JBBB Institutional Ownership
Janus Henderson B-BBB CLO ETF
1W: -0.3%
1M: -0.2%
3M: -0.0%
YTD: +0.5%
1Y: +0.0%
3Y: +17.4%
$47.34
+0.07 (+0.15%)
Weekly Expected Move ±0.4%
$47
$47
$47
$48
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JBBB
220
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
797M
Total Invested
46
New Positions
72
Increased
90
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (244 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC NEW | 6,395,351 | $303M | — | +0.0% | 1Q | SEC ↗ |
| 2 | LPL Financial LLC | 716,664 | $34M | +79,673 | +12.5% | 14Q | SEC ↗ |
| 3 | Pathstone Holdings, LLC | 652,875 | $31M | +2,727 | +0.4% | 9Q | SEC ↗ |
| 4 | UBS Group AG | 490,125 | $23M | +64,201 | +15.1% | 10Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 479,928 | $23M | +417,350 | +666.9% | 10Q | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 387,824 | $18M | +363,036 | +1464.6% | 10Q | SEC ↗ |
| 7 | TT Capital Management LLC | 289,726 | $14M | +7,565 | +2.7% | 7Q | SEC ↗ |
| 8 | Markowski Investments NEW | 287,639 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Ocean Park Asset Management, LLC | 276,200 | $13M | — | +0.0% | 2Q | SEC ↗ |
| 10 | Border to Coast Pensions Partnership L | 275,000 | $13M | +10,000 | +3.8% | 7Q | SEC ↗ |
| 11 | Banco BTG Pactual S.A. | 264,830 | $13M | +48,936 | +22.7% | 2Q | SEC ↗ |
| 12 | AE Wealth Management LLC | 255,448 | $12M | -16,443 | -6.0% | 7Q | SEC ↗ |
| 13 | EPIQ PARTNERS, LLC | 251,777 | $12M | -4,258 | -1.7% | 18Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 233,474 | $11M | -1,288 | -0.5% | 9Q | SEC ↗ |
| 15 | Summit Financial, LLC | 167,958 | $8M | -9,458 | -5.3% | 4Q | SEC ↗ |
| 16 | AdvisorNet Financial, Inc | 151,814 | $7M | +23,308 | +18.1% | 6Q | SEC ↗ |
| 17 | Foguth Wealth Management, LLC. | 148,459 | $7M | +143,333 | +2796.2% | 2Q | SEC ↗ |
| 18 | CacheTech Inc. | 147,420 | $7M | -3,316 | -2.2% | 9Q | SEC ↗ |
| 19 | Destiny Wealth Partners, LLC | 143,364 | $7M | -95,227 | -39.9% | 11Q | SEC ↗ |
| 20 | Nilsine Partners, LLC | 140,482 | $7M | -5,500 | -3.8% | 8Q | SEC ↗ |
| 21 | Adams Wealth Management | 138,199 | $7M | -6,218 | -4.3% | 12Q | SEC ↗ |
| 22 | Financial Enhancement Group LLC | 137,186 | $6M | +5,012 | +3.8% | 2Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 136,090 | $6M | +135,709 | +35619.2% | 11Q | SEC ↗ |
| 24 | WT Wealth Management | 135,640 | $6M | +14,231 | +11.7% | 9Q | SEC ↗ |
| 25 | SSI INVESTMENT MANAGEMENT LLC NEW | 133,209 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CV Advisors LLC | 112,170 | $5M | +1,235 | +1.1% | 4Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC NEW | 111,213 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 104,410 | $5M | -3,125 | -2.9% | 11Q | SEC ↗ |
| 29 | Foundations Investment Advisors, LLC | 97,107 | $5M | -10,395 | -9.7% | 9Q | SEC ↗ |
| 30 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 95,036 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | MGO ONE SEVEN LLC | 92,242 | $4M | -6,679 | -6.8% | 8Q | SEC ↗ |
| 32 | Sowell Financial Services LLC | 91,654 | $4M | +1,263 | +1.4% | 6Q | SEC ↗ |
| 33 | Clearview Wealth Management LLC | 91,449 | $4M | -1,495 | -1.6% | 2Q | SEC ↗ |
| 34 | Envestnet Portfolio Solutions, Inc. NEW | 90,958 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Keeler Thomas Management LLC | 90,229 | $4M | -11,792 | -11.6% | 5Q | SEC ↗ |
| 36 | Flagship Capital Management Inc. | 88,610 | $4M | +1,655 | +1.9% | 3Q | SEC ↗ |
| 37 | Auour Investments LLC | 84,611 | $4M | +19,981 | +30.9% | 8Q | SEC ↗ |
| 38 | CONNING INC. NEW | 84,400 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 39 | US BANCORP \DE | 82,834 | $4M | +119 | +0.1% | 6Q | SEC ↗ |
| 40 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 78,454 | $4M | +28,691 | +57.7% | 12Q | SEC ↗ |
| 41 | Paragon Advisors, LLC | 69,937 | $3M | -9,260 | -11.7% | 10Q | SEC ↗ |
| 42 | FIRETHORN WEALTH PARTNERS, LLC | 69,032 | $3M | +6,785 | +10.9% | 6Q | SEC ↗ |
| 43 | AMERIPRISE FINANCIAL INC | 65,177 | $3M | -92,178 | -58.6% | 8Q | SEC ↗ |
| 44 | Impact Partnership Wealth, LLC | 64,190 | $3M | +14,835 | +30.1% | 5Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 62,127 | $3M | +39,923 | +179.8% | 10Q | SEC ↗ |
| 46 | Clark Capital Management Group, Inc. | 59,186 | $3M | +2,570 | +4.5% | 5Q | SEC ↗ |
| 47 | Janney Montgomery Scott LLC | 57,969 | $3M | -3,120 | -5.1% | 10Q | SEC ↗ |
| 48 | Central Pacific Bank - Trust Division NEW | 57,410 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Private Advisory Group LLC | 54,123 | $3M | +12,748 | +30.8% | 3Q | SEC ↗ |
| 50 | Gibbs Wealth Management | 53,036 | $3M | +19,634 | +58.8% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 6,395,351 | $303M |
| Markowski Investments | 287,639 | $14M |
| SSI INVESTMENT MANAGEMENT LLC | 133,209 | $6M |
| RAYMOND JAMES FINANCIAL INC | 111,213 | $5M |
| COMPASS FINANCIAL MANAGEMENT LLC | 95,036 | $4M |
| Envestnet Portfolio Solutions, Inc. | 90,958 | $4M |
| CONNING INC. | 84,400 | $4M |
| Central Pacific Bank - Trust Divisi | 57,410 | $3M |
| FLOW TRADERS U.S. LLC | 45,116 | $2M |
| PNC Financial Services Group, Inc. | 38,188 | $2M |
| AXS Investments LLC | 36,130 | $2M |
| Bienville Capital Management, LLC | 24,816 | $1M |
| Orion Porfolio Solutions, LLC | 24,491 | $1M |
| HRT FINANCIAL LP | 24,467 | $1M |
| BANK OF MONTREAL /CAN | 22,832 | $1M |
| BROWN BROTHERS HARRIMAN & CO | 20,000 | $947K |
| Diversify Advisory Services, LLC | 19,538 | $925K |
| Virtus Fixed Income Advisers, LLC | 13,535 | $641K |
| Accurate Wealth Management, LLC | 10,894 | $516K |
| KINTRA WEALTH, LLC | 10,861 | $514K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 500,176 | $24M |
| Pallas Capital Advisors LLC | 481,561 | $23M |
| Insight Wealth Strategies, LLC | 173,270 | $8M |
| LFG Wealth Partners, LLC | 64,852 | $3M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 47,338 | $2M |
| waypoint wealth counsel | 27,330 | $1M |
| Delphi Financial Group, Inc. | 25,000 | $1M |
| Fortis Capital Management LLC | 23,019 | $1M |
| Verition Fund Management LLC | 20,269 | $960K |
| ATWOOD & PALMER INC | 19,585 | $927K |
| Wealthcare Advisory Partners LLC | 19,312 | $914K |
| Sigma Planning Corp | 15,818 | $749K |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,817 | $701K |
| Magnus Financial Group LLC | 14,311 | $677K |
| Pictet North America Advisors SA | 13,775 | $652K |
| Independent Advisor Alliance | 12,484 | $591K |
| Navis Wealth Advisors, LLC | 10,570 | $500K |
| Belpointe Asset Management LLC | 9,753 | $462K |
| Verity Asset Management, Inc. | 9,593 | $454K |
| Ameritas Advisory Services, LLC | 8,935 | $423K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +417,350 | +666.9% | 479,928 |
| Bank of New York Mellon Corp | +363,036 | +1464.6% | 387,824 |
| Foguth Wealth Management, LLC. | +143,333 | +2796.2% | 148,459 |
| ROYAL BANK OF CANADA | +135,709 | +35619.2% | 136,090 |
| LPL Financial LLC | +79,673 | +12.5% | 716,664 |
| UBS Group AG | +64,201 | +15.1% | 490,125 |
| Banco BTG Pactual S.A. | +48,936 | +22.7% | 264,830 |
| TRUIST FINANCIAL CORP | +39,923 | +179.8% | 62,127 |
| WELLS FARGO & COMPANY/MN | +33,567 | +258207.7% | 33,580 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +28,691 | +57.7% | 78,454 |
| AdvisorNet Financial, Inc | +23,308 | +18.1% | 151,814 |
| Auour Investments LLC | +19,981 | +30.9% | 84,611 |
| Gibbs Wealth Management | +19,634 | +58.8% | 53,036 |
| J.W. COLE ADVISORS, INC. | +15,806 | +203.1% | 23,587 |
| Impact Partnership Wealth, LLC | +14,835 | +30.1% | 64,190 |
| WT Wealth Management | +14,231 | +11.7% | 135,640 |
| Englebert Financial Advisers, LLC | +13,773 | +53.0% | 39,752 |
| Private Advisory Group LLC | +12,748 | +30.8% | 54,123 |
| GOLDMAN SACHS GROUP INC | +10,440 | +98.4% | 21,045 |
| Border to Coast Pensions Partnershi | +10,000 | +3.8% | 275,000 |