JMBS institutional holders

Janus Henderson Mortgage-Backed Securities ETF · 284 reporting institutions · $6.1B reported value

Funds that can replace JMBS · JMBS return decomposition

Institutional holdings

Institutions reporting JMBS, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$1.4B23,1852026-06-30
Charles Schwab Investment Management Inc$1B372026-06-30
Bank of America Corp /de$444.9M02026-06-30
Haverford Trust Co$179.7M02026-06-30
Raymond James Financial Inc$153.4M02026-06-30
Osaic Holdings, Inc.$151.3M02026-06-30
Corient Private Wealth LP$149.5M6742026-06-30
Focus Partners Wealth$127.2M1,0482026-06-30
Gradient Investments, LLC$121M312026-06-30
UBS Group AG$116.9M02026-06-30
Envestnet Pmc$108.9M602026-06-30
Ameriprise Financial Inc$99.3M02026-06-30
Hamilton Capital, LLC$91.6M602026-06-30
Royal Bank of Canada$89.5M02026-06-30
Lpl Financial LLC$83.1M23,4582026-06-30
Wells Fargo & Company/mn$82.6M02026-06-30
Advance Capital Management, Inc.$80.5M312026-06-30
Pallas Capital Advisors, LLC$73.7M272026-06-30
Bank of New York Mellon Corp$53M02026-06-30
Wealth Enhancement Advisory Services, LLC$52M1,0262026-06-30
Madison Asset Management, LLC$49.8M12026-06-30
Ep Wealth Advisors, LLC$48.1M3382026-06-30
Capital Advisors Inc/ok$47.1M02026-06-30
Divergent Planning, LLC$41.8M02025-12-31
Inspirion Wealth Advisors, LLC$38.2M102026-06-30
Spc Financial, Inc.$38M02025-09-30
Truist Financial Corp$36.2M02026-06-30
Alphacore Capital LLC$35.1M692026-06-30
Cgn Advisors LLC$33.3M362026-06-30
Sage Mountain Advisors LLC$32.2M212026-06-30
Albion Financial Group /ut$30.4M02026-06-30
Guggenheim Capital LLC$30M02026-06-30
Modern Wealth Management, LLC$29.4M1612026-06-30
Arvest Investments, Inc.$29M2042026-06-30
Towneley Capital Management, Inc / de$28.1M72026-06-30
Cetera Investment Advisers$27.3M10,3702026-06-30
Legacy Private Trust Co.$27.1M02026-06-30
Leo Wealth, LLC$26.8M152026-03-31
Pictet North America Advisors SA$26.3M02026-06-30
Kestra Investment Management, LLC$25.8M92026-06-30
Hightower Advisors, LLC$23.1M1,0462026-06-30
Great Valley Advisor Group, LLC$23M2052026-06-30
Rockefeller Capital Management LP$22.6M3462026-06-30
Allgen Financial Advisors, Inc.$22.3M132026-06-30
Seabridge Investment Advisors LLC$20.1M112026-06-30
Financial Enhancement Group LLC$19.8M272026-06-30
Stansberry Asset Management, LLC$19.2M222026-06-30
Kwb Wealth$18.9M102026-06-30
Cypress Financial Planning LLC$18.7M72026-06-30
Blue Edge Capital, LLC$17.5M42026-06-30
Horizon Investments, LLC$16.9M272026-06-30
Medallion Wealth Advisors, LLC$16.3M62026-06-30
Pine Valley Investments Ltd Liability Co$16.1M332026-06-30
Citadel Advisors LLC$15.9M02026-06-30
Parallel Advisors, LLC$15.8M752026-06-30
Asio Capital, LLC$15.6M62026-06-30
Focused Wealth Management, Inc$15.6M112026-06-30
Secure Asset Management, LLC$14.7M552026-06-30
Allen Capital Group, LLC$14.6M222026-06-30
Goelzer Investment Management, Inc.$14.4M232026-06-30
Verus Capital Partners, LLC$13.8M472026-06-30
Wespac Advisors Socal, LLC$12.6M102026-06-30
Rosenblum Silverman Sutton S F Inc /ca$12.5M02026-06-30
MML Investors Services, LLC$12.3M5,1202026-06-30
Sage Advisory Services, Ltd.co.$11.5M02026-06-30
Arq Wealth Advisors, LLC$10.8M152026-06-30
Fourth Dimension Wealth, LLC$10.5M92026-06-30
Englebert Financial Advisers, LLC$10.2M32026-06-30
True North Advisors, LLC$10M322026-06-30
Jpmorgan Chase & Co$9.6M02026-06-30
PNC Financial Services Group, Inc.$9.5M02026-06-30
Steward Partners Investment Advisory, LLC$8.1M4812026-06-30
Genesis Private Wealth, LLC$8M62026-06-30
Meridian Wealth Management, LLC$7.7M582026-06-30
Seed Wealth Management, Inc.$7.7M12026-06-30
Symphony Financial Services, Inc.$7.6M102026-06-30
Cornerstone Wealth Group, LLC$7.3M302026-06-30
Ivc Wealth Advisors LLC$7.1M62026-06-30
Private Advisor Group, LLC$6.9M9272026-06-30
Prasad Wealth Partners, LLC$6.9M112026-06-30
New Edge Wealth$6.8M1512026-06-30
Jupiter Topco LLC$6.6M02026-06-30
Janus Henderson Group PLC$6.2M02026-03-31
Unique Wealth Strategies, LLC$6M52026-06-30
Headinvest, LLC$5.7M72026-06-30
Ifp Advisors, Inc$5.7M3182026-06-30
Moneco Advisors, LLC$5.4M502026-06-30
Commonwealth Equity Services, LLC$5.3M2,8632026-06-30
Rothschild Wealth LLC$5.2M312026-06-30
Kestra Advisory Services, LLC$5.1M1,4792026-06-30
The Wealth Alliance, LLC$5.1M122026-06-30
Bailard, Inc.$4.5M402026-06-30
Brown Financial Advisors$4.4M32026-06-30
Fifth Third Bancorp$4.2M02026-06-30
Transamerica Financial Advisors, LLC$4.1M1,0972026-06-30
Paladin Wealth, LLC$4.1M82026-06-30
Vestgen Advisors, LLC$4.1M582026-06-30
Lionshead Wealth Management, LLC$4M42026-06-30
Destiny Wealth Partners, LLC$4M162026-06-30
Sanctuary Advisors, LLC$3.8M4012026-06-30
Farther Finance Advisors, LLC$3.7M3342026-06-30
Waverly Advisors, LLC$3.6M2312026-06-30
Susquehanna International Group, LLP$3.5M02026-06-30
Comerica Bank$3.5M02025-12-31
Shepherd Kaplan Krochuk, LLC$3.2M22026-06-30
Renaissance Technologies LLC$3M02026-06-30
Traub Capital Management LLC$2.9M32026-06-30
Jane Street Group, LLC$2.8M02026-06-30
Sterneck Capital Management, LLC$2.8M42026-06-30
Mirae Asset Global Investments Co., Ltd.$2.7M02026-06-30
Columbia Advisory Partners LLC$2.6M182026-06-30
Gotham Asset Management, LLC$2.6M52026-06-30
MacRoview Investment Management LLC$2.6M42026-06-30
Fire Capital Management, LLC$2.5M32026-06-30
Founders Financial Securities LLC$2.5M1172026-06-30
Family Legacy, Inc.$2.5M72026-06-30
Blueline Advisors LLC$2.5M42026-06-30
Viawealth, LLC$2.4M22026-06-30
Three Magnolias Financial Advisors$2.3M52026-06-30
Mattson Financial Services, LLC$2.3M92026-06-30
Richard Bernstein Advisors LLC$2.3M02026-03-31
Flp Wealth Management, LLC$2.2M02026-06-30
Cwm, LLC$2.2M6672026-03-31
Financial Management, Inc.$2.2M82026-06-30
Siligmueller & Norvid Wealth Advisors LLC$2.1M02025-09-30
Gibbs Wealth Management$2.1M682026-03-31
Global Retirement Partners LLC$2M4912026-06-30
Richard W. Paul & Associates, LLC$2M72026-06-30
Banque Pictet & Cie SA$2M02026-06-30
Whalen Wealth Management Inc.$1.9M42026-06-30
Carter Financial Group, Inc.$1.9M52026-06-30
Bulwark Capital Corp$1.9M22026-06-30
Equitable Holdings, Inc.$1.9M02026-06-30
Autumn Glory Partners, LLC$1.8M12026-06-30
Harbor Investment Advisory, LLC$1.8M312026-06-30
Acropolis Investment Management, LLC$1.8M372026-06-30
Harbour Investments, Inc.$1.8M2472026-06-30
Stifel Financial Corp$1.8M02026-06-30
&partners$1.7M5552026-06-30
Almanack Investment Partners, Llc.$1.6M142026-06-30
Highpoint Advisor Group LLC$1.6M1142026-06-30
Northwestern Mutual Wealth Management Co$1.6M02026-06-30
Ergawealth Advisors, Inc.$1.6M22026-06-30
Atria Investments, Inc$1.5M62026-06-30
Able Wealth Management LLC$1.5M52026-06-30
Apollon Wealth Management, LLC$1.5M1512026-06-30
Impact Capital Partners LLC$1.5M52026-06-30
Aifg Consultants Ltd.$1.5M72025-12-31
Cornerstone Wealth, Llc/tn$1.5M02026-06-30
James Investment Research Inc$1.4M82026-06-30
Sax Wealth Advisors, LLC$1.4M422026-06-30
Tenzing Financial LLC$1.4M32026-06-30
U.S. Capital Wealth Advisors, LLC$1.4M02026-03-31
Arax Advisory Partners$1.3M2322026-06-30
Verdence Capital Advisors LLC$1.3M462026-06-30
Rb Capital Management, LLC$1.3M142026-06-30
Black Swift Group, LLC$1.2M92026-06-30
Vestmark Advisory Solutions, Inc.$1.2M82026-06-30
Patron Partners, LLC$1.2M22026-06-30
B. Riley Wealth Advisors, Inc.$1.1M1702026-06-30
Envestnet Portfolio Solutions, Inc.$1.1M32026-06-30
Planwiser Financial, LLC$1M32026-06-30
Atwood & Palmer Inc$1M72026-06-30
Shelton Capital Management$1M152026-06-30
Northbridge Financial Group, LLC$1M92026-06-30
Orion Porfolio Solutions, LLC$956.1K1992026-06-30
Lanark Financial, Inc.$945.2K692026-06-30
Stableford Capital II LLC$930.5K52026-06-30
Split Rock Private Trading & Wealth Management, LLC$880.9K52026-06-30
Simplicity Wealth, LLC$879.9K02026-06-30
Advisors Asset Management, Inc.$878.6K1272026-06-30
Aspen Wealth Strategies, LLC$872.9K62026-06-30
Nicolet Bankshares Inc$834.1K02026-06-30
Tidemark, LLC$808.6K82026-06-30
Newedge Advisors$800.4K6012026-06-30
Argent Trust Co$792.8K02026-06-30
Haverford Financial Services, Inc.$775.4K192026-06-30
Transatlantique Private Wealth LLC$771.2K112025-12-31
Heritage Trust Co$766.8K02026-06-30
Northwest Financial Advisors$761.7K192026-06-30
Banque Transatlantique SA$757.5K02026-06-30
Lido Advisors, LLC$738.5K3202026-06-30
Tranquilli Financial Advisor, LLC$733K22026-06-30
Level Four Advisory Services$712.5K1412026-06-30
Belpointe Asset Management LLC$641.4K1702026-06-30
Aqr Capital Management LLC$622.1K12026-06-30
Mutual Advisors, LLC$611.6K1532026-06-30
Creative Planning$570.7K1,1712026-06-30
Richmond Investment Services LLC$556.8K142026-06-30
Blue Trust, Inc.$532.9K02026-06-30
Tortoise Investment Management, LLC$523K152026-06-30
Greenwood Capital Associates LLC$514K162026-06-30
Weaver Consulting Group, LLC$507K42026-06-30
Mendel Money Management$481K42026-06-30
Independent Financial Group, LLC$458.3K4812026-06-30
Arkadios Wealth Advisors$458.2K2262026-06-30
Hb Wealth Management, LLC$448.7K1692026-06-30
Colter Lewis Investment Partners, LLC$440.3K42026-06-30
Quantinno Capital Management LP$425.2K02026-06-30
True Private Wealth Advisors$418.4K112026-06-30
Merit Financial Group, LLC$396.6K2952026-06-30
Breakwater Capital Group$387.5K52026-06-30
Independent Wealth Network Inc.$385.7K342026-06-30
First Horizon Corp$383.8K02026-06-30
Endeavor Private Wealth, Inc.$377.8K122026-06-30
Empire Financial Management Company, LLC$371.7K92026-06-30
Presidio Capital Management, LLC$359.7K92026-06-30
Visionary Wealth Advisors$358.5K462026-06-30
Baldwin Investment Management, LLC$352.9K32026-06-30
Spirepoint Private Client, LLC$351.3K92026-06-30
Johnson Financial Group, LLC$348.4K352026-06-30
One Charles Private Wealth Services, LLC$347.8K02026-06-30
Trust Co$334.1K02026-06-30
Baird Financial Group, Inc.$328K02026-06-30
Valmark Advisers, Inc.$322.4K2952026-06-30
Americana Partners, LLC$320.5K532026-06-30
Qube Research & Technologies Ltd$313.8K02026-06-30
Saxon Financial Group$311.2K152026-06-30
Integrated Wealth Concepts LLC$310.9K4802026-06-30
Coastal Bridge Advisors, LLC$310K392026-06-30
Wespac Advisors, LLC$306.1K92026-06-30
Legacy Capital Wealth Partners, LLC$302.5K172026-06-30
Creativeone Wealth, LLC$301.2K2212026-06-30
Elevation Point Wealth Partners, LLC$300.1K562026-06-30
Orleans Capital Management Corp/la$280.7K02026-06-30
United Community Bank$280.5K02026-06-30
Daybright Advisory Services, Inc.$280.1K192026-06-30
Manhattan West Asset Management, LLC$280K102026-06-30
Fiduciary Trust Co$269.9K02026-06-30
Aventura Private Wealth, LLC$269K32026-06-30
Corecap Advisors, LLC$266.8K1182026-06-30
Safe Harbor Wealth Advisors, LLC$253.2K22025-12-31
Lincoln Capital Corp$245.4K32026-06-30
Vise Technologies, Inc.$235.4K02026-06-30
Mercer Global Advisors Inc /adv$234.2K02026-06-30
Stonex Group Inc.$228.6K02026-06-30
Csenge Advisory Group$225K752026-06-30
World Investment Advisors$205.1K3592026-06-30
Stonebridge Financial Group, LLC$200.7K252026-06-30
US Bancorp$191.1K02026-06-30
Blackrock, Inc.$168.9K02026-06-30
Allworth Financial, LP$159K3172026-06-30
Fmr LLC$138.5K02026-06-30
Mather Group, Llc.$135.6K1102026-06-30
North Star Investment Management Corporation$130.8K112026-06-30
Lifesteps Financial$127.5K72026-06-30
McGuire Capital Advisors Inc$118.3K42026-06-30
Golden State Wealth Management, LLC$117.6K472026-06-30
Ae Wealth Management LLC$87.4K4712026-06-30
Anchor Bay Capital, Inc.$83.6K62026-06-30

The 250 largest of 284 reporting institutions are listed.

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