Janus Henderson Mortg BackedJMBSETF
13F holders, Q2 2026 (June 30)271holders +1
33new positions
26sold out
4famous investors
$45.00avg. 13F price*
At the end of Q2 2026, 271 institutions reported holding Janus Henderson Mortg Backed (JMBS) in their 13F filings, up 1 from Q1 2026. 33 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($1.4B), Charles Schwab Investment Management Inc. ($1.0B) and Bank of America Corp. ($444.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Janus Henderson Mortg Backed
- Filed as
- JANUS DETROIT STR TR (Q2 2026)
- CUSIP
- 47103U852
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $41.0M |
| Exits | 26 | $57.5M |
All 13F filers, Q1 2026 → Q2 2026: 9,565,686 shares bought and 3,793,926 shares sold, net +5,771,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Morgan Stanley | 0.07% | Add +7.0% | 30,547,370 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.13% | Add +2.5% | 22,369,778 | $1.0B |
| Bank of America Corp. | 0.03% | Add +1.4% | 9,888,964 | $444.9M |
| Haverford Trust Co | 1.55% | Add +8.0% | 3,993,467 | $179.7M |
| Raymond James Financial Inc. | 0.04% | Add +4.5% | 3,410,091 | $153.4M |
| Osaic Holdings, Inc. | 0.18% | Add +7.8% | 3,363,367 | $151.3M |
| Corient Private Wealth LP | 0.21% | Add +57.6% | 3,321,191 | $149.5M |
| Focus Partners Wealth | 0.13% | Add +0.0% | 2,825,037 | $127.2M |
| Gradient Investments LLC | 1.67% | Add +14.6% | 2,688,767 | $121.0M |
| UBS Group AG | 0.02% | Add +3.3% | 2,597,488 | $116.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +1.9% | 2,420,928 | $108.9M |
| Ameriprise Financial Inc. | 0.02% | Add +10.8% | 2,206,955 | $99.3M |
| Hamilton Capital, LLC | 4.53% | Reduce -0.3% | 2,035,111 | $91.6M |
| Royal Bank of Canada | 0.02% | Add +13.3% | 1,989,959 | $89.5M |
| Foster & Motley Inc. | 3.84% | Reduce -4.8% | 1,856,863 | $83.5M |
| LPL Financial LLC | 0.02% | Add +12.9% | 1,846,020 | $83.1M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 1,835,337 | $82.6M |
| Advance Capital Management, Inc. | 2.60% | Add +1.5% | 1,789,564 | $80.5M |
| Pallas Capital Advisors LLC | 2.27% | Add +6.8% | 1,638,165 | $73.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.3% | 1,179,100 | $53.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +8.4% | 1,163,322 | $52.0M |
| Madison Asset Management, LLC | 0.59% | Reduce -7.0% | 1,106,482 | $49.8M |
| EP Wealth Advisors, LLC | 0.18% | Add +4.1% | 1,068,068 | $48.1M |
| Capital Advisors Inc. | 0.69% | Reduce -1.7% | 1,047,135 | $47.1M |
| Inspirion Wealth Advisors, LLC | 4.37% | Add +11.1% | 850,946 | $38.2M |
| Truist Financial Corp. | 0.04% | Add +8.8% | 803,929 | $36.2M |
| AlphaCore Capital LLC | 0.64% | Reduce -3.4% | 775,881 | $35.1M |
| CGN Advisors LLC | 2.43% | Add +3.8% | 739,199 | $33.3M |
| Sage Mountain Advisors LLC | 1.98% | Add +17.0% | 716,333 | $32.2M |
| Albion Financial Group | 1.76% | Add +4.8% | 676,034 | $30.4M |
| Guggenheim Capital LLC | 0.19% | Reduce -2.7% | 666,521 | $30.0M |
| Modern Wealth Management, LLC | 0.35% | Reduce -67.3% | 653,740 | $29.4M |
| Arvest Investments, Inc. | 3.50% | Add +6.5% | 643,610 | $29.0M |
| Towneley Capital Management, Inc / DE | 5.52% | Add +1.5% | 624,815 | $28.1M |
| Cetera Investment Advisers | 0.02% | Add +4.1% | 606,920 | $27.3M |
| Legacy Private Trust Co. | 1.51% | Add +4.7% | 602,038 | $27.1M |
| Pictet North America Advisors SA | 2.32% | Reduce -4.9% | 584,021 | $26.3M |
| Kestra Investment Management, LLC | 0.50% | Reduce -17.7% | 573,031 | $25.8M |
| HighTower Advisors, LLC | 0.02% | Add +5.2% | 514,221 | $23.1M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +2.9% | 510,655 | $23.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.5% | 501,234 | $22.6M |
| AllGen Financial Advisors, Inc. | 4.88% | Add +59.7% | 496,674 | $22.3M |
| SeaBridge Investment Advisors LLC | 2.91% | Add +6.8% | 446,615 | $20.1M |
| Financial Enhancement Group LLC | 2.36% | Add +2.6% | 439,049 | $19.8M |
| Stansberry Asset Management, LLC | 1.85% | Add +10.9% | 426,966 | $19.2M |
| KWB Wealth | 1.62% | Reduce -32.2% | 420,361 | $18.9M |
| Cypress Financial Planning LLC | 4.58% | New | 415,201 | $18.7M |
| Blue Edge Capital, LLC | 2.10% | Add +0.4% | 387,864 | $17.5M |
| Horizon Investments, LLC | 0.19% | Reduce -9.9% | 377,860 | $16.9M |
| Medallion Wealth Advisors, LLC | 5.12% | Add +1095.0% | 321,613 | $16.3M |
| Pine Valley Investments Ltd Liability Co | 0.68% | Add +14.3% | 356,418 | $16.1M |
| Citadel Advisors | 0.01% | Add +340.9% | 353,394 | $15.9M |
| Parallel Advisors, LLC | 0.24% | Reduce -10.7% | 351,290 | $15.8M |
| Asio Capital, LLC | 2.00% | Reduce -2.8% | 345,999 | $15.6M |
| Focused Wealth Management, Inc | 1.38% | Add +12.4% | 347,476 | $15.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +7.5% | 346,402 | $15.6M |
| Secure Asset Management, LLC | 2.07% | Add +7.1% | 327,232 | $14.7M |
| Allen Capital Group, LLC | 1.20% | Add +7.2% | 324,391 | $14.6M |
| Goelzer Investment Management, Inc. | 0.63% | Reduce -3.8% | 320,242 | $14.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.4% | 309,829 | $13.9M |
| Verus Capital Partners, LLC | 0.75% | Add +32.3% | 306,485 | $13.8M |
| WESPAC Advisors SoCal, LLC | 2.26% | Add +42.0% | 279,670 | $12.6M |
| Rosenblum Silverman Sutton S F Inc. | 2.99% | Add +10.5% | 276,850 | $12.5M |
| MML Investors Services, LLC | 0.03% | Add +5.6% | 273,130 | $12.3M |
| Sage Advisory Services, Ltd.Co. | 5.67% | Add +7.9% | 256,374 | $11.5M |
| Arq Wealth Advisors, LLC | 1.34% | New | 243,493 | $10.8M |
| Fourth Dimension Wealth, LLC | 3.31% | Reduce -14.2% | 232,467 | $10.5M |
| Englebert Financial Advisers, LLC | 10.12% | Add +7.5% | 227,013 | $10.2M |
| True North Advisors, LLC | 0.95% | Reduce -2.4% | 221,276 | $10.0M |
| JPMorgan Chase & Co. | 0.00% | Add +277.2% | 211,641 | $9.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 210,440 | $9.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +19.4% | 181,144 | $8.1M |
| Genesis Private Wealth, LLC | 2.24% | Add +5.5% | 177,437 | $8.0M |
| Meridian Wealth Management, LLC | 0.24% | Add +12.0% | 172,231 | $7.7M |
| Seed Wealth Management, Inc. | 4.87% | Reduce -0.1% | 170,917 | $7.7M |
| Symphony Financial Services, Inc. | 3.40% | Add +0.1% | 168,168 | $7.6M |
| Cornerstone Wealth Group, LLC | 0.44% | Add +2.8% | 162,759 | $7.3M |
| IVC Wealth Advisors LLC | 2.75% | Add +9.9% | 156,958 | $7.1M |
| Private Advisor Group, LLC | 0.03% | Add +452.1% | 153,652 | $6.9M |
| Prasad Wealth Partners, LLC | 1.65% | Add +5.5% | 152,257 | $6.9M |
| NewEdge Wealth, LLC | 0.07% | Reduce -8.2% | 151,505 | $6.8M |
| Jupiter Topco LLC | 0.00% | — | 147,096 | $6.6M |
| Unique Wealth Strategies, LLC | 2.21% | Add +4.2% | 134,410 | $6.0M |
| Ancora Advisors LLC | 0.11% | Reduce -8.3% | 127,188 | $5.7M |
| Headinvest, LLC | 1.06% | Add +25.6% | 126,321 | $5.7M |
| IFP Advisors, Inc | 0.10% | Add +637.4% | 125,774 | $5.7M |
| Moneco Advisors, LLC | 0.33% | Reduce -13.6% | 120,289 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +28.7% | 118,097 | $5.3M |
| Rothschild Wealth LLC | 0.41% | Add +1.7% | 115,390 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +13.7% | 113,200 | $5.1M |
| Wealth Alliance, LLC | 0.43% | Add +105.0% | 113,013 | $5.1M |
| Bailard, Inc. | 0.09% | Add +1.0% | 99,510 | $4.5M |
| Brown Financial Advisors | 1.53% | Add +6.5% | 97,579 | $4.4M |
| Fifth Third Bancorp | 0.01% | Add +25.2% | 93,887 | $4.2M |
| Transamerica Financial Advisors, LLC | 0.35% | Reduce -0.8% | 91,949 | $4.1M |
| Paladin Wealth, LLC | 2.40% | Add +13.4% | 91,858 | $4.1M |
| VestGen Advisors, LLC | 0.12% | Add +7.5% | 91,818 | $4.1M |
| Lionshead Wealth Management, LLC | 2.62% | Add +3.9% | 89,288 | $4.0M |
| Destiny Wealth Partners, LLC | 0.57% | Add +3.3% | 91,197 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.1% | 83,541 | $3.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +1397.0% | 81,990 | $3.7M |
| Waverly Advisors, LLC | 0.02% | Add +6.7% | 80,948 | $3.6M |
| FDx Advisors, Inc. | 1.09% | Reduce -16.8% | 80,279 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +154.8% | 77,684 | $3.5M |
| Shepherd Kaplan Krochuk, LLC | 2.54% | Reduce -10.0% | 71,141 | $3.2M |
| Renaissance Technologies | 0.00% | Add +17.4% | 66,083 | $3.0M |
| Traub Capital Management LLC | 2.57% | Add +30.6% | 64,091 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 63,146 | $2.8M |
| Sterneck Capital Management, LLC | 1.20% | Add +1.1% | 62,219 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +2.0% | 60,200 | $2.7M |
| Columbia Advisory Partners LLC | 1.44% | Reduce -1.4% | 58,082 | $2.6M |
| Gotham Asset Management | 0.01% | Add +17.3% | 57,369 | $2.6M |
| Macroview Investment Management LLC | 1.60% | Add +1.2% | 57,249 | $2.6M |
| Fire Capital Management LLC | 1.02% | Add +5.3% | 55,889 | $2.5M |
| Founders Financial Securities LLC | 0.13% | Add +7.4% | 55,828 | $2.5M |
| Family Legacy, Inc. | 0.66% | Add +6.5% | 55,174 | $2.5M |
| Blueline Advisors LLC | 1.71% | Add +0.4% | 54,859 | $2.5M |
| Viawealth, LLC | 1.22% | Reduce -8.2% | 54,024 | $2.4M |
| Three Magnolias Financial Advisors, LLC | 1.27% | Reduce -36.0% | 50,682 | $2.3M |
| Mattson Financial Services, LLC | 0.47% | Add +7.9% | 50,643 | $2.3M |
| FLP Wealth Management, LLC | 3.98% | Reduce -48.0% | 49,779 | $2.2M |
| Financial Management, Inc. | 1.81% | Add +5.5% | 49,017 | $2.2M |
| Global Retirement Partners, LLC | 0.03% | — | 45,132 | $2.0M |
| Richard W. Paul & Associates, LLC | 0.62% | Add +2.3% | 44,729 | $2.0M |
| Banque Pictet & Cie SA | 0.02% | No change | 44,150 | $2.0M |
| Whalen Wealth Management Inc. | 0.87% | Reduce -0.7% | 42,761 | $1.9M |
| Carter Financial Group, INC. | 0.99% | Add +2.5% | 42,365 | $1.9M |
| Bulwark Capital Corp | 1.06% | Add +3.6% | 41,961 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +24.0% | 41,792 | $1.9M |
| Autumn Glory Partners, LLC | 0.52% | No change | 40,985 | $1.8M |
| Harbor Investment Advisory, LLC | 0.13% | Reduce -0.6% | 40,507 | $1.8M |
| Acropolis Investment Management, LLC | 0.07% | Reduce -1.9% | 39,679 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Reduce -4.3% | 39,656 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +8.5% | 39,341 | $1.8M |
| &partners | 0.01% | Add +3.1% | 38,206 | $1.7M |
| Almanack Investment Partners, LLC. | 0.21% | New | 36,320 | $1.6M |
| HighPoint Advisor Group LLC | 0.06% | Add +5.5% | 35,777 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 35,644 | $1.6M |
| Ergawealth Advisors, Inc. | 0.62% | Reduce -0.4% | 35,358 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -2.1% | 34,213 | $1.5M |
| Able Wealth Management LLC | 0.35% | Add +27.1% | 33,752 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Add +0.7% | 33,600 | $1.5M |
| Impact Capital Partners LLC | 0.41% | Reduce -16.7% | 33,100 | $1.5M |
| Cornerstone Wealth, LLC | 0.75% | Add +0.7% | 32,948 | $1.5M |
| James Investment Research, Inc. | 0.15% | Add +21.1% | 31,781 | $1.4M |
| Sax Wealth Advisors, LLC | 0.06% | Add +30.9% | 31,282 | $1.4M |
| Tenzing Financial LLC | 0.94% | Add +0.3% | 30,376 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +26327.0% | 29,334 | $1.3M |
| Verdence Capital Advisors LLC | 0.07% | Reduce -0.6% | 28,693 | $1.3M |
| RB Capital Management, LLC | 0.26% | Add +38.7% | 28,550 | $1.3M |
| Black Swift Group, LLC | 0.17% | Reduce -18.1% | 26,710 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +271.7% | 26,633 | $1.2M |
| Patron Partners, LLC | 0.45% | Reduce -18.5% | 25,959 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +26.6% | 25,569 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -1.6% | 24,616 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.1% | 23,489 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.36% | Reduce -0.6% | 23,308 | $1.0M |
| Planwiser Financial, LLC | 0.72% | Add +5.6% | 23,138 | $1.0M |
| Atwood & Palmer Inc. | 0.05% | No change | 22,550 | $1.0M |
| Shelton Capital Management | 0.02% | Add +383.5% | 22,465 | $1.0M |
| Northbridge Financial Group, LLC | 0.38% | Add +0.4% | 22,262 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +22.9% | 21,251 | $956K |
| Lanark Financial, Inc. | 0.06% | Add +77.1% | 21,009 | $945K |
| Stableford Capital II LLC | 0.32% | Reduce -23.6% | 20,682 | $930K |
| Split Rock Private Trading & Wealth Management, LLC | 0.60% | Reduce -69.6% | 19,580 | $881K |
| Simplicity Wealth,LLC | 0.03% | New | 19,557 | $880K |
| Advisors Asset Management, Inc. | 0.01% | Add +2.4% | 19,528 | $879K |
| Aspen Wealth Strategies, LLC | 0.42% | Add +4.9% | 19,402 | $873K |
| Nicolet Bankshares Inc. | 0.03% | Reduce -4.1% | 18,538 | $834K |
| Tidemark, LLC | 0.18% | Reduce -17.0% | 17,972 | $809K |
| NewEdge Advisors, LLC | 0.00% | Add +4.6% | 17,791 | $800K |
| Argent Trust Co | 0.02% | Add +15.9% | 17,621 | $793K |
| Haverford Financial Services, Inc. | 0.23% | Add +0.4% | 17,235 | $775K |
| Heritage Trust Co | 0.07% | No change | 17,043 | $767K |
| Northwest Financial Advisors | 0.10% | Reduce -70.3% | 16,930 | $762K |
| Banque Transatlantique SA | 0.02% | Reduce -0.3% | 16,836 | $757K |
| Lido Advisors, LLC | 0.00% | New | 16,344 | $739K |
| Tranquilli Financial Advisor LLC | 0.39% | Add +10.5% | 16,293 | $733K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.4% | 15,837 | $713K |
| Greenwich Wealth Management LLC | 0.02% | Add +126.0% | 14,403 | $648K |
| Belpointe Asset Management LLC | 0.02% | Add +2.4% | 14,257 | $641K |
| AQR Capital Management | 0.00% | Reduce -28.4% | 13,828 | $622K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.1% | 13,595 | $612K |
| Creative Planning | 0.00% | Reduce -29.5% | 12,684 | $571K |
| Richmond Investment Services, LLC | 0.18% | Reduce -50.0% | 12,377 | $557K |
| Blue Trust, Inc. | 0.01% | Add +0.1% | 11,844 | $533K |
| Tortoise Investment Management, LLC | 0.04% | New | 11,625 | $523K |
| Greenwood Capital Associates LLC | 0.05% | Add +48.9% | 11,425 | $514K |
| Weaver Consulting Group | 0.10% | Add +31.1% | 11,270 | $507K |
| Mendel Money Management | 0.18% | Reduce -41.0% | 10,683 | $481K |
| Independent Financial Group, LLC | 0.01% | Reduce -24.8% | 10,187 | $458K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.0% | 10,184 | $458K |
| HB Wealth Management, LLC | 0.00% | New | 9,972 | $449K |
| Colter Lewis Investment Partners LLC | 0.20% | Add +63.9% | 9,745 | $440K |
| Quantinno Capital Management LP | 0.00% | New | 9,450 | $425K |
| TRUE Private Wealth Advisors | 0.04% | No change | 9,300 | $418K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.4% | 8,815 | $397K |
| Breakwater Capital Group | 0.05% | Reduce -14.4% | 8,612 | $387K |
| Independent Wealth Network Inc. | 0.10% | Reduce -0.1% | 8,573 | $386K |
| First Horizon Corp. | 0.01% | Reduce -46.7% | 8,530 | $384K |
| Endeavor Private Wealth, Inc. | 0.09% | Add +30.0% | 8,360 | $378K |
| Empire Financial Management Company, LLC | 0.15% | Add +45.7% | 8,262 | $372K |
| Presidio Capital Management, LLC | 0.09% | Add +8.3% | 7,996 | $360K |
| Visionary Wealth Advisors | 0.01% | Add +18.5% | 7,969 | $359K |
| Baldwin Investment Management, LLC | 0.03% | New | 7,844 | $353K |
| Spirepoint Private Client, LLC | 0.03% | New | 7,809 | $351K |
| Johnson Financial Group, LLC | 0.02% | New | 7,744 | $348K |
| One Charles Private Wealth Services, LLC | 0.08% | Reduce -0.1% | 7,731 | $348K |
| Trust Co | 0.03% | Add +26.3% | 7,426 | $334K |
| Baird Financial Group, Inc. | 0.00% | New | 7,291 | $328K |
| Valmark Advisers, Inc. | 0.00% | Add +4.9% | 7,167 | $322K |
| Americana Partners, LLC | 0.01% | Reduce -0.1% | 7,123 | $320K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,975 | $314K |
| Saxon Interests, Inc. | 0.09% | Reduce -1.1% | 6,916 | $311K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +0.5% | 6,891 | $310K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,845 | $308K |
| WESPAC Advisors, LLC | 0.15% | New | 6,803 | $306K |
| Legacy Capital Wealth Partners, LLC | 0.06% | No change | 6,724 | $303K |
| CreativeOne Wealth, LLC | 0.01% | Add +19.4% | 6,695 | $301K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -31.3% | 6,644 | $300K |
| Orleans Capital Management Corp. | 0.14% | New | 6,234 | $281K |
| United Community Bank | 0.09% | Reduce -4.0% | 6,235 | $281K |
| Daybright Advisory Services, Inc. | 0.07% | Reduce -36.7% | 6,348 | $280K |
| Manhattan West Asset Management, LLC | 0.05% | New | 6,223 | $280K |
| Fiduciary Trust Co | 0.00% | Add +27.9% | 5,998 | $270K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.5% | 5,930 | $267K |
| Essex LLC | 0.04% | No change | 5,585 | $251K |
| Lincoln Capital Corp. | 0.08% | No change | 5,454 | $245K |
| Vise Technologies, Inc. | 0.00% | New | 5,232 | $235K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.6% | 5,205 | $234K |
| StoneX Group Inc. | 0.01% | Add +9.0% | 5,062 | $229K |
| Csenge Advisory Group | 0.01% | Add +1.5% | 5,002 | $225K |
| World Investment Advisors | 0.00% | New | 4,540 | $205K |
| Stonebridge Financial Group, LLC | 0.02% | New | 4,461 | $201K |
| US Bancorp \de | 0.00% | Reduce -10.9% | 4,247 | $191K |
| BlackRock, Inc. | 0.00% | Reduce -2.4% | 3,755 | $169K |
| Allworth Financial LP | 0.00% | Add +412.3% | 3,535 | $159K |
| FMR LLC | 0.00% | New | 3,079 | $139K |
| Mather Group, Llc. | 0.00% | Reduce -0.8% | 3,015 | $136K |
| North Star Investment Management Corp. | 0.01% | Add +1.0% | 2,908 | $131K |
| LifeSteps Financial, Inc. | 0.06% | New | 2,835 | $128K |
| McGuire Capital Advisors Inc. | 0.06% | No change | 2,630 | $118K |
| Golden State Wealth Management, LLC | 0.01% | New | 2,614 | $118K |
| AE Wealth Management LLC | 0.00% | Reduce -14.1% | 1,943 | $87K |
| Anchor Bay Capital, Inc. | 0.05% | — | 1,889 | $84K |
| Assetmark, Inc. | 0.00% | Reduce -41.8% | 1,771 | $80K |
| International Assets Investment Management, LLC | 0.00% | Add +10.1% | 1,674 | $75K |
| PFS Partners, LLC | 0.03% | No change | 1,504 | $68K |
| Bank of Montreal | 0.00% | Add +69.8% | 1,423 | $64K |
| Financial Network Wealth Advisors LLC | 0.06% | Reduce -12.1% | 1,362 | $61K |
| Rogco, LP | 0.02% | New | 1,177 | $53K |
| Clearstead Advisors, LLC | 0.00% | Add +175.1% | 1,095 | $49K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 1,045 | $47K |
| Geneos Wealth Management Inc. | 0.00% | Add +457.0% | 1,036 | $47K |
| Signaturefd, LLC | 0.00% | Reduce -2.2% | 750 | $34K |
| Larson Financial Group LLC | 0.00% | No change | 610 | $27K |
| EPG Wealth Management LLC | 0.01% | Add +0.8% | 591 | $27K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 559 | $25K |
| Capital Analysts, LLC | 0.00% | Add +1.3% | 534 | $24K |
| Coston, McIsaac & Partners | 0.00% | No change | 507 | $22K |
| Aventura Private Wealth, LLC | 0.01% | New | 395 | $18K |
| Trust Co. of Toledo NA | 0.00% | No change | 294 | $13K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $9K |
| Millstone Evans Group, LLC | 0.00% | No change | 166 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 122 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 92 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 66 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 62 | $3K |
| IFG Advisory, LLC | 0.00% | New | 48 | $2K |
| Caldwell Trust Co | 0.00% | New | 30 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | New | 10 | $450 |
"% of holder's portfolio" is JMBS's weight in each manager's 13F, not the share of Janus Henderson Mortg Backed the manager owns.