JBBB institutional holders

Janus Henderson B-BBB CLO ETF · 200 reporting institutions · $779.6M reported value

Funds that can replace JBBB · JBBB return decomposition

Institutional holdings

Institutions reporting JBBB, largest first
InstitutionReported positionAdvisors at firmReport period
Jupiter Topco LLC$302.4M02026-06-30
Lpl Financial LLC$33.9M23,4582026-06-30
Pathstone Holdings, LLC$30.9M02026-06-30
UBS Group AG$23.2M02026-06-30
Envestnet Pmc$22.7M602026-06-30
Bank of New York Mellon Corp$18.4M02026-06-30
Tt Capital Management LLC$13.7M52026-06-30
Markowski Investments$13.6M102026-06-30
Ocean Park Asset Management, LLC$13.1M122026-06-30
Banco Btg Pactual S.A.$12.5M02026-06-30
Ae Wealth Management LLC$12.1M4712026-06-30
Epiq Partners, LLC$11.9M52026-06-30
Sanctuary Advisors, LLC$11.1M4012026-06-30
Summit Financial, LLC$8M2292026-06-30
Advisornet Wealth Partners$7.2M582026-06-30
Foguth Wealth Management, Llc.$7M512026-06-30
Cachetech Inc.$7M32026-06-30
Destiny Wealth Partners, LLC$6.8M162026-06-30
Nilsine Partners, LLC$6.7M152026-06-30
Adams Wealth Management$6.5M102026-06-30
Financial Enhancement Group LLC$6.5M272026-06-30
Royal Bank of Canada$6.4M02026-06-30
Wt Wealth Management$6.4M132026-06-30
Ssi Investment Management LLC$6.3M02026-06-30
Cv Advisors LLC$5.3M42026-06-30
Raymond James Financial Inc$5.3M02026-06-30
Osaic Holdings, Inc.$4.9M02026-06-30
Foundations Investment Advisors, LLC$4.6M3022026-06-30
Compass Financial Management LLC$4.5M462026-06-30
Mgo One Seven LLC$4.4M1182026-06-30
Sowell Financial Services LLC$4.3M1082026-06-30
Clearview Wealth Management LLC$4.3M02026-06-30
Envestnet Portfolio Solutions, Inc.$4.3M32026-06-30
Keeler Thomas Management LLC$4.3M52026-06-30
Flagship Capital Management Inc.$4.2M32026-06-30
Auour Investments LLC$4M42026-06-30
US Bancorp$3.9M02026-06-30
Wealth Enhancement Advisory Services, LLC$3.7M1,0262026-06-30
Paragon Advisors, LLC$3.3M132026-06-30
Firethorn Wealth Partners, LLC$3.3M72026-06-30
Ameriprise Financial Inc$3.1M02026-06-30
Impact Partnership Wealth, LLC$3M922026-06-30
Truist Financial Corp$2.9M02026-06-30
Clark Capital Management Group, Inc.$2.8M12026-06-30
Central Pacific Bank - Trust Division$2.7M02026-06-30
Private Advisory Group LLC$2.6M182026-06-30
Gibbs Wealth Management$2.5M682026-03-31
Kathmere Capital Management, LLC$2.3M172026-06-30
Geneos Wealth Management, Inc.$2.3M1932026-06-30
Ridgeline Wealth, LLC$2.3M42026-06-30
Denver Pwm, LLC$2.2M72026-06-30
New Edge Wealth$2.1M1512026-06-30
Advisory Alpha, LLC$2.1M662026-06-30
Stratos Wealth Partners, Ltd.$2.1M3862026-06-30
Maridea Wealth Management$2M382026-06-30
Englebert Financial Advisers, LLC$1.9M32026-06-30
MML Investors Services, LLC$1.9M5,1202026-06-30
Ifp Advisors, Inc$1.9M3182026-06-30
PNC Financial Services Group, Inc.$1.8M02026-06-30
Northwestern Mutual Wealth Management Co$1.8M02026-06-30
Independent Financial Group, LLC$1.7M4812026-06-30
Axs Investments LLC$1.7M02026-06-30
Pfg Advisors$1.7M832026-06-30
J. Safra Sarasin Holding AG$1.7M02026-06-30
National Philanthropic Trust$1.6M02026-06-30
Wells Fargo & Company/mn$1.6M02026-06-30
Stifel Financial Corp$1.5M02026-06-30
Diversified Portfolios, Inc.$1.4M102026-06-30
Smith, Moore & Co.$1.4M452026-06-30
Cooper McManus$1.3M632026-06-30
L2 Asset Management, LLC$1.3M22026-06-30
4wealth Advisors, Inc.$1.2M92026-06-30
Focus Partners Wealth$1.2M1,0482026-06-30
Total Clarity Wealth Management, Inc.$1.2M222026-06-30
Northbridge Financial Group, LLC$1.2M92026-06-30
Kestra Advisory Services, LLC$1.2M1,4792026-06-30
Bienville Capital Management, LLC$1.2M62026-06-30
Orion Porfolio Solutions, LLC$1.2M1992026-06-30
J.W. Cole Advisors, Inc.$1.1M4992026-06-30
Kg Capital Management$1.1M102026-06-30
Bank of Montreal /can$1.1M02026-06-30
Portside Wealth Group, LLC$1.1M562026-06-30
Hidden Cove Wealth Management$1M72026-06-30
Goldman Sachs Group Inc$996.5K02026-06-30
Hub Investment Partners, LLC$982.3K1182026-06-30
Cadent Capital Advisors, LLC$960.6K112026-06-30
Susquehanna International Group, LLP$956K02026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$947K02026-06-30
Diversify Advisory Services, LLC$926.5K1162026-06-30
Diversify Wealth Management, LLC$926.5K782026-06-30
Hightower Advisors, LLC$920.5K1,0462026-06-30
Medallion Wealth Advisors, LLC$920.4K62026-06-30
Ethos Financial Group, LLC$902.7K02026-06-30
Talon Private Wealth, LLC$893K02026-03-31
Sage Mountain Advisors LLC$795.7K212026-06-30
Strong Tower Advisory Services$768.1K82026-06-30
Camelot Portfolios, LLC$715.7K32026-06-30
Newedge Advisors$712.1K6012026-06-30
Cgn Advisors LLC$664.5K362026-06-30
Virtus Fixed Income Advisers, LLC$640.9K42026-06-30
Mbl Advisors$632.6K102026-06-30
Almanack Investment Partners, Llc.$631.9K142026-06-30
Signal Advisors Wealth, LLC$630K452026-06-30
J.M. Arbour, LLC$623.8K102026-06-30
Jane Street Group, LLC$619.2K02026-06-30
Qtr Family Wealth, LLC$609.4K62026-06-30
Commonwealth Equity Services, LLC$583.7K2,8632026-06-30
Eagle Global Advisors LLC$557.8K82026-06-30
Brookstone Capital Management$517.3K3372026-06-30
Accurate Wealth Management, LLC$516.5K492026-06-30
Kintra Wealth, LLC$514.8K472026-06-30
Rockefeller Capital Management LP$511.8K3462026-06-30
Altium Investment Strategies LLC$506.5K02026-06-30
Atria Investments, Inc$502.6K62026-06-30
Farther Finance Advisors, LLC$496.7K3342026-06-30
Gk Wealth Management LLC$493.6K62026-06-30
Private Advisor Group, LLC$488.2K9272026-06-30
Tbh Global Asset Management, LLC$487.8K132026-06-30
Advance Capital Management, Inc.$483.3K312026-06-30
Citadel Advisors LLC$473.1K02026-06-30
Summit Financial Strategies, Inc.$441.4K202026-06-30
Bts Asset Management, Inc.$439.6K112026-06-30
Aptus Capital Advisors, LLC$433.6K212026-06-30
Legacies Wealth LLC$419.1K42026-06-30
Mariner, LLC$411.1K02026-06-30
Summitpoint Capital Management$410.6K22026-06-30
Fulcrum Wealth Advisors, LLC$410K32026-06-30
Pullen Investment Management, LLC$400.3K22026-06-30
Creative Financial Designs Inc /adv$397.1K02026-06-30
Everest Financial Group LLC$393.5K122026-06-30
Carrera Capital Advisors$391.2K92026-06-30
Continuum Advisory, LLC$369.1K402026-06-30
Principal Securities, Inc.$369K1,4632026-06-30
E & G Advisors, LLC$359.9K42026-06-30
Iht Wealth Management LLC$355.3K1592026-06-30
Marshall Financial Group, LLC$349.9K142026-06-30
Integral Wealth Management$348.5K52026-06-30
Clearstead; Clearstead Advisory Solutions$336.2K642026-06-30
Advisory Services Network$315.7K2532026-06-30
Insigneo Advisory Services, LLC$304.6K2252026-06-30
Fortis Group Advisors, LLC$303.3K252026-06-30
Jefferies Financial Group Inc.$302.6K02026-06-30
Valeo Financial Advisors, LLC$299.1K1082026-06-30
Walser Wealth Management Company, A Ltd Liability Co$295.5K132026-06-30
Ifg Advisory, LLC$291.5K1102026-06-30
Jt Stratford, LLC$286.2K182026-06-30
Sage Advisory Services, Ltd.co.$272K02026-06-30
Triumph Capital Management$269.8K142026-06-30
Magnolia Private Wealth, LLC$266.2K42026-06-30
Advyzon Investment Management, LLC$260.7K22026-06-30
World Investment Advisors$253.5K3592026-06-30
Cerity Partners LLC$229.2K7772026-06-30
Lifegoal Investments, LLC$226.7K62026-06-30
Orion Capital Management LLC$222.2K42026-06-30
Sloy Dahl & Holst, LLC$221.1K62026-06-30
Stonex Group Inc.$216.6K02026-06-30
Global View Capital Management LLC$214.4K1012026-06-30
Wealthspire Advisors, LLC$208.6K2372026-06-30
Revisor Wealth Management LLC$205.3K92026-06-30
Uptown Financial Advisors LLC$201.9K22026-06-30
Cordoba Advisory Partners LLC$201.3K72026-06-30
Anfield Capital Management, LLC$170.5K02026-03-31
Morgan Stanley$169.8K23,1852026-06-30
Sankala Group LLC$150.1K42026-06-30
Union Bancaire Privee, Ubp SA$146.7K02026-06-30
Cwm, LLC$91.4K6672026-03-31
Financial Network Wealth Advisors LLC$53.2K72026-06-30
Allworth Financial, LP$49.2K3172026-06-30
Crewe Advisors LLC$40.5K262026-06-30
Nfsg Corp$39.3K752026-06-30
Fifth Third Bancorp$37.5K02026-06-30
Harbour Investments, Inc.$36.1K2472026-06-30
Lanark Financial, Inc.$21K692026-06-30
Abich Financial Wealth Management LLC$15.9K72025-09-30
Global Retirement Partners LLC$13.3K4912026-06-30
Border To Coast Pensions Partnership Ltd$13K02026-06-30
Darwin Wealth Management, LLC$12.6K122026-06-30
Integrated Wealth Concepts LLC$10.8K4802026-06-30
Simplex Trading, LLC$6.6K02026-06-30
International Assets Investment Management, LLC$6.6K1222026-06-30
CIBC Private Wealth Group LLC$5.4K02025-12-31
Mather Group, Llc.$5.1K1102026-06-30
Conning Inc.$4K12026-06-30
Janney Montgomery Scott LLC$2.7K1,3422026-06-30
Assetmark, Inc$2.3K2202026-06-30
Flow Traders U.S. LLC$2.1K02026-06-30
Park Avenue Securities LLC$2.1K1,9082026-06-30
Signature Equity Partners, LLC$2.1K342026-06-30
Cambridge Investment Research Advisors, Inc.$1.5K3,9402026-03-31
Key Capital Management, Inc$1.4K112026-06-30
Hrt Financial LP$1.2K02026-06-30
Private Trust Co NA$94702026-06-30
Buck Wealth Strategies, LLC$900502026-06-30
Tounjian Advisory Partners, LLC$79452026-06-30
Betterment LLC$673282026-06-30
Tower Research Capital LLC (trc)$66302026-06-30
Cornerstone Planning Group LLC$523232026-06-30
Brown, Lisle/cummings, Inc.$51382026-03-31
Winthrop Capital Management, LLC$20042026-06-30
Jpmorgan Chase & Co$14302026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30