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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $115.7M |
| Exits | 32 | $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 |
| Waverly Advisors, LLC | 0.03% | Add +5.3% | 75,852 | $3.4M |
| Fifth Third Bancorp | 0.01% | New | 75,009 | $3.4M |
| Split Rock Private Trading & Wealth Management, LLC | 2.25% | Add +122.1% | 64,437 | $2.9M |
| Sterneck Capital Management, LLC | 1.25% | Add +2.7% | 61,518 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 59,000 | $2.7M |
| Columbia Advisory Partners LLC | 1.70% | New | 58,932 | $2.7M |
| Viawealth, LLC | 1.48% | Reduce -17.8% | 58,830 | $2.7M |
| Northwest Financial Advisors | 4.96% | Add +9.6% | 56,922 | $2.6M |
| Macroview Investment Management LLC | 1.78% | Add +2.1% | 56,565 | $2.6M |
| Renaissance Technologies | 0.00% | Add +86.0% | 56,300 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Add +154.6% | 56,110 | $2.5M |
| Wealth Alliance, LLC | 0.25% | Add +124.5% | 55,117 | $2.5M |
| Blueline Advisors LLC | 1.92% | New | 54,628 | $2.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.41% | Add +3.2% | 54,123 | $2.4M |
| Fire Capital Management LLC | 1.12% | Add +27.8% | 53,049 | $2.4M |
| Founders Financial Securities LLC | 0.13% | Reduce -4.6% | 51,996 | $2.4M |
| Family Legacy, Inc. | 0.70% | New | 51,827 | $2.3M |
| Richard Bernstein Advisors LLC | 0.07% | Reduce -99.4% | 49,974 | $2.3M |
| Cwm, LLC | 0.01% | Add +68.6% | 49,144 | $2.2M |
| Traub Capital Management LLC | 2.20% | Add +24.3% | 49,059 | $2.2M |
| Gotham Asset Management | 0.01% | New | 48,923 | $2.2M |
| Mattson Financial Services, LLC | 0.51% | Add +4.0% | 46,942 | $2.1M |
| Financial Management, Inc. | 1.97% | Add +5.8% | 46,453 | $2.1M |
| Gibbs Wealth Management | 0.27% | Reduce -3.4% | 45,415 | $2.1M |
| Banque Pictet & Cie SA | 0.02% | Add +38.6% | 44,150 | $2.0M |
| Richard W. Paul & Associates, LLC | 0.67% | Add +1.7% | 43,739 | $2.0M |
| Whalen Wealth Management Inc. | 1.04% | New | 43,044 | $1.9M |
| Harbour Investments, Inc. | 0.03% | Add +23.1% | 41,432 | $1.9M |
| Carter Financial Group, INC. | 1.16% | Add +11.0% | 41,343 | $1.9M |
| Autumn Glory Partners, LLC | 0.68% | New | 40,985 | $1.9M |
| Clear Creek Financial Management, LLC | 0.14% | Add +49.4% | 40,612 | $1.8M |
| Harbor Investment Advisory, LLC | 0.15% | Reduce -18.6% | 40,735 | $1.8M |
| Bulwark Capital Corp | 1.13% | Add +1.8% | 40,506 | $1.8M |
| Acropolis Investment Management, LLC | 0.08% | Reduce -4.7% | 40,434 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Add +31.0% | 40,355 | $1.8M |
| Impact Capital Partners LLC | 0.54% | Add +14.1% | 39,729 | $1.8M |
| Redwood Wealth Management Group, LLC | 0.74% | Reduce -1.9% | 37,930 | $1.7M |
| &partners | 0.01% | Add +1.5% | 37,055 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -78.9% | 36,260 | $1.6M |
| Ergawealth Advisors, Inc. | 0.71% | New | 35,503 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +718.8% | 35,225 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -52.8% | 34,965 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | New | 33,700 | $1.5M |
| HighPoint Advisor Group LLC | 0.06% | Add +3.6% | 33,903 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -20.2% | 33,376 | $1.5M |
| Cornerstone Wealth, LLC | 0.84% | — | 32,718 | $1.5M |
| Black Swift Group, LLC | 0.26% | New | 32,632 | $1.5M |
| Patron Partners, LLC | 0.64% | Reduce -1.5% | 31,835 | $1.4M |
| Tenzing Financial LLC | 1.04% | Add +18.4% | 30,297 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 30,483 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +380.7% | 30,117 | $1.4M |
| Verdence Capital Advisors LLC | 0.08% | Add +8.1% | 28,864 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.4% | 27,830 | $1.3M |
| Mariner, LLC | 0.00% | Add +11.1% | 27,304 | $1.2M |
| Stableford Capital II LLC | 0.45% | Reduce -1.3% | 27,090 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.40% | Add +19.8% | 26,912 | $1.2M |
| Able Wealth Management LLC | 0.32% | Add +295.1% | 26,559 | $1.2M |
| James Investment Research, Inc. | 0.13% | Add +67.4% | 26,243 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -19.9% | 25,019 | $1.1M |
| Richmond Investment Services, LLC | 0.18% | Reduce -4.1% | 24,754 | $1.1M |
| Sax Wealth Advisors, LLC | 0.05% | No change | 23,901 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | Add +10.4% | 23,453 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -92.8% | 23,221 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 22,566 | $1.0M |
| Atwood & Palmer Inc. | 0.06% | Reduce -0.3% | 22,550 | $1.0M |
| Northbridge Financial Group, LLC | 0.43% | Reduce -3.4% | 22,182 | $1.0M |
| Planwiser Financial, LLC | 0.72% | Add +1.9% | 21,902 | $999K |
| Tidemark, LLC | 0.25% | Add +4.5% | 21,650 | $978K |
| RB Capital Management, LLC | 0.21% | New | 20,590 | $930K |
| Park Avenue Securities LLC | 0.01% | Add +85.2% | 20,191 | $912K |
| Nicolet Bankshares Inc. | 0.03% | Reduce -2.4% | 19,338 | $874K |
| AQR Capital Management | 0.00% | Reduce -31.7% | 19,303 | $872K |
| Advisors Asset Management, Inc. | 0.01% | Add +3.9% | 19,062 | $861K |
| Aspen Wealth Strategies, LLC | 0.45% | Add +0.2% | 18,494 | $836K |
| Mendel Money Management | 0.34% | Reduce -14.5% | 18,102 | $818K |
| Creative Planning | 0.00% | Add +41.0% | 17,992 | $813K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -52.7% | 17,285 | $781K |
| Haverford Financial Services, Inc. | 0.23% | Reduce -1.3% | 17,169 | $776K |
| IFP Advisors, Inc | 0.02% | Add +735.3% | 17,057 | $771K |
| Heritage Trust Co | 0.08% | Reduce -0.2% | 17,043 | $770K |
| NewEdge Advisors, LLC | 0.00% | Reduce -47.4% | 17,004 | $768K |
| Banque Transatlantique SA | 0.02% | New | 16,880 | $763K |
| First Horizon Corp. | 0.03% | Reduce -6.5% | 16,016 | $724K |
| Level Four Advisory Services, LLC | 0.02% | Add +10.5% | 15,772 | $713K |
| Argent Trust Co | 0.02% | Add +21.3% | 15,201 | $687K |
| HRT Financial LP | 0.00% | New | 15,006 | $677K |
| Tranquilli Financial Advisor LLC | 0.39% | Reduce -39.1% | 14,741 | $666K |
| Mutual Advisors, LLC | 0.01% | No change | 14,171 | $640K |
| Belpointe Asset Management LLC | 0.02% | Add +1.6% | 13,918 | $629K |
| Independent Financial Group, LLC | 0.01% | Add +200.9% | 13,537 | $612K |
| Flaharty Asset Management, LLC | 0.07% | No change | 13,360 | $604K |
| Lanark Financial, Inc. | 0.04% | Add +28.6% | 11,864 | $536K |
| Blue Trust, Inc. | 0.01% | Reduce -66.5% | 11,826 | $534K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.8% | 10,606 | $479K |
| A4 Wealth Advisors LLC | 0.39% | Reduce -45.5% | 10,344 | $467K |
| Parcion Private Wealth LLC | 0.03% | Reduce -13.9% | 10,165 | $459K |
| Breakwater Capital Group | 0.06% | Add +4.3% | 10,062 | $455K |
| Daybright Advisory Services, Inc. | 0.13% | Add +2.0% | 10,023 | $453K |
| Independent Advisor Alliance | 0.00% | New | 10,003 | $452K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -94.3% | 9,668 | $438K |
| TRUE Private Wealth Advisors | 0.04% | No change | 9,300 | $420K |
| Merit Financial Group, LLC | 0.00% | Reduce -48.4% | 9,121 | $412K |
| Weaver Consulting Group | 0.09% | No change | 8,600 | $389K |
| Independent Wealth Network Inc. | 0.12% | New | 8,578 | $388K |
| One Charles Private Wealth Services, LLC | 0.09% | Reduce -2.0% | 7,739 | $350K |
| Greenwood Capital Associates LLC | 0.04% | Add +23.3% | 7,674 | $347K |
| Presidio Capital Management, LLC | 0.10% | Add +19.1% | 7,382 | $334K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -96.0% | 7,165 | $324K |
| Americana Partners, LLC | 0.01% | Reduce -0.2% | 7,129 | $322K |
| Saxon Interests, Inc. | 0.11% | Reduce -1.1% | 6,993 | $316K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -59.2% | 6,855 | $310K |
| Valmark Advisers, Inc. | 0.00% | Reduce -1.4% | 6,831 | $309K |
| Visionary Wealth Advisors | 0.01% | Add +46.3% | 6,727 | $304K |
| Legacy Capital Wealth Partners, LLC | 0.06% | No change | 6,724 | $304K |
| United Community Bank | 0.10% | New | 6,494 | $293K |
| Endeavor Private Wealth, Inc. | 0.08% | Reduce -58.4% | 6,432 | $292K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -86.8% | 6,373 | $288K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.0% | 6,343 | $287K |
| Colter Lewis Investment Partners LLC | 0.25% | No change | 5,946 | $270K |
| Trust Co | 0.02% | Add +43.9% | 5,880 | $266K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,692 | $257K |
| Empire Financial Management Company, LLC | 0.06% | Add +24.6% | 5,671 | $256K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,605 | $253K |
| Essex LLC | 0.04% | Add +13.3% | 5,585 | $252K |
| Farther Finance Advisors, LLC | 0.00% | Add +1029.3% | 5,477 | $248K |
| Lincoln Capital Corp. | 0.09% | Reduce -2.2% | 5,454 | $246K |
| 49 Wealth Management, LLC | 0.02% | Add +0.6% | 5,374 | $243K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 5,286 | $239K |
| Savvy Advisors, Inc. | 0.01% | Reduce -12.9% | 5,087 | $230K |
| Csenge Advisory Group | 0.01% | New | 4,928 | $223K |
| US Bancorp \de | 0.00% | Add +16.6% | 4,767 | $215K |
| Fiduciary Trust Co | 0.00% | New | 4,688 | $212K |
| Shelton Capital Management | 0.00% | New | 4,646 | $210K |
| StoneX Group Inc. | 0.01% | Add +4.0% | 4,645 | $210K |
| BlackRock, Inc. | 0.00% | Add +3.9% | 3,848 | $174K |
| Assetmark, Inc. | 0.00% | Add +21.7% | 3,042 | $137K |
| Mather Group, Llc. | 0.00% | New | 3,041 | $137K |
| North Star Investment Management Corp. | 0.01% | Add +0.7% | 2,879 | $130K |
| McGuire Capital Advisors Inc. | 0.08% | No change | 2,630 | $119K |
| MAI Capital Management | 0.00% | Add +60.6% | 2,384 | $108K |
| AE Wealth Management LLC | 0.00% | Add +58.8% | 2,261 | $102K |
| Financial Network Wealth Advisors LLC | 0.07% | Reduce -5.3% | 1,549 | $70K |
| International Assets Investment Management, LLC | 0.00% | Reduce -6.2% | 1,521 | $69K |
| PFS Partners, LLC | 0.03% | No change | 1,504 | $68K |
| Scarborough Advisors, LLC | 0.01% | Add +0.9% | 1,351 | $61K |
| Sound Income Strategies, LLC | 0.00% | Add +8.6% | 1,001 | $45K |
| Bank of Montreal | 0.00% | No change | 838 | $38K |
| Signaturefd, LLC | 0.00% | Reduce -22.9% | 767 | $35K |
| Allworth Financial LP | 0.00% | Add +23.4% | 690 | $31K |
| Larson Financial Group LLC | 0.00% | No change | 610 | $28K |
| EPG Wealth Management LLC | 0.01% | No change | 586 | $26K |
| Root Financial Partners, LLC | 0.00% | No change | 559 | $25K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 527 | $24K |
| Advisory Services Network, LLC | 0.00% | New | 515 | $23K |
| Coston, McIsaac & Partners | 0.01% | No change | 507 | $22K |
| Clearstead Advisors, LLC | 0.00% | New | 398 | $18K |
| Trust Co. of Toledo NA | 0.00% | No change | 294 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 282 | $13K |
| Princeton Global Asset Management LLC | 0.00% | No change | 260 | $12K |
| Sunbelt Securities, Inc. | 0.00% | New | 233 | $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% | Reduce -19.7% | 122 | $6K |
| SHP Wealth Management | 0.00% | New | 111 | $5K |
| Arax Advisory Partners | 0.00% | New | 111 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 92 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 62 | $3K |
| Abound Wealth Management | 0.00% | New | 15 | $678 |
| Citigroup Inc. | 0.00% | No change | 10 | $452 |
"% of holder's portfolio" is JMBS's weight in each manager's 13F, not the share of Janus Henderson Mortg Backed the manager owns.