JANUS DETROIT STR TR (JSMD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
148
Reporting holders
$866.9M
Reported value
0.0%
Held as options
+29
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $106.7M | 1,053,754 | 0.02% | 31q | HELD |
| MORGAN STANLEY | $72.3M | 714,191 | 0.00% | 30q | +6.5%+$4.4M |
| BANK OF AMERICA CORP /DE/ | $66.8M | 660,060 | 0.00% | 31q | +2.9%+$1.9M |
| Private Advisor Group, LLC | $54.5M | 538,409 | 0.25% | 31q | +553.2%+$46.2M |
| ROYAL BANK OF CANADA | $45.4M | 448,611 | 0.01% | 31q | HELD |
| Southern Financial Group, LLC | $44.5M | 439,966 | 11.37% | new | FIRST |
| RAYMOND JAMES FINANCIAL INC | $38.9M | 383,975 | 0.01% | 7q | +13.3%+$4.6M |
| Leelyn Smith, LLC | $37.6M | 370,965 | 4.57% | 27q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $26.4M | 260,789 | 0.01% | 6q | -6.5%-$1.8M |
| Rise Advisors, LLC | $26.0M | 257,207 | 7.33% | 4q | +34.1%+$6.6M |
| Resonant Capital Advisors, LLC | $26.0M | 256,416 | 1.24% | 17q | +1.3%+$331.1K |
| AMERIPRISE FINANCIAL INC | $22.8M | 225,082 | 0.00% | 16q | -54.5%-$27.3M |
| &PARTNERS | $21.7M | 213,856 | 0.09% | 4q | -4.9%-$1.1M |
| MARS JEWETT FINANCIAL GROUP, INC. | $20.0M | 197,267 | 4.04% | 3q | -48.2%-$18.6M |
| NewEdge Advisors, LLC | $16.5M | 162,525 | 0.05% | new | NEW |
| Stratos Wealth Partners, LTD. | $15.3M | 150,818 | 0.15% | 11q | +1318.5%+$14.2M |
| OSAIC HOLDINGS, INC. | $14.1M | 139,068 | 0.02% | 26q | +46.5%+$4.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.0M | 138,326 | 0.02% | 30q | +43.4%+$4.2M |
| D.A. DAVIDSON & CO. | $12.0M | 118,322 | 0.07% | 4q | +44.5%+$3.7M |
| UBS Group AG | $10.1M | 99,655 | 0.00% | 29q | +1.1%+$105.8K |
| HighTower Advisors, LLC | $10.0M | 98,644 | 0.01% | 6q | +141.1%+$5.8M |
| Modern Wealth Management, LLC | $8.2M | 81,210 | 0.10% | new | NEW |
| Clark Capital Management Group, Inc. | $7.6M | 75,487 | 0.04% | 5q | -21.1%-$2.0M |
| Z3 Capital Partners, LLC | $7.5M | 73,727 | 1.57% | 3q | HELD |
| Three Magnolias Financial Advisors, LLC | $6.7M | 65,881 | 3.72% | 7q | +9.8%+$596.1K |
| Symphony Financial Services, Inc. | $6.5M | 64,552 | 2.94% | 3q | +18.0%+$995.2K |
| Worth Financial Advisory Group, LLC | $6.1M | 60,332 | 2.54% | new | NEW |
| TRUIST FINANCIAL CORP | $6.1M | 59,807 | 0.01% | new | NEW |
| Harbour Wealth Management Group, Inc. | $5.2M | 51,753 | 3.54% | 2q | +4.0%+$201.9K |
| Cetera Investment Advisers | $5.0M | 49,300 | 0.00% | 10q | +2.6%+$126.5K |
| MCDONALD PARTNERS LLC | $4.9M | 47,967 | 1.18% | 3q | +73.6%+$2.1M |
| OPPENHEIMER & CO INC | $4.6M | 45,265 | 0.05% | 2q | +28.7%+$1.0M |
| STIFEL FINANCIAL CORP | $4.5M | 44,937 | 0.00% | 5q | +21.5%+$805.5K |
| KINTRA WEALTH, LLC | $4.0M | 40,666 | 0.21% | 3q | -39.5%-$2.6M |
| Breakwater Capital Group | $3.4M | 33,997 | 0.41% | 15q | -5.0%-$179.5K |
| Visionary Wealth Advisors | $3.2M | 31,829 | 0.13% | new | NEW |
| Baird Financial Group, Inc. | $3.2M | 31,434 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8M | 27,631 | 0.00% | 13q | HELD |
| IAG Wealth Partners, LLC | $2.6M | 25,726 | 0.26% | 27q | -7.9%-$223.0K |
| Kestra Advisory Services, LLC | $2.5M | 24,664 | 0.01% | 12q | +3.0%+$73.1K |
| Ameritas Advisory Services, LLC | $2.4M | 23,964 | 0.05% | new | NEW |
| Wealthspire Advisors, LLC | $2.3M | 23,094 | 0.01% | 11q | -6.6%-$164.7K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $2.3M | 22,689 | 0.62% | 15q | -1.0%-$22.3K |
| Western Wealth Management, LLC | $2.3M | 22,509 | 0.07% | 2q | +44.4%+$700.8K |
| AssuredPartners Investment Advisors, LLC | $2.2M | 22,054 | 0.22% | 7q | HELD |
| Allied Private Wealth LLC | $2.1M | 22,193 | 1.38% | new | FIRST |
| UNIQUE WEALTH, LLC | $2.1M | 20,953 | 0.25% | 3q | +15.5%+$284.7K |
| PRINCIPAL SECURITIES, INC. | $1.9M | 19,031 | 0.02% | 5q | -17.3%-$402.8K |
| Nova Wealth Management, Inc. | $1.9M | 18,745 | 1.05% | 4q | -4.7%-$92.8K |
| Mutual Advisors, LLC | $1.9M | 18,560 | 0.04% | 2q | +26.9%+$398.4K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.9M | 18,545 | 0.04% | new | NEW |
| BLUE JEAN FINANCIAL LLC | $1.8M | 17,335 | 1.22% | 3q | -4.6%-$84.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 16,669 | 0.00% | 8q | -14.6%-$277.6K |
| Kingsview Wealth Management, LLC | $1.6M | 15,801 | 0.02% | 25q | HELD |
| PFG Advisors | $1.6M | 15,317 | 0.08% | 10q | +2.0%+$30.7K |
| Stonebridge Wealth Management, LLC | $1.5M | 15,109 | 1.37% | 3q | -1.5%-$22.9K |
| PNC Financial Services Group, Inc. | $1.5M | 15,058 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.4M | 14,303 | 0.03% | 11q | +7.5%+$100.9K |
| MGO ONE SEVEN LLC | $1.4M | 13,699 | 0.02% | 4q | +6.9%+$89.3K |
| Merit Financial Group, LLC | $1.4M | 13,336 | 0.00% | 2q | +102.3%+$682.7K |
| CITADEL ADVISORS LLC | $1.3M | 13,327 | 0.00% | 3q | -57.0%-$1.8M |
| NewEdge Wealth, LLC | $1.3M | 13,205 | 0.01% | 13q | HELD |
| Ashton Thomas Private Wealth, LLC | $1.3M | 13,184 | 0.03% | 11q | +6.3%+$78.9K |
| GOLDMAN SACHS GROUP INC | $1.3M | 13,072 | 0.00% | 11q | +23.3%+$250.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 12,064 | 0.01% | 3q | -1.5%-$18.0K |
| CENTRAL TRUST Co | $1.2M | 11,477 | 0.02% | 21q | -2.0%-$24.3K |
| SILVER OAK SECURITIES, INCORPORATED | $1.2M | 11,446 | 0.07% | 11q | -9.0%-$114.2K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.1M | 11,319 | 0.42% | 7q | HELD |
| BURKE & HERBERT BANK & TRUST CO | $1.1M | 10,543 | 0.26% | 4q | +57.0%+$387.5K |
| FOCUSED ALPHA, LLC | $1.0M | 9,879 | 0.26% | new | NEW |
| IHT Wealth Management, LLC | $975.4K | 9,635 | 0.02% | 5q | -13.0%-$146.1K |
| Balanced Rock Investment Advisors LLC | $929.5K | 9,181 | 0.58% | 5q | +18.9%+$147.7K |
| FIFTH THIRD BANCORP | $882.2K | 8,714 | 0.00% | 2q | -8.2%-$78.7K |
| Horizon Advisory Services, Inc. | $819.8K | 8,098 | 0.35% | 7q | +3.0%+$23.7K |
| Investors Research Corp | $792.4K | 7,827 | 0.14% | 28q | HELD |
| Sanctuary Advisors, LLC | $788.0K | 7,784 | 0.00% | 9q | +29.7%+$180.5K |
| Gladstone Institutional Advisory LLC | $777.1K | 7,676 | 0.02% | 29q | -7.4%-$62.3K |
| Cyndeo Wealth Partners, LLC | $739.8K | 7,307 | 0.03% | 2q | +77.1%+$322.0K |
| Arkadios Wealth Advisors | $720.7K | 7,119 | 0.01% | 8q | +11.5%+$74.6K |
| Flaharty Asset Management, LLC | $715.4K | 7,272 | 1.02% | 3q | -91.4%-$7.6M |
| Allegheny Financial Group | $691.0K | 6,825 | 0.07% | 3q | -2.8%-$20.1K |
| Advisory Services Network, LLC | $675.8K | 6,675 | 0.01% | 11q | +3.3%+$21.5K |
| Altus Wealth Group LLC | $595.7K | 5,884 | 0.22% | 7q | -37.1%-$351.8K |
| MML INVESTORS SERVICES, LLC | $588.4K | 5,812 | 0.00% | 5q | +28.3%+$129.7K |
| 1015 Capital Partners, LLC | $537.6K | 5,310 | 0.45% | 3q | +33.6%+$135.3K |
| Graney & King, LLC | $536.1K | 5,296 | 0.19% | 7q | -0.6%-$3.1K |
| Concurrent Investment Advisors, LLC | $496.3K | 4,902 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $478.7K | 4,728 | 0.01% | 2q | +62.7%+$184.5K |
| Sigma Planning Corp | $421.0K | 4,157 | 0.01% | 3q | +12.5%+$46.8K |
| Belpointe Asset Management LLC | $403.5K | 3,986 | 0.01% | 2q | +0.6%+$2.4K |
| Fortis Capital Advisors, LLC | $403.5K | 3,986 | 0.05% | 2q | +0.6%+$2.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $391.3K | 3,865 | 0.00% | 6q | -69.9%-$908.7K |
| Main Line Retirement Advisors, LLC | $358.3K | 3,539 | 0.16% | 5q | HELD |
| WEALTHSPAN PARTNERS, LLC | $357.0K | 3,526 | 0.11% | 12q | -5.8%-$22.2K |
| LaSalle St. Investment Advisors, LLC | $355.9K | 3,515 | 0.04% | 4q | +7.9%+$25.9K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $300.6K | 2,969 | 0.02% | 8q | HELD |
| Aptus Capital Advisors, LLC | $300.6K | 2,969 | 0.00% | 10q | HELD |
| OneDigital Investment Advisors LLC | $295.5K | 2,919 | 0.00% | new | NEW |
| FMR LLC | $276.4K | 2,730 | 0.00% | 28q | +43.5%+$83.7K |
| Equitable Holdings, Inc. | $276.2K | 2,729 | 0.00% | new | NEW |
Showing the largest 100 of 155 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 | 148 | $866.9M | 8,566,627 | 29 | 49 | 37 | 0.0% |
| Q1 2026 | 119 | $578.7M | 7,287,917 | 14 | 52 | 27 | 0.0% |
| Q4 2025 | 115 | $500.6M | 6,114,206 | 16 | 44 | 30 | 0.0% |
| Q3 2025 | 99 | $448.7M | 5,366,658 | 12 | 40 | 27 | 0.0% |
| Q2 2025 | 91 | $386.0M | 4,969,171 | 19 | 36 | 20 | 0.0% |
| Q1 2025 | 81 | $295.0M | 4,214,505 | 11 | 33 | 20 | 0.0% |
| Q4 2024 | 76 | $277.3M | 3,694,196 | 10 | 24 | 19 | 0.0% |
| Q3 2024 | 65 | $256.8M | 3,538,573 | 7 | 19 | 25 | 0.0% |
| Q2 2024 | 62 | $228.6M | 3,434,395 | 3 | 27 | 15 | 0.0% |
| Q1 2024 | 62 | $356.6M | 5,101,462 | 7 | 25 | 16 | 0.0% |
| Q4 2023 | 59 | $254.2M | 3,862,313 | 11 | 28 | 12 | 0.0% |
| Q3 2023 | 49 | $150.2M | 2,571,090 | 9 | 24 | 11 | 0.0% |
| Q2 2023 | 47 | $118.9M | 1,899,237 | 9 | 15 | 12 | 0.0% |
| Q1 2023 | 42 | $94.7M | 1,686,545 | 3 | 14 | 14 | 0.0% |
| Q4 2022 | 42 | $86.4M | 1,650,200 | 8 | 13 | 10 | 0.0% |
| Q3 2022 | 41 | $94.6M | 1,932,186 | 8 | 13 | 12 | 0.0% |
| Q2 2022 | 35 | $92.2M | 1,810,519 | 3 | 11 | 18 | 0.0% |
| Q1 2022 | 41 | $90.5M | 1,485,567 | 7 | 13 | 15 | 0.0% |
| Q4 2021 | 41 | $122.9M | 1,813,181 | 3 | 16 | 11 | 0.0% |
| Q3 2021 | 41 | $116.3M | 1,792,318 | 2 | 22 | 9 | 0.0% |
| Q2 2021 | 42 | $106.0M | 1,567,735 | 4 | 17 | 14 | 0.0% |
| Q1 2021 | 42 | $97.5M | 1,452,142 | 5 | 16 | 14 | 0.0% |
| Q4 2020 | 39 | $82.1M | 1,308,691 | 7 | 19 | 11 | 0.0% |
| Q3 2020 | 34 | $68.9M | 1,334,040 | 5 | 12 | 11 | 0.0% |
| Q2 2020 | 31 | $76.0M | 1,594,191 | 7 | 14 | 9 | 0.0% |
| Q1 2020 | 31 | $46.1M | 1,363,903 | 4 | 14 | 6 | 0.0% |
| Q4 2019 | 31 | $65.4M | 1,358,937 | 2 | 14 | 7 | 0.0% |
| Q3 2019 | 32 | $58.9M | 1,344,663 | 9 | 11 | 7 | 0.0% |
| Q2 2019 | 26 | $55.2M | 1,218,664 | 7 | 13 | 4 | 0.0% |
| Q1 2019 | 23 | $37.6M | 880,854 | 8 | 9 | 4 | 0.0% |
| Q4 2018 | 16 | $26.8M | 728,617 | 0 | 0 | 1 | 0.0% |