42,404 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -40.0% | 41,802 | $1.9M |
| Fire Capital Management LLC | 0.95% | Add +57.8% | 41,507 | $1.9M |
| Bulwark Capital Corp | 1.29% | Add +5.6% | 39,786 | $1.8M |
| Traub Capital Management LLC | 1.73% | Add +84.7% | 39,473 | $1.8M |
| Redwood Wealth Management Group, LLC | 0.74% | Reduce -0.8% | 38,683 | $1.8M |
| Carter Financial Group, INC. | 1.01% | Add +1.4% | 37,259 | $1.7M |
| &partners | 0.01% | Reduce -14.3% | 36,520 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.1% | 36,552 | $1.7M |
| Blue Trust, Inc. | 0.02% | Add +0.5% | 35,254 | $1.6M |
| Impact Capital Partners LLC | 0.47% | Add +99.4% | 34,826 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -42.9% | 34,624 | $1.6M |
| Harbour Investments, Inc. | 0.03% | Add +28.2% | 33,659 | $1.5M |
| HighPoint Advisor Group LLC | 0.03% | New | 32,736 | $1.5M |
| AIFG Consultants Ltd. | 2.54% | Add +12.5% | 32,394 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -45.8% | 32,348 | $1.5M |
| Patron Partners, LLC | 0.66% | Reduce -0.6% | 32,312 | $1.5M |
| Banque Pictet & Cie SA | 0.01% | Add +2.2% | 31,860 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +1.0% | 31,242 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Reduce -1.2% | 30,808 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -71.1% | 30,263 | $1.4M |
| Cwm, LLC | 0.00% | Add +711.4% | 29,146 | $1.3M |
| Split Rock Private Trading & Wealth Management, LLC | 1.06% | — | 29,018 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +24.9% | 28,522 | $1.3M |
| AQR Capital Management | 0.00% | New | 28,269 | $1.3M |
| Stableford Capital II LLC | 0.45% | New | 27,459 | $1.3M |
| Clear Creek Financial Management, LLC | 0.10% | Add +4.1% | 27,180 | $1.2M |
| Verdence Capital Advisors LLC | 0.07% | Add +11.5% | 26,702 | $1.2M |
| Richmond Investment Services, LLC | 0.20% | Add +0.1% | 25,810 | $1.2M |
| Tenzing Financial LLC | 0.95% | — | 25,597 | $1.2M |
| Mariner, LLC | 0.00% | Add +5.2% | 24,578 | $1.1M |
| Wealth Alliance, LLC | 0.11% | Add +377.6% | 24,553 | $1.1M |
| Tranquilli Financial Advisor LLC | 0.64% | Reduce -1.6% | 24,223 | $1.1M |
| Veltria Advisors Corp. | 4.81% | No change | 24,008 | $1.1M |
| Rise Advisors, LLC | 0.39% | Reduce -93.4% | 23,912 | $1.1M |
| Sax Wealth Advisors, LLC | 0.05% | New | 23,901 | $1.1M |
| Northbridge Financial Group, LLC | 0.47% | — | 22,958 | $1.0M |
| Atwood & Palmer Inc. | 0.06% | No change | 22,625 | $1.0M |
| Medallion Wealth Advisors, LLC | 0.34% | Add +15.2% | 22,461 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +256.5% | 22,037 | $1.0M |
| Planwiser Financial, LLC | 0.74% | New | 21,497 | $985K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | Add +10.1% | 21,245 | $970K |
| Mendel Money Management | 0.40% | Reduce -36.8% | 21,172 | $967K |
| Tidemark, LLC | 0.27% | Add +6.1% | 20,723 | $947K |
| Nicolet Bankshares Inc. | 0.15% | Add +43.4% | 19,815 | $905K |
| A4 Wealth Advisors LLC | 0.75% | Reduce -36.9% | 18,991 | $868K |
| Verus Capital Partners, LLC | 0.06% | Add +14.6% | 18,725 | $856K |
| Aspen Wealth Strategies, LLC | 0.46% | Add +11.8% | 18,458 | $843K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.3% | 18,340 | $838K |
| Mma Asset Management LLC | 0.30% | New | 18,230 | $833K |
| Merit Financial Group, LLC | 0.01% | Reduce -8.8% | 17,680 | $808K |
| Haverford Financial Services, Inc. | 0.22% | Add +12.2% | 17,399 | $795K |
| First Horizon Corp. | 0.04% | Add +100.8% | 17,124 | $782K |
| Heritage Trust Co | 0.08% | Reduce -22.0% | 17,073 | $780K |
| Transatlantique Private Wealth LLC | 0.24% | Reduce -30.7% | 16,880 | $771K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +0.0% | 16,816 | $768K |
| James Investment Research, Inc. | 0.08% | Add +19.7% | 15,677 | $716K |
| Endeavor Private Wealth, Inc. | 0.20% | Add +115.7% | 15,454 | $706K |
| Level Four Advisory Services, LLC | 0.02% | New | 14,273 | $652K |
| Mutual Advisors, LLC | 0.01% | No change | 14,171 | $647K |
| Sovran Advisors, LLC | 0.05% | New | 13,915 | $639K |
| Advance Capital Management, Inc. | 0.03% | Reduce -16.8% | 13,885 | $634K |
| Belpointe Asset Management LLC | 0.02% | Reduce -2.3% | 13,699 | $626K |
| Ballast Rock Private Wealth LLC | 0.39% | — | 13,658 | $624K |
| Flaharty Asset Management, LLC | 0.08% | Reduce -2.4% | 13,360 | $610K |
| Creative Planning | 0.00% | Add +82.8% | 12,757 | $583K |
| Argent Trust Co | 0.02% | Add +54.6% | 12,536 | $573K |
| Parcion Private Wealth LLC | 0.03% | New | 11,811 | $540K |
| Arkadios Wealth Advisors | 0.01% | Add +21.7% | 11,023 | $504K |
| Park Avenue Securities LLC | 0.00% | New | 10,900 | $498K |
| Daybright Advisory Services, Inc. | 0.12% | — | 9,823 | $449K |
| Bulltick Wealth Management, LLC | 0.09% | Add +2.1% | 9,744 | $445K |
| Breakwater Capital Group | 0.06% | Reduce -21.3% | 9,647 | $441K |
| TRUE Private Wealth Advisors | 0.04% | New | 9,300 | $425K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 9,274 | $424K |
| Lanark Financial, Inc. | 0.03% | Add +76.3% | 9,222 | $421K |
| Old Mission Capital LLC | 0.02% | New | 9,028 | $412K |
| Weaver Consulting Group | 0.10% | Add +23.7% | 8,600 | $393K |
| Venturi Wealth Management, LLC | 0.02% | Add +4.9% | 8,565 | $391K |
| One Charles Private Wealth Services, LLC | 0.09% | No change | 7,894 | $361K |
| Bessemer Group Inc. | 0.00% | Add +42.0% | 7,880 | $360K |
| Americana Partners, LLC | 0.01% | Reduce -0.2% | 7,143 | $326K |
| Saxon Interests, Inc. | 0.11% | Reduce -2.7% | 7,067 | $323K |
| Valmark Advisers, Inc. | 0.00% | Add +0.2% | 6,925 | $316K |
| Legacy Capital Wealth Partners, LLC | 0.07% | No change | 6,724 | $307K |
| Able Wealth Management LLC | 0.10% | New | 6,723 | $307K |
| CoreCap Advisors, LLC | 0.01% | Reduce -14.0% | 6,680 | $305K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.4% | 6,368 | $291K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 6,265 | $286K |
| Greenwood Capital Associates LLC | 0.03% | New | 6,223 | $284K |
| Presidio Capital Management, LLC | 0.09% | Reduce -10.3% | 6,199 | $283K |
| Colter Lewis Investment Partners LLC | 0.31% | — | 5,946 | $272K |
| Savvy Advisors, Inc. | 0.01% | New | 5,841 | $267K |
| Qube Research & Technologies Ltd | 0.00% | Add +51.4% | 5,778 | $264K |
| Northern Trust Corp. | 0.00% | New | 5,657 | $258K |
| Lincoln Capital Corp. | 0.09% | Reduce -96.1% | 5,576 | $255K |
| Opal Capital LLC | 0.06% | — | 5,524 | $253K |
| Safe Harbor Wealth Advisors, LLC | 0.25% | — | 5,492 | $253K |
| United Asset Strategies, Inc. | 0.02% | New | 5,345 | $244K |
| 49 Wealth Management, LLC | 0.02% | Add +11.7% | 5,343 | $244K |
| OneAscent Financial Services LLC | 0.02% | Reduce -23.1% | 5,283 | $241K |
| Essex LLC | 0.04% | New | 4,930 | $225K |
| Visionary Wealth Advisors | 0.01% | New | 4,599 | $210K |
| Empire Financial Management Company, LLC | 0.05% | Reduce -3.1% | 4,551 | $208K |
| Independent Financial Group, LLC | 0.00% | New | 4,499 | $206K |
| StoneX Group Inc. | 0.01% | New | 4,466 | $204K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 4,313 | $197K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +61.7% | 4,302 | $197K |
| US Bancorp \de | 0.00% | Reduce -2.8% | 4,089 | $187K |
| Trust Co | 0.02% | New | 4,086 | $187K |
| TCTC Holdings, LLC | 0.01% | No change | 3,901 | $178K |
| BlackRock, Inc. | 0.00% | Add +2.4% | 3,705 | $169K |
| Jones Financial Companies LLLP | 0.00% | New | 3,150 | $144K |
| North Star Investment Management Corp. | 0.01% | Reduce -8.6% | 2,860 | $131K |
| McGuire Capital Advisors Inc. | 0.08% | — | 2,630 | $120K |
| Assetmark, Inc. | 0.00% | Add +8.8% | 2,499 | $114K |
| IFP Advisors, Inc | 0.00% | Reduce -18.6% | 2,042 | $93K |
| SouthState Bank Corp | 0.00% | New | 1,807 | $83K |
| Financial Network Wealth Advisors LLC | 0.08% | Reduce -7.3% | 1,636 | $75K |
| International Assets Investment Management, LLC | 0.01% | New | 1,621 | $74K |
| PFS Partners, LLC | 0.03% | No change | 1,504 | $69K |
| MAI Capital Management | 0.00% | Reduce -0.7% | 1,484 | $68K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 1,476 | $67K |
| HighMark Wealth Management LLC | 0.03% | New | 1,440 | $66K |
| AE Wealth Management LLC | 0.00% | Reduce -26.4% | 1,424 | $65K |
| Scarborough Advisors, LLC | 0.01% | Add +1.8% | 1,339 | $61K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,050 | $48K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 995 | $45K |
| Sound Income Strategies, LLC | 0.00% | Add +1.2% | 922 | $42K |
| Bank of Montreal | 0.00% | New | 838 | $38K |
| Rothschild Investment LLC | 0.00% | New | 784 | $36K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 677 | $31K |
| Global Retirement Partners, LLC | 0.00% | Add +66.8% | 642 | $29K |
| Larson Financial Group LLC | 0.00% | No change | 610 | $28K |
| EPG Wealth Management LLC | 0.01% | Add +1.0% | 586 | $27K |
| Root Financial Partners, LLC | 0.00% | No change | 559 | $26K |
| Allworth Financial LP | 0.00% | No change | 559 | $26K |
| Capital Analysts, LLC | 0.00% | Add +1.8% | 522 | $24K |
| Coston, McIsaac & Partners | 0.01% | No change | 507 | $23K |
| Spire Wealth Management | 0.00% | New | 494 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +16066.7% | 485 | $22K |
| Key Capital Management, INC | 0.02% | — | 354 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 294 | $13K |
| Princeton Global Asset Management LLC | 0.00% | New | 260 | $12K |
| Essential Partners LLC | 0.00% | New | 241 | $11K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 186 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 166 | $8K |
| FAS Wealth Partners, Inc. | 0.00% | New | 152 | $7K |
| Godsey & Gibb, Inc. | 0.00% | New | 151 | $7K |
| Align Financial, LLC | 0.00% | — | 4,797 | $5K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 99 | $5K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -76.9% | 92 | $4K |
| Lodestone Wealth Management LLC | 0.00% | New | 35 | $2K |
| SageView Advisory Group, LLC | 0.00% | New | 14 | $640 |
| Citigroup Inc. | 0.00% | New | 10 | $457 |
"% of holder's portfolio" is JMBS's weight in each manager's 13F, not the share of Janus Henderson Mortg Backed the manager owns.