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Get Institutions for : 
Janus Henderson Small Cap Growth Alpha (JSML)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    4
Total shares held : 
 2,152,066  
% of shares held : 
 23.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 443,708  
% of shares held change : 
   4.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 159,414
 7.41%
 
Increased Positions :
21
 344,780
 16.02%
 
Unchanged Positions :
7
 18,465
 0.86%
 
Decreased Positions :
14
-36,860
-1.71%
 
Closed Positions :
3
-23,626
-1.1%
 
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
   Orgel Wealth Management LLC 18 - 2024-03-31 1,415,752 $85,625,000 317,082
   LPL FINANCIAL CORP 1405 - 2024-03-31 147,961 $8,949,000 15,162
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 849 - 2024-03-31 147,045 $8,893,000 68,900
   GREAT VALLEY ADVISOR GROUP INC. 112 - 2024-03-31 118,885 $7,190,000 6,974
   AMERIPRISE FINANCIAL INC 2243 - 2023-12-31 88,732 $5,235,000 74,135
   ROYAL BANK OF CANADA 1982 - 2023-12-31 74,729 $4,409,000 24,417
   Purus Wealth Management LLC 15 - 2024-03-31 64,768 $3,917,000 -823
   Private Advisor Group LLC 618 - 2024-03-31 52,847 $3,196,000 3,843
   CWM LLC 544 - 2024-03-31 44,401 $2,685,000 8,228
   COMMONWEALTH EQUITY SERVICES LLC. 1621 - 2024-03-31 41,149 $2,489,000 2,689
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1145 - 2024-03-31 39,875 $2,412,000 -4,181
   Colonial River Wealth Management LLC 21 *New 2024-03-31 34,570 $2,091,000 34,570
   LINCOLN NATIONAL CORP 343 - 2024-03-31 31,591 $1,911,000 4,396
   Redhawk Wealth Advisors Inc. 68 *New 2023-12-31 30,210 $1,782,000 30,210
   ENVESTNET ASSET MANAGEMENT INC 2724 - 2023-12-31 22,003 $1,298,000 -5,223
   BANK OF AMERICA CORP /DE/ 3934 - 2023-12-31 18,717 $1,104,000 -7,142
   GUERRA PAN ADVISORS LLC 34 - 2023-12-31 16,214 $957,000 1,909
   IFP Advisors Inc 389 - 2023-12-31 15,946 $941,000 2,276
   H D Vest Advisory Services 805 - 2024-03-31 14,216 $860,000 1,841
   TRIANGLE SECURITIES WEALTH MANAGEMENT 110 - 2024-03-31 14,223 $860,000 1,619
   MERCER GLOBAL ADVISORS INC /ADV 1076 - 2023-12-31 13,366 $789,000 -8,455
   IAG Wealth Partners LLC 55 - 2024-03-31 11,262 $681,000 -710
   PFG Advisors 365 - 2024-03-31 9,522 $576,000 431
   Dominguez Wealth Management Solutions Inc. 45 - 2024-03-31 8,402 $508,000 -10
   WIN ADVISORS INC 35 - 2024-03-31 8,266 $500,000 123
   UBS Group AG 3999 - 2023-12-31 7,781 $459,000 4,846
   Kingsview Wealth Management LLC 699 - 2024-03-31 7,091 $429,000 -313
   FOCUS FINANCIAL NETWORK INC /ADV 494 - 2023-12-31 6,978 $412,000 0
   HF Advisory Group LLC 124 - 2024-03-31 6,642 $402,000 155
   KWB Wealth 92 - 2024-03-31 6,528 $395,000 -422
   RAYMOND JAMES & ASSOCIATES 3193 - 2024-03-31 6,245 $378,000 80
   Advisor Group Holdings Inc. 3149 - 2024-03-31 6,185 $374,000 -3,208
   SILVER OAK SECURITIES Inc 282 - 2024-03-31 5,561 $336,000 -340
   FINANCIAL NETWORK 2228 - 2023-12-31 5,176 $305,000 84
   BlueChip Wealth Advisors LLC 97 - 2024-03-31 4,828 $292,000 -57
   Key Financial Inc 194 - 2024-03-31 4,100 $242,000 0
   DORSEY & WHITNEY TRUST CO LLC 540 - 2024-03-31 3,999 $242,000 0
   WILLNER & HELLER LLC 118 *New 2023-12-31 4,103 $242,000 4,103
   Capital Advisors Ltd. LLC 250 - 2024-03-31 3,806 $230,000 0
   Main Line Retirement Advisors LLC 34 - 2024-03-31 3,470 $210,000 -780
   PRINCIPAL SECURITIES INC. 998 - 2024-03-31 3,424 $207,000 454
   JAMES INVESTMENT RESEARCH INC 287 *New 2024-03-31 3,417 $207,000 3,417
   Ahrens Investment Partners LLC 196 *New 2023-03-31 2,450 $123,000 2,450
   MORGAN STANLEY 6104 - 2023-12-31 501 $30,000 461
   ALPHAMARK ADVISORS LLC 393 - 2024-03-31 500 $30,000 -110
   Ronald Blue Trust Inc. 1262 *New 2024-03-31 292 $18,000 292
   CREATIVE FINANCIAL DESIGNS INC /ADV 1244 - 2024-03-31 121 $7,000 0
   Global Retirement Partners LLC 2307 - 2024-03-31 105 $6,000 0
   FMR LLC 4353 *New 2023-12-31 60 $4,000 60
   TUCKER ASSET MANAGEMENT LLC 657 - 2023-12-31 68 $4,000 0
   VALLEY NATIONAL ADVISERS INC 913 - 2024-03-31 63 $3,000 -2,854
   Nelson Van Denburg & Campbell Wealth Management Gr 2287 *New 2024-03-31 27 $2,000 27
   CREATIVE PLANNING 2899 *Closed 2023-12-31 0 $0 -23,547
   WELLS FARGO & CO/MN 6400 - 2024-03-31 0 $0 0
   PROEQUITIES INC. 6035 - 2024-03-31 0 $0 0
   Horizon Family Wealth Inc. 80 *Closed 2024-03-31 0 $0 -37,390
   Geneos Wealth Management Inc. 2187 *Closed 2024-03-31 0 $0 -293
   IFG Advisory LLC 570 *Closed 2024-03-31 0 $0 -4,191
  58 Records found
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