JANUS DETROIT STR TR (JMBS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
262
Reporting holders
$7.2B
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $1.4B | 30,547,370 | 0.07% | 29q | +7.0%+$89.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.0B | 22,369,778 | 0.13% | 11q | +2.4%+$24.0M |
| Sixth Street Partners Management Company, L.P. | $1.0B | 22,369,778 | 0.13% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $444.9M | 9,888,964 | 0.03% | 31q | +1.5%+$6.4M |
| Corient Private Wealth LP | $297.7M | 6,611,725 | 0.19% | 13q | +213.8%+$202.8M |
| Haverford Trust Co | $179.7M | 3,993,467 | 1.55% | 11q | +8.0%+$13.2M |
| RAYMOND JAMES FINANCIAL INC | $153.4M | 3,410,091 | 0.04% | 7q | +4.5%+$6.6M |
| OSAIC HOLDINGS, INC. | $151.3M | 3,363,367 | 0.18% | 26q | +7.8%+$10.9M |
| Focus Partners Wealth | $127.2M | 2,825,037 | 0.13% | 3q | HELD |
| Gradient Investments LLC | $121.0M | 2,688,767 | 1.67% | 14q | +14.6%+$15.4M |
| UBS Group AG | $116.9M | 2,597,488 | 0.01% | 16q | +3.3%+$3.8M |
| ENVESTNET ASSET MANAGEMENT INC | $108.9M | 2,420,928 | 0.03% | 27q | +1.9%+$2.1M |
| AMERIPRISE FINANCIAL INC | $99.3M | 2,206,955 | 0.02% | 4q | -44.6%-$79.9M |
| Hamilton Capital, LLC | $91.6M | 2,035,111 | 4.53% | 9q | HELD |
| ROYAL BANK OF CANADA | $89.5M | 1,989,959 | 0.01% | 31q | +13.3%+$10.5M |
| LPL Financial LLC | $83.1M | 1,846,020 | 0.02% | 31q | +12.9%+$9.5M |
| WELLS FARGO & COMPANY/MN | $82.6M | 1,835,337 | 0.01% | 27q | -51.0%-$85.9M |
| Advance Capital Management, Inc. | $80.5M | 1,789,564 | 2.60% | 10q | +1.5%+$1.2M |
| Pallas Capital Advisors LLC | $73.7M | 1,638,165 | 2.27% | 10q | +6.8%+$4.7M |
| Bank of New York Mellon Corp | $53.0M | 1,179,100 | 0.01% | 19q | -4.3%-$2.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $52.0M | 1,163,322 | 0.09% | 7q | +8.4%+$4.0M |
| Madison Asset Management, LLC | $49.8M | 1,106,482 | 0.59% | 20q | -7.0%-$3.7M |
| EP Wealth Advisors, LLC | $48.1M | 1,068,068 | 0.18% | 2q | +4.1%+$1.9M |
| CAPITAL ADVISORS INC/OK | $47.1M | 1,047,135 | 0.69% | 19q | -1.7%-$816.0K |
| INSPIRION WEALTH ADVISORS, LLC | $38.2M | 850,946 | 4.37% | 22q | +11.1%+$3.8M |
| TRUIST FINANCIAL CORP | $36.2M | 803,929 | 0.04% | 11q | +8.8%+$2.9M |
| AlphaCore Capital LLC | $35.1M | 775,881 | 0.64% | 6q | -3.4%-$1.2M |
| CGN Advisors LLC | $33.3M | 739,199 | 2.43% | 11q | +3.8%+$1.2M |
| Sage Mountain Advisors LLC | $32.2M | 716,333 | 1.98% | 7q | +17.0%+$4.7M |
| ALBION FINANCIAL GROUP /UT | $30.4M | 676,034 | 1.76% | 9q | +4.8%+$1.4M |
| GUGGENHEIM CAPITAL LLC | $30.0M | 666,521 | 0.19% | 9q | -2.7%-$840.8K |
| Modern Wealth Management, LLC | $29.4M | 653,740 | 0.35% | 8q | -67.3%-$60.4M |
| ARVEST INVESTMENTS, INC. | $29.0M | 643,610 | 3.50% | 11q | +6.5%+$1.8M |
| Towneley Capital Management, Inc / DE | $28.1M | 624,815 | 5.52% | 11q | +1.5%+$419.2K |
| Cetera Investment Advisers | $27.3M | 606,920 | 0.02% | 15q | +4.1%+$1.1M |
| Legacy Private Trust Co. | $27.1M | 602,038 | 1.50% | 11q | +4.7%+$1.2M |
| Pictet North America Advisors SA | $26.3M | 584,021 | 2.32% | 7q | -4.9%-$1.4M |
| Kestra Investment Management, LLC | $25.8M | 573,031 | 0.50% | 9q | -17.7%-$5.6M |
| HighTower Advisors, LLC | $23.1M | 514,221 | 0.02% | 11q | +5.2%+$1.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | $23.0M | 510,655 | 0.36% | 4q | +2.9%+$645.3K |
| Rockefeller Capital Management L.P. | $22.6M | 501,234 | 0.03% | 30q | -3.5%-$810.1K |
| AllGen Financial Advisors, Inc. | $22.3M | 496,674 | 4.88% | 5q | +59.7%+$8.4M |
| SeaBridge Investment Advisors LLC | $20.1M | 446,615 | 2.91% | 13q | +6.8%+$1.3M |
| Financial Enhancement Group LLC | $19.8M | 439,049 | 2.36% | 30q | +2.6%+$497.8K |
| STANSBERRY ASSET MANAGEMENT, LLC | $19.2M | 426,966 | 1.76% | 7q | +10.9%+$1.9M |
| KWB Wealth | $18.9M | 420,361 | 1.62% | 17q | -32.2%-$9.0M |
| CYPRESS FINANCIAL PLANNING LLC | $18.7M | 415,201 | 4.52% | new | NEW |
| Blue Edge Capital, LLC | $17.5M | 387,864 | 2.10% | 10q | +19.2%+$2.8M |
| Horizon Investments, LLC | $16.9M | 377,860 | 0.19% | 17q | -9.9%-$1.9M |
| Medallion Wealth Advisors, LLC | $16.3M | 321,613 | 5.12% | 7q | +1095.1%+$14.9M |
| Pine Valley Investments Ltd Liability Co | $16.1M | 356,418 | 0.63% | 13q | +26.9%+$3.4M |
| CITADEL ADVISORS LLC | $15.9M | 353,394 | 0.00% | 2q | +340.9%+$12.3M |
| Parallel Advisors, LLC | $15.8M | 351,290 | 0.24% | 10q | -10.7%-$1.9M |
| Asio Capital, LLC | $15.6M | 345,999 | 2.00% | 12q | -2.8%-$449.9K |
| Focused Wealth Management, Inc | $15.6M | 347,476 | 1.36% | 5q | +12.4%+$1.7M |
| Secure Asset Management, LLC | $14.7M | 327,232 | 2.06% | 8q | +7.1%+$973.2K |
| Allen Capital Group, LLC | $14.6M | 324,391 | 1.19% | 10q | +7.2%+$982.6K |
| Goelzer Investment Management, Inc. | $14.4M | 320,242 | 0.63% | 8q | -3.8%-$572.0K |
| VERUS CAPITAL PARTNERS, LLC | $13.8M | 306,485 | 0.75% | 4q | +32.3%+$3.4M |
| WESPAC Advisors SoCal, LLC | $12.6M | 279,670 | 2.25% | 14q | +42.0%+$3.7M |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | $12.5M | 276,850 | 2.99% | 13q | +10.5%+$1.2M |
| MML INVESTORS SERVICES, LLC | $12.3M | 273,130 | 0.03% | 12q | +5.6%+$655.1K |
| Sage Advisory Services, Ltd.Co. | $11.5M | 256,374 | 5.67% | 11q | +7.9%+$847.7K |
| ARQ WEALTH ADVISORS, LLC | $10.8M | 243,493 | 1.34% | new | NEW |
| Fourth Dimension Wealth, LLC | $10.5M | 232,467 | 3.31% | 7q | -14.2%-$1.7M |
| Englebert Financial Advisers, LLC | $10.2M | 227,013 | 10.06% | 3q | +7.5%+$709.6K |
| True North Advisors, LLC | $10.0M | 221,276 | 0.95% | 3q | -2.4%-$245.8K |
| JPMORGAN CHASE & CO | $9.6M | 211,641 | 0.00% | 16q | +277.2%+$7.1M |
| PNC Financial Services Group, Inc. | $9.5M | 210,440 | 0.00% | 12q | +1.2%+$109.0K |
| Steward Partners Investment Advisory, LLC | $8.1M | 181,144 | 0.04% | 26q | +19.4%+$1.3M |
| GENESIS PRIVATE WEALTH, LLC | $8.0M | 177,437 | 2.24% | 4q | +5.5%+$416.8K |
| Meridian Wealth Management, LLC | $7.7M | 172,231 | 0.24% | 3q | +12.0%+$829.1K |
| Seed Wealth Management, Inc. | $7.7M | 170,917 | 4.87% | 15q | HELD |
| Symphony Financial Services, Inc. | $7.6M | 168,168 | 3.40% | 9q | HELD |
| Cornerstone Wealth Group, LLC | $7.3M | 162,759 | 0.43% | 6q | +2.8%+$196.9K |
| IVC Wealth Advisors LLC | $7.1M | 156,958 | 2.75% | 8q | +9.9%+$635.2K |
| Private Advisor Group, LLC | $6.9M | 153,652 | 0.03% | 17q | +452.1%+$5.7M |
| Prasad Wealth Partners, LLC | $6.9M | 152,257 | 1.65% | 3q | +5.5%+$355.5K |
| NewEdge Wealth, LLC | $6.8M | 151,505 | 0.07% | 2q | -8.2%-$611.8K |
| Jupiter Topco LLC | $6.6M | 147,096 | 0.00% | new | FIRST |
| Unique Wealth Strategies, LLC | $6.0M | 134,410 | 2.20% | 10q | +4.2%+$241.7K |
| Ancora Advisors LLC | $5.7M | 127,188 | 0.11% | 11q | -8.3%-$517.1K |
| HEADINVEST, LLC | $5.7M | 126,321 | 1.06% | 4q | +25.6%+$1.2M |
| IFP Advisors, Inc | $5.7M | 125,774 | 0.10% | 20q | +637.4%+$4.9M |
| MONECO ADVISORS, LLC | $5.4M | 120,289 | 0.33% | 9q | -13.6%-$852.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 118,097 | 0.01% | 29q | +28.7%+$1.2M |
| Rothschild Wealth LLC | $5.2M | 115,390 | 0.41% | 10q | +1.7%+$87.7K |
| Kestra Advisory Services, LLC | $5.1M | 113,200 | 0.02% | 17q | +13.7%+$613.0K |
| WEALTH ALLIANCE, LLC | $5.1M | 113,013 | 0.43% | 4q | +105.0%+$2.6M |
| BAILARD, INC. | $4.5M | 99,510 | 0.09% | 23q | +1.0%+$44.5K |
| FIFTH THIRD BANCORP | $4.2M | 93,887 | 0.01% | 2q | +25.2%+$849.3K |
| Transamerica Financial Advisors, LLC | $4.1M | 91,949 | 0.35% | 17q | -0.8%-$35.1K |
| Paladin Wealth, LLC | $4.1M | 91,858 | 2.40% | 8q | +13.4%+$487.2K |
| VestGen Advisors, LLC | $4.1M | 91,818 | 0.12% | 6q | +7.5%+$288.8K |
| Lionshead Wealth Management, LLC | $4.0M | 89,288 | 2.62% | 6q | +3.9%+$151.0K |
| Destiny Wealth Partners, LLC | $4.0M | 91,197 | 0.57% | 9q | +3.3%+$128.3K |
| Sanctuary Advisors, LLC | $3.8M | 83,541 | 0.02% | 9q | HELD |
| Farther Finance Advisors, LLC | $3.7M | 81,990 | 0.03% | 8q | +1397.0%+$3.4M |
| Waverly Advisors, LLC | $3.6M | 80,948 | 0.02% | 10q | +6.7%+$229.3K |
| Acropolis Investment Management, LLC | $3.6M | 80,113 | 0.08% | 7q | +98.1%+$1.8M |
Showing the largest 100 of 271 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 262 | $7.2B | 159,253,334 | 34 | 131 | 64 | 0.0% |
| Q1 2026 | 257 | $6.0B | 131,758,828 | 37 | 121 | 70 | 0.0% |
| Q4 2025 | 258 | $6.3B | 138,880,904 | 46 | 112 | 56 | 0.0% |
| Q3 2025 | 221 | $5.8B | 126,145,176 | 34 | 112 | 50 | 0.0% |
| Q2 2025 | 208 | $5.1B | 112,749,890 | 21 | 98 | 68 | 0.0% |
| Q1 2025 | 211 | $4.7B | 104,545,696 | 31 | 106 | 56 | 0.0% |
| Q4 2024 | 202 | $4.3B | 96,411,231 | 25 | 87 | 61 | 0.0% |
| Q3 2024 | 187 | $4.2B | 89,301,081 | 23 | 82 | 52 | 0.0% |
| Q2 2024 | 184 | $3.7B | 83,601,280 | 33 | 79 | 46 | 0.0% |
| Q1 2024 | 155 | $4.3B | 94,782,094 | 23 | 72 | 38 | 0.0% |
| Q4 2023 | 148 | $3.7B | 79,514,883 | 37 | 71 | 17 | 0.0% |
| Q3 2023 | 112 | $1.6B | 36,900,540 | 17 | 56 | 27 | 0.0% |
| Q2 2023 | 102 | $1.2B | 25,442,021 | 22 | 53 | 12 | 0.0% |
| Q1 2023 | 89 | $875.3M | 18,754,079 | 15 | 44 | 16 | 0.0% |
| Q4 2022 | 78 | $534.5M | 11,752,381 | 15 | 26 | 29 | 0.0% |
| Q3 2022 | 90 | $601.3M | 13,323,837 | 11 | 24 | 34 | 0.0% |
| Q2 2022 | 93 | $629.3M | 13,122,083 | 24 | 18 | 36 | 0.0% |
| Q1 2022 | 85 | $668.2M | 13,397,533 | 12 | 22 | 43 | 0.0% |
| Q4 2021 | 92 | $664.0M | 12,624,244 | 19 | 25 | 31 | 0.0% |
| Q3 2021 | 68 | $501.0M | 9,426,098 | 5 | 34 | 23 | 0.0% |
| Q2 2021 | 79 | $460.5M | 8,662,882 | 16 | 26 | 26 | 0.0% |
| Q1 2021 | 70 | $541.5M | 10,206,267 | 12 | 31 | 17 | 0.0% |
| Q4 2020 | 62 | $452.6M | 8,466,495 | 11 | 30 | 11 | 0.0% |
| Q3 2020 | 51 | $410.6M | 7,660,397 | 9 | 29 | 10 | 0.0% |
| Q2 2020 | 48 | $379.5M | 7,070,112 | 9 | 25 | 11 | 0.0% |
| Q1 2020 | 42 | $264.7M | 5,086,240 | 12 | 18 | 7 | 0.0% |
| Q4 2019 | 33 | $166.6M | 3,201,905 | 13 | 12 | 5 | 0.0% |
| Q3 2019 | 22 | $120.5M | 2,298,733 | 6 | 11 | 3 | 0.0% |
| Q2 2019 | 19 | $58.9M | 1,133,363 | 6 | 8 | 2 | 0.0% |
| Q1 2019 | 14 | $48.9M | 950,936 | 10 | 4 | 0 | 0.0% |
| Q4 2018 | 5 | $15.2M | 300,783 | 0 | 0 | 0 | 0.0% |