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Get Institutions for : 
Janus Small Med Cap Growth Alpha (JSMD)  
$67.82 0.12 (0.18%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 65    8
Total shares held : 
3,524,725  
% of shares held : 
3.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  24  
Amount of shares held : 
546,911  
% of shares held change : 
  0.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$57.94  
Last Quarter's Ending Price : 
$65.74  
Last Quarter's Average Price
$59.41  
Change from last quarter's     
avg. price to the last closing  : 
8.41 (14.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 93,975
 2.67%
 
Increased Positions :
32
 493,252
 13.99%
 
Unchanged Positions :
8
 4,714
 0.13%
 
Decreased Positions :
16
-33,703
-0.96%
 
Closed Positions :
1
-6,613
-0.19%
 
Guru Positions :
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1762 - 2023-12-31 731,847 $48,112,000 56,117
   LPL FINANCIAL CORP 745 - 2024-03-31 438,842 $30,684,000 55,745
   BANK OF AMERICA CORP /DE/ 1577 - 2023-12-31 407,260 $26,773,000 46,019
   Retirement Network 5 - 2023-12-31 352,687 $23,186,000 7,560
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 223 - 2024-03-31 322,190 $22,528,000 -6,598
   Resonant Capital Advisors LLC 20 - 2024-03-31 191,447 $13,393,000 8,695
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 835 - 2024-03-31 131,283 $9,179,000 2,319
   RAYMOND JAMES & ASSOCIATES 1296 - 2024-03-31 111,434 $7,791,000 -614
   COMMONWEALTH EQUITY SERVICES LLC. 1041 - 2024-03-31 88,156 $6,164,000 57,530
   ROYAL BANK OF CANADA 1767 - 2023-12-31 92,470 $6,079,000 8,631
   Private Advisor Group LLC 504 - 2024-03-31 61,973 $4,333,000 3,659
   McCarthy & Cox 22 - 2024-03-31 61,338 $4,289,000 0
   Sontag Advisory LLC 128 - 2024-03-31 56,810 $3,972,000 -7,511
   MARINER WEALTH ADVISORS, LLC 778 - 2023-12-31 58,903 $3,872,000 24,633
   Worth Financial Advisory Group LLC 9 - 2024-03-31 50,739 $3,548,000 3,428
   JANNEY MONTGOMERY SCOTT LLC 910 - 2024-03-31 48,359 $3,381,000 -232
   H D Vest Advisory Services 404 - 2024-03-31 46,532 $3,253,000 -2,830
   IAG Wealth Partners LLC 33 - 2024-03-31 39,185 $2,740,000 -1,036
   AMERIPRISE FINANCIAL INC 2681 - 2023-12-31 34,076 $2,566,000 16,676
   UBS Group AG 2648 - 2023-12-31 36,764 $2,417,000 8,224
   ADVISORY SERVICES NETWORK, LLC 421 - 2024-03-31 31,991 $2,237,000 30,785
   Breakwater Capital Group 49 - 2024-03-31 31,159 $2,179,000 -64
   Bogart Wealth LLC 107 - 2024-03-31 25,783 $1,803,000 1,484
   Advisor Group Holdings Inc. 1842 - 2024-03-31 23,277 $1,628,000 1,144
   Kingsview Wealth Management LLC 412 - 2024-03-31 20,147 $1,409,000 991
   CITADEL ADVISORS LLC 2781 - 2023-12-31 17,694 $1,163,000 -4,861
   NewEdge Wealth LLC 413 - 2024-03-31 16,440 $1,091,000 -437
   Stratos Wealth Partners LTD. 695 - 2024-03-31 11,891 $831,000 -476
   GUARANTY TRUST CO OF MISSOURI /MO/ 333 - 2024-03-31 11,861 $829,000 -1,096
   COMERICA BANK 1644 - 2023-12-31 11,934 $785,000 1,054
   THRIVENT FINANCIAL FOR LUTHERANS 1990 - 2023-12-31 10,709 $704,000 -20,037
   Investors Research Corp 164 - 2024-03-31 10,052 $703,000 660
   GOLDMAN SACHS GROUP INC/ 3677 *New 2023-12-31 10,599 $697,000 10,599
   Gladstone Institutional Advisory LLC 380 - 2023-12-31 8,992 $591,000 3,833
   WEALTHSPAN PARTNERS LLC 61 - 2024-03-31 6,963 $487,000 1,235
   SILVER OAK SECURITIES Inc 249 - 2024-03-31 5,946 $416,000 1,967
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1290 - 2023-12-31 5,724 $376,000 3,655
   Secure Asset Management LLC 170 - 2024-03-31 4,677 $327,000 232
   PFG Advisors 500 *New 2024-03-31 4,628 $324,000 4,628
   REGAL INVESTMENT ADVISORS, LLC 416 - 2023-12-31 4,668 $307,000 -92
   ENVESTNET ASSET MANAGEMENT INC 3598 - 2023-12-31 4,550 $299,000 -142
   MERCER GLOBAL ADVISORS INC /ADV 1622 - 2023-12-31 4,425 $291,000 -82
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 569 - 2024-03-31 4,098 $287,000 -20,603
   Kestra Advisory Services LLC 1962 - 2023-12-31 3,736 $246,000 231
   Ameritas Advisory Services LLC 615 - 2023-12-31 3,699 $245,000 -3,394
   MULTIFINANCIAL SECURITIES CORP 1571 - 2023-12-31 3,437 $226,000 -364
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 666 - 2024-03-31 2,981 $207,000 -1,160
   EPG Wealth Management LLC 257 - 2023-12-31 2,115 $139,000 -86
   US BANCORP 2264 - 2024-03-31 1,691 $118,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 563 - 2024-03-31 1,457 $102,000 525
   PNC FINANCIAL SERVICES GROUP INC 2679 - 2024-03-31 1,265 $88,000 0
   Capital Advisors Ltd. LLC 417 - 2024-03-31 851 $60,000 725
   HARBOUR INVESTMENTS INC. 1438 - 2023-12-31 790 $52,000 0
   BLAIR WILLIAM & CO/IL 1589 - 2024-03-31 682 $48,000 0
   FMR LLC 3502 - 2023-12-31 569 $37,000 0
   J P MORGAN CHASE & CO 4911 - 2024-03-31 316 $22,000 182
   IFP Advisors Inc 1910 *New 2023-12-31 291 $19,000 291
   Geneos Wealth Management Inc. 1560 - 2024-03-31 123 $9,000 0
   HANSON MCCLAIN, INC. 2144 *New 2024-03-31 133 $9,000 133
   Farther Finance Advisors LLC 1662 - 2023-12-31 134 $9,000 -77
   SIGNATUREFD, LLC 2588 *New 2024-03-31 59 $4,000 59
   Parallel Advisors LLC 2569 - 2024-03-31 58 $4,000 -92
   New England Capital Financial Advisors LLC 314 *New 2024-03-31 33 $2,000 33
   DT INVESTMENT PARTNERS, LLC 459 *New 2023-12-31 8 $1,000 8
   Merit Financial Group LLC 862 *Closed 2024-03-31 0 $0 -3,400
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1710 *Closed 2023-09-30 0 $0 -3,364
   PROEQUITIES INC. 5668 - 2024-03-31 0 $0 0
   IFG Advisory LLC 421 *Closed 2024-03-31 0 $0 -6,470
   WELLS FARGO & CO/MN 6469 - 2024-03-31 1 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6211 *Closed 2024-03-31 0 $0 -34,149
   CWM LLC 4629 *Closed 2024-03-31 0 $0 -522

  71 Records found
  1    
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