Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Janus Henderson Mortgagebacked Securities Etf (JMBS)  
$44.28 0.04 (0.09%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 158    23
Total shares held : 
73,527,265  
% of shares held : 
66.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  87  
Amount of shares held : 
34,430,960  
% of shares held change : 
  31.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$42.80  
Last Quarter's Ending Price : 
$45.94  
Last Quarter's Average Price
$43.80  
Change from last quarter's     
avg. price to the last closing  : 
0.48 (1.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 9,772,674
 13.29%
 
Increased Positions :
85
 25,489,006
 34.67%
 
Unchanged Positions :
18
 1,580,915
 2.15%
 
Decreased Positions :
21
-497,517
-0.68%
 
Closed Positions :
11
-333,203
-0.45%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Hamilton Capital Management Inc. 3 *New 2024-03-31 3,487,411 $157,282,000 3,487,411
   Parallel Advisors LLC 45 *New 2024-03-31 338,790 $15,279,000 338,790
   Advance Capital Management Inc. 10 *New 2024-03-31 313,092 $14,120,000 313,092
   Pallas Capital Advisors LLC 47 *New 2024-03-31 183,153 $8,260,000 183,153
   Allen Capital Group LLC 25 *New 2024-03-31 143,874 $6,489,000 143,874
   Unique Wealth Strategies LLC 6 *New 2024-03-31 94,295 $4,253,000 94,295
   Sentinus LLC 28 *New 2024-03-31 55,867 $2,520,000 55,867
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 44 *New 2024-03-31 51,285 $2,313,000 51,285
   Redwood Wealth Management Group LLC 19 *New 2024-03-31 34,597 $1,560,000 34,597
   WARREN AVERETT ASSET MANAGEMENT, LLC 330 *New 2024-03-31 27,493 $1,240,000 27,493
   Cerro Pacific Wealth Advisors LLC 41 *New 2023-03-31 26,330 $1,229,000 26,330
   Breakwater Capital Group 92 *New 2024-03-31 21,652 $977,000 21,652
   Argent Trust Co 504 *New 2024-03-31 7,200 $325,000 7,200
   TWO SIGMA SECURITIES LLC 784 *New 2024-03-31 5,163 $233,000 5,163
   Vestmark Advisory Solutions Inc. 487 *New 2024-03-31 5,093 $230,000 5,093
   BBR PARTNERS, LLC 232 *New 2024-03-31 4,831 $218,000 4,831
   CoreCap Advisors LLC 539 *New 2023-12-31 4,548 $209,000 4,548
   First National Bank of South Miami 134 *New 2023-06-30 3,739 $171,000 3,739
   GeoWealth Management LLC 719 *New 2024-03-31 3,534 $159,000 3,534
   Atlantic Trust Group LLC 1488 *New 2024-03-31 1,795 $80,000 1,795
   MATHER GROUP, INC. 841 *New 2024-03-31 1,237 $57,000 1,237
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1622 *New 2024-03-31 16 $1,000 16
   Anchor Investment Management LLC 1029 *New 2024-03-31 0 $0 0
   First Command Advisory Services Inc. 642 *New 2024-03-31 95 $0 95
   Kozak & Associates Inc. 424 *New 2024-03-31 0 $0 0

  25 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results