JIII Institutional Ownership
Janus Henderson Income ETF
1W: -0.3%
1M: -1.8%
3M: -3.5%
YTD: -3.6%
1Y: -4.5%
$48.18
-0.00 (-0.01%)
Weekly Expected Move ±0.7%
$47
$48
$48
$49
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JIII
20
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
176M
Total Invested
7
New Positions
11
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Southern Financial Group, LLC | 1,405,479 | 68M | +49,603 | +3.7% | 3Q | SEC ↗ |
| 2 | Townsend & Associates, Inc | 942,780 | 45M | +22,282 | +2.4% | 7Q | SEC ↗ |
| 3 | NewEdge Advisors, LLC | 286,316 | 14M | +59,291 | +26.1% | 2Q | SEC ↗ |
| 4 | LPL Financial LLC NEW | 208,310 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 5 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 189,626 | 9M | -1,942 | -1.0% | 3Q | SEC ↗ |
| 6 | ARQ WEALTH ADVISORS, LLC NEW | 165,509 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Colonial River Investments, LLC NEW | 99,081 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 68,532 | 3M | +3,508 | +5.4% | 3Q | SEC ↗ |
| 9 | QTR Family Wealth, LLC | 42,539 | 2M | +3,156 | +8.0% | 3Q | SEC ↗ |
| 10 | Castle Rock Wealth Management, LLC | 39,111 | 2M | +1,691 | +4.5% | 3Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 35,930 | 2M | +16,825 | +88.1% | 7Q | SEC ↗ |
| 12 | Hidden Cove Wealth Management, LLC | 13,627 | 657K | +2,972 | +27.9% | 3Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 11,083 | 534K | +171 | +1.6% | 2Q | SEC ↗ |
| 14 | TRUIST FINANCIAL CORP | 6,241 | 301K | +968 | +18.4% | 5Q | SEC ↗ |
| 15 | MOSAIC FAMILY WEALTH PARTNERS, LLC NEW | 5,993 | 289K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Arkadios Wealth Advisors | 5,096 | 246K | +48 | +1.0% | 2Q | SEC ↗ |
| 17 | CARY STREET PARTNERS FINANCIAL LLC NEW | 4,075 | 196K | — | +0.0% | 1Q | SEC ↗ |
| 18 | CWM, LLC | 430 | 21K | +5 | +1.2% | 3Q | SEC ↗ |
| 19 | PRIVATE TRUST CO NA NEW | 397 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Farther Finance Advisors, LLC NEW | 185 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 21 | JANUS HENDERSON GROUP PLC | 0 | 0K | -400,041 | -100.0% | 5Q | SEC ↗ |
| 22 | Orion Porfolio Solutions, LLC | 0 | 0K | -7,213 | -100.0% | 1Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 0 | 0K | -18,126 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 208,310 | 10M |
| ARQ WEALTH ADVISORS, LLC | 165,509 | 8M |
| Colonial River Investments, LLC | 99,081 | 5M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 5,993 | 289K |
| CARY STREET PARTNERS FINANCIAL LLC | 4,075 | 196K |
| PRIVATE TRUST CO NA | 397 | 19K |
| Farther Finance Advisors, LLC | 185 | 9K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANUS HENDERSON GROUP PLC | 400,041 | 19M |
| GOLDMAN SACHS GROUP INC | 18,126 | 873K |
| Orion Porfolio Solutions, LLC | 7,213 | 348K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | +59,291 | +26.1% | 286,316 |
| Southern Financial Group, LLC | +49,603 | +3.7% | 1,405,479 |
| Townsend & Associates, Inc | +22,282 | +2.4% | 942,780 |
| JANE STREET GROUP, LLC | +16,825 | +88.1% | 35,930 |
| COMMONWEALTH EQUITY SERVICES, LLC | +3,508 | +5.4% | 68,532 |
| QTR Family Wealth, LLC | +3,156 | +8.0% | 42,539 |
| Hidden Cove Wealth Management, LLC | +2,972 | +27.9% | 13,627 |
| Castle Rock Wealth Management, LLC | +1,691 | +4.5% | 39,111 |
| TRUIST FINANCIAL CORP | +968 | +18.4% | 6,241 |
| ENVESTNET ASSET MANAGEMENT INC | +171 | +1.6% | 11,083 |
| Arkadios Wealth Advisors | +48 | +1.0% | 5,096 |
| CWM, LLC | +5 | +1.2% | 430 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS, | -1,942 | -1.0% | 189,626 |