Janus Henderson Mortg BackedJMBSETF

13F holders, Q1 2026 (March 31)
270holders +1
39new positions
32sold out
4famous investors
$45.18avg. 13F price*

At the end of Q1 2026, 270 institutions reported holding Janus Henderson Mortg Backed (JMBS) in their 13F filings, up 1 from Q4 2025. 39 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($1.3B), Charles Schwab Investment Management Inc. ($986.5M) and Bank of America Corp. ($440.4M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Janus Henderson Mortg Backed
Filed as
JANUS DETROIT STR TR (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions39$115.7M
Exits32$26.0M

All 13F filers, Q4 2025 → Q1 2026: 15,300,252 shares bought and 23,560,901 shares sold, net −8,260,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 270 holders

Morgan Stanley 0.08% Add +12.4% 28,558,480 $1.3B
Charles Schwab Investment Management Inc. 0.15% Add +1.0% 21,835,366 $986.5M
Bank of America Corp. 0.03% Reduce -46.8% 9,747,198 $440.4M
Haverford Trust Co 1.53% Add +15.1% 3,699,020 $167.1M
Raymond James Financial Inc. 0.05% Reduce -4.5% 3,263,290 $147.4M
Osaic Holdings, Inc. 0.21% Add +1.2% 3,120,282 $141.0M
Focus Partners Wealth 0.14% Add +0.7% 2,824,503 $127.7M
UBS Group AG 0.02% Add +6.4% 2,513,744 $113.6M
Envestnet Asset Management Inc. 0.03% Reduce -21.6% 2,375,089 $107.3M
Gradient Investments LLC 1.64% Add +5.4% 2,346,915 $106.0M
Corient Private Wealth LP 0.13% Add +234.1% 2,106,756 $93.4M
Hamilton Capital, LLC 4.78% Add +7.9% 2,041,354 $92.2M
Modern Wealth Management, LLC 1.55% Add +14.6% 1,996,621 $90.3M
Ameriprise Financial Inc. 0.02% Add +422.8% 1,991,036 $89.9M
Foster & Motley Inc. 4.54% Add +7.7% 1,949,409 $88.1M
Wells Fargo & Company 0.02% Reduce -0.7% 1,872,770 $84.6M
Advance Capital Management, Inc. 3.02% Add +12596.3% 1,762,883 $79.6M
Royal Bank of Canada 0.01% Reduce -15.5% 1,755,988 $79.3M
LPL Financial LLC 0.02% Add +4.6% 1,635,035 $73.9M
Pallas Capital Advisors LLC 2.61% Reduce -6.9% 1,533,817 $69.3M
Bank of New York Mellon Corp 0.01% Add +0.6% 1,232,072 $55.7M
Madison Asset Management, LLC 0.67% Reduce -22.4% 1,189,356 $53.7M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -43.3% 1,073,162 $48.7M
Capital Advisors Inc. 0.77% Reduce -0.6% 1,065,273 $48.1M
EP Wealth Advisors, LLC 0.23% New 1,025,837 $46.3M
AlphaCore Capital LLC 0.86% Reduce -2.7% 803,461 $36.5M
Inspirion Wealth Advisors, LLC 4.31% Add +17.2% 766,123 $34.6M
Truist Financial Corp. 0.05% Add +4.3% 738,847 $33.4M
CGN Advisors LLC 2.54% Reduce -19.0% 712,479 $32.2M
Kestra Investment Management, LLC 0.54% Add +38.7% 696,640 $31.5M
Guggenheim Capital LLC 0.25% Add +12.7% 685,210 $31.0M
Albion Financial Group 1.88% Add +3.4% 644,876 $29.1M
KWB Wealth 2.80% Reduce -10.2% 620,188 $28.3M
Towneley Capital Management, Inc / DE 5.82% Add +2.9% 615,498 $27.8M
Pictet North America Advisors SA 2.76% Add +170.3% 614,104 $27.7M
Sage Mountain Advisors LLC 1.94% Add +30.9% 612,346 $27.7M
Arvest Investments, Inc. 3.72% Reduce -0.7% 604,333 $27.3M
Leo Wealth, LLC 1.95% Add +36.8% 594,085 $26.8M
Cetera Investment Advisers 0.03% Reduce -21.6% 583,130 $26.3M
Legacy Private Trust Co. 1.61% Add +5.6% 575,274 $26.0M
Rockefeller Capital Management L.P. 0.04% Add +3.1% 519,221 $23.5M
Great Valley Advisor Group, Inc. 0.41% Reduce -16.8% 496,311 $22.4M
HighTower Advisors, LLC 0.02% Add +7577.0% 488,873 $22.1M
Moment Partners, LLC 3.68% New 454,702 $20.6M
Insight Wealth Strategies, LLC 2.29% Add +29.2% 453,389 $20.5M
Financial Enhancement Group LLC 2.43% Add +2.1% 427,984 $19.6M
SeaBridge Investment Advisors LLC 3.20% Add +0.9% 418,001 $18.9M
Horizon Investments, LLC 0.21% Reduce -23.9% 419,377 $18.9M
Parallel Advisors, LLC 0.32% Reduce -73.9% 393,378 $17.8M
Blue Edge Capital, LLC 2.32% Add +18.6% 386,161 $17.4M
Stansberry Asset Management, LLC 1.82% Reduce -3.0% 385,080 $17.4M
Asio Capital, LLC 2.26% Add +1.3% 355,955 $16.1M
Goelzer Investment Management, Inc. 0.73% Add +2.1% 332,955 $15.0M
Janney Montgomery Scott LLC 0.04% Reduce -5.0% 322,170 $14.6M
Pine Valley Investments Ltd Liability Co 0.69% Add +11.0% 311,683 $14.1M
AllGen Financial Advisors, Inc. 3.33% Reduce -30.8% 311,014 $14.1M
Focused Wealth Management, Inc 1.46% Add +6.0% 309,085 $14.0M
Secure Asset Management, LLC 2.19% Add +11.4% 305,601 $13.8M
Allen Capital Group, LLC 1.23% Add +10.4% 302,550 $13.7M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -6.8% 302,480 $13.7M
Fourth Dimension Wealth, LLC 4.64% Add +2.4% 271,035 $12.2M
MML Investors Services, LLC 0.03% Reduce -19.1% 258,569 $11.7M
Rosenblum Silverman Sutton S F Inc. 2.96% Add +4.8% 250,615 $11.3M
Sage Advisory Services, Ltd.Co. 5.88% Add +2.7% 237,532 $10.7M
Verus Capital Partners, LLC 0.72% Add +1137.6% 231,737 $10.5M
True North Advisors, LLC 1.17% Add +0.6% 226,739 $10.2M
Englebert Financial Advisers, LLC 10.85% Add +11.2% 211,241 $9.5M
PNC Financial Services Group, Inc. 0.01% Add +0.4% 208,017 $9.4M
WESPAC Advisors SoCal, LLC 1.89% Add +17.9% 197,015 $8.9M
Seed Wealth Management, Inc. 5.32% Reduce -0.3% 171,079 $7.7M
Genesis Private Wealth, LLC 2.39% Add +1.0% 168,172 $7.6M
Symphony Financial Services, Inc. 3.90% Reduce -0.4% 168,065 $7.6M
NewEdge Wealth, LLC 0.09% New 165,104 $7.5M
Cornerstone Wealth Group, LLC 0.46% Add +9.0% 158,383 $7.2M
Meridian Wealth Management, LLC 0.25% Add +12.9% 153,802 $6.9M
Steward Partners Investment Advisory, LLC 0.04% Add +3418.0% 151,732 $6.9M
Prasad Wealth Partners, LLC 1.78% Add +9.5% 144,355 $6.5M
IVC Wealth Advisors LLC 2.80% Add +7.2% 142,840 $6.5M
Moneco Advisors, LLC 0.49% Reduce -2.8% 139,226 $6.3M
Ancora Advisors LLC 0.13% Reduce -2.7% 138,682 $6.3M
Janus Henderson Group PLC 0.00% Reduce -11.1% 138,124 $6.2M
Unique Wealth Strategies, LLC 2.39% Add +5.7% 129,038 $5.8M
Rothschild Wealth LLC 0.46% Add +8.3% 113,440 $5.1M
Headinvest, LLC 0.93% Add +17.1% 100,576 $4.5M
Kestra Advisory Services, LLC 0.02% Add +6.8% 99,574 $4.5M
Bailard, Inc. 0.10% Add +1.8% 98,520 $4.5M
FDx Advisors, Inc. 1.39% New 96,493 $4.4M
Old Mission Capital LLC 0.10% Add +963.3% 95,994 $4.3M
FLP Wealth Management, LLC 8.91% New 95,743 $4.3M
Transamerica Financial Advisors, LLC 0.36% Reduce -4.2% 92,729 $4.2M
Commonwealth Equity Services, LLC 0.01% Add +165.1% 91,775 $4.1M
Brown Financial Advisors 1.57% Reduce -3.1% 91,583 $4.1M
Destiny Wealth Partners, LLC 0.44% Add +0.8% 88,289 $4.0M
Lionshead Wealth Management, LLC 2.87% Add +22.0% 85,946 $3.9M
VestGen Advisors, LLC 0.11% Add +60.6% 85,399 $3.9M
Sanctuary Advisors, LLC 0.02% Reduce -43.6% 83,438 $3.8M
Paladin Wealth, LLC 2.52% Add +2.7% 81,029 $3.7M
Citadel Advisors 0.00% New 80,149 $3.6M
Three Magnolias Financial Advisors, LLC 2.28% Add +0.2% 79,183 $3.6M
Shepherd Kaplan Krochuk, LLC 3.00% Reduce -6.5% 79,016 $3.6M

"% 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 270 holders